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Understand the Suggested Items tray

The Suggested Items tray holds bid lines Level Bids could not clearly match. A priced item there does not count toward Leveled Price until you approve it.

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When Level Bids finds a line in a proposal that does not clearly match any scope item, it does not force it. It sets the line aside in the Suggested Items tray for you to decide.

  1. Open the Suggested Items tray after Level Bids runs.
  2. For each item, decide whether it is missing scope, extra scope, or a duplicate.
  3. Decide whether it belongs in this bid package or another.

Tip: A priced item sitting in the tray does not count toward Leveled Price until you approve it.

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Still stuck after the steps? Email support@consight.ai.

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