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Procore

Add Notes to the Tender List

Objective

To add notes to the tender list. 

Things to Consider

  • Required User Permissions:
  • Additional Information:
    • Users with 'Standard' or '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
    • Tender notes cannot be viewed by users with 'Read Only' permissions, unless they have one of the 'Tender Note' granular permissions enabled on their permission template. 
    • You can add as many notes as necessary. The most recently created note is shown first. 

Steps

 Important
If your project has been updated to the new tender management experience, see the Tender Management Enhanced Experience section below. Otherwise, follow these steps.
  1. Navigate to your project's Tendering tool. 
  2. Open the tender package.
  3. In the row of the company you want to add a note to, hover in the Notes column and click the + icon. 

    add-notes-to-bid-list.png
     
  4. Enter your note. To save the note, click out of the text box or press ENTER on your keyboard.

 

For Projects on Tender Management Enhanced Experience

  1. Navigate to your project's Tendering tool. 
  2. Open the tender package. 
  3. Hover over the 'Notes' column for the company and click Add Note
    bidding-add-note.png
  4. Enter your note. 
    Tip! You can expand the text box to make it larger if necessary.
  5. Click Add Note to save the note. 
    If you need to edit or delete the note, see the steps below. 

Edit a Note

  1. Click on the note in the 'Notes' column. 
    Notes are shown in the side panel. 
  2. Click the vertical ellipsis icon for the note you want to edit.
  3. Click Edit
  4. Edit the text as necessary.
  5. Click Save

Delete a Note

  1. Click on the note in the 'Notes' column. 
    Notes are shown in the side panel. 
  2. Click the vertical ellipsis icon for the note you want to edit.
  3. Click Delete.
    The note is automatically deleted.  

See Also