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Procore (en-CA)

Create a Tender Form in Portfolio Financials

 Note
The information in this tutorial applies to accounts with the Portfolio Financials product in Procore. Reach out to your Procore point of contact for more information. 

Objective

To create a tender form for a Tender Room in Portfolio Financials.

Background

The Tender Room in Portfolio Financials is a shared portal between the owner and tenderers. Before you can send and manage tender, you must set up the Tender Room and its components. The tender form is a collection of fields provided to your tenderers for them to provide pricing and other information as part of their tender.

Things to Consider

  • Required User Permissions:
    • 'Full access' to the project or higher.

Prerequisites

Steps

Creating a tender form is a multi-step process as outlined below. Click to jump to another section of this tutorial:

  1. Select a Tender Form Template
  2. Enter Tender Form Information
  3. Complete Optional Fields in the Adjustments Section
  4. Save or Publish the Tender Form
     

Select a Tender Form Template

After the Trade Setup page has been completed, you will be prompted to select a template for your tender form. Any tender forms that you have previously used are shown here. 

  1. From the Tender Form page, select a template from the following options:
    Note: You can make changes to the template regardless of the one you choose. These changes do not alter the templates themselves.
    • Choose from previous: Set up a tender form from another project's tender form.
      Tip! Use the Search bar to search for previous templates.
    • Choose from template:
      • Create New: A completely new tender form.
      • Simple Tender: A template for tender using lump sum pricing.
      • Tenant Fitout: A template for tenant fitouts, usually used for hiring a general contractor. 
      • Preset template: Use a default Procore template or a template specific to your organization.
         

Back to Steps

Enter Tender Form Information

  1. Complete the following components of the tender form:  
    tender-form-sections-and-line-items.png

     Sections: A section of your tender form that is comprised of line items. Used to divide up or clarify groups of line items. See Add and Modify Sections below.

     Line Items: Each white box represents a single line item on your tender form for your tenderers to submit pricing for. These can be broken down further into sub-line items. See Modify Line Items and Sub-Line Items below. 

     Sub-line items: Items within a line item that further break down its pricing. See Modify Line Items and Sub-Line Items below. 
     


Back to Steps

Add and Modify Sections
Add, Clone or Delete Sections
  1. Click the vertical ellipsis icon next to a section title.
    vertical-ellipsis-section.png
  2. The following actions are available:
  • To add a new section:

    • Click Add New Section.
  • To copy a section:

    • Click Clone Section.
  • To delete a section:

    • Click Delete Section
Rename Sections
  • To rename a section:
    1. Click on the section's name.
    2. Enter a new name for the section.
    3. Press ENTER or RETURN on your keyboard.

      rename-a-section.gif
       

Back to Steps

Modify Line Items and Sub-Line Items
Add Items
  • To add a line item to a section:
    1. Scroll to the bottom of the section you want to add a line item to.
    2. Click Add Line Item.
    3. Enter a name for the line item.
    4. Click Add
       
  • To add a sub-line item to a line item:
    • Locate the line item you want to add a sub-line item to.
    • Click Add Line Item
    • Enter a name for the sub-line item.
    • Click Add
Rename Items
  • To rename line or sub-line items
    1. Click on the name of the line item or sub-line item.
    2. Enter a new name.
    3. Press ENTER or RETURN on your keyboard.
Rearrange Items
  • To rearrange line or sub-line items:
    1. Hover your mouse over the left side of the line item or sub-line item.
    2. Click and drag the line item to its new location.
Delete Items
  • To delete a line or sub-line item:
    1. Click the trash can  icon next to the line item you want to delete.
    2. Click Yes to confirm the deletion. 
Add or Manage Comments

Note: Comments can be used to provide additional content or information around a specific line item to your tenderers.

  • To add a comment to a line item:
    1. Click Add Comment on the item.
    2. Enter your comment in the box.
    3. Click Add.
       
  • To edit or remove a comment to a line item:
    1. Click Edit Comment on the item.
    2. Edit or remove your comment in the box.
    3. Click Save.
       

Back to Steps

Complete Optional Fields in the Adjustments Section

Procore includes additional preset fields on each tender form that can be enabled or disabled. The Adjustments section provides the following additional options for a tender:

  • Additions: This provides tenderers with the opportunity to add costs that were not covered by the line items on the tender form.
    Note: Additions are included in the total tender amount.
  • Alternates: If there are alternates specified for the project, you can include them here so that pricing is lined up across the board when tender are submitted. Tenderers can also propose their own alternates.
    Note: Alternates are not included in the total tender amount by default, but you will have the option to include them for analysis purposes.
  • Hourly Rates: List out any hourly rates that you want all tenderers to provide. This section is most often used when tendering out service contracts.
    Note: Hourly rates are NOT included in the total tender amount.
  • Unit Prices: List out any unit prices that you want all tenderers to provide.
    Note: Unit prices are not included in the total tender amount.
  • Exclusions: This provides tenderers with an area to list out exclusions. They can add as many as they need, but each exclusion is limited to 140 characters.
Enable or Disable a Section
  • To disable a section, click the X icon for that section.
    Note: The field will immediately show as unavailable and the X will be replaced with a checkmark.
  • To enable a section that was previously disabled, click the checkmark icon for that section.
    Note: The section will no longer show as unavailable and the checkmark will be replaced with an X.

enable-or-disable-tender-form-fields.png

 


Back to Steps

Save or Publish the Tender Form

When you are done setting up your tender form, choose whether to save and exit or publish the form now:

  • To save the tender form as a draft that you can revisit later, click Save and Exit.
    Note: When a tender form is saved as a draft, invited tenderers will NOT be able to see the form. 
    OR
  • To save the tender form and publish it as the current tender form:
    Note: Tenderers invited WILL be able to see the form. However, you can still make changes to the tender form after it is published.
    1. Click Publish Tender Form.
    2. Click Publish Form to confirm you want to publish the tender form. 

After the tender form is published, line items will be visible to your tenderers as fields that they can enter pricing into (see example below):

preview-as-tenderer.png
 


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