Manage Tenders from the Tender Board
Objective
To manage tenders from the Tender Board or Portfolio Planning tool.
Background
The Tender Board and Portfolio Planning tools 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 for the Tender Board tool.
- Required User Permissions for the Portfolio Planning tool.
Steps
- Navigate to the Tender Board or Portfolio Planning tool.
- Open the tender that you want to manage.
The following actions are available:
Respond to a Tender
- In the 'Invitation to Tender' banner, click Will Tender or Will Not Tender. See Respond to a Tender from the Tender Board.
Archive a Tender
- Click the vertical ellipsis
icon 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 at the top of the page and select Unarchive.
Delete a Tender
- To delete the tender and send it to the Archived section:
- Click the vertical ellipsis icon 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.
- Click the vertical ellipsis
- To permanently delete a tender:
- Click the vertical ellipsis icon at the top of the page and select Delete Permanently.
- Click Delete Permanently again to confirm the deletion.
- Click the vertical ellipsis