Calendar
·
Allows both buyers and sellers to organize and highlight important
dates associated with your project.
Note: This calendar is specific to BB-Bid and will not share
information with other electronic calendars such as Microsoft Outlook.
·Daily
·Weekly
·Reports
Entering Calendar
Events
·View Calendar Events
·Add Calendar Events
·Edit Calendar Events
·Delete Calendar Events
·Calendar Event Report
Daily ·
View and maintain daily events related to your specific projects
whether you are the “buyer” or a vendor on another project.
When you first select the
calendar tab, you will see the daily events for the current day.
View
Calendar Events for a Specific Day
A small monthly calendar
is displayed to the left of the screen…
- To
view events for today, click on the Today link.
- For
the current month, click on the desired day.
- For
a previous month click on the arrow
to the left of the month until
the desired month is selected, then, click on the desired day.
- For
a month in the future, click on the arrow
to
the right of the month, then, click on the desired day.
View
Calendar for a Specific Project or All Projects
Click in the “View:”
drop down box to the right of the screen to select calendar events for
a specific project, or select All
to view events for all projects combined.
Get
Month
Click the Get Month button and enter the
date of the month you wish to view and click
OK.
The month you selected will be displayed in the small calendar
to the right of the screen. Click on the desired day to view
entries for that day.
Screen
Tips
You may use the scroll
bar or arrows to the right of the screen to view the calendar
entries.
Weather
Click the Weather button to access a link
to “The Weather Channel”, weather.com.
To view the forecast for a project location click on the
“Select a Project” drop down menu. To return to the calendar page
at any time, click “X” in the upper right corner of the window.
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Weekly ·
View and maintain events, by week, related to your specific
projects whether you are the “buyer” or a vendor on another project.
When you first access the
calendar tab you will see the events for the current week.
View
Calendar Events
A small monthly calendar
is displayed to the left of the screen…
- To
view events for today, click on the Today link.
- For
the current month, click on the desired day.
- For
a previous month click on the arrow
to the left of the month until
the desired month is selected, then, click on the desired day.
- For
a month in the future, click on the arrow
to
the right of the month, then click on the desired day.
View
Calendar for Specific Project or All Projects
Click in the “View:”
drop down box to the right screen to select calendar events for a specific
project or select All to view
events for all projects combined.
Get
Month
Click in the Get Month button.
Enter the date of the month you wish to display and click
OK.
The month you selected will be displayed in the small calendar
to the right of the screen. Click on the desired day to view
entries for that day.
Weather
Click the Weather button to access a link
to “The Weather Channel”, weather.com.
To view the forecast for a project location click on the
“Select a Project” drop down menu. To return to the calendar page
at any time, click “X” in the upper right corner of the window.
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Reports ·
Create a calendar event report, based upon one specific project,
or all projects combined, within your selected date range.
| |
Calendar
Report Selection Criteria |
| From |
§
This is the calendar
starting date of the report.
§
The default value
of the “From” date is the current month, day and year.
§
Click in the drop down box to the right of the Month,
Day and/or Year fields to select the desired date.
|
| To |
§
This is the calendar
ending date of the report.
§
The default value
of the “To” date is the current month, day and year.
§
Click in the drop down box to the right of the Month,
Day and/or Year fields to select the date.
|
| Project |
§
This
is the project for which you would like to run the report.
§
Click in the drop down box
to the right of the project to select a specific project or All
projects. |
- To
gather the data for your selection criteria and display the report, click
Run Report.
- To
print the report use the File,
Print option on
your browser.
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There are six specific
ways that calendar dates can be recorded into your BB-Bid calendar:
- From
“My Projects” Main screen…
Project related dates are established in the “General” screen when you
are adding a project. Included
are: Pre-Bid Meeting Date, Bids Due Date, Start Date and End Date. After you define a project, or
have previously defined a project, select that project from “My Projects“
Main screen by highlighting the project and selecting display.
Then click the line that reads, “Enter Dates in My Calendar”. A confirmation message will be
displayed.
- For
Specific Bid Packages… When
establishing a specific bid package for a trade (“My Projects”, “Main”,
Display Project, click on a category), you can have project dates specific
to a trade (i.e. you are “fast-tracking” the site development).
Record the dates (make sure you enter a Bid Package #), then, click
“Enter Dates in My Calendar”. A
confirmation message will be displayed.
- Modifying
Project Dates from “My Projects” screen… You
can modify the dates in a previously defined project by returning to the
General screen (“My Projects”, Main, Display Project, General) and changing
the dates. Return to the
Main screen and click “Save Dates in My Calendar”.
A confirmation message will be displayed.
To modify dates for a specific Bid Package, go to the specific
trade (“My Projects”, “Main”, Display Project, click on the category). Change the dates as necessary,
then, click on “Enter Dates in My Calendar”.
A confirmation message will be displayed.
- From
Your In-Box… When
you receive an invitation to bid, and you accept the invitation, the key
dates are automatically entered in your calendar.
- Adding
Directly in Your Calendar… Refer
to the section for “Add Calendar Events”.
- Modifying/Changing
Existing Events… To
modify, edit or changes events (including rescheduling dates and times)
directly in your calendar, refer to the section “Edit
Calendar Events”.
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View Calendar Events ·
View calendar events for all or specific projects whether you
are the “buyer” or a vendor on another project.
When you first access the
calendar tab, you will see the events for the current day.
To
view calendar events…
Click on the Daily or Weekly tab.
A small monthly calendar
is displayed to the left of the screen…
- To
view events for today, click on the Today link.
- For
the current month, click on the desired day.
- For
a previous month click on the arrow
to the left of the month until
the desired month is selected, then, click on the desired day.
- For
a month in the future, click on the arrow
to
the right of the month, then click on the desired day.
View
Calendar for Specific Project or All Projects
Click in the “View:”
drop down box to the right of the screen to select calendar events for
a specific project, or select All
to view events for all projects combined.
Get
Month
Click on the Get Month button.
Enter the date of the month you wish to display and click
OK.
The month you selected will be displayed in the small calendar
to the right of the screen. Click on the desired day to view
entries for that day.
Weather
Click the Weather button to access a link
to “The Weather Channel”, weather.com.
To view the forecast for a project location click on the
“Select a Project” drop down menu. To return to the calendar page
at any time, click “X” in the upper right corner of the window.
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To
add new events to your calendar…
Go
to the desired date…
Click
on the
Daily or Weekly
tab.
A small monthly calendar
is displayed to the left of the screen…
- To
view events for today, click on the Today link.
- For
the current month, click on the desired day.
- For
a previous month click on the arrow
to the left of the month until
the desired month is selected, then, click on the desired day.
- For
a month in the future, click on the arrow
to
the right of the month, then click on the desired day.
Go
to the desired project…
Click in the “View:”
drop down box to the right of the screen to select calendar events for
a specific project or select All
to view events for all projects combined.
Click on the time and you will
be placed in the Add Calendar Event screen.
| |
Add
Calendar Events |
| Title |
The description of the
event for this time and date.
|
| Date |
The
date of this event.
|
| Time |
The
time of this event. To change
the time click in the drop down menu and select the desired time. |
| Project |
To
assign this event to a specific project, click in the drop down
menu and select the desired project. |
| Notes |
Enter
any notes pertaining to this event. |
- To
save the calendar entry, click Save.
- To
clear the calendar entry fields and re-enter, click Reset.
- To
return to the calendar without saving the changes, click Cancel.
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To
edit calendar events…
Go
to the desired date…
Click on the Daily or Weekly tab.
A small monthly calendar
is displayed to the left of the screen…
- To
view events for today, click on the Today link.
- For
the current month, click on the desired day.
- For
a previous month click on the arrow
to the left of the month until
the desired month is selected, then, click on the desired day.
- For
a month in the future, click on the arrow
to
the right of the month, then click on the desired day.
Go
to the desired project…
Click in the “View:”
drop down box to the right of the screen to select calendar events for
a specific project, or select All
to view events for all projects combined.
.
Click on the Edit button next to the event
you wish to modify, and you will be placed in the Edit Calendar Event
screen.
| |
Edit
Calendar Events |
| Title |
The description of the
event for this time and date.
|
| Date |
The
date of this event.
|
| Time |
The
time of this event. To change
the time click in the drop down menu and select the desired time. |
| Project |
To
assign this event to a specific project, click in the drop down
menu and select the desired project. |
| Notes |
Enter
any notes pertaining to this event. |
- To
save the changes made to the calendar entry, click Save.
- To
clear the changes made to calendar entry fields and re-enter, click
Reset.
- To
return to the calendar without saving the changes, click Cancel.
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To
delete calendar events…
Go
to the desired date…
Click on the Daily or Weekly tab.
A small monthly calendar
is displayed to the left of the screen…
- To
view events for today, click on the Today link.
- For
the current month, click on the desired day.
- For
a previous month click on the arrow
to the left of the month until
the desired month is selected, then, click on the desired day.
- For
a month in the future, click on the arrow
to
the right of the month, then click on the desired day.
Go
to the desired project…
Click on the “View:”
drop down box to the right of the screen to select calendar events for
a specific project, or select All
to view events for all projects combined.
To
delete single calendar entries…
Click on the box to the right
of the event. You will see
a check mark in the box, then click Delete.
To
delete ALL calendar entries…
Click Check All and you will see
a check mark displayed in all of the entries, and then click Delete. You will see “Do you want
to delete all events that are checked from you calendar?”
Click OK
to delete all selected events or click Cancel to leave events as is.
To delete multiple calendar entries…
Click Check All and you will see
a check mark displayed in of all of the entries.
Deselect the entries you do not want deleted by clicking
in the box to the right of the entry, then click Delete.
You will see “Do you want to delete all events
that are checked from you calendar?”
Click OK
to delete all selected events or click Cancel to leave events as is.
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Contractors
Register, Inc.
Jefferson Valley, NY 10535
(888) 303-2243 Fax: (914) 962-8412
www.thebluebook.com