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Copy Tender Forms from a Previous Tender Package

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Objective

To copy tender forms, including line items and tenderers, from a previous tender package, to a new tender package.

Background

After you create a new tender package, you can copy tender forms from previous tender packages to the new one. You can choose which tender forms to copy, and if you want to copy both tenderers and line items to the new tender package. 

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions to the project's Tendering tool.
      Note: You will only have access to copy tender packages from projects that you have access to.
  • Additional Information
    • Copying tender forms is only available for tender packages created after March 18, 2024.
    • Tender forms can be copied from projects that:
      • Use the Enhanced Tendering Experience
      • Are active and not archived
      • Have at least one tender form in the tender package
      • Cost codes from the previous project must match your current project. 

Steps

  1. Navigate to the project's Tendering tool.
  2. Next to the tender package, click View.
  3. Click the Tendering tab.
  4. Click Create Tender Form and select From Tender Package.
  5. Select the tender package.
  6. Choose what information to copy to the new tender forms.
     Note

    If you are copying line items from a tender package on another project, the current project will need to include the same cost code set as the source project. The following scenarios will occur if the projects do not have matching cost code sets.

    • For both ERP and non-ERP synced projects with NO cost codes, a cost code set will need to be added manually before the form can be copied.
    • For both ERP and non-ERP synced projects with cost code sets that do NOT match the source project, users will be shown both cost code sets so they can choose how they would like to proceed.
    • When the cost code set in the current project does match the source project but the current project is still missing specific cost codes, the following will take place:
      • Non-ERP Synced. Click Continue to add missing cost codes to the current project. A second confirmation will appear before the cost codes are added to the project.
      • ERP Synced. Click Continue to add any missing non-project specific cost codes to the current project. If the source project contains project specific cost codes, those must be added manually. A list of the missing cost codes will be provided as a reference when the cost codes are being added.
  7. Mark the checkboxes for the tender forms you want to copy.
  8. Click Create. After you have copied the tender forms, you can make edits as needed for the current project.