> For the complete documentation index, see [llms.txt](https://docs.tiny.plus/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.tiny.plus/guides/everyday/bid-teams.md).
# Bid teams
Bidding for one job through several competing lead firms? Give the project a team for each, and its fee, chance and result follow them.
Some jobs you don't bid for directly. The client asks several lead firms, such as head contractors, to tender, and each puts a team together. You might be on three of those teams at once, each with its own fee and its own chance of winning.
Bid teams keep that tender as one project, with a team for each lead firm. The pipeline and your win rate count the job once, at the fee you expect to earn, while each team keeps its own lead firm, fee, due date and result. When one team wins, the project is won. When every team is out, the project closes as lost or cancelled.
{% hint style="success" %}
This is a Pro plan feature, which an Account Admin turns on.
{% endhint %}
## Turning bid teams on
An Account Admin turns them on under [Account Settings -> Projects](https://crm.tiny.plus/account/projects), with **Turn on bid teams** on the Bid teams card. Every project then has a **Bid Teams** panel. On other plans, the card says bid teams are a Pro plan feature.
**Turn off bid teams** hides the teams from projects, the board and the reports, and keeps every one for when they're turned on again. A project with a team still in the running gets its fee and chance back to type in. Turning bid teams on again works them out from the teams once more.
## Adding a team
Open the project, find the **Bid Teams** panel, and click **+ Add team**.
1. Type the **Lead firm**'s name. A firm that isn't in tiny+ yet is added as a company. For a team you lead yourself, tick **Our firm leads this team** instead.
2. Choose a **Contact** at the lead firm, if you like. The list holds that firm's contacts, so it stays greyed out until you've chosen the firm.
3. Type **Our fee**: your fee to that team, such as *120k*. It starts as the fee of the newest team that has one, or for the first team as the project's own fee.
4. Type the team's **Chance** of winning the job, or leave it empty to give it an even share: 1 in the number of teams bidding.
5. Say how many **Teams bidding** there are in all, yours or not, if you know. It's asked once per project; **change** beside the count edits it later.
6. Set the date your proposal is due to the lead firm under **Proposal due**. It starts as the newest team's due date that's still to come, or the project's own Proposal Due. Leave the box ticked to give the project's owner a task that day, such as *Send our proposal to Kestrel Build Group*.
7. Choose the **Result** so far: Preparing, In the bid or Shortlisted.
8. Add a **Note** if you like, and click **Add team**.
A team's fee and chance set the project's fee and probability, so only the project's owner, its team and Records Admins can set them. Anyone else who can edit the project can add a team without them.
## The Bid Teams panel
* The line at the top says how many teams the project has, how many are still in the running (live), and how many are bidding in all.
* A chance in grey is the even share. A bell beside a due date is the owner's task, and a due date in red has passed while the team was still being prepared.
* A team that's out stays listed, greyed out, so the lead firm's numbers keep its result.
* **Change** edits a team, and has **Remove team** for one added by mistake.
* The band at the bottom is what the project takes from its live teams.
A team's result changes from the menu on its row.
| Result | It means |
| ---------------- | ----------------------------------------------------------- |
| **Preparing** | You're getting your proposal to the lead firm ready. |
| **In the bid** | The lead firm put you on its team, and the team has bid. |
| **Shortlisted** | The client has shortlisted the team. This step is optional. |
| **Won** | The team won the job. |
| **Not selected** | The client chose another team. |
| **Not included** | The lead firm went ahead without you. |
| **Withdrew** | You withdrew from the team. |
The first three are in the running. The last three are out.
## The project's fee and chance
While a project has a team in the running, its fee and chance are worked out from its live teams, and are locked on its form.
* Its **Probability of Success** is the teams' chances added up, because only one team can win. If they come to more than 100%, they're scaled down to fit, and the panel says so.
* Its **Project Fee** is the teams' fees averaged by their chances: what you expect to earn if you win.
* So its weighted fee, the fee times the chance, comes to each team's fee times its chance, added up.
The project in the picture works out like this:
| Team | Our fee | Chance | Fee × chance |
| ---------------------- | --------- | ------- | ------------ |
| Kestrel Build Group | $640k | 20% | $128k |
| Halyard Constructions | $610k | 35% | $213.5k |
| Brightline Contracting | $585k | 20% | $117k |
| **The project** | **$611k** | **75%** | **$458.5k** |
* A team with no chance counts as 0% until it has one, or until you say how many teams are bidding. The panel says so.
* If every live team's chance is 0%, the fee is their plain average.
* The project's **Proposal Due** follows the earliest due date of the teams still being prepared.
* On a project with stages, the stages set the fee as they always do. Every team's fee is the stages' fee, and the teams set only the chance.
* Removing the last team leaves the fee and chance as they were, and you can type them again.
## When a team wins
Choose **Won** in a team's result menu. tiny+ checks with you, then:
* the project is won, at that team's fee and 100%;
* the lead firm becomes the project's **Client Company**, and the end client, such as the hospital, stays linked as its **End client**;
* the team's contact, if it has one, becomes the project's **Primary Contact**;
* the project's other teams in the bid become **Not selected**, and any still being prepared become **Withdrew**.
## When every team is out
When the last team in the running goes out, the project closes by itself. How its teams ended decides how:
| How the teams ended | The project | Added to its Feedback |
| ------------------------------- | ----------- | --------------------------- |
| Any team was Not selected | Lost | Our teams were not selected |
| Otherwise, any was Not included | Lost | Not included in a team |
| Every team Withdrew | Cancelled | Withdrew from every team |
The line goes after anything already in the project's **Feedback**, which [Wins and losses](/guides/reports/scheduled-reports.md) shows. The project's fee becomes the average fee of the teams that got into the bid, or of every team if none did, and its chance 0%. A live team with a chance of 0% keeps the project open.
The panel says why the project closed, with **Undo**, which puts it back in its proposal phase and each team back to the result it had.
While the project is closed, no team can go back into the running, and none can be added in the running: undo or reopen the project first. Reopening puts back what the win or the close changed: the teams' results, the Client Company, the Primary Contact and the Feedback line.
## Changing the project's status yourself
Moving the project on the board, in its status, or through the API settles its teams the same way.
* **Won**: if only one team is in the running, it wins. If more are, the board asks **Which team won?**, and the winner's fee and lead firm become the project's. With **Decide later, on the project**, or a status changed anywhere else, the project is won and its panel asks you to choose **Won** on the team that won.
* **Lost**: teams in the bid or shortlisted become **Not selected**, and teams still being prepared become **Withdrew**.
* **Cancelled**: the teams stay as they are, and count in neither of the lead firm's numbers.
## On the pipeline board
A project's card shows how many bid teams it has; hover over it for how many are still in the running. Its side panel lists the teams with their results, the chance of each team still in the running, and each team's fee where you can see the project's fee.
## On the lead firm's page
A company that has led one of your teams gets a **Bid Teams** panel on its page. It lists every team you've had with it, those still in the running first, and two numbers:
* **Picks us for its team**: the teams it put you on, out of those and the times it went ahead without you (Not included).
* **Its teams with us win**: its teams that won, out of those that won or weren't selected.
The panel lists only projects you can open, and shows fees only where you can see the project's fee. A cancelled project's teams are listed but not counted. The projects also show in the lead firm's **Projects** panel, through the Lead firm link each team keeps.
## The Bid Teams by Lead Firm report
Under Projects -> Reports. For each lead firm over a period: how often it picked you, how often it left you out, how its teams with you did, and the fees they won you.
* **Person or team** narrows it to the projects assigned to someone. Without the Reports Admin role, you see the teams on your own projects.
* **Period** is the last 12 months unless you choose another.
* **List the teams** adds each lead firm's teams below, with their results and dates.
* **Excel** and **PDF** export what's shown.
A team counts in the period its pick or its result fell in. Teams on cancelled projects aren't counted, and neither are teams you led yourself.
[Scheduled reports](/guides/reports/scheduled-reports.md) can carry the same numbers: tick **Bid teams by lead firm** in the Wins and losses section, and each copy lists the lead firms with teams decided in its period.
## Through the API
Apps and integrations read and change bid teams through [`/v2/bid_teams`](/api/endpoints/bid-teams.md), and AI assistants see a project's teams when they read the project.
## Who can do what
* Account Admins turn bid teams on and off.
* Anyone who can edit a project can add, change and remove its teams and set their results.
* Only the project's owner, its team and Records Admins can set a team's fee or chance.
* Fees show only to people who can see the project's fee.
* A [confidential project](/guides/everyday/confidential-and-health.md)'s teams are hidden from the people the project is hidden from.
