Add Tender Leveling Notes to a Tenderer

Background

The Tender Leveling Notes feature allows you to add specific notes for each tenderer directly within the tender leveling phase of the project. This functionality helps you document and track communication, considerations, and other important information related to each tenderer's submission. The Tender Leveling Notes apply to the entire tender rather than a specific line item.

Things to Consider

• Required User Permissions:
  • 'Admin' level permissions on the project's Tendering tool.
  • ‘Read Only’ and ‘Standard’ level permissions on the project's Tendering tool to view tender leveling notes.
• Additional Information:
  • Unlimited Leveling Notes: Add as many notes as you need.
  • Tender Leveling Notes are distinct from the notes added to a tenderer in the Tenderers tab. You can view the history of notes from the Tenderers tab, but they do not appear in the tender leveling row.
  • This feature only works for newer tender packages that have response types configured (after October 2023). See Create a Tender Form.

Steps

1. Navigate to the project's Tendering tool.
2. Click View or the name of the relevant tender package.
   Note: You can also click the name of the tender package.
3. Click the tender form name.
4. Click the Tender Leveling tab.
5. Click the Leveled Tenders view.
6. In the Leveling Note row, click + Add Note.
7. A text field will appear on the right. Type your note and click Add Note.
   Note: To add another note to the same tenderer, click the note in the Leveling Notes row. The same text field will appear on the right to type your note and save.