Bid to schedule
How does ControlBoard® map bid lines to cost codes and activities?
ControlBoard learns how your bids map to your cost codes and schedule activities, so the next bid of the same kind
maps itself. Rules match a bid line by its codes or description and propose where it belongs; they never map a line on
their own, so a person always confirms. The usual way to get rules is to map one bid by hand and let ControlBoard
remember it. When two rules disagree, the line is left for a person to decide rather than guessed. The result is
faster bid imports, consistent budgets and needs across jobs, and less retyping between estimating and operations.
What you can do with it
- Map bid lines to cost codes and activities by rule
- Make rules from a bid you already mapped
- Change or turn off a rule
Used by: administrators, managers
More about bid to schedule in ControlBoard
Already a customer? The step-by-step is in Help inside ControlBoard.
Updated
Common questions
Do we have to write bid mapping rules by hand?
No. The usual way is to map one bid by hand, then have ControlBoard remember that mapping as rules. A rule you
already have is updated, not copied. Administrators and managers can still add or change rules directly when they
want to.
Can one bid mapping rule match many codes at once?
Yes. A rule can match a pattern, so one rule covers every code that starts the same way, and matching ignores
upper and lower case. Rules are ranked, so the most specific one can win, and a tie that disagrees is left for a
person.
Will rules change our bids without anyone checking?
No. In ControlBoard rules only propose a mapping on a job’s bid. A person reviews and confirms every line. Rules
that are no longer wanted are turned off rather than deleted, so they can come back later.