Add a Single Tender Package

A tender package represents an individual contract for a particular area of work on a project. After you have set up a project, add tender packages to it to represent each area of work for which you are to accept tenders.

To add a tender package:

  1. Select the Tenders tab to open the All projects page.
  2. On the All projects page, select a project.
  3. On the Tender Packages tab, select the Add menu, and then select Add single tender package.
  4. On the Add tender package page, enter information about the tender package.
    • Trade codes: Choose the trade code or trade codes that represent the kind of work covered by the tender package. Remember, tender packages are what subcontractors submit proposals for.

      The set of trade codes available here is determined by the settings of the project.

    • Name: The name of the tender package. By default, this is the name of the first trade code that you choose in the Trade codes field. You can change it to anything you like, but the name should clearly convey the scope of the tender package.
    • Tender due date: This is the date when tenders are due on the tender package.

      The default due date is determined by the project settings, but you can set a tender package-specific due date here.

    • Tender contact: This is the user who is responsible for correspondence about the tender package and receives notifications as tenders come in.

      The default contact is determined by the project settings, but you can set a tender package-specific contact here. Contact information such as email and phone number display beneath the contact name.

    • Tender submission instructions In this text area, enter any instructions that you want to provide subcontractors when they receive your invitation to tender.
    • Open opportunity information: Select Yes if you want the tender package to be visible to subcontractors right away. This will not cause the invitation to tender to be sent. You will still have to publish the tender package. With Yes selected, any subcontractor using the application will be able to view this tender package. If you prefer to keep it private, it will only be visible to those subcontractors you invite.
  5. In the Attach files to tender package area, add any necessary or helpful project folders and files.

    You need at least one folder to add a file. Any folders or files you add here will become part of the project's file structure. The file structure is a flat list. You can drag and drop to reorganize folders if there is a specific order that you would like them to be viewed.

    Note: A progress bar displays when you upload a file attachment. The file upload could take some time, depending on its size. If the process will take longer than one minute, you will receive a notification. You can open Preconstruction in another tab to continue working in the application, or you can continue to wait until the upload is complete.

  6. If you want to add another package right after you add this one, select Add Another in the Add tender package page heading.

    With this option selected, you will return to the blank Add tender package page right after you add this one.

  7. Select Add.

    Note: You will receive an error message if you attempt to upload a file that—

    • Is an unsupported file type
    • Exceeds 500MB in size
    • Has a filename that contains the following special characters: ?*<>_|:\/"%
    • Has a filename that exceeds 255 characters