This page lists the release date and version of each product. It has the changes made in that version. If you have specific questions or would like more details on a new function, please contact us and we’ll get back to you as soon as we can.

Note: Minor version releases may not be listed.

Select Product:

Bid List
Scope Sheet

Scope Sheet

v9.31 r.2020-12-01
  1. MAJOR CHANGE: How updates are sent from Trade Sheets to the Top Sheet:
    • To send updates to the Top Sheet summary, even if the Top Sheet is in the same Excel file, requires the estimator to use the “Send to Top Sheet” buttons:
    • The “Top Sheet” button has move to the left, “Navigate” section of the toolbar:
    • Once on the “Top Sheet” click the “Check for Updates” button.

      Note: You can move and rename your project Scope Sheet file (You should always move it to your local desktop if you are working remotely) and it will still send updates to the project Top Sheet as long as you have an internet connection.
    • You no longer have to insert rows into the Top Sheet. Instead, when an “Update” is performed, any trade sheet data sent using the “Send to Top Sheet” buttons will automatically be added to that Top Sheet (or values will be updated if that trade already exists).
  2. Simplified Page Formatting and Added Options
    Set the visibility of columns and rows and other settings using the “Print Options” menu under each type of page format:
    To refresh all the settings for a desired page format either hold the Control key while clicking on the new format or use the menu to the right and click “Use Default Page Settings”:
  3. Wage Rate fields are always hidden. Edit information using “One Page Print/Export Options”:
  4. Added overflow area for Trade Qualifications and Notes so you can have more than seven per trade. Double click the button beneath the Trade Qual and Notes area and add the additional lines in the form that opens:

    • Note: Use the “Qualifications and clarification summary” report to aggregate all the quals and notes from all trade sheets (including those not in the same file) into one tab that can be copy and pasted into your bid document. 
  5. Changed color of “Link” and “Edit” bidders to better differentiate between the two:
  6. Merge Scope Sheet function will check version of Scope Sheet file prior to merging it in. All files must be on the same version to merge together.
  7. Improved highlighting different scope line items when merging one Trade Sheet file into another.
  8. Fixed a bug if the Boilerplate subcategory had an “&” in it.
  9. Fixed a bug where the sheet would not be protected after logging an email.
  10.  Fixed a bug when checking the version if the workbook name or path had a single quote in it.
  11. Fixed a bug that will now autofit headings, base bid, leveled bid, and leveled bid plus alternates rows.
  12. Other minor fixes and performance improvements.
v9.27 r.2020-10-05
  1. Top Sheet: Added copy formula to selected commit rows to right click menu.
  2. Added an option to import bidders from Bid List with specific bid statuses using checkbox selector.
  3. Added a person’s title to their name when inserting a bidder.titletoaddbidder
  4. Added default “”Last Sync”” time if it’s blank to prevent sync error.
  5. Fixed a bug when renaming a custom sheet.
  6. Fixed issue with Top Sheet custom columns during an upgrade.
  7. Fixed a bug where the file kept alerting if open for more than 7 hours.
  8. Fixes for “Create Scope of Work Word document” function.
  9. Added remote support link to About box.
  10. Other minor fixes and performance improvements.
v9.24 r.2020-08-10
  1. New Feature: Added “Delete Trade Sheet Data” to “Edit Trade Sheet” menu. Delete Trade Sheet data
  2. New Feature: Choose how low bidder is calculated: by using the Leveled Bid Total Only, or combination of Leveled Bid PLUS Alternates/Unit Prices. Choose calculation method on each Trade Sheet in cell “F2”. Will now find the “Best Value” bidder.
  3. New Feature: Added an “Omit $” column. Put any value in that column and the dollar amount in that row is excluded from the totals.Scope Sheet Omit Column and Low Bid Calc
  4. New Feature: Added an “Omit” plug type. Put an “X” in the plug type column and the value is excluded in the total rows.OmitPlugType
  5. New Feature: Can select specific bid statuses to import from the Bid List. Importing trade sheets and bidders runs ~30% faster.SS Choose bid status to import
  6. New Feature: Customize the email that is sent to bidders with the exported Scope Sheet file. Can attach other files as well. See section on “Setup” sheet.SS-Edit Exported email
  7. New Feature: Details about existing projects are shown when creating a new project or linking to a different project.
  8. New Feature: When using the “Save as new project” function, user can select an existing project to link to. Useful for Child files that are bidding a new iteration of the same to existing project
  9. Top Sheet: “Live Updating” is on by default when creating a new project file.
  10. Top Sheet: Added a right click menu option to “Copy a formula to all commit rows”. Helpful for custom column with calculations. This function copies the formula and format of the selected cell.TS Right Click Copy to Commit Rows
  11. Top Sheet: Can clear all committed data on the Top Sheet. Beneficial for iterative bids. Use the “Clear all committed row data” button in the “Trade Rows” menu.
  12. Top Sheet: Can send data to the Top Sheet without a low bidder (can now send just a budget number,bids expected, etc.). No need for a $1 plug number to get a low bidder.
  13. Top Sheet: File will not download Top Sheet updates from updates sent from the same file.
  14. Top Sheet: Simplified Top Sheet linking process (no need to use “Link to External” sheets button). File path is sent and linked when sent from another estimator’s file.
  15. Top Sheet: Sped up re-sorting of trades.
  16. UI: Added “Conditional Formatting Options” to Scope Sheet Function menu.
  17. UI: Added “Navigation” section to Scope Sheet toolbar. User can quickly select any sheet in the file.
  18. UI: Added ability to edit “Sub Bid Instructions” on exported Scope Sheet. Accessible from “One Page Print/Export Options”
  19. UI: Added warning if file is left open for a long time. Recommends restarting Excel/computer to clear memory at least once a day.
  20. UI: Added warning message if user is in “Offline” mode and attempts to send Top Sheet updates.
  21. UI: Automatically syncs project detail changes. Does not require user to accept changes made by another estimator.
  22. UI: Removed input message pop up on Alternates. Instead added information to “?” next to Alternates section heading.
  23. Bug Fix: When sorting bidders alphabetically.
  24. Bug Fix: When sorting Trade Sheet items by description.
  25. Bug Fix: When copying any pasting and using the enter key.
  26. Other minor fixes and performance improvements.
v9.20 r.2020-06-10
  1. Added categories to Boiler Plate scope so scope for specific project types (e.g. Healthcare, TI, etc) can be added.boilerplatecategories
  2. Enlarged Boiler Plate scope window.
  3. Many improvements around files saved on SharePoint & OneDrive.
  4. Upgrade will keep customized text in Project, Bid Due, and Estimator fields.
  5. Added ability to edit Subcontractor Instructions (see drop down under 1 Page format)
  6. Fixed bottom border formatting issue if wage rates are hidden.
  7. Sped up inserting Boiler Plate scope rows.
  8. Other performance improvements and bug fixes.
v9.19 r.2020-04-27
  1. Added “Job Title” field to contacts.
  2. Added option to create scope sheet from all available projects, not just those created in the past 90 days.
  3. Added the project codename to the project selection form.
  4. Added warning about using a “~” in an alternate description.
  5. Added ability to upload files directly to 14Fathoms support via “About” menu.
  6. Made system information and project information text boxes bigger.
  7. Fixed bug when linking an existing scope sheet to a different project.
  8. Fixed issue where the Scope Sheet version could change to 0.
  9. Fixed bug where the “Renaming Sheet” right click option would be duplicated.
  10. Fixed bug where the delete “X” may disappear next to longer alternate descriptions.
  11. Other performance improvements and bug fixes.
v9.173 r.2020-03-02
  1. Bug fixes when creating a new project from the Master Template.
v9.171 r.2020-02-26
  1. Rewrote entire backend database code to make it faster and more efficient. Will also allow for faster future enhancements.
  2. Added mouse scroll to long list boxes. If you have issues, please contact us.
  3. Improved CSI editing.
  4. Archive will export Setup tab details and Top Sheet even if the project total is $0.
  5. Improved copying and pasting to and from other trade sheets.
  6. Can roll up/expand an entire scope sheet section using right click menu on the section header.
  7. Improved border around entire scope areas. Will show if wage rates are hidden.
  8. Added right click menu option to shrink to fit and center company names or turn off shrink to fit and left align.
  9. Added OneDrive beta mode.
  10. Added freeze panes to Archive/Macro free files.
  11. Bug fix: When sending all trade sheet files to the Top Sheet.
  12. Bug fix: Named ranges where staying on Sub’s Exported files.
  13. Bug fix: After clicking “Click to Link Button” and adding a new person.
  14. Bug fix: When opening the Extract Sheet dialog box hang.
  15. Bug fix: Named ranges copying over on Archived File.
  16. Bug fix: If time zone in due date was only 2 letters.
  17. Multiple other minor bug fixes and performance improvements
v9.14 r.2019-11-04
  1. Bug fix: When adding a new bidder.
  2. Added note not to use the Scope Sheet over a VPN. User should copy/move the file to a local drive, work on the file, then move it back to the network drive when complete.
  3. Added an “Open Backups” folder button in the “About” box on the Scope Sheet toolbar.
  4. Bug fix: OneDrive and SharePoint files upgrade error. Users will have to manually choose their upgrade file but the upgrade will complete successfully.
  5. Turned off automatic OneDrive sync for 14Fathoms files. The 14Fathoms autosave function will still work.
  6. Bug fix: alternates being duplicated during a sync.
  7. Bug fix: user will be prompted to sync project data when a new project is created.
  8. Bug fix: linking an existing non-linked bidder as a new non-linked bidder error message.
v9.09 r.2019-09-17
  1. Bug fixes.
v9.08 r.2019-08-02
  1. Made bid comparison printing format more robust.
  2. Bug fix when right clicking Insert Scope row.
  3. Exported SS are formatted 1 page wide by default.
  4. Fixed a bug when creating reports and sorting after they are created.
  5. Fixed a bug where the “Delete Sheet” option would disappear from the right click tab menu.
v9.02 r.2019-05-29
  1. Substantial code base re-write (hence the 9.0 version number) making the program much more stable and more responsive
  2. Backup files are created on each save by default (change in advanced settings)
  3. Insert multiple rows and bidders when adding trade sheets
  4. Insert boilerplate scope exponentially faster
  5. Insert multiple rows exponentially faster
  6. Insert multiple bidders at once (hold the control key while clicking the “Insert non-linked bidder” button)
  7. Allowed making default column on Template a budget column
  8. A “14FathomsBackups” shortcut link added to your project folder
  9. Fixed a bug relating to the date/time zone
  10. Fixed a bug when double clicking an empty cell on a trade sheet
  11. Few other minor bug fixes
Version 8 Archive

v8.65 r.2019-05-15

  1. Updated code to make saving more robust.
  2. Rewrote copy/paste functions to make it more “natural”. Added warning & workaround instructions if attempting to copy an entire sheet.
  3. Fixed a bug that would cause the file to balloon in size.
  4. Re-enabled AUTO-SAVE functionality. Adjust setting in About box.
  5. Added option to turn off save while sending updates to the Top Sheet.
  6. Added code to try to bring success message boxes to the top of the screen.
  7. Added warning when switching to a new sheet while still editing a cell.
  8. Custom columns set to “Always” won’t hide when double clicking “< Custom button”.

v8.642 r.2019-04-21


  1. Updated the copy/paste functionality to make it more “natural”. Note: Undo functionality won’t work after pasting.
  2. Added option to not save the file while sending updates to the Top Sheet.
  3. Added code to try to bring success message boxes to the front of the screen.
  4. Added warning when switching to a new sheet while still editing a cell
  5. Custom columns set to “Always” won’t hide when double clicking < Custom button
  6. Other minor bug fixes.

v8.64 r.2019-03-11


IMPORTANT: Disable Hardware Acceleration in Excel to improve performance (if you haven’t already):

A. Click the File tab, then “Options”.
B. In the Options dialog box, click “Advanced”.
C. Look in the “Display” area, click to select the “Disable hardware graphics acceleration” check box.
D. Click OK to save.

  1.  Customize the Master Scope Sheet Template heading colors to better brand the scope sheet for your company.
  2. Added “General” contact checkbox when adding bidders if you don’t know exactly who will handle the bid
  3. You can show/hide the bid statistic rows on all sheets from the Template. Just double click the Show/Hide button from the “Template” sheet.
  4. Fixed bug with the Master Template location and warns user if they aren’t using the proper file.
  5. If the project has “test” or “1234” in the project name it will only ask you once if you want to hide it from the list of available projects.
  6. Added a default folder to store new projects. Set in the Master Template setting section.
  7. Added code to check and warn user if they opened the scope sheet file as an attachment directly from Outlook which saves it a hidden, temporary folder. Always download and save the attachment to a project folder before opening.
  8. Provide more information in the status bar when activating the Top Sheet and turning Live Updating on/off.
  9. When using the “Save As Different Scope Sheet” function allow user to choose a folder location for the new file.
  10. Fixed a bug when merging in sheets and there were more rows on the template than merged file.
  11. Fixed the page layout so trade sheets will print properly.
  12. Fixed a bug when sorting scope items.
  13. Added conditional formatting to Top Sheet to hide cell errors (if no low bidder) when Live Updating is on.
  14. Added check and warn user if they edit the project name for a new project. If so, instruct them to use the “Save As A Different Scope Sheet” function instead.
  15. Other bug fixes and many performance improvements.

v8.60 r.2019-02-19


IMPORTANT: Disable Hardware Acceleration in Excel to improve performance (if you haven’t already):

A. Click the File tab, then “Options”.
B. In the Options dialog box, click “Advanced”.
C. Look in the “Display” area, click to select the “Disable hardware graphics acceleration” check box.
D. Click OK to save.

  1.  Fixed an issue that would cause random crashing, especially if multiple 14Fathoms files were open.
  2. Fixed a bug where the calculation mode would not revert to “Automatic” on a custom sheet when coming from another 14Fathoms’ file.
  3.  Export scope of work to Microsoft Word document functionality added. You can also use a company template (with your logo, standard contract language and formatting). Just include the [14FathomsScope] tag where you want the scope inserted.
    1. Click Reports in Scope Sheet toolbar.
    2. Click Scope of work Word Document option.
    3. Select the trade(s). Each will be it’s own word file.
    4. Optional: Select an existing Word document to use as a template. Include [14FathomsScope] where you want the scope inserted.
    5. Click the Generate button. Created word documents are saved in the same location as your Scope Sheet file.


      Create Microsoft Word Scope of Work Documents

  4. Increased size of trade sheet select box and can filter on trades while inserting multiple sheets.


    Insert Trade Sheets Filter when Adding Multiple

  5. Added hotkeys for moving rows up/down and indenting/outdenting scope text:
    1. Control + Alt + Up Arrow: Moves selected scope row up.
    2. Control + Alt + Down Arrow: Moves selected scope row down.
    3. Control + Alt + Right Arrow: Indents text of selected cell.
    4. Control + Alt + Left Arrow: Outdents text of selected cell.
  6. Improved right click navigation: can now jump quickly to custom sheets and the TopSheet.


    Improved Right Click Navigation

  7.  Added additional “Advanced settings” in the About box to allow the user to tweak their application and make it more responsive. Settings are saved to your computer so you only need set once for all files.
  8. Other bug fixes and many performance improvements.

v8.50 r.2019-01-28


IMPORTANT: Disable Hardware Acceleration in Excel to improve performance (if you haven’t already):

A. Click the File tab, then “Options”.
B. In the Options dialog box, click “Advanced”.
C. Look in the “Display” area, click to select the “Disable hardware graphics acceleration” check box.
D. Click OK to save.

  1. Added additional “Advanced Setting” to About box to tweak application.
  2. Fixed a bug where not all trade sheets were visible when extracting for a coworker.
  3. Fixed a bug when reordering trade sheets.
  4. Added more status bar updates to identify bottlenecks.
  5. Turned off printer communications by default.
  6. Numerous other performance improvements.

v8.45 r.2018-12-12


IMPORTANT: Anti-virus software can cause the Scope Sheet to freeze or shutdown. Talk to your IT department about excluding/white-listing all .xlsm files or files in your project folders. A help file showing how to do this is in process.

  1. Fixed a bug when opening another file that is in [Protected View].
  2. Fixed a bug when double clicking a trade on the Top Sheet to jump to that sheet user may get “this data is linked to the template” warning.
  3. Fixed a bug when exporting/importing a scope sheet if any of the rows have an error (#n/a, #ref) in them.
  4. Fixed a bug when attempting to add rows in prohibited places.
  5. Added “Offline” mode when a slow network connection is present. Can manually enter that mode in the “About” box.
  6. On bidder report, identified subs with “Ignored” bidder type with an *.
  7. Your “Insert boilerplate scope” selection on the add trade sheet form is saved so you don’t have to uncheck each time.
  8. Top Sheet: if the low bidder differs it flags that row even if the row is collapsed an not using Live Updating.
  9. Added more status updates when upgrading file.
  10. Numerous other performance improvements.

v8.44 r.2018-09-06

IMPORTANT: Disable Hardware Acceleration in Excel to improve performance:
A. Click the File tab, then “Options”.
B. In the Options dialog box, click “Advanced”.
C. Look in the “Display” area, click to select the “Disable hardware graphics acceleration” check box.
D. Click OK to save.

  1. Fixed a bug where a file couldn’t be archived unless it had a trade sheet.
  2. Added a warning message when user attempts to use Excel’s built-in “Save As” function.
  3. Added “Offline” mode when a slow network connection is present. Can manually enter that mode in the “About” box.
  4.  Turned off a setting in Excel 2013+ which will cause the screen to flicker but should minimize macros locking up.
  5. When adding a trade sheet it will remember if you want to add boilerplate scope by default.
  6.  Improved the format functionality to make it quicker.

v8.43 r.2018-08-19

  1. Added ability to copy plug types and amounts across all bidders using right click menu “Copy plug to all bidders” option.CopyPlug01CopyPlug02CopyPlug03
  2. Store the link to a sub’s bid proposal directly in the file. Double click to open it and view the proposal.
  3. Changed the comment heading to say “Hide” instead of “Delete” column to avoid confusion.
  4. Remove the shrink to fit text on the Top Sheet for the trade and company names.
  5. Added option to auto size all rows on all trade sheets.
  6. The insert and delete keyboard keys will be reset when using the Refresh Macros button. (Helpful when copying from one 14Fathoms to another).
  7. On an upgrade the Plug options (typically cell C6) are copied over so they can be customized by your office.
  8. Extended the spell check tool to check sub column notes/exclusions.
  9. Fixed a bug where right click menus wouldn’t show while in page break preview mode.
  10. Removed Send to top sheet double click button. Now use the Top Sheet menu button in the ribbon menu.
  11. Added ability to ignore warning box when copying and pasting to and from 14Fathoms files.
  12. New bidder column background colors will match what is in the scope description column.
  13. Fixed a bug during upgrade where the sheets wouldn’t be in the right order.
  14. Fixed a bug when clicking “Duplicate Scope Sheet” button.
  15. Fixed a bug when trying to extract a trade sheet whose tab was just a number.
  16. Added option to include subcontractor comments on the exported file that is sent to subs.
  17. Split up the autosize scope rows and hide blank rows into 2 buttons and added separately in right click menu.

v8.42 r.2018-04-19

    1. Fixed an issue where forms wouldn’t display on a multi-monitor setup.
    2.  Improved functionality and error catching if using web storage such as Sharepoint or OneDrive (if you are, the backup files will be stored in a folder on your desktop.)
    3. Added comment columns that can be visible at all times for all bidders. See buttons beneath bidder column (please report any strange behavior). To use: scroll down below the bidder columns. Double click the “Show Comments” button or use the “Show ALL Comments” button:showcmomentbutton
      Columns are added next to the bidders. Add/modify your bidder notes in these columns.

      To hide, use the grouping “-” sign above the column or double click the “Delete Comment Column” button. This saves the data from the column into the amount cell:
      Please contact us with questions.
    4. Fixed a bug if you hit the insert or delete hotkey on the Setup tab.
    5.  Other minor fixes and improvements.”

v8.41 r.2018-01-23

    1. Created a function that will create an Outlook email message and attach the exported scope sheet for each subcontractor. Double click the “Export S.S. for Sub” buttons. ExportAndEmailYou will be asked if you want to create an email. Click “Yes”EmailExportsEmails will be created and the appropriate exported file will be attached for you to send:EmailExportResults
    2. Added Send data from this Trade Sheet and Send Data from ALL Trade Sheets to the Top Sheet button in the Scope Sheet toolbar. SendToTSButtons Clicking these buttons is the same as double clicking the “Send to Top Sheet Summary” button on the bottom of the top sheet button with drop down to send all sheets. SendToTSButtonsDblClick
    3. Save as a different project scope sheet function added. Access from the Scope Sheet Functions drop down menu. This will create a new project Scope Sheet file from an existing scope sheet. This is useful if you need to use the same scope sheet for another iteration of the same project bid or to bid a new project that was similar to a past project. SaveAsDifferentScopeSheetRibbonClick the button and add the new project and file name. Select the data you want carried over from the old project scope sheet file to the new file and click the Create button. SaveAsOptionsIn the example above, the due dates will NOT be carried over to the new file. The bidder names and contacts will be carried over, but the sub’s responses, amounts bid, and other bid specific data will not be copied.
    4. Added the ability to show or hide trade sheets and custom sheets. Right click on a sheet tab or click the “Show/Hide Trade Sheets” button in the Edit Trade Sheet drop down. ShowHideRightClick ShowHideDialog
    5. When formatting the scope sheet as one page, the instructions and Y/N column headers will repeat on each sheet.
    6. User can make Permanent Instances of multiple trade sheets at one time (select multiple trade sheets by holding the control key while selecting the sheets and then click “Create Permanent Instance of Sheet” in the Edit Trade Sheet drop down.)
    7. Checking for Top Sheet updates will check the database even if there aren’t any externally linked sheets. This allows for a user in a separate trade sheet to add a new trade, save their changes and when the Top Sheet updates it will ask if the new trade and data should be added to the Top Sheet.
    8. Added a link to the 14Fathoms online directory to the About screen.
    9. Fixed a bug when exporting a scope sheet and the stored network drive location doesn’t exist.
    10. Fixed a bug when exporting a trade sheet for a subcontractor and there was text to the right of the last bidder.
    11. Other improvements and bug fixes.

v8.404 r.2017-10-17

  1. Fixed bug in Excel 2013 when trying to sort bidders by amount or name.

v8.40 r.2017-10-01

  1. When adding a bidder you can select from your Bid List contacts (or a list of subcontractors used in the past for non-Bid List clients).
  2. Contacts edited in the Scope Sheet are updated in the Bid List (it’s now a two-way sync!)
  3. Correspondence (phone and email) is tracked and synced and can be summarized using the Correspondence Log.
  4. Bidders in the Scope Sheet can be identified as “Awarded” and show in the online project directory.
  5. Improved refresh macros to include conditional formatting and data validation.
  6. Improved “mailto” code (and removed references to Outlook) so it breaks up email addresses so if too many emails are selected it will automatically break up into manageable email size.
  7. Added leveled bid amount to the “Bidding companies by trade” report.
  8. Added code to check bid total formula and ask user if it is changed.
  9. Added a comment to the Top Sheet budget column explaining where the data is linked.
  10. Bug Fix: When trying to delete a system row.
  11. Bug Fix: When adding multiple rows on multiple sheets, the status bar was reaching a maximum length that caused an error.
  12. Bug Fix: Add back template links and alternates drop down validation which might have disappeared after last upgrade.

v8.30 r.2017-08-11

  1. Created report of bidding companies (accessible from the Report menu.)
  2. Rewrote upgrade module decreasing upgrade time by 40%.
  3. Fixed a bug if the trade sheet was just a number.
  4. Fixed a bug when checking for com add-ins if the user doesn’t have any installed at all.
  5. Fixed an issue with importing trades and subs from the latest bid list version.
  6. Numerous other performance improvements.

v8.26 r.2017-07-01

  1. Created report of subcontractor plugs, allowances, and holds (accessible from the new Report menu.) Add plugs in “Plug Type” column. Will also pull data from external scope sheet linked on Top Sheet.
  2. Created report of Assumptions and Qualifcations (accessible from Report menu.)
  3. Added a “Hide from sub” column. Allows estimator to include scope and costs that can be excluded when formatting into 1 page for sub. Show the column by double-clicking show/hide custom columns button.
  4. Allow merging of multiple scope sheet files into one file at once (mutlie select).
  5. TopSheet: Allow linking of multiple scope sheet files at once (multi select).
  6. When merging in scope sheet files it will ask if it should convert externally linked scope sheets on the top sheet to local links.
  7. Improved syncing of linked scope sheets on the TopSheet. Updates are automatically synced (no need to double click “U”). It will ask to add new trade lines on Top Sheet if an estimator sends updates for a non-included trade.
  8. Added a comment to the “L” with the last time the trade line was updated.
  9. Changed the AutoCheck function from the cell dropdown to the Top Sheet “Check for Updates” menu. Toggle it on/off and change the autocheck interval using the drop down menu.
  10. Reformatted the LiveUpdating and AutoCheck message.
  11. Added 3rd party add-in checker and instruction to disable. (Including a manual check in Advance About box).
  12. Fixed bug when extracting a sheet with the same name as a file that is already open.
  13. Fixed bug when a long list of Alternates would not sync.
  14. Updated Refresh Macros button to include all indirect formulas and all total row formulas on the TopSheet.

v8.25 r.2017-05-17

  1. Fixed a bug where the company logo wouldn’t be in proportion after an upgrade.
  2. Remove custom formatting styles during upgrade and after merge .
  3. Fixed a bug when merging custom scope sheet.
  4. Fixed an issue in the edit CSI box.
  5. Cleaned up input boxes and resize appropriated in Excel 2013 and newer.
  6. Fixed issue when adding new rows kept the “Double click to edit address” validation pop up.
  7. Fixed bug where added sheets might not go in the right order if there are custom sheets.
  8. Fixed an issue where files exported as macro-free files may not save the project name on the top sheet.
  9. Changed the “Create/Duplicate for Coworker” button to “Extract/Duplicate for Coworker” button.
  10. Fixed a bug where running the spellcheck from toolbar would error out if any cells had #REF or #N/A errors in them.
  11. Added more detail to the status bar when inserting boiler plate scope.
  12. Added validation when creating a permanent instance of a trade sheet. (It won’t allow creating a permanent instance of a permanent instance.)
  13. Added date of the permanent instance to the sheet name so you can have multiple permanent instances of a single trade.
  14. Added the ability to duplicate trades sheets and custom sheets.
  15. Added ability to delete all existing bidders on a trade sheet (click “How to delete bidder” button and read instructions).
  16. Fixed bug when adding custom columns to top sheet.
  17. Fixed bug when copying and pasting formulas in columns in the top sheet. Now it ignores them and allows formulas to be copied and pasted.
  18. Made the advanced calculation settings more difficult to change.
  19. Fixed bug that removes carriage return in boiler plate scope so when copy/pasting outside of Excel it won’t be exported with quotes.
  20. Made the default 5 minutes to auto-save files if nothing else is selected.
  21. Corrected bug where the company logo wouldn’t be the right size on the enable macro screen.
  22. Fixed issue with sorting the Top Sheet trades if both trade name fields are blank.
  23. When adding new trade sheets the “Show/Hide bid stats summary” information is dictated by if it’s visible on the template.
  24. Fixed issue where the bid taker initials were not initially correct when linking a new file and Live-Updating was on.
  25. Fixed bug with merging scope sheets into project parent file with scope items saying they were duplicated even if they weren’t.
  26. Fixed autosave issue (old workbooks shouldn’t pop open anymore).
  27. Fixed issue were the logo on the Top Sheet would break (changed the logo from a link to an embedded image).
  28. Fixed the order of inserted rows on the Template. Should now add in order on the trade sheets.
  29. When linking external trade sheets to the Top Sheet, the file picker defaults to current file location.
  30. Numerous other performance enhancements.
  31. Resolved issues that could arise when switching between files or when closing files.

v8.24 r.2017-04-17

  1. Removed syncing of template scope items across files of the same project. Function will be added back when a fix is found that prevents template items from potentially being overwritten.
  2. Fixed a bug when exporting scope sheet for subcontractors.

v8.23 r.2016-07-12

  1. Added ability to right click and hold control to sort trade section in order across all trade sheets.
  2. When extracting sheets for coworker, added the custom sheets in the file as an option (and a checkbox to leave custom sheets in the current file even if extracted).
  3. Created a global “Send Update to Top Sheet” button so all trades in an estimator’s file are sent to the Top Sheet.
  4. When sending an update to the Top Sheet, the low bidder, leveled bid, and alternates (in a comment) are listed under the button.
  5. Fixed a bug with the calculation mode changing when the file was saved.
  6. Added “Delete multiple scope rows” (select rows and then use the right click menu).
  7. Added ability to insert multiple alternates/unit prices at one time on the Setup tab (double click the “+” sign.)
  8. Fixed extract and merge file bugs involving custom sheets and links to other workbooks.
  9. When Archiving a file, the current folder path is used to store the file instead of the user’s desktop.
  10. Fixed a square foot sync issue.
  11. Top Sheet: Added ability for user to remove all trades (clear entire sheet).
  12. Top Sheet: Added ability to resort list by Trade/Package names. (Use “Data” menu in toolbar).
  13. Top Sheet: Added ability to force refresh all linked Trade Sheets.
  14. Top Sheet: Improved Check for Updates and Update All functions. Should be exponentially faster.
  15. Top Sheet: Sped up Top Sheet calculations when Live Updating is on.
  16. Multiple other improvements.

v8.224 r.2016-05-29

  1. Added more details to status bar when adding or importing multiple trade sheets.
  2. Added your company “super user” contact details to About box.
  3. Added conditional formatting options (button next to conditional format button in the “Home” menu) so user can turn of duplicate scope item and other conditional formatting.
  4. Renamed “Scope Sheet Tools” toolbar to “Scope Sheet” toolbar.
  5. Improved sort function so links to other sheets aren’t broken after a resort.
  6. Fixed “Use All Data for All Trades” bug.
  7. Fixed errors that might come up if the company name in a bidder column is left blank.
  8. Fixed bug if project name or file name has an apostrophe.

v8.22 r.2016-05-09

  1. Added a password to enter Master Scope Sheet mode (edit the super user & password on the Setup tab)
  2. Added “Live Updating” to the Top Sheet so values changed on individual trade sheets automatically update the commit (white) rows. Turn it on/off using the “Check For Updates” down arrow on the toolbar (click “Toggle Live Updating On/Off”).
  3. Added ability to insert a new trade sheet row anywhere on the Top Sheet (use right click menu).
  4. Added ability to choose the export folder location and set the default for the project when exporting a bidder trade sheet.
  5. Export all bidder trade sheets at one time (use the “Dbl Click to Export S.S. for ALL Subs” button).
  6. Updated the boilerplate edit box. Added ability to save Alternate boilerplate items (in addition to trade-specific and excluded items).
  7. Fixed freeze pane bug on exported and archived sheets.
  8. Fixed bug when viewing an Excel file in Window preview pane and having a 14Fathoms product open.
  9. Numerous other fixes and program improvements

v8.215 r.2016-04-24

  1. When creating a new Scope Sheet, the estimator name auto-fills.
  2. Upgraded copy/paste functionality (fixed bug with 64-bit systems).
  3. Improved default calculation mode (set in About box) to minimize issues when working between workbooks.
  4. When importing bidders, will bring in both “Y” and “Bid Rec’d” in the Bid Status column in the project Bid List.
  5. Vastly improved upgrade functionality.
  6. Refreshing macros button also updates all formatting.
  7. Bug fix when exporting scope sheets for subs.
  8. Other stability improvements.

v8.21 r.2016-02-17

  1. Re-sort trade items in a section by selecting them and using the right click menu.
  2. Create an archive/macro-free scope sheet file for architect/owner review. Accessible under “Scope Sheet Functions” button.
  3. Editing an existing alternate on the Setup tab will find/replace and make the change on existing sheets.
  4. Added bid taker details which auto-fills estimator information when creating new Scope Sheets.
  5. Created “Team” toolbar on the Setup Tab and moved extract & merge functions there.
  6. TopSheet: Improved linking of external scope sheets. Link existing local trade sheets to an external sheet if the trade names match.
  7. Renaming a trade sheet will update the name on the Top Sheet to maintain the link.
  8. Corrected right click bug for users using Scope Sheet files on a shared drive.
  9. Improved spell check function.
  10. Improved Gmail functionality.
  11. Improved upgrading functionality.
  12. Other stability improvements.

v8.203 r.2016-01-18

  1. Upgrade scope sheets function complete, including the ability to upgrade project scope sheets! Scope Sheet version 8.2 and newer will notify you of an upgrade.
  2. Added ability to delete multiple scope sheets at one time (under “Scope Sheet Functions” menu).
  3. Bug fixes and performance improvements.

v8.2 r.2015-12-21

  • Boilerplate Scope– Add common trade scope items and exclusions per trade division regardless of the project. Creates consistent scope items at your company across projects.
    1. Boilerplate scope can be edited in Project Scope Sheets and/or in Master Scope Sheet mode only (set in Master Scope Sheet).
    2. Automatically add boilerplate scope on trade sheet creation.
    3. Boilerplate scope have basic formatting (bold, italic, indented).
  • Select and add multiple trade sheets at once.
  • Add all trade sheets for CSI codes selected in a 14Fathoms’ Bid List at one time (use Add Trade Sheet menu drop down button).
  • Updates on a project template sheet are updated across all the project’s scope sheets (including those in other estimator files for that same project).
  • Add and edit CSI trade codes that sync across all company scope sheets and bid lists. (Click the down arrow in the Add Trade sheet dialog box). Trade names can added/edited in Project Scope Sheets and/or in Master Scope Sheet mode only (set in Master Scope Sheet).
  • Mark specific trades as “Common Trades” (those used on most projects) and add all these common trades at one time.
  • Simplified Setup tab now that all project information can be added and synced on the Template.
  • Identify bidder columns as “Active”, “Ignore”, “Budget”, or “Awarded”. Use the drop down just above “Notes/Exclusion” section under a bidder. Active are normal bidders. Ignored bidders are not part of bid statistics and will sort to the far right. Budget will sort to the left and not be part of bidding statistics. Awarded will be used for historical bid statistics.
  • Hide specific bidder column (double click “Hide Bidder” at bottom of specific bidder, Double click Unhide to show again.)
  • Improved Right click functionality: Navigate, insert, rename, move, or delete by right clicking on the trade sheet tab.
  • Add ability to re-sort sheets alphabetically. Helpful after merging sheets which may cause trade sheets to not be in order.
  • Right click: Move scope items up or down.
  • Right click: Copy formatting for scope items on Template to other trade sheets in the file.
  • Improved spell check function and moved button to “Review” ribbon tab where users are used to using it.
  • Create a “Permanent Instance” of a trade sheet that is not changed by updates on the Template. Creates a copy of a scope sheet at a specific moment in time. (Available under Edit Trade Sheet Menu.)
  • Top Sheet Summary:
    1. Added custom buttons to Scope Sheet toolbar.
    2. Add a trade row in the Top Sheet for every trade in the scope sheet button (use the drop-down menu option under Add Trade Row).
    3. Add more bidders to compare to the low bidder. The default is to show 2nd and 3rd place, now you can add as many as you like. (Click add Next Place Bidder button.)
    4. Add custom columns by right clicking on a column. These will be added upon a Scope Sheet upgrade.
    5. Take a “Snapshot” of your bid summary at a point in time (as new drawings are issued, budget set to owner, etc.).
    6. Add a company logo to the top of the Top Sheet.
    7. Added buyout goal, contract amount, and buyout saving columns.
    8. Added indirect cost formulas to Alternates section. You can customize the last alternates formulas which will be copied to subsequently added alternates.
  • Added Master Scope Sheet Mode Options to bottom of Setup tab. Allows setting of Master Scope Sheet location and controlling editing CSI Trade List and Boilerplate scope in Master Mode only or allowed at the project scope sheet level.
  • About box: Added connection status and link to version change log (this web page).
  • Format one page scope options (use drop-down menu). Customize showing wage rates, subcontractor instructions, and/or the trade name large in the header. These settings are reflected on exported Scope Sheets as well.
  • Exported scope sheet files for subcontractor’s are now .xlsx format. .xls file format is phased out.
  • Bug fix: total level bid total formula can be customized (ie for a phased project).
  • Bug fix: export scope sheet title is correct on exported file (and in file name).
  • Bug fix: exported scope sheets are now saved as .xlsx files. .xls are not longer supported.
  • Moved Refresh macros and About button to always be visible on Scope Sheet Tools toolbar (on the far right).
  • Set default excel printer to PDF or XPS printer to avoid issues caused by network printers.
  • Bug fix: fixed error that sometimes came up when adding a custom sheet.
  • Numerous other fixes and improvements.

v8.14 r.2015-08-03

  1. Indent/outdent fix on multiple rows (use right click menu).
  2. Improved backup folder & save function to match Bid List.
  3. Auto-size rows when adding multiple rows at once.
  4. Other performance and stability improvements.

v8.13 r.2015-07-28

  1. Refresh horizontal borders every time to minimize formatting issues.
  2. Changed CSI to use unique code number so trade sheet can be named whatever the user wants.
  3. Added ability to have blank, custom sheets (Choose blank sheet or import a sheet from another workbook).
  4. Moved Top Sheet buttons into Scope Sheet toolbar.
  5. Other minor bug fixes.

Bid List

v8.59 r.2020-08-19
  1. Added option to turn off form mouse scrolling in the Setup menu.
  2. Added a checkbox to disable DoEvents in the “About” form.
  3. Added ability to have dashes in the CSI number.
  4. Improved how an example eITB is shown in preview mode.
  5. Changed the message box type so they don’t get hidden behind other windows.
  6. Fixed an issue with project due dates & times.
  7. Other performance improvements and small bug fixes.

v8.57 r.2020-06-15
  1. Added mouse scroll to “”Personalized Mass Email”” form.
  2. Exponentially sped up add/removing company column data on the Contacts sheet and reduced the times it has to be refreshed.
  3. Can send emails to contacts with spaces in their first or last names without having to “”!Review”” first.
  4. Small fix for “”Project Address”” merge field.
  5. Added code to prevent sending database updates if the key is a 0. Will be asked to contact 14Fathoms for support.
  6. Fixed a bug when sending a lot of personalized mass emails with eITB codes and the process timing out.
  7. Fixed a bug where clicking “”Cancel”” to either personalized mass email question would cause an error.
  8. Fixed an issue when moving company columns.
  9. Fixed issue if only one contact status was received.
  10. Improved upgrade process for files stored on OneDrive/SharePoint.
  11. Other performance improvements and bug fixes.
v8.50 r.2020-04-12
  1. Rewrote code to significantly increase speed and performance of syncing changes.
  2. Rewrote code to increase speed sending Personalized Mass emails.
  3. Added formatting shortcut buttons to “Personalized Mass Email” form.
  4. Added “Job Title” field for contacts.
  5. Can select Outlook signature and disable the “.display” setting to make custom email sending faster and not flicker.
  6. Improved subcontractor replies tracking.
  7. Reformatted eITB reply screen. Custom trade names are now listed on the eITB.
  8. Added spell checking to the “Project Description” and “Other Information” project fields.
  9. Before sending a personalized mass email, program will check for “RFP” and “RFQ” in subject line and warn user if they don’t include the eITB reply link.
  10. Added mouse scrolling to list boxes where possible.
  11. Bug fix: Removed extra line breaks when adding bullets or numbered lists in Personalized Mass email.
  12. Bug fix: Where company panel staying expanded setting wouldn’t carry over from file to file.
  13. Numerous other fixes and performance improvements.
v8.04 r.2020-02-23
  1. Fixed a bug with sending the CSI Description in a Personalized Mass Email.
v8.03 r.2020-02-06
  1. Consolidated the “Other Settings” box and save them to the user’s registry so they will be the default for all Bid Lists on that user’s computer. bl-updatedsetting
  2. Added option in “Other Settings” to Include ALL companies by default.
    If unchecked, the “Include” column on the “Companies” tab is blank and the user has to add “Y”s to include those companies after they create a Project Bid List. If checked, all companies will have a “Y” in the “Include” column when a new Project Bid List is created. This allows the user to select the project CSI Codes and skip directly to the Contacts tab.
  3. Added the option to Add “!!” when Bid Status is changed by eITB
    If checked, a “!!” will be added to the value in the “Bid Status Filter” if the existing value doesn’t match the data submitted by the Sub using the eITB response page. It highlights changes a subcontractor made to their bid status from the current bid status in the Bid List. Uncheck this setting to not add “!!” when the status is changed by the subcontractor.
  4. Fixed a bug when trying to export a Bid List from a Quick Edit list.
  5. Editing a CSI trade will update the descriptions on the Companies tab.
  6. Fixed a bug in the edit form to “Delete/Undelete” contacts in the Master Bid List.
  7. Fixed a bug that may prevent a status from being recorded above the current selected row.
  8. Fixed a bug that would change an ITB code to scientific notation and cause the code not to work for the subcontractor.
  9. Added confirmation box before using any of the CSI selection buttons.
  10. A number of other bug fixes and performance improvements.
v8.01 r.2020-01-06
  1. Moved the “Project Details” button to the “Bid List Setup” pane:BLProjectDetailsButton
  2. Added ability to “Auto Check” for updates at a set interval. Set the duration in “Other Settings” and click the toggle “Auto Check” button. The Bid List will check and sync updates to the Bid List:BLAutoCheck
  3. The “Companies” tab will have not have any values in the “Include in Contacts” column when creating a new Project Bid List. After selecting the trades on the “CSI Codes” sheet and clicking the “Companies” tab, the list will only show companies that have contacts in the selected CSI trades. Click “Include Displayed” button to include those displayed companies on the “Contacts” sheet:BLcoincludedisplayed
  4. Added a column with the CSI Codes that company has contacts in on the “Companies” tab.  You can filter and sort the company list by this column. Double click the underlined heading to filter that column:blcsicolumn
  5. Added ability to make users read-only, meaning they can’t add or edit CSI codes, companies, or contacts. They can still track bidding status and project communications. To set, open the Master Bid List in Master Mode, select “Other Settings” and select the registered users who should be read-only. There is a setting to make new users read-only by default: BLUserPermissins
  6. Added an option in “Other Settings” to show the Company Details panel when opening the Contact details by default:BLCompanyDetaildefault
  7. Made the “CSI Codes Filter” and “Companies Filter” more prominent on the “Contacts” tab to verify the list of contacts displayed: BLContactFiltersProminent
  8. Renamed the “Invite Filter” column on the “Contacts” tab to “Refine Filter” column and relocated it to a less prominent position to prevent confusion. The column can still be used to store any values to refine the Bid List: BLRefineFilter
  9. Standardized the icons, added more helpful tool tips, and renamed the “Bid List” toolbar.
  10. Increased the size of the “Personalized Mass Email” form.
  11. Moved Estimator/Bid Taker button to “Bid List Setup” pane and renamed to “User List”. Use this to edit and remove registered users at your company.
  12. Added more information when using the “Import Past Bid List” function.
  13. Enlarged Personalized Mass Email function window.
  14. Changed the backup location to a local app data folder to avoid any file name length issues. Open the location from the About box on the Bid List toolbar.
  15. Fixed a bug where a blank space after a CSI Code wouldn’t register when assigned to a contact.
  16. Fixed a bug which properly formats company columns on the Contacts sheet.
  17. Fixed a bug where the company name would be struck-through after creating a new Project Bid List.
  18. A number of other bug fixes and performance improvements.

Version 7 Archive

v7.45 r.2019-09-16

  1. Updated bid Summary report so trades are listed in order.
  2. Added notification for user to manually refresh the Contacts tab if they choose not to update the Contacts tab when CSI/Company tab changes.
  3. Added option to send different ITB reply codes to the same contact in different CSI divisions so the sub can reply to each trade individually.
  4. Disabled syncing of communication status updates to project bid lists unless they have Children.
    This should speed up syncing if only using one file is used for a project.
  5. Fixed bug when sending email to 500+ email addresses.
  6. Fixed bug where all instances of a contact may not be deleted when creating a new project bid list.
  7. Fixed bug where menu bar wouldn’t refresh when the bid list opened.
  8. Fixed bug when importing a previous bid list.
  9. Fixed bug where all contacts with the same ITB reply code will get “”Delegated”” status or “”N”” depending on the subs’ response.
  10. Fixed a bug when a connection to the server couldn’t be made.
  11. Fixed a bug when saving the bid due date time zone.

v7.44 r.2019-08-12

  1. Added checkbox in Bid List Setup to disable italicizing new companies/contacts.
  2. Added checkbox in Bid List Setup to not refresh Contacts tab filter when CSI and/or Company tab include data is changed.
  3. Added code to prevent an error if changing the “Include” on the Companies tab too fast.
  4. Automatically create multiple email messages when sending to more than 500 contacts to overcome a BCC Outlook limitation when using “Create Message to Selected Contacts”.

v7.42 r.2019-07-31

  1. Fixed bug that prevented lists from sorting when bid list updated.
  2. Added ability to change the new project and child project file name at creation.
  3. Other minor bug fixes and performance improvements.

v7.41 r.2019-03-23

  1. Decreased file open time and added more status bar messages throughout showing progress during longer macros.
  2. Improved “Other Filters” drop down with visual toggles and more details:
  3. Removed a reference to prevent a “Compile Error” when working with different versions of Excel.
  4. Updated the method of sending company and contacts status updates to prevent the same status being sent multiple times.
  5. Reset search to default to “values” instead of “formulas”.
  6. Added an option to display new Outlook messages when they are being created in batch mode.
  7. When using the zip code radius filter, it asks if blank zip codes should be left in the list.
  8. Added a warning message when using Excel’s built in Save as function with suggestions on how to properly “save-as” a different bid list.
  9. Numerous other bug fixes and performance improvements.

v7.32 r.2018-04-04

  1. Fixed issues that came up with duplicating or moving contacts within the bid list.
  2. Improved the move column functionality. The customized order will also be saved when the bid list is upgraded.
  3. Improved the custom column function on the contact sheet. Custom column data will be copied over during an upgrade.
  4. Improved error checking of email addresses in the contact edit form.
  5. Fixed a bug that would cause an “overflow” error on the contacts sheet.

v7.31 r.2018-03-24

  1. Contacts that are filtered out but have a status update will be shown after an update.
  2. When importing a previous bid list all contacts with a bid status on the old bid list will get a “Y” in the invite status column in the new bid list.
  3. Added a report button to the toolbar and created a new coverage report.blreportsbutton
  4. The electronic ITB (eITB) web page allows subs to update missing company address information and decide if they want a confirmation email sent to themselves.eitb-companyfillindata
  5. Fixed a bug that would cause an #N/A error after an update.
  6. Fixed a bug when quickly changing invite or bid status.
  7. Fixed a bug that might leave the company tab unprotected.
  8. Other performance improvements.

v7.3 r.2017-10-03

  1. Made changes to sync with Scope Sheet contact and correspondence log changes.
  2. Removed add-in check when opening the Bid List.
  3. Added a button the Bid List setup box to open/sign up for the online directory.
  4. Standardized time stamp formatting across Bid List and Scope Sheet.
  5. Bug Fix: Issue where the signature wasn’t being added to Outlook 2016 emails.
  6. Bug Fix: When using Personalized Mass Email, the spell checker would try to correct map links.
  7. Numerous formatting and performance improvements.

v7.25 r.2017-08-11

  1. Fixed a bug if the CSI description had a space at the end.
  2. Can re-assign a contact to an existing company.
  3. Fixed a bug with the Last Update stamp.

v7.2 r.2017-08-01

  1. Updated the CSI trade selection & Company drop down box in the contact form to be a text box that filters as your type. 
  2. Added ability to Move a contact from one CSI division to another. Click “Duplicate/Move”. Select the CSI code and click “Move Contact”
  3. “Bid taker” assignments on the CSI tab are synced across bid lists.
  4. Added a column on the CSI Trade sheet that allows the estimator to insert custom trade numbers and/or descriptions that are specific for that project. Useful if the estimator wants to use the same trade division codes as the project specifications.
  5. CSI code numbers can be any length and have decimal points.
  6. A third option was added to the ITB response screen subcontractors see. “Maybe” was added in addition to “Yes” and “No” which will send the subcontractor a reminder in 24 hours to submit their bid intentions after they have had time to review the contract documents.
  7. Added a text field in the Project details for an internal company job or project number.
  8. Improved how trade divisions are listed in customized mass emails. When you you double click “CSI Description” it offers the option to also include the CSI number.
  9. Improved filtering and freezing panes on each sheet.
  10. Fixed a bug where user might see an #N/A error on the contact page if the CSI tab was filtered.
  11. Fixed a bug when trying to create a new CSI trade the last edited CSI data would be in the form.
  12. A number of other performance improvements.

v7.1 r.2017-05-21

  1. Added an option to work in Parent or open Child bid list after creating a Child bid list.
  2. When creating a Child bid list the default save to folder is the same as the Parent bid list.
  3. Insert a hyperlink in customized mass email (so it looks like text.) Use Insert Hyperlink under Format menu.
  4. Fixed a bug when saving a custom email template the bid due date wouldn’t always work.
  5. Improved reply-to handling in custom mass email function (if there is a bid taker it will send responses to both the assigned bid taker and email addresses in the reply-to option field).
  6. Added syncing of included companies when a bid taker is assigned between Parent and Child bid lists.
  7. Bid takers are added to the company tab and each bid taker can add or remove included companies for the companies they are assigned to.
  8. Fixed a bug where a synced comment would have the same comment multiple times.
  9. Vastly improved the change data stored in comments. When recording a call or email it will track that for all instances of that contact if the other CSI trades are included for that project.
  10. When adding a business main phone number it will cycle through all contacts at that company and put the number in those that have a blank business phone number.
  11. Project specific note column headers are synced across Parent and Child bid lists.
  12. Added ability to copy and paste from the Bid List to another Excel document.
  13. Exported bid lists and correspondence logs will save to the parent bid list folder by default.
  14. Cosmetic fixes for forms when using Excel 2016.
  15. Numerous other stability and performance improvements.

v7.098 r.2017-04-23

  1. New: Added project description into personalized mass email form.
  2. Bug Fix: Fixed issue where long project descriptions weren’t syncing properly.
  3. Bug Fix: If formula on CSI tab was blank it would cause an error when trying to edit a contact.
  4. New: Added a message if a lot of updates need to sync to stay patient and look in the status bar for additional details.
  5. Bug Fix: If a hyperlink wasn’t formatted properly it would cause an error.
  6. Removed code that auto-sized company columns added to the contact sheet. Manually resizing columns will stick.
  7. Bug Fix: Fixed an issue that could cause non-14Fathoms Excel sheets to get password protected.
  8. New: In the project details form added buttons to test URLs to make sure the point to the correct page.

v7.093 r.2016-05-26

  1. New: Added bid taker column on CSI Codes Sheet. Assign a team member to a specific CSI section. Assignee shows on Contact tab and Personalized Mass Emails can be directed back to assigned estimator (Outlook only).
  2. New: Added common trades designati

v7.090 r.2016-04-03

  1. New: Added bid taker column on CSI Codes Sheet. Assign a team member to a specific CSI section. Assignee shows on Contact tab and Personalized Mass Emails can be directed back to assigned estimator (Outlook only).
  2. New: Added common trades designation on CSIs. Assign common CSI trades for your company and quickly select them.
  3. New: Added company history query data. Use the “History” tab in the Contact form to see current and historical jobs bid.
  4. Improved email send functionality (Fixed a copy/paste issue when trying to copy email addresses to your clipboard).
  5. Improved default calculation mode (set in About box) to minimize issues when working between workbooks.
  6. Bug Fix: Added code to add “Y/N” option dropdown on to all CSI Codes on the CSI sheet.
  7. Bug Fix: Company column data on contact sheet matches the format on the company tab.
  8. Request: Filter on a bid status of “Y” & “Bid Rec’d”
  9. Improved Master Bid List File Location when stored on a network drive.
  10. Multiple other performance and stability improvements.

v7.087 r.2015-10-08

  1. Added Refresh/reset button to toolbar.
  2. Removed tutorial userform.
  3. Disappearing CSI Code number bug fixed.

v7.086 r.2015-09-10

  1. Improved company column data on contact tab when there are changes.
  2. Upon contact deletion, check if it leaves any Primary contacts at that company. If not, warns user to make another contact primary.
  3. Improved sheet .protect method.
  4. Other performance and stability improvements.

v7.085 r.2015-09-01

  1. Minor email bugs fixed.
  2. Improved company columns data on contacts tab (was an issue when adding a new contact or using custom sorting).

v7.08 r.2015-08-17

  1. Added 7 more “Company System Info” columns (total of 12).
  2. Added 5 “Company Project Note” fields.
  3. Added Bid Packages that can be assigned to companies and used to filter/sort companies.
  4. Improved filter on company options. Double click the underlined headings.
  5. Added ability to sort on any Company or Contact column. Right click on desired column and select sort.
  6. Added ability to customize Bid Status options and formatting (go to Bid List Setup, then “Customize Bid Status…” button).
  7. Tweaked adding Company data on Contacts sheet (go to Bid List Setup, then “Show/Hide Company…” button).
  8. Add time zone details on Project details.
  9. Fixed #N/A bug on contacts tab when adding a new company when the company list is filtered.
  10. Improved eITB tracking of emails.
  11. Added first row & blank row limits to add/remove package right click function.