View Levelled Tenders

Things to Consider

• Required User Permissions:
  • 'Read Only' or higher permissions on the project’s Tendering tool.
• Additional Information:
  • Tenders can only be levelled after a tender form has been created and tenders have been received.
  • This feature only works for newer tender packages that have response types configured (after October 2023). See Create a Tender Form.

Steps

1. Navigate to the project's Tendering tool.
2. Click View or the name of the relevant tender package.
   Note: You can also click the name of the tender package.
3. Click the tender form name.
4. Click the Tender Levelling tab.
5. Click the Levelled Tenders view.
6. Take any of the following actions:
   • View Tenderer Contact Information
     • Click the name in the 'Tender Recipient' row to view their contact information.
   • View Qualification Data
     • Scroll to the Qualification Data section to view qualification data.
       Note: This information is available for customers with the Tendering and COMPASS Integration.
   • View Project History
     • Scroll to the Project History My Company section to view the project history.