Edit Project Tendering Configuration
Objective
How to edit your default project tendering configuration.
Background
When a member of your project team creates a tendering package (see Create a Tender Package), the project's Tendering tool will pull the information for the tender package (such as the Tender Invitation Email, Tender Instructions and Tender Submission Confirmation Message) from one of three places:
- Company Level Admin: If your company has set the configuration for the Tendering tool at the Company level, the configuration settings that you define will be used on all new projects. See Set the Default Company Tendering Configuration.
- Project Level Admin:
- If you want to edit the configuration settings of a specific project to customise the outgoing emails from the Tendering tool for a specific project office, see the Steps below.
- If your company has offices operating as subsidiaries of a specific division and you want your company's division information included in outgoing emails from the Tendering tool, send an email to your Procore point of contact to request to enable project office divisions. Then see the Steps below.
Things to Consider
- Required User Permissions:
- 'Admin' on the project's Admin tool.
- Prerequisites:
Steps
- Navigate to the project's Admin tool.
- Under 'Tool Configuration', click Tendering.
- Select the Office Location to be displayed for Tender Communications from the drop down menu.
- Edit the text in the following fields:
- Project Description: Enter the project information that you would like the system to send to invited tenderers.
- Tendering Instructions: Enter any instructions pertaining to your project's tendering process.
- Tender Submission Confirmation Message: Enter the confirmation message that you would like tenderers to see when they submit a tender.
- Click Save.