With iTWO cx you have the ability to import a Tender Database from another project as long as you satisfy the following criteria
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The user who is setting up the tender database is a tender admin on both projects. The email address of your iTWO cx account is the same on both project |
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For eg John Mcallister is a tender admin in Project A John Mcallister is also a tender admin in Project B In project A John's email is johnm@abc.com.au with a user id of ABC-JM In project B John's email is johnm@abc.com.au with a user id of DEF-JM Noting that here John is under 2 different companies in 2 different projects but sharing his email address. Hence he can now import any Tender DB's under Company DEF from Proj B into company ABC in Project A or vice versa. |
How to Import a Tender database
1. Go to Tenders from the Module menu (logged in as a Tender Admin).
2. From the Tender dashboard click on the Tender Project Settings widget.
3. On the list of existing databases, you can pick from you will be shown a list of all databases you have access to (based on the criteria above i.e tender admin + email address).
4. When you select a database that belongs to another company you will be shown a warning message to let you know the action you are about to perform.
5. Once you select the database this will be linked with the current company.
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Please note that updating this database will update all projects that is sharing this database. |