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Procore (en-GB)

Add Notes to the Tender List

Objective

To add notes to the tender list. 

Things to Consider

  • Required User Permission:
    • To create, edit or delete tender notes on a tender package, 'Admin' on the project's Tendering tool.
      OR
    • To view tender notes on a tender package, Standard' level permission on the project's Tendering tool. 
      OR
    • To create, edit or delete tender notes on a tender package as a user with 'Standard' or 'Read Only' level permission to the Tendering tool, the 'Create Tender Notes', 'Edit Tender Notes', or 'Delete Tender Notes' granular permissions must be enabled on your permission template.
  • Additional Information:
    • Users with 'Standard' AND 'Read Only' level permissions can only act on tender notes if they have been added to the Tendering CC Group in the Tender Package. See Create Tender Package

Steps

  1. Navigate to your project's Tendering tool. 
  2. Click View next to tender package you want to add notes to.
  3. In the row of the company you want to add a note to, hover in the Notes column and click the + button that appears. 

    add-notes-to-tender-list.png
     
  4. Type in the text you want entered as the note. To save the note, click out of the text box or press ENTER on your keyboard. You can add as many notes as you want and will be sorted in order of most recent. 

See Also