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Procore

Update Tender Documents

Objective

To update documents, specifications and drawings that are included in your tender package.

Things to Consider

  • Required User Permissions:  
    • 'Admin' level permissions to the project's Tendering tool.
      AND
    • 'Read Only' level permissions or higher to the project's Documents, Drawings or Specifications tools.
      Note: You will only see the tools and items that you have the necessary permissions to. 
  • Additional Information:
    • Tender packages show a static snapshot of the attached documents, drawings and specifications from the date and time they were attached.

Steps

Update the Selection of Files on the Tender Package

Follow the steps below to add or remove tender files from the Drawings, Documents and Specifications tool. 

  1. Navigate to the project's Tendering tool.
  2. Open the tender package you want to update tender files for.
  3. Click the Files tab.
  4. Click Edit.
  5. Click the tool that you want to update files from.
  6. Mark a checkbox to add a file or clear a checkbox to remove it. 
  7. After you have made your changes, click Update.
  8. Send a New Correspondence in the Tendering Tool to inform your tenderers of the change.
    Note: Companies who already received your tendering invitation will have a link to the original tender documents, so you will need to create a correspondence to alert them of the change. Companies who have not yet been invited to tender will see the updated tender documents.

Update Files Changed Outside of the Tendering Tool

If updates have been made to the tender documents outside of the tender package (for example, if files were uploaded to your tender folder in the Documents tool), you will see a banner that informs you that changes were made to the files.

update-bid-files-banner.png

You will see the banner in the following cases:

You will NOT see the banner in the following cases:

  • New document revision is added to the tendering folder(s) in the Documents tool.
  • New documents are added to the tendering folder(s).
  • Drawing revisions are added to the attached set(s).
  • Drawings are moved to a different Drawing Set.
  • Drawings are moved from one Drawing Area to another.
  • Specification revisions are added to the attached set(s).
  • An empty document folder is added.
  • Drawings are deleted from the attached set(s).
  • Specifications are deleted from the attached set(s).
  • Documents are deleted from the attached folder(s).
  • All associated documents are deleted from the attached folder(s).
  • All associated drawings are deleted from the attached folder(s).
  • A new document subfolder is added to an attached parent folder where not all subfolders are selected.

 

To update the files on the tender package: 

  1. Navigate to the project's Tendering tool.
  2. Open the tender package.
    The Action Required banner is shown. 
  3. Click Update
    This will update the tender files in the tender package to match the updates made outside the tender package.
    Note: Links to tendering documents found in a Tender Invitation email will also update.

See Also