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Configure Advanced Settings: Tendering

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Objective

To configure the advanced settings for your project's Tendering tool.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
  • Additional Information:
    • When you attach a folder that contains all of the tender documents, a zip file will be attached to the email that contains the contents of the folder.

Steps

  1. Navigate to the project's Tendering tool.
  2. Click the Configure Settings icons-settings-gear.png icon. The following settings are available to configure:

Settings

 Important

For new tender packages in projects using Tender Management Enhanced Experience, the 'Default Tender Package Accounting Method' and 'Enable Non-Itemized Tendering by Default' settings are no longer available.

Instead of being restricted to one accounting method for an entire tender package, you have the flexibility to choose an accounting method for each line item in the 'Field Response Type' column on tender forms. For more information, see Tendering: Flexible Response Types.

  1. Click Settings to see the Default Tender Package Settings. 

  • Tender Documents: Mark the tickbox to include downloadable files in the invitation to tender email. 

  • Flexible Tender Due Date: Mark the tickbox to accept tender submissions after the tender package due date has passed. 

  • Tender Reminder Emails: Enter the number of days before the tender due date to begin sending reminder emails. 

  1. Click Save.   

User Permissions 

  1. Click User Permissions.
  2. Set each user's permission for the Tendering tool according to your preferences:  
    • None
    • Read Only
    • Standard
    • Admin
      Note: See the Permissions Matrix to see what you can do at each permission level in Tendering.
  3. The settings are automatically saved. 

See Also