| | BidThe objective of the estimation process is to prepare a
quotation or bid consisting of the sales price information of deliverables
(primary structural elements). You can achieve this through the integration
with Microsoft Word and Microsoft Excel. The estimation process is not intended
to write back data from Word or Excel to LN Project. The bid template is divided into the following three
parts: - Bid Document: The Microsoft Word integration
part of the bid. The document generated provides bid details such as business
partner, submitted date, sales amount, and bid approval status. It also
provides project details, such as invoice method, bank guarantee details,
customer reference, and, finally, provides the installment scheme. The template
is a good illustration of what you can accomplish. Changes are required to make
the template fit the needs of a specific organization, for example, adding the
company logo, particularly, if the logo will be used for communications with
the prospect/customer.
- Bid Scope: This part of the template provides
information about the primary structural elements, in regard to description,
parent element. The information is in regard to the various components involved
in the final deliverable.
- Bid Summary: The structural elements
information, such as description and net sales amount, appears in the
spreadsheet available through the integration with Microsoft Excel. The bid
summary shows the net sales amounts in the bid sales currency and the available
home currencies, each on a separate worksheet.
In addition, subtotals by primary structure element are also
calculated, to provide greater insight into the bid structure. The total sales
amount of the final deliverable calculated here must be the same as the one
provided in the Microsoft Word document. | |