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…
  1. To view events for today, click on the Today link.
  2. For the current month, click on the desired day.
  3. 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.
  4. 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…
  1. To view events for today, click on the Today link.
  2. For the current month, click on the desired day.
  3. 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.
  4. 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.
     
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Entering Calendar Events  ·  Different ways calendar dates can be recorded into your BB-Bid calendar.
 
There are six specific ways that calendar dates can be recorded into your BB-Bid calendar:
 
  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. Adding Directly in Your Calendar… Refer to the section for “Add Calendar Events”.
  6. 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…
  1. To view events for today, click on the Today link.
  2. For the current month, click on the desired day.
  3. 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.
  4. 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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Add Calendar Events  ·  Add calendar events for all or specific projects.
 
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…
  1. To view events for today, click on the Today link.
  2. For the current month, click on the desired day.
  3. 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.
  4. 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.
       
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Edit Calendar Events  ·  Modify existing calendar events for all, or specific projects.
 
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…
  1. To view events for today, click on the Today link.
  2. For the current month, click on the desired day.
  3. 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.
  4. 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.
       
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Delete Calendar Events  ·  Delete calendar events for all, or specific projects.
 
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…
  1. To view events for today, click on the Today link.
  2. For the current month, click on the desired day.
  3. 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.
  4. 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