View Tender in Portfolio Financials

Objective

To view tender in a Tender Room in Portfolio Financials. 

Background

After inviting tenderers, a card is shown for each vendor on the Manage Tender tab. 

Things to Consider

• Required User Permissions:
  • 'Limited' access to the project or higher.
    Note: Users with 'Limited' access must be on the Tender Room Team for the project. 

Video

Steps

1. Navigate to the relevant Tender Room. 
2. Click Manage Tender.
3. You can view the following details on each vendor's card:
   
   
     The name of the vendor.
     The most recent bid amount.
     A link to previously submitted bids, if there were revisions.
     The percentage that the bid form is complete. Note: Fields with a value of $0 will count as "complete" towards the overall completion percentage.
     How many of the bid room documents have been downloaded by the vendor.
     To view messages and activity, click Messages and Activity. See View Messages and Activity in a Bid Room.

See Also

• View Messages and Activity in a Tender Room
• Freeze or Unfreeze a Tenderer in a Tender Room