Manage bids
AI-generated summary
Genesys Cloud provides bid management capabilities through the Schedule Bids page, enabling administrators to view, create, edit, copy, and delete bids organized by business unit or management unit. Users require specific Workforce Management permissions for Work Plan Bid and Schedule Bid operations (View and Edit) to access these functions. The Schedule Bids interface displays bid details including window timeframes, effective dates, publication status, and current status. Bids can be created from scratch or duplicated from existing bids for configuration modifications. Full editing of all bid sections is available only when bids are in Draft status; once a Schedule Bid reaches Scheduled, Open, or Closed status, the effective date becomes non-editable. Bid deletion is restricted to those in Draft, Optimized, Scheduled, or Closed status, with options to remove single or multiple bids simultaneously through the Actions column or checkbox selection. The platform supports filtering by business unit or management unit to organize bid management across different organizational structures.
The following permissions:
- Workforce Management > Work Plan Bid – View and Edit
- Workforce Management > Work Plan Bid Group – View and Edit
- Workforce Management > Schedule Bid – View and Edit
- Workforce Management > Schedule Bid Group – View and Edit
Use the Schedule Bids page to view the list of bids that are created under a business unit. You can view the details of the bid window, effective date, status, whether published. You can edit, copy, or delete the bids. Click the options below to view the corresponding details.
Use the Schedule Bids page to create a new bid. For more information, see Add new bid.
- Click Admin.
- Under Workforce Management, click Work Plan Bids.
- Click Admin > Workforce Management > Work Plan Configuration > Schedule Bids.
- In the upper right corner, click the Business Unit or Management Unit list and select the business unit or management unit.
- From the list of bids, corresponding to the bid, click the More icon.
- Select Copy.
- The copy of the bid is displayed. In the Schedule Bid configuration page, edit the details as required. For more information, see Add new work plan bid.
- Click Admin > Workforce Management > Work Plan Configuration > Schedule Bids.
- In the upper right corner, click the Business Unit or Management Unit list and select the business unit or management unit.
- In the Schedule Bids list page, click the bid that you want to edit.
Notes:
- You can edit all the sections in a bid only when it is in Draft status.
- For a Schedule Bid, when the bid status is Scheduled, Open, or Closed, you cannot edit its effective date.
- Click Admin.
- Under Workforce Management, click Work Plan Bids.
- Click Admin > Workforce Management > Work Plan Configuration > Schedule Bids.
- In the upper right corner, click the Business Unit or Management Unit list and select the business unit or management unit.
- In the Schedule Bids list page, you can delete single or multiple bids.
- To delete a single bid, perform the following steps:
- In the Actions column, click the More corresponding to the bid that you want to delete. Note: You can delete bids that are in Draft, Optimized, Scheduled, or Closed status only.
- Select Delete.
- In the Actions column, click the More corresponding to the bid that you want to delete.
- To delete multiple bids, perform the following steps:
- Select the checkboxes for the applicable bids.
- From the upper right of the table, click Delete.
- To delete a single bid, perform the following steps:
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