Tendering - Reuse

Tender Package File Limit Note

 Important
Tender packages containing more than 100,000 files may lead to degraded application performance.

Tender Management 2.0 Banner

 Note
The content below describes functionality that is part of the new Tender Management Enhanced Experience. See About Tender Management Enhanced Experience.

 

Tendering and PCN Pilot (M6)

 In Beta
The integration of the Procore Construction Network into the Tendering tool is currently in beta in the United States and Canada. We appreciate any feedback that you may have while testing out this feature.

General Items Release

 Limited Release
The ability to add 'Plain Text' line items without cost codes is currently only available for projects that do NOT have an ERP integration.

Open Beta for US and Canada

 In Beta

This feature is in beta and is available in English for customers in the United States and Canada. Company Administrators can enable this beta feature in Procore Explore.

Tendering Compass Integration

 Limited Release
The COMPASS integration is available to users of the Enhanced Tender Management experience in the United States and Canada.

Tendering Template Opt In

 In Beta

This feature is currently in beta for customers using the Enhanced Tender Management Experience. Follow these steps to opt in:

  1. Navigate to the Company level Admin tool.
  2. Under 'Project Settings', select Tendering.
  3. In the 'New! Template Collections (Beta)' banner, click Opt-In.
    clipboard_ec02d02345c49988b51dc4ceaba65bcc2.png
  4. Review the beta participant terms and mark the checkbox to agree.
  5. Click Accept Terms to opt in.

CSV Import ERP Note

 Limited Release
The ability to import tender forms is not yet available for projects with an ERP integration.

Flexible Response Types - Configure Settings

 Important

As part of an upcoming release for projects with Tender Management Enhanced Experience, the 'Default Tender Package Accounting Method' and 'Enable Non-Itemized Tendering By Default' settings will be removed from the Configure Settings page for the Tendering tool.

Instead of being restricted to one accounting method for an entire tender package, a new 'Field Response Type' column for tender forms will give you the flexibility to choose an accounting method for each line item. For more information, see Tendering: Flexible Response Types.

Manage Compass Integration

Overview

 Limited Release
The COMPASS integration is available to users of the Enhanced Tender Management experience in the United States and Canada.

Procore customers using COMPASS by Bespoke Metrics can seamlessly view COMPASS qualification data and invite companies to qualify directly within the Tendering tool on a Procore project. If your company does not have a COMPASS account, you can still access Procore project data, and the QScore for companies listed in the Procore Construction Network. 

This guide will walk you through the following steps: 

  1. Enable the COMPASS Integration
  2. Sync COMPASS Data to Procore
    1. Add or Update COMPASS Companies in your Directory
  3. View Qualification Data in the Tendering Tool
 Tip
Learn more about the Tendering + Compass Integration including answers to common questions.

Requirements

  • Required User Permissions:
    • 'Admin' level permissions on the project's Tendering tool.
  • Additional Requirements
    • Your company must have an active subscription to Procore Tender Management.
    • Your projects must also be upgraded to the Enhanced Tender Management experience.
    • To view COMPASS data for companies listed in your Directory, the company's EIN number must be added to the company's details. 

Enable the COMPASS Integration

  1.  Navigate to the COMPASS integration page in the Procore App Marketplace.
  2.  Login to your Procore account and confirm you have selected the correct company.
  3. Click Install.
    • You will be redirected to the Company Admin Tool Settings page for Tendering in Procore.
  4. Click Login to COMPASS to turn on data sharing from COMPASS to Procore for your account.
 Note

To disable the COMPASS integration:

  1. Navigate to the Company level Admin tool.
  2. Click Tendering under Tool Settings.
  3. Click Logout of COMPASS.

Sync COMPASS Data to Procore

  1. Ensure that the subcontractor is fully entered in COMPASS with the following information:
    Note: You will not be able to edit this information, however it is required for the Procore integration.
    • Legal Company Name
    • Accurate Mailing Address
    • FEIN (Tax ID Number)
  2. Allow time for data to sync to Procore. COMPASS syncs to Procore twice per day. New vendors added to COMPASS will not appear in Procore immediately, but will appear after the next programd sync. It can take up to 12 hours to see COMPASS data reflected in Procore.
 Important

After data is synced, you can begin viewing Qualification data in Procore's Tendering when you add tenderers from the Procore Construction Network.

However, if the vendor is NOT listed on the Procore Construction Network, you must first add the vendor to your Company Directory to see Qualification data in the Tendering tool.

Add COMPASS Companies to your Directory

Companies listed in your COMPASS account are NOT automatically added to your Company Directory in Procore. You must add them manually or from the Procore Construction Network to see their Qualification data when adding tenderers from your Directory.

  1. Navigate to the Company level Directory tool.
  2. Click Add Company.
  3.  Limited Release

    This workflow is currently available in English in the United States and Canada. Learn more.

    • Enter the 'Company Name' and click Search to search for the company in the Procore Construction Network.
    • From the search results, take one of the following actions:
      • Click Add next to the company you want to add to your directory.
        Note: The company is added as a connected company and the company's name, address, website, and phone number are added to your directory. You can update the company's information in your directory.
      • Click Add Company Manually to continue adding the company.
  4. Complete the form, ensuring the company name and mailing address match what is in COMPASS.
  5. Click Create.
  6. Locate the 'Entity Type' and select EIN.
  7. Enter the EIN number next to the 'Entity Type'.
  8. Click Save.
    COMPASS information will sync instantly and be available in the Tendering tool.

Update COMPASS Companies in your Directory

For companies already in your Directory, COMPASS data syncs automatically when key information matches. To enable this sync, ensure the information aligns by following the steps below.

  1. Navigate to the Company level Directory tool.
  2. Click the Companies tab.
  3. Next to the company, click Edit.
  4. Ensure the following fields match what is in COMPASS:
    1. Company Name
    2. Address
    3. Locate the 'Entity Type' and select EIN.
      1. Enter the EIN number next to the 'Entity Type'.
  5. Click Save.
    COMPASS information will sync instantly and be available in the Tendering tool.
 Note
If you do not have the EIN number, you can follow these same steps, but update the Company Name and Address to match exactly what is in COMPASS. However, this method takes at least three days to sync and process addresses.