Overview
This integration streamlines budget tracking, ensures precise financial comparisons, and accelerates the transition from bid selection to contract creation—helping you maintain control and clarity every step of the way.
Process
1. Open the Bid Package
Navigate to the Bid Package containing the proposals you wish to review.
2. Post the Proposal to Budget/ACR
Locate the bid card for the bidder you want to proceed with.
Click the button with the three dots (⋮) on their bid card and select "Post to ACR".
This action posts the bidder's proposal amount to the "Pending Contract Amount" column in your Budget/ACR.
Tip: Need to switch to a different bidder? Simply click the three dots (⋮) again and select Remove from ACR before posting another proposal.
3. Proceed to Contract
Once a proposal is posted to the ACR, click Proceed to Contract on the bidder's card.
This will carry the details of their proposal into the contract creation stage.
Add any necessary additional information (contract documents and SoV/WBS are required).
Finalize the contract by approving it and marking it as Executed.
Key Benefits
Streamlined Process: Directly integrates proposal amounts with your Budget/ACR for effortless tracking.
Accurate Comparisons: Enables real-time evaluation of proposals against budgeted cost codes.
Smooth Transition to Contracting: Prepares all proposal details for seamless contract execution.
By using this workflow in INGENIOUS.BUILD, you can maintain transparency, optimize decision-making, and save time transitioning from bidding to contracting.