Filter and Group the Tender List
Objective
To filter and group the tender list to a more specific view.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the project's Tendering tool
OR - 'Standard' level permissions on the project's Tendering tool and you must be added to the tender package's distribution list.
- 'Admin' level permissions on the project's Tendering tool
- Additional Information:
- You can filter and group the tender list at the same time.
Prerequisites
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 tab.
Filter the Tenderers List
- In the Tenderers tab, 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 State
- Company Postal Code
- Vendor Qualifications
- Select another filter to specify your results even further.
Group the Tenderers List
- In the Tenderers tab, 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