Level Tenders for a Tender Form
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
- Navigate to the project's Tendering tool.
- Click View for the relevant tender package.
Note: You can also click the name of the tender package. - Click View Bid Forms.
- Click the tender form that you want to level submitted tenders for.
- Click Bid Leveling.
Note: Bids 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.
- The following actions are available:
Configure Columns
- On the Tender Leveling tab, click the table filter icon.
- 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 to show a column, or click the toggle OFF to hide the column.
Note: The Items column cannot be hidden.
Export tender leveling data to csv
- Make sure you are on the Tender Leveling tab.
- Click Export.
A CSV file will download to your computer.