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Procore

Edit a Tender Form

 Note
The content below describes functionality that is part of the new Tender Management Enhanced Experience. See About Tender 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.
    • To add a line item, click Add Line Item.
      bid-form-add-line-item.png
    • To delete a line item, hover over the item 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 Tenderers. See Add Tenderers to a Tender Form.

See Also