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Procore Support (en-au)

2017

Below are the notable changes to the Project level Tendering tool in 2017.

New Training Video for Creating a Tender Package (12/19/2017)

Updated the Training Videos for the Tendering tool's creating a Tender Package. See the Videos tab in Tendering.

New Tendering Report (12/6/2017)

If you are a user with 'Admin' level permissions to the project's Tendering tool, you can now create and send yourself a Tendering Report that contains tender package details, tender list table and every tender sheet. See Create a Tendering Report.

Added Bulk Attachments Option To Tender Package Create/Edit Pages (6/22/2017)

Updated the Tendering tool to replace the Tender Package attachments section with a bulk attachment option. 'Admin' level permission users are now able to select individual or multiple Document folders, Specification sets and divisions and/or Drawing sets and disciplines.

Added Inline Editing Of 'Submission Status' To Tender List In Tendering Tool (5/5/2017)

Updated the Tender List in the Tendering tool to allow users with 'Admin' level permission to the Tendering tool to perform inline editing on a tenderer's 'Submission Status'.

Added Project Name To 'Tender Submitted' Emails (5/3/2017)

Updated the Project level Tendering tool to add the Project Name to the 'Tender Submitted' emails.

Updated Field Names In Create/Edit Tender Package Pages (18/4/2017)

Updated the project's Tendering tool to change the field names in create/edit tender package page as follows: (1) From "Instructions" to "Tendering Instructions", and (2) from "Invitation Email Text" to "Project Information".

Added Tender List Filter For 'Company Name' (4/13/2017)

Updated the Tendering tool to add a 'Company Name' filter to the Tender List.

Redesigned The Invitation To Tender And Tender Reminder Emails (3/27/2017)

Updated the Tendering tool to redesign the Invitation To Tender and Tender Reminder emails.

Added A New 'Pre-Tender RFI Deadline Date/Time' Section For Tendering (3/22/2017)

Updated the Tendering tool to add a new 'Pre-Tender RFI Information' section when Creating Tender Packages and Sending Invitation to Tender emails. Package creators can place a mark in the 'Enable' Pre-Tender RFI Deadline' checkbox to toggle the feature ON. When ON, the 'Pre-Tender RFI Deadline Date/Time' calendar and time controls let the creator specify the deadline. The default setting for the new checkbox is set to OFF. 

Added 'Send Tender Documents From' Drop-Down List For Tendering Tool Admins (3/22/2017)

Updated the Tendering tool to add a "Contact Details" section to the Invitation to Tender emails. This new section displays the Office Phone, Mobile Phone and Email of the 'Admin' user that sent the tender package emails, as well as the Name and Address of the Company, Project Office or Project Office Division (as selected in the Admin tool's Tendering Configuration page).

Added Contact Popover To Recipients In Tender List (3/3/2017)

Updated the Tender List in the Tendering tool to add a modal that displays a recipient's contact information when hovering over a recipient name in the "Recipient List" column.

Added Sealed Tender Package Feature (3/3/2017)

Updated the Tendering tool to add a 'Sealed Tender Package' option, which can be enabled per Tender Package by users with Admin-level Tendering permissions. When enabled, the feature blocks the ability for users without Admin-level Tendering permissions to submit tender electronically.

Updated Tender List To Display Default Recipients And Cost Codes Before Invite (3/3/2017)

Updated the Tendering tool to have a company's default recipient(s) and cost code(s) appear in the Tender List when the company is added to a tender package. Previously the recipient(s) and cost code(s) only appeared after a company was invited to tender.

Add City, Territory And Postcode Columns And Filters To Tender List (3/3/2017)

Updated the Tendering tool to add 'Company City', 'Company Territory', and 'Company Postcode' columns and filters to the Tender List.

Added Tender List Filter For Vendor Qualifications (3/3/2017)

Updated the Tendering tool to add a 'Vendor Qualifications' filter to the Tender List.

Updated 'Admin' Permissions In Tendering Tool For Commitment Progress Claims (1/18/2017)

Updated the Commitment Progress Claims page so that if a user with 'Admin' level permission to the Tendering tool click the 'View' button, the Commitment Progress Claim Summary page appears. If the user clicks the 'Edit' button (which will always be visible to 'Admin' users), the Detail page appears.  Users with 'Admin' level permissions will always be permitted to change the 'Status' and 'Progress Claim Number' for a commitment progress claim.

Added Mobile Phone Numbers To Tender List And Tender List CSV/PDF Exports (1/11/2017)

Updated the Tendering tool to show people's 'Mobile' phone numbers in the 'Recipient Phone List' column of the Tender List and the Tender List CSV/PDF exports.

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