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Procore (en-GB)

2016

This page lists the notable changes for the Project level Tendering tool in 2016.

Added 'Send Correspondences' Bulk Action Feature To Tender List (12/29/2016)

Updated the Tendering tool to add a 'Send Correspondences' option to the Bulk Action feature. Now, users with 'Admin' level permissions can select vendors and/or groupings of vendors on the Tender List page and send correspondences to those selected vendors.

Added Links To Vendor Names In The Tender List (12/21/2016)

Updated the Tendering tool to add links to vendor names in the Tender List. Now, users with 'Admin' level permissions to the Company Directory can click a vendor's name in the Tender List and have the vendor's 'Tenderer Info' tab in the Company Directory open in a new browser tab. The vendor links do not appear for users without 'Admin' level permissions to the Company Directory.

Added Filters To The Tendering Tool's Activity Logs (12/5/2016)

Updated the Tendering tool to add filters for tenderer Activity Logs. Users with access to the Activity Log are now able to filter by one or more of the following actions: Status Change, Downloads, Notes and Emails.

Added Hyperlinks To Select Payment Application Statuses (11/18/2016)

Added links to payment application statuses on the Billing Statuses page. If a payment applications' status is "No Billing Recipients", then the status will link to the contracts Advanced Settings Page. If a Payment Application status is Draft, Revise and Resubmit, Under Review, Pending Owner Approval, Approved as Noted or Approved, then the status will link to the associated payment application.

Now Including Tender List Notes In Activity Log (11/18/2016)

Updated the Tendering tool's Activity Log to include tracking of Tender List Notes. The Activity Log now records when a note is created, updated or deleted.

Added Activity Log To Vendor Tender Sheets (11/14/2016)

Updated the Tendering tool to add a new Activity Log feature as a View an Activity Log subtab under a vendor's Tender Sheet. The Activity Log records the following actions: Tender status changes; Tender document downloads; Tender note changes; and sending of Tender invitations, correspondence and emails. The subtab and page are only visible to users with 'Admin' level permissions to the Tendering tool. See View an Activity Log.

Tender Package Subtab Now The Default View For Tender Packages (10/31/2016)

Updated the Tendering tool to change the default subtab for Tender Packages from the 'Package' subtab to the 'Tender List' subtab. The new subtab order is now: 'Tender List', 'Package', 'Correspondence', 'Download Log', and 'Change History'. When a user performs actions, such as searching for and inviting tenderers, they will be directed back to the 'Tender List' subtab. The one exception to this rule is when creating or editing a tender package, in which case users will be directed back to the 'Package' subtab.

Added A 'Notes' Column And Add Window To The Tender List (10/6/2016)

Updated the Tendering tool's Tender List to include a 'Notes" column. Users with 'Admin' level permissions can also now create, edit and delete notes using a new popup window. Users with 'Standard' level permissions who are included in the 'Distribution List' for a Tender Package can also now view the notes. This update also included CSV and PDF export functionality for notes. 

Updated The Tender List (8/26/2016)

Updated the new Tender List to now include pagination, advanced filter options and the ability to group rows, all of which will be reflected in PDF and CSV reports. See Filter and Group the Tender List.

Added Branding Options For Emails Sent From Tendering Tool (7/2/2016)

Updated the Tendering tool's Configure Tendering Settings page to include branding choices for the 'Invitation to Tender' and 'Correspondence' tendering emails. Now, 'Admin' users can select who they want those emails to appear to be sent from. The new choices are: 'Company', 'Project Office', and 'Project Office Division' (if Divisions are enabled by a Superuser). Current companies and projects will have 'Company' selected by default and users will have the option to update the company default and push to all projects or update projects individually.

No Longer Automatically Adding Tender Invitees To Default Tender Invitee List (5/25/2016)

Fixed an issue where invitees to the tendering process were automatically being added to the 'Default Tender Invitee List' in the vendor's profile in the Company Directory under the Tenderer Info subtab. This will no longer occur. 

Added Trades Column to Tender List PDF Exports (5/16/2015)

Updated the Tendering tool to add the 'Trades' column so it is now included in the PDF export from the Tender List subtab of the Tender Package page.

Remove Tenderers From Distribution Lists When Reinviting A Tenderer (5/13/2016)

Updated the Tendering tool, so that when clicking Reinvite on the Tender List subtab of a Tender Package, you can click a Red 'x' next to other tenderers and remove the from the Distribution List.

Updated Tendering Packages To Display Attachments (4/5/2016)

Updated the Tendering tool to enhance the user interface for tendering packages. Packages now display the 'Discipline' for the attached drawing set and the 'Division' of the attached specification set.

Resized The Invite/Reinvite Buttons In Tendering Tool (3/17/2016)

Updated the Project level Tendering tool to make the "invite" and "reinvite" buttons the same size.

Fixed Tendering Tool Keyword Search Issue (3/3/2016)

Updated the Project level Tendering tool to fix an issue where users who were attempting to search tenderers by trade using the keyword search were not able to see vendors associated with those trades in the results.

Removed Convert To Contract Button From Some ERP-Integrated Tender Sheets (2/29/2016)

Updated the Project level Tendering tool to no longer show the Convert to Contract button on a Tender Sheet if the project is integrated with an ERP system that does not use Categories/Line Item Types. 

Added Security When Blind Tendering Enabled On Tender Package (1/21/2016)

Added security to the Project level Tendering tool to ensure that when the Enable Blind Tendering check box is selected on a tender package (see Create a Tender Package), users assigned 'Admin' and 'Standard' level permissions will not be able to view pricing data in the tender package's Change History subtab or in the 'Tender Amount' column on the tender list page until the assigned 'Due Date/Time' has passed. This helps to ensure that users do not not have access to competitive tendering data they should not have permission to see, which limits the temptation to manipulate their own tender on projects. See What is Blind Tendering?