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Procore (en-CA)

Add Notes to the Tender List

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Objective

To add notes to the tender list. 

Things to Consider

  • Required User Permissions:
    • To create, edit or delete tender notes on a tender package, 'Admin' level permissions on the project's Tendering tool.
      OR
    • To view tender notes on a tender package, Standard' level permissions on the project's Tendering tool. 
      OR
    • To create, edit or delete tender notes on a tender package as a user with 'Standard' or 'Read Only' level permissions to the project's Tendering tool, the 'Create Tender Notes', 'Edit Tender Notes', or 'Delete Tender Notes' granular permissions must be enabled on your permission template.
  • Additional Information:
    • Users with 'Standard' AND 'Read Only' level permissions can only act on tender notes if they have been added to the 'Tendering CC Group' in the tender package. See Create Tender Package. 

Steps

  1. Navigate to your project's Tendering tool. 
  2. Click View next to the tender package you want to add notes to.
  3. In the row of the company you want to add a note to, hover in the Notes column and click the + button that appears. 

    add-notes-to-tender-list.png
     
  4. Type in your note text. To save the note, click out of the text box or press ENTER on your keyboard. You can add as many notes as you want and will be sorted in order of most recent.