Navigate the work plan bids page

This article describes the areas of the Work Plan Bids page.

This view displays the list of work plan bids created in the business unit.

Area definitions

The following table describes the fields in the Work Plan Bids page. 

Area Definition
Business Unit list

The business unit under which you want to view the work plan bids.

Search field

Search for a work plan bid.

Delete

Delete a single or multiple work plan bids. This field is enabled only when you select a work plan bid.

New Bid

Opens the New Bid page. For more information about how to add a new bid, see Add new work plan bid.

Bid Name

The name of the bid. Click the link to view the details of the bid.

Bid Window

The start and end date of the bid window.

Effective Date

The date that the work plan allocated by the bid becomes effective.

Status

The status of the work plan bid. 

  • Draft – When an incomplete bid has been saved.
  • Optimized – When staffing group calculation is complete, the work bid draft status changes to optimized.
  • Open – The Bid window is open and agents can submit their preferences.
  • Closed – When the bid window closes, the work bid status is set to closed.
  • Published – When the bid is published, the status is set to published.
Published

Indicates whether the work plan bid is published.

Actions

Click More  to view the Copy and Delete options.