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Create a tender

Create a tender for a project, a person or a company

You can create a new tender in Broker Site Manager for a client, a contact person or a project. When you create a new tender for a project, the tender’s client and contact person are automatically taken from the project’s details. When you create a tender for a person, that person’s default company automatically becomes the tender’s client – unless they have no default company, in which case the person themselves becomes the client.

To create a tender, follow these steps:

  1. Find the record (that is, project, person or company) for which you want to create a tender, and go to the record’s page.

  2. At the top of the page, click Create tender Create tender.

  3. Give the tender a Name, and enter other details as necessary. All default fields are described below. If your organisation’s settings are customised, the form that you see may include different fields.

    • Name A tender is usually named after its project. If you create a tender for a project, its name is filled automatically.

    • Client The client is filled automatically, based on where you start tender creation.

    • Confidentiality level Specifies who has access to the tender. Confidentiality level is one of the following:

      • Public Anyone who can log in to your organisation’s environment can access the tender. If people outside your organisation have access to your environment, for example if you have given access to subcontractors, we recommend that you avoid using Public.

      • Person Specified people can access the tender.

      • Company People from specified companies can access the tender.

      • Team Permanent members of specified teams can access the tender.

      • Department People from specified departments and higher-level departments can access the tender.

      By default, you, your company, your team, or your department receives access to the tender, depending on which confidentiality level you choose. You can edit access to the tender after you have saved it.

    • Comments

  4. At the bottom of the page, click Add.

Create a tender from a project’s monetary value

When you define a project’s monetary value, Broker Site Manager automatically creates a tender for that project, sets the tender’s status to Potential estimate and takes the tender’s total gross price from the project’s monetary value.

  1. On the main menu, click Projects.

  2. Find the project for which you want to create a tender and, to go to its page, click the arrow Arrow
right at the right end of its row.

  3. At the bottom of the page, click Edit.

  4. In the Monetary value field, type the tender’s value.

  5. At the bottom of the page, click Save.

    The tender appears in the project’s Estimates list. You can go to its page by clicking the arrow Arrow right next to it, and if necessary, complete its basic details.