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Export a Tender Sheet

  1. Last updated
  2. Save as PDF

Objective

To export a tender sheet.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
      OR
    • You created the tender package.
      OR
    • You are a user cc'd on the tender package.
      OR
    • You are the Tender Package Manager.

Steps

 Important
If your project has been updated to the new bid management experience, see the Bid Management Enhanced Experience section below. Otherwise, follow these steps.
  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. Click View next to the company you want to export tender sheet from.
  4. Click the Tender Sheet tab.
  5. Click the vertical ellipsis icon-ellipsis-vertical.png icon.
  6. Click Export PDF or Export CSV.

For Projects on Tender Management Enhanced Experience

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
  3. On the Tendering tab, find the company you want to export a tender sheet from. 
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the company's row in the table.
  5. Click Export PDF or Export CSV.

See Also