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Procore

Edit a Tender Form

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 Note
The content below describes functionality that is part of the new Bid Management Enhanced Experience. See About Bid Management Enhanced Experience.

Objective

To edit a tender form in a tender package.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.

Steps

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View Tender Forms.
  4. Click the tender form that you want to edit.
  5. Click Edit.
  6. Edit the details or line items for the tender form as necessary.
    The following actions are available:
    • To edit the name of the tender form, click into the Tender Form Name field and enter a new name.
    • To edit details for a line item, click into the Items and Description fields and update as necessary.
    • To edit a section name, click into the Section field and update as necessary.
    • To add a section, scroll to the end of the Base Tender or Alternates section and click Add Section. 
    • To add a line item, scroll to the end of the Base Tender or Alternates section and click Add Line Item.
      Tip! If you're adding a line item to a section, you can click the plus + icon for the section.
      bidding-add-line-item.png
    • To reorder sections or line items, click and drag over the grip icon-reorder-grip.png icon and drop it in a new area. 
    • To delete a line item or section, hover over the line item or section and click the vertical ellipsis icon-ellipsis-vertical.pngicon. Then click Delete.
    • To resize columns, click the vertical ellipsis icon-ellipsis-vertical.pngicon in the 'Items' or 'Description' column and select from the following options:
      • Pin Column
      • Autosize This Column
      • Autosize All Columns
      • Reset Columns
  7. Click Save or Save and Add Bidders. See Add Bidders to a Bid Form.