Filter and Group the Tender List
Objective
To filter and group the tender list to a more specific view.
Things to Consider
- Required User Permission: 'Admin' level users on the Tendering tool and 'Standard' level users that have been added to the Tender Package distribution list.
- You can filter and group the tender list at the same time.
Steps
- Navigate to the project's Tendering tool.
- Click View next to the tender package you want to view information on.
- Click on the Tenderers subtab.
Filter the Tenderers List
- In the Tenderers subtab, click Add Filter.
- In the drop-down menu select one of the following filters:
- Company Name
- Intent to Tender
- Submission Status
- Cost Codes
- Trades
- Company City
- Company Province
- Company Postal Code
- Vendor Qualifications
- Select another filter to specify your results even further.
Group the Tenderers List
- In the Tenderers subtab, click Group By.
- In the drop-down menu select one of the following items to group your Tender list by:
- Intent to Tender
- Submission Status
- Cost Codes
- Trades