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Procore

Level Tenders for 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 level tenders that have been submitted for a tender form.

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
  • Additional Information:
    • Tenders can only be leveled after a tender form has been created and tenders have been received.

Video

 

Steps

  1. Navigate to the project's Tendering tool.
  2. Click View for the relevant tender package.
    Note: You can also click the name of the tender package.
  3. Click View Tender Forms.
    view-bid-forms.png
  4. Click the tender form that you want to level submitted tenders for.
  5. Click Tender Leveling.
    Note: Tenders are shown side by side, with the submitted values aggregated. Depending on the amount of data and the size of your browser window, you may need to scroll to the right to view additional data.
    view-bid-leveling-tab.png
  6. The following actions are available:

Configure Columns

  1. On the Tender Leveling tab, click the table filter icon-ag-grid-table-filter-menu.png icon.
  2. The following options are available:
    • Row Height: Choose Small, Medium, or Large to adjust the height of the rows.
    • Configure Columns: Click the toggle ON icon-toggle-on.png to show a column, or click the toggle OFF icon-toggle-off.png to hide the column.
      Note: The Items column cannot be hidden. 

Export tender leveling data to csv

  1. Make sure you are on the Tender Leveling tab.
  2. Click Export.
    A CSV file will download to your computer.