Innova Drilling & Intervention
  • Introduction to Innova Documentation
    • Documentation Updates
  • Promotional Info & Software Overview
    • Feature Updates
      • Well Seeker Pro - BGGM Error Estimate Integration
      • Well Seeker Pro - Superior QC Integration
      • Innova App & Portal - Feature Update
    • Promotional Info
      • Innova App & Web Portal
      • Innova Technical Specification
  • Generic Documents
    • Innova Generic Documents
      • Innova Software Licensing
      • License Renewal
      • Installing Updates
  • Quick Start Guides
    • Well Seeker X Guides
      • Well Seeker X: Transition Guide
      • Well Seeker X: Installation Guide
      • Well Seeker X: How To Guide
      • Well Seeker X: Backing up a WS Db
      • Well Seeker X: Changing Datum Elevations
      • Well Seeker X: Adding an IPM
      • Well Seeker X: Local Login Guide
      • Well Seeker X: Project Ahead Guide
      • Well Seeker X: Survey Correction Integration Guide
      • Updating Well Seeker X
      • Well Seeker X: Job Startup Procedure
      • Well Seeker X: Sidetrack Guide
  • Well Seeker Pro Guides
    • Installation Guide
    • How To Guide
    • Sidetrack Guide
    • Project Ahead Guide
    • Recommended Job Startup Procedure
    • Adding A New CRS
    • Adding an IPM How To Guide
    • Backing Up A Well Seeker Database
    • Changing Datum Elevation
    • Compass Export Files & Db Naming Conventions
    • Compass IPM Issues
    • Downlink Control User Guide
    • Frequently Asked Questions
    • Geomag Model Installation Guide
    • Inclination Only IPM Guidelines
    • Innova Remote Client Setup Guide
    • Oasis Integration Guide
    • Printing A Wall Plot To PDF
    • Remote Client How to Guide
    • Rig States Guide
    • Solo Cloud Integration Guide
    • Survey Correction Integration Guide
    • Toolbars How To Guide
    • Tool Orders User Guide
    • Well Analytics How to Guide
    • WITS Setup & Remote Directional Drilling
    • Tool Rental Run Tracking Guide
    • Certified Survey Reports How To Guide
  • Innova Engineering Guides
    • Installation Guide
    • Hydraulics Module Quick Start Guide
    • Torque & Drag Quick Start Guide
    • Apparent WOB Chart
    • Casing Standoff Quick Start Guide
    • Casing Wear Prediction
    • Cementing How To Guide
    • Drill Pipe Fatigue Plot
    • Hole Cleaning Guide
    • Jar Placement Guide
    • QAQC SCC & MSA
    • SAG Quick Start Guide
  • Remote Database Guides
    • Creating an AWS Database
    • Creating an Azure Database
    • Managing an AWS Database
  • App & Portal Guides
    • Automated Bit Grading Guide
    • Oasis Integration Guide
    • Providing 3rd Party Access to Your Organizations Server Data
    • Web Portal Data Acquisition and EDR Guide
    • Web Portal Engineering Quick Start Guide
    • Web Portal - MFA Guide
  • Innova ICP API Guides
    • Registering an OAuth App on Azure
    • Registering an OAuth App on Okta
  • Manuals
  • Well Seeker Pro Manual
    • 1.0 - System Requirements
    • 2.0 - End User License Agreement
    • 3.0 - Software Overview
    • 4.0 - Getting Started
    • 5.0 - Main User Interface
    • 6.0 - Main Menu
      • 6.1 - File Menu
      • 6.2 – Edit Menu
      • 6.3 - View Menu
      • 6.4 - Tools Menu
      • 6.5 – Reports Menu
      • 6.6 - Plots Menu
      • 6.7 - Chart Properties
      • 6.8 - Context Menu
      • 6.9 - Windows Menu
      • 6.10 - Help Menu
    • 7.0 - Database Navigator
    • 8.0 - Well Seeker PRO Database Structure
    • 9.0 - Survey View
    • 10.0 - Plan View
    • 11.0 - Targets
    • 12.0 - Charts
    • 13.0 - Reporting
      • 13.1 - Activity Codes
      • 13.2 - Cost Codes
      • 13.3 - Phase Codes
      • 13.4– Daily Reporting
      • 13.5 – Drill String Editor
      • 13.6 - Tool Inventory
      • 13.7 – Shipping Addresses
      • 13.8 – Shipping Ticket
      • 13.9 – Pipe Tally
      • 13.10 – Slide Sheet
      • 13.11 – Directional Drilling Dashboard
      • 13.12 – Well Analytics
      • 13.13 – AFE Plan Designer
      • 13.14 – Daily Activity Editor
      • 13.15 – Create Bid Sheet
      • 13.16 – Export Reporting Data
      • 13.17 – Import Reporting Data
      • 13.18 – Transfer Reporting Data
      • 13.19 – In Zone %
      • 13.20 – Recover Slide Sheet from DDR
      • 13.21 – Tool Orders
    • 14.0 - Well Analytics
    • 15.0 - AFE Plan Designer
    • Appendix A – Software Licensing
    • Appendix B - Nomenclature
    • Appendix C - Acknowledgements
    • Appendix D – Error Model Description
    • Appendix E – Drill String Editor Component Properties
    • Appendix F–Slide Sheet Column Options
  • Innova Engineering Manual
    • System Requirements
    • End User License Agreement
    • 1.0 - Software Overview
    • 2.0 - Getting Started
    • 3.0 – Main User interface
    • 4.0 - Menus
    • 5.0 - Toolbars
    • 6.0 – Drill String, Well Geometry and Fluids Tab
    • 7.0 - Surveys Tab
    • 8.0 – Engineering Parameters Tab
    • 9.0 – Drilling Data Tab
    • 10.0 - Cementing Tab
    • 11.0 - Chart Results
    • 12.0 - Table Results
    • Appendix A – Software Licensing
    • Appendix B – Nomenclature
    • Appendix C – Axial and Cross Axial Magnetic Correction
    • Appendix D – Pole Strengths
    • Appendix E – Component Details
  • Innova App Manual
    • 1.0 - Introduction
    • 2.0 - App Installation
    • 3.0 - Logging In
    • 4.0 - Menus
    • 5.0 - Wells
    • 6.0 - Logistics
    • 7.0 - Analytics
    • 8.0 - Innova Admin
    • 9.0 – Well Seeker Admin
    • 10.0 - User Management
    • Appendix A – Setting Up A New User
    • 12 User Management
  • Web Portal Manual
    • 1.0 - Login
    • 3.0 - Main Interface
    • 4.0 - Wells List
    • 5.0 - Object Explorer
    • 6.0 - Well Views
      • 6.1 - Well Details
      • 6.3 - Anti Collision
      • 6.4 - Daily Reports
      • 6.5 - Inventory
      • 6.12 - Engineering Dashboard
    • 7.0 - Multiwell Dashboard
    • 9.0 - Logistics
    • 10.0 - Analytics
    • 11.0 - Database Admin Tools
      • 11.3 - Rig Names
      • 11.7 - Personnel Names
      • 11.9 - Audit Data
    • 13.0 - Error Models
    • 14.0 - Tool Orders
    • 17.0 - Data Acquisition
    • 19.0 - User Management
  • Release Notes
    • Well Seeker Pro Release Notes
    • Innova Engineering Release Notes
  • Video Guides
    • How To Videos
      • Well Seeker Pro
        • Getting Started
          • How to Install WSP
          • WSP Licensing
          • User Interface Overview
          • How to Backup a WSP Database
          • Database Tree Overview
          • Setup Files
          • Entering a Well Plan from a PDF
          • Slot Templates
          • Targets
          • How To Customize Toolbars
          • Depth Reference Change
          • Unit Sets
          • IPM File Management
          • Well Seeker Pro Update Feature
          • WSP - Company Specific Install File
        • Import / Export
          • Importing a Compass Export File
          • Exporting and Importing
        • Plots
          • Introduction to Plots
          • 3D Plot
        • Project Ahead - Multi-Nudge Tool
          • Project Ahead - Multi Nudge Tool
          • Update to Multi-Nudge Dialog
        • Anti-Collision Introduction
        • Tools
          • Geomagnetics Calculator
          • Motor Yield Calculator
          • Interpolate Dialog
          • Innova RSS Remote Client
          • RSS Downlink Control
          • Remote Data Fetch
        • Daily Reporting
          • Daily Reporting
          • Slide Sheets
          • Component Catalogue
          • Daily Activity Editor
          • Check Daily Activity Against Slide Sheet
          • DD Dashboard Introduction
          • WITS Setup
          • MWD Reporting
          • Rig States - Oscillating while Sliding
          • Choosing Phase and Activity Codes
          • Daily Reporting QA & QC
          • Recover Slide Sheet from DDR
        • Wall Plot Composer
        • Innova Remote Client
        • Downlink Control
        • Print Invoice Date Range
        • Reporting an Issue
      • Innova Engineering
        • Getting Started
          • Creating a BHA
          • Installation
          • License Files
          • User Interface Overview
          • Torque & Drag Setup
          • Hydraulics Setup
          • Reports
          • Drilling Data
          • Charts
        • Survey Correction
          • Short Collar Correction (SCC)
          • SAG
        • Engineering Tools
          • Quick Bit Hydraulics
          • Pump Data
          • Mud Calculations
          • Pipe Length Calculator
          • Component Catalogue
          • Interpolate
          • Fluid Library
          • Temperature Gradient
          • Tubular Properties Calculator
        • BHA Analysis
          • BHA Analysis
          • BHA Sensitivity Analysis
        • Casing Standoff
        • Back Calculate Friction Factors
      • Innova App
        • Innova App - Installation and Login
        • Innova App - Wells Page
        • Innova App - Well Data
        • Innova App - Side Menu
        • Innova App - User Management
        • Innova App - Analytics
        • Innova App - Logistics
        • Innova App - Chart Settings
      • Web Portal
        • Web Portal - Login
        • Web Portal - User Management
        • Web Portal - Changing Your Password
        • Web Portal - Analytics
        • Web Portal - Bulk Edit
    • Innova Online Training
      • Well Seeker Pro
        • 01 - Well Seeker Pro Introduction
        • 02 - Well Seeker Pro Database Tree Overview
        • 03 - Well Seeker Pro Database Backup and Export Files
        • 04 - Well Seeker Pro Well Planning Introduction
        • 05 - Well Seeker Pro Introduction to Anti Collision
        • 06 - Well Seeker Pro Directional Drilling Tools
        • 07 - Well Seeker Pro Daily Reporting Job Setup
        • 08 - Well Seeker Pro Daily Reporting Operations
        • 09 - Well Seeker Pro Daily Reporting End of Well
        • 10 - Well Seeker Pro Well Analytics
        • 11 - Well Seeker Pro Chart Properties
        • 12 - Well Seeker Pro Server Db Ops Video Part 1
          • 12 - Db Ops Part 1 - w/ RT Data Exchange
          • 12 - Db Ops Part 1 - w/ Data Synchronization
        • 13 - Well Seeker Pro Server Db Ops Video Part 2
        • 14 - Well Seeker Pro WITS WITSML Functionality
        • 15 - Well Seeker Pro Directional Drilling Dashboard
      • Innova Engineering
        • 01 - Innova Engineering Introduction
        • 02 - Innova Engineering Hydraulics
        • 03 - Innova Engineering Torque and Drag
        • 04 - Innova Engineering Charts & Reports
        • 05 - SCC and Magnetic Interference
        • 06 - SAG Correction
  • Technical Notes
    • High Priority
      • WS 3D Plot Issues
      • Check for Update Function
      • Data Synchronization Feature Update
      • Products & Features and User Permissions Update
      • WS 3D Chart C2C Distance Critical Update
      • Critical update for Anti-Collision in Inc Only Wells
    • Medium Priority
      • Slide Sheet Overwrite Issue
    • Low Priority
      • AC Report vs RTAC Dialog
      • Build Turn Planning Method From Vertical
      • Data Fetch Update
      • EDM Import Function Update
      • Excel Report Printing Error
      • Force Layout Reset
      • Hardware Malfunction casuing WITS related error
      • Inclination Only IPMs Sensitivity to Zero Inclination
      • IPM File Management
      • Large Well Seeker Database
      • Login Credential Management Change
      • Missing MFPlat.DLL Error
      • Missing MFC140U.DLL Error
      • Missing Microsoft Edge Update
      • Missing SQL Driver
      • Offset Selector - C2C Global Scan
      • Remote Data Fetch Icons Missing
      • Remote Data Fetch Procedural Recommendations
      • Sidetrack Reporting
      • Survey Tool BGS integration
      • Target Line Dip Angle Adjusted For Azimuth Changes
      • Third Party Survey Correction Integration
      • Troubleshooting Anti-Collision
      • Update to Multi-Nudge Projection Dialog
      • Up/Down discrepancies with Target Line Changes in 3D Laterals
      • Unit Set File Format Updated
      • Well Seeker X Failure to Open
      • Well Seeker Pro Import Function Update
      • Well Seeker Pro Change to UD LR Logic at low inclination
      • Error Ellipses at Sidetrack Depth – Well Seeker vs Compass Comparison
      • Well Seeker Pro CRS Updated Functionality
      • Well Seeker Pro - Compass EDM Erroneous Grid Convergence
      • Well Seeker Pro - Real Time Data Exchange Update
      • Well Seeker Pro - Slide Sheet Crash in v2.2.1.1
      • Well Seeker Pro - Slide Sheet Update
      • WSP & Innova Portal - Object Validation Feature
      • WSP - Solo Cloud Target Lines Update
      • WSP - Charts & WPC Improvements
      • WS - New Outlook Email Automation Unavailable
      • Well Seeker X: Displays Not Fully Visible
  • Development
    • Innova Cloud Portal (ICP) API
    • Accessing the API for Non-Programmers
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  • Bid Sheet File Menu options
  • Bid Sheet Tools Menu options

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  1. Well Seeker Pro Manual
  2. 13.0 - Reporting

13.15 – Create Bid Sheet

Previous13.14 – Daily Activity EditorNext13.16 – Export Reporting Data

Last updated 2 years ago

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Only accessible at Operator level. The Bid Sheet tool allows the user to generate a quote for services to a client. If the bid is approved, the Bid Sheet tool can be used to quickly convert the quote into cost codes for an actual well.

The user can create a new bid sheet by clicking on the New Bid Sheet icon in the toolbar or selecting the Add option in the File menu. In the top section of the Bid Sheet dialog the user can select existing bids from the dropdown box. The box beside the dropdown box contains the date that the bid sheet was created. This can be edited if the user wishes. In the Description box the user should give the bid sheet a name. On the far right of the top section, the user can enter an expiry date for the bid.

In the Bid Categories section, the user can enter prices for the quote. In the Description field they should enter a name for each item. In the Cost Code field, they should give each item a unique code. The Cost field should contain the price for one unit of the item. In the Schedule field the user should choose how the item is charged from the dropdown box. For example, if the item is a day rate for DD services, the user should choose the DAY schedule. The items will appear as a price listing in the quote.

For each item entered in the Bid Categories section, the user can add additional costs or items in the Details section. These costs will be listed beneath each parent item in the price listing in the quote. If the item is included in the list of its parent, the user should select INCLUDED from the Cost Schedule dropdown. If the item has additional costs, the user should give it a Cost Code and a Cost for one unit.

In the Customer and Supplier Details sections, the user should pick the desired customer and supplier from the dropdown boxes. The information in the Customer Details and Supplier Details section is entered in the Shipping Addresses tool (see section 13.7 – Shipping Addresses)

In the Front Page Text section the user should write a cover letter for their quote. The signature for the Front Page Text will be taken from the Supplier Details. In the Notes section the user can add any additional information. This will appear below the price listing in the quote.

Once the above sections have been completed, the user can generate a quote in PDF format by clicking on the Print bid sheet icon on the toolbar or by opening the File menu and selecting Print.

If the bid is approved by the client, the user should enter the date it was approved in the Appr. Date box in the top section. The user approving the bid should also enter their name in the Approved By box. Note that if connected to a remote server database, the user must have Approver user permission set to do this – see section 6.4.12.5 – User Permissions.

If the user has the Approver user permission set, they can also archive bids by clicking on the Archived checkbox. This will make the bid invisible to users on a remote server database that do not have Approver user permission. Archiving bids on a local database has no effect.

Once a bid has been approved by entering a name into the Approved By box, the cost codes in the Bid Categories and Details sections can be sent to a well as cost codes. The user should click on the Copy Bid to Cost Codes button on the toolbar or use the same option in the File menu. Well Seeker will ask the user which well under the current operator they would like to send them to. Any items in the Bid Categories and Details section with a Cost Code and a Cost entered will be added to that wells Cost Code table. See section 13.2 - Cost Codes for more information.

Bid Sheet File Menu options

Save: Saves any changes made to the current bid sheet.

Print: Exports the current bid sheet to a PDF format report.

Add: Creates a new bid sheet.

Delete: Deletes the currently selected bid sheet.

Copy: Creates a duplicate of the currently selected bid sheet.

Copy to another operator: Duplicates the currently selected bid sheet to another operator selected by the user.

Copy bid to cost codes: Sends the costs in the Bid Categories and Details sections to the Cost Code table of a well under the current operator. A dialog box will appear that allows the user to select the destination well. This option is only available if a bid has been approved by entering a name into the Approved By box.

Exit: Closes the Bid Sheet dialog.

Bid Sheet Tools Menu options

Archive Bid: Archives the currently selected bid. On a remote server database this makes the bid invisible to anybody that does not have Approver privileges.

Figure 320: Bid Sheet dialog
Figure 321: Bid Sheet toolbar