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Procore (en-GB)

Level Tenders for a Tender Form (Beta)

 In Beta
The content below describes functionality that is part of the Tender Management 2.0 experience, which is currently in an open beta.

Objective

To level tenders that have been submitted for a tender form.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
  • Additional Information:
    • Tenders can only be levelled after a tender form has been created and tenders have been received.

Steps

  1. Navigate to the project's Tendering tool.
  2. Click View for the relevant tender package.
    Note: You can also click the name of the tender package.
  3. Click View Tender Forms.
    view-bid-forms.png
  4. Click the tender form that you want to level submitted tenders for.
  5. Click Tender Levelling.
    Note: Tenders are shown side by side, with the submitted values aggregated. Depending on the amount of data and the size of your browser window, you may need to scroll to the right to view additional data.
  6. The following actions are available:

Configure Columns

  1. On the Tender Levelling tab, click the table filter icon-ag-grid-table-filter-menu.png icon.
  2. The following options are available:
    • Row Height: Choose Small, Medium or Large to adjust the height of the rows.
    • Configure Columns: Click the toggle ON icon-toggle-on.png to show a column or click the toggle OFF icon-toggle-off.png to hide the column.
      Note: The Items column cannot be hidden. 

Export tender levelling data to csv

  1. Make sure you are on the Tender Levelling tab.
  2. Click Export.
    A CSV file will download to your computer.

 

If you would like to learn more about Procore's tendering software and how it can help your business, please visit our construction tendering software product page icon-external-link.png.