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Procore (en-GB)

How do I opt in to the new Tendering experience?

Background

Tender Management 2.0 is a new tender management experience that is gradually being introduced into Procore's Tendering tool. See About Tender Management 2.0 (Beta). This experience is currently in an open beta and can be opted into on a project-by-project basis or at the Company level if you want to apply it to all projects in the account.

Answer

The Tender Management 2.0 beta can be enabled on specific projects or all projects on the account.
Note: Users with 'Admin' permissions to a project's Tendering tool can enable the experience at the Project level for that particular project. Only Company level Admin users can enable the experience for all projects in the account.

 Warning

Updating projects to Tender Management 2.0 is final. After you agree to the terms and confirm that you want to update, projects cannot be switched back to the legacy experience.

If you want to try out the new experience, we recommend enabling it within a specific project as opposed to enabling it for all projects.

Enable Tender Management 2.0 for a specific Project

  1. Navigate to the project's Tendering tool.
    An 'Introducing Tender Management 2.0' banner is shown at the top of the page describing the new tendering experience.

    bm2.0-banner.png
  2. Click Review Terms.
  3. Read the message explaining the beta.
  4. Click 'beta participant terms' next to the tickbox.
    This opens the terms in a new tab.
  5. Read through the 'Procore Beta Participant Agreement'.
  6. If you agree with the terms, mark the tickbox and click Accept Terms.
    bm2.0-agree-accept-terms.png
  7. Read the message explaining how the update will work.
  8. If you are certain you want to update to the new experience, click Update.
    The project will begin updating to the new experience at midnight (12:00am) in the project's timezone. An 'Update in Progress' banner is shown within the project while the update is occurring. Avoid editing tender packages during this time to avoid any potential of data loss.

Enable Tender Management 2.0 for All Projects

 Caution
Only enable Tender Management 2.0 at the Company level if you are certain you want to update ALL projects on the account to the new experience. Projects cannot be switched back to the legacy experience after agreeing to update.
  1. Navigate to the Company level Admin tool.
  2. Under 'Tool Settings', click Tendering.
    An 'Introducing Tender Management 2.0' banner is shown at the top of the page describing the new tendering experience.

    bm2.0-banner.png
     
  3. Click Review Terms.
  4. Read the message explaining the beta.
  5. Click 'beta participant terms' next to the tickbox.
    This opens the terms in a new tab.
  6. Read through the 'Procore Beta Participant Agreement'.
  7. If you agree with the terms, mark the tickbox and click Accept Terms.
    bm2.0-agree-accept-terms.png
     
  8. Read the message explaining how the update will work.
  9. If you are certain you want to update to the new experience, click Update.
    Each project will begin updating to the new experience at midnight (12:00am) in the project's timezone. An 'Update in Progress' banner is shown within the project while the update is occurring. Avoid editing tender packages during this time to avoid any potential of data loss.