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Bid Detail - Estimate: Award Sheet

StageBuilt
StatusShipped
Design statusApproved
Estimate1w (M)
ConfidenceLow
LinearPIN-197 ↗ PIN-203 ↗
Linear statusDone
CycleC14
DesignDesign ↗
Linear epicBid Intake & Pipeline
ModuleBids ↗

Priority: High · Route: /bids/:bidId?tab=estimate

Scope

Award tab: converts the estimate's selected vendor bids into a locked award snapshot tagged by cost code, which drives PO issuance and the project budget transfer. Vendor selection feeding the award comes from a side-by-side quote-compare view; an exec-gated Reopen Bid path can revert a locked award. (Source: PIN-197, PIN-203.)

Acceptance criteria

  • Award button on the Estimate toolbar opens a summary modal (vendors / equipment / labor / contract / budget) before locking
  • Warns if any scope line is missing a vendor selection or has zero budget
  • On confirm: snapshots each line's selected BUY value into the Award tab, tagged by CSI cost code (carried directly from the estimate line, no separate mapping)
  • Estimate becomes read-only with a "Locked — Award snapshot taken {date} by {user}" banner
  • Vendor selection: ctrl+click 2+ vendor cells on a scope line opens a side-by-side compare (pricing, inclusions/exclusions, lead time, warranty, bond capacity); "Select Vendor" sets the BID
  • Floating action bar appears once 2+ vendors are selected, with Compare / Clear
  • Reopen Bid (exec-only): required reason code + note, reverts bid to In Progress, unlocks the Estimate, keeps the prior snapshot as history
  • If POs were issued against the award, Reopen lists them with Cancel / Transfer / Keep options

Conor's comments

This is part of award to project and where POs are requested from.

Notes

Transfer of finalized costs/cost-codes into project budget; placeholder in monorepo

Open question for Conor

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