Upload Tender Documents to the Publication Space

Refer here on how to import bulk documents to the publication space.

Refer here for how to upload documents to the publication space.

Set Up Tender Project

1. Click on Tenders.

2. The set up tender project wizard will display. This will guide you through the essential steps of setting up the defaults for this tender project such as selecting your tender database, writing a project description, package lengths and more.

Select Database

The first step is to select the tender database. The Tender database contains all the contact details of the companies you select for tenders and the types of packages or trades they are associated with. If your company doesn't have a tender database you will be prompted to create one.

Create New Database

1. Click create new database.

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2. Give your database a name e.g. "national database”.

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3. Download the database spreadsheet template. Hovering over each column header will describe what you need to enter.

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4. Save the completed spreadsheet.

Select File

1. Click Select Files or drag and drop your saved spreadsheet into the upload section.

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2. Click next step.

Error in Excel

1. If there is an error in your excel file for example, you left a required field blank, the system will alert you with the line that has the error. You then go back and edit the spreadsheet and select the file again. 

Matching Trades

1. You're almost ready to import. The next step is to match any trade descriptions the system doesn’t recognise to our global list of trades. Simply select the nearest match from the list, what you select won’t affect the trades you use to tender; you’ll still be using your trade descriptions.

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2. When you have completed matching your trades, click next step. This will begin to import your tender database.

Database Created

This system will now create the database in the background and begin importing the data. You, along with any other tender module administrators, will be sent an email to tell you when the import has finished and your tender database is ready to use.

Select Database

You will be re-directed back to the select tender database step and your newly created database will be selected for you. Simply click next step to proceed.

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Project Details

For Info Users

1. Select the for info user/s for the tender packages.  

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• Tender Packages
• Tender Clarifications
• Tender Submissions
• And any configured forms for the bid submission process, Including those generated on awarding the package.

Enter the Project Details

The next step in setting up your tender project is adding the project details. This allows you to set defaults for tender package information so you don’t have to re-enter it every time you create a new package. 

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Once you have entered the information you can complete the set up process by clicking next step.

Package Config

Pre-Approval Form

Click here for this section. 

Requires Package Approval

Click here for this section. 

Confidentiality Agreement

Click here for this section. 

Invitation to Tender

Click here for this section. 

Schedule of Rates

Click here for this section. 

Price Submissions

Click here for this section. 

Internal Amount Required

Click here for this section. 

Scope of Work

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Display Submission Form Progress

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