Create a Project in the Tender Board

Objective

To create a new project to the Tender Board or Portfolio Planning tool.

Background

When you add a new project to the Tender Board or Portfolio Planning tool, you can add details, upload documents and begin the takeoff and estimating process, all from the same tool.

Things to Consider

Steps

  1. Navigate to the Tender Board or Portfolio Planning tool.
  2. Click Create New Project.
    A new project is automatically created with the following tabs:
    • Overview: A page to enter project information, add notes and assign tasks.
    • Documents: A tool that allows youto upload and manage documents and drawings.
    • Takeoff: A tool that allows you to add and manage takeoffs.
    • Estimating: A tool that allows you to add and manage estimates.
    • Tender: A page where you can adjust tender settings and export a tender.

See the sections below for how to add information to your project:

Enter Project Information

Estimate Overview

In the Estimate Overview section, enter information for the following:

  • Estimate Name: Enter a name for the project.
  • Project Number: Enter a number for the project. 
  • Project Description: Enter a brief project description.
  • Estimate Pricing: Click the drop-down menu to select whether the pricing should be Unlocked or Locked.
  • Estimator: Click the drop-down menu to select the person who should be assigned as the estimator for the project.
    Note: They will receive an email notification and be able to view and access the project in the Tender Board tool.
  • Measurement System: Click the drop-down menu to select a measurement system for the project.
  • Square Footage: Enter the square footage of the project. 
  • Due Date: Click the field to select a due date on the calendar.
  • Due Time: Click the field to select a time. Click AM or PM as relevant.
    Note: If you do not select a time, the due date time is set to 12PM by default.

Customer Information

  1. If you want to add customer information, click Add Customer.
  2. Select a customer contact from the list.
    Note: Use the search bar if necessary.
  3. Click Select to confirm the contact.

Add Notes

You can add and manage basic notes to the Notes section for the project.

  1. In the Notes section, click the plus icon.
  2. Enter a note.
  3. Click Create.

add Tasks

You can create and manage project tasks to assign to team members.

  1. In the Tasks section, click the plus icon.
  2. Complete the following information:
    • Description: Enter a description of the task.
    • Due Date: Click to select a due date from the calendar.
    • Due Time: Click to select a time.
    • Assigned To: Click to select a user to assign the task to. Click Select to confirm.
  3. Click Create.
    The task is automatically added to the Tasks section.

Upload Files

You can upload documents from the Overview page or from the Documents page.

Follow the steps below to see how to upload drawings or attachments (documents):

Upload Documents

  1. Click Upload Documents.
  2. Select Upload Attachments.
    This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
  3. Select the files you want to upload.
    Note: Click Upload More if you need to attach additional files. 
  4. Click Upload. 
    After the upload is complete, the file appears in the Attachments section of the Documents page.

Upload Drawings

  1. Click Upload Documents.
  2. Select Upload Drawings.
    This opens the Upload Files window, where you can upload files directly from your device or from other supported platforms.
  3. Select the files you want to upload.
    Note: Click Upload More if you need to attach additional files. 
  4. Click Upload. 
  5. After your upload has been processed, your drawings will appear on the Documents page.
    At this point, you can click Start Takeoff and set the Drawing Scale and begin the takeoff process. See the steps below.

Add Takeoffs

See Add Takeoffs.

Add Estimates

See Add an Estimate.

Add the Project to Procore's Portfolio Tool

In order to take advantage of all project tools that your organisation has access to, the project must be added to the Portfolio tool in Procore. See Add a Tender Board Project to the Portfolio Tool.
Note: This action can only be performed by Company Directory Admins or users with the 'Create New Projects' privilege. See Allow Users to Create New Projects.

See Also