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Copy Tender Forms from a Previous Tender Package

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Objective

To copy tender forms, including line items and tenderers, from a previous tender package, to a new tender package.

Background

After you create a new tender package, you can copy tender forms from previous tender packages to the new one. You can choose which tender forms to copy and if you want to copy both tenderers and line items to the new tender package. 

Things to Consider

  • Required User Permissions
    • 'Admin' level permissions to the project's Tendering tool.
      Note: You will only have access to copy tender packages from projects that you have access to.
  • Additional Information
    • Copying tender forms is only available for tender packages created after March 18, 2024.
    • Tender forms can be copied from projects that:
      • Use the Enhanced Tendering Experience
      • Are active and not archived
      • Have at least one tender form in the tender package
      • Cost codes from the previous project must match your current project. 

Steps

  1. Navigate to the project's Tendering tool.
  2. Next to the tender package, click View.
  3. Click the Tendering tab.
  4. Click Create Tender Form and select From Tender Package.
  5. Select the tender package.
  6. Choose what information to copy to the new tender forms.
  7. Mark the checkboxes for the tender forms you want to copy.
  8. Click Create.

After you have copied the tender forms, you can make edits as needed for the current project.

Next Steps

See Also