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Procore

Manage Tenders from the Tender Board

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Objective

To manage tenders from the Tender Board tool in Procore.

Background

The Tender Board in Procore is where you can easily view and manage all tenders that your company has been invited to, without needing to switch between different companies in Procore. You can view all tender details and documents, manage your intention to tender and begin the takeoff and estimating process, all from the same tool.

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions to the Company level Tender Board tool.

Steps

  1. Navigate to the Tender Board tool in Procore.
  2. Open the tender that you want to manage.

The following actions are available:

Respond to a Tender

Archive a Tender

  • Click the vertical ellipsis icon-ellipsis-vertical.pngicon at the top of the page and select Archive.

OR

  • If you clicked 'Will Not Tender' in the 'Invitation to Tender' banner, you can click Archive in the same banner.

Unarchive a Tender

  • Click the vertical ellipsis icon-ellipsis-vertical.pngicon at the top of the page and select Unarchive.

Delete a Tender

  • Click the vertical ellipsis icon-ellipsis-vertical.pngicon at the top of the page and select Delete.
    This moves the tender to the 'Archived' section before it is automatically deleted after 30 days.
Permanently Delete a tender
  1. Click the vertical ellipsis icon-ellipsis-vertical.pngicon at the top of the page and select Delete Permanently.
  2. Click Delete Permanently again to confirm the deletion.