Bidding & vendors
Send and receive Project Messages
Communicate with package recipients from the project and let bidders contact the assigned project team.
Before you begin
- A published bidder project for bidder messaging
Step-by-step
Follow these steps
Open messages as a project-team user
Open Bid Packages and select Project Messages.
The message history shows sender, recipients, message, delivery time/status, and attachment count.
Choose bidder recipients
Select New Message, then choose one or more eligible package recipient groups.
A group with no eligible recipients is disabled. Confirm the selected packages before writing the message.
Compose and send
Enter the required subject and an optional message body.
Add PDF, Word, Excel, CSV, ZIP, text, JPG, or PNG attachments when needed, then select Send.
Verify delivery
Return to the message history and review the delivery status, timestamp, recipients, and attachments.
Message the team as a bidder
After entering the bidder workspace, select Project Messages to read sent and received messages and open attachments.
Select New Message. The recipient is fixed to Entire Project Team, which includes active organization users assigned to the project.
Enter the required subject, optional body and attachments, then select Send to Project Team.