I have set up several sheets within a workspace to track our companies invitations to bid/proposals.
The set up flows like this:
- Invitations to bid are received and input into an "Invitations to Bid" sheet
- Management decides which projects to bid or not. Rows for projects we will bid are moved to a "Current Bid List". Rows for projects we will not bid are moved to a "Not Bidding" list.
- Estimators review the "Current Bid List" and provide proposals to appropriate jobs. If a proposal is sent, the row is moved to the "Previously Bid" list. If not, the row is moved to the "Not Bidding List".
I have attached a crude chart to show the relationships between these four sheets.
Sometimes jobs are bid several times before they are awarded.
My question being: Is there a way to identify "rebid" jobs from the "Previously Bid" List when inputting in the "Invitations to Bid" list?
For example, if the job name and location matches on both sheets - a checkbox column is checked?
Thanks in advance for any suggestions!