Upload Tender Documents to the Publication Space
Refer here on how to import bulk documents to the publication space.
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The next step in setting up your Tendering 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. The Information available is Project Location (Required), Project Description, Main Contact, Default Package length (in Days) and the Awarded Company role (Required).
Project Details | Used for |
Project name | This is the name of the Project. |
Main Contact | Person responsible for the Tender packages. All Tender activity will be addressed to this person. This can be changed when the package is being created or after it has been issued. |
Default Tender Length | Sets the due date of a package based on the number of days entered. For example, if default Tender length was set at 60 days and you create a package on June 1 the close date of the package will be set 60 days from that date, August 1. |
Location | This is location of the Project. |
Awarded Company role | When a bidder is awarded a package you can choose to add them into the Project. This setting will choose the project role the will have when added to the project, e.g. Sub-Contractor. |
Description | This will set the project description for all packages. This will be appended to the Package Description/Invite when a package is issued. You can remove this when creating a package if desired. |
Who can upload Attachment | This setting controls who can use the desktop upload functionality. You may wish to restrict this if you want your staff to only use the Register for attaching Tender Document. |
Ask bidder for lump sum | This setting allows you to add a step in the Submit bid process where a bidder is required to enter a Lump Sum value as part of the submission process. |
Enforce Close Date | This setting will lock subbies out of the Bidders page once it has reached its close date. |
Locked Box Tender | This setting prevents anyone from seeing the bids until it has reached its due date. |
Once you have entered the information you can complete the set up process by clicking next step.
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