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Procore (en-CA)

2017

Below are the notable changes to the Project level Tenderingtool in 2017.

New Training Video for Creating a Tender Package (12/19/2017)

Updated the Training Videos for the Tenderingtool's creating a Tender Package. See the Videos tab in Tendering.

New TenderingReport (12/6/2017)

If you are a user with 'Admin' level permissions to the project's Tenderingtool, you can now create and send yourself a TenderingReport that contains Tender package details, Tender list table, and every Tender sheet. See Create a TenderingReport.

Added Bulk Attachments Option To Tender Package Create/Edit Pages (6/22/2017)

Updated the Tenderingtool to replace the Tender Package attachments section with a bulk attachment option. 'Admin' level permission users are now able to select individual or multiple Document folders, Specification sets and divisions, and/or Drawing sets and disciplines.

Added Inline Editing Of 'Submission Status' To Tender List In TenderingTool (5/5/2017)

Updated the Tender List in the Tenderingtool to allow users with 'Admin' level permission to the Tenderingtool to perform inline editing on a Tenderder's 'Submission Status'.

Added Project Name To 'Tender Submitted' Emails (5/3/2017)

Updated the Project level Tenderingtool to add the Project Name to the 'Tender Submitted' emails.

Updated Field Names In Create/Edit Tender Package Pages (4/18/2017)

Updated the project's Tendering tool to change the field names in create/edit tender package page as follows: (1) From "Instructions" to "Tendering Instructions" and (2) from "Invitation Email Text" to "Project Information".

Added Tender List Filter For 'Company Name' (4/13/2017)

Updated the Tenderingtool to add a 'Company Name' filter to the Tender List.

Redesigned The Invitation To Tender And Tender Reminder Emails (3/27/2017)

Updated the Tenderingtool to redesign the Invitation To Tender and Tender Reminder emails.

Added A New 'Pre-Tender RFI Deadline Date/Time' Section For Tendering(3/22/2017)

Updated the Tenderingtool to add a new 'Pre-Tender RFI Information' section when Creating Tender Packages and Sending Invitation to Tender emails. Package creators can place a mark in the 'Enable' Pre-Tender RFI Deadline' checkbox to toggle the feature ON. When ON, the 'Pre-Tender RFI Deadline Date/Time' calendar and time controls let the creator specify the deadline. The default setting for the new checkbox is set to OFF. 

Added 'Send Tender Documents From' Drop-Down List For TenderingTool Admins (3/22/2017)

Updated the Tenderingtool to add a "Contact Details" section to the Invitation to Tender emails. This new section displays the Office Phone, Mobile Phone, and Email of the 'Admin' user that sent the Tender package emails, as well as the Name and Address of the Company, Project Office, or Project Office Division (as selected in the Admin tool's TenderingConfiguration page).

Added Contact Popover To Recipients In Tender List (3/3/2017)

Updated the Tender List in the Tenderingtool to add a modal that displays a recipient's contact information when hovering over a recipient name in the "Recipient List" column.

Added Sealed Tender Package Feature (3/3/2017)

Updated the Tenderingtool to add a 'Sealed Tender Package' option, which can be enabled per Tender Package by users with Admin-level Tenderingpermissions. When enabled, the feature blocks the ability for users without Admin-level Tenderingpermissions to submit Tenders electronically.

Updated Tender List To Display Default Recipients And Cost Codes Before Invite (3/3/2017)

Updated the Tenderingtool to have a company's default recipient(s) and cost code(s) appear in the Tender List when the company is added to a Tender package. Previously the recipient(s) and cost code(s) only appeared after a company was invited to Tender.

Add City, State, And Zip Columns And Filters To Tender List (3/3/2017)

Updated the Tenderingtool to add 'Company City', 'Company State', and 'Company Zip' columns and filters to the Tender List.

Added Tender List Filter For Vendor Qualifications (3/3/2017)

Updated the Tenderingtool to add a 'Vendor Qualifications' filter to the Tender List.

Updated 'Admin' Permissions In TenderingTool For Requisitions (1/18/2017)

Updated the Requisitions page so that if a user with 'Admin' level permission to the Tenderingtool click the 'View' button, the Requisition Summary page appears. If the user clicks the 'Edit' button (which will always be visible to 'Admin' users), the Detail page appears.  Users with 'Admin' level permissions will always be permitted to change the 'Status' and 'Invoice Number' for a requisition.

Added Mobile Phone Numbers To Tender List And Tender List CSV/PDF Exports (1/11/2017)

Updated the Tenderingtool to show people's 'Mobile' phone numbers in the 'Recipient Phone List' column of the Tender List and the Tender List CSV/PDF exports.