Create a Detailed Report

You can generate a detailed report in Excel format. This report includes details of all enabled work packages for a project, including the current status, details of the last issues sent for tender. It also includes details of all assigned tenderers and their latest responses.

To create a detailed report:

  1. Navigate to the project or enquiry.

    You can search for projects and enquiries using the Search Projects or Search Enquiries links in the Activity Zone. Projects and enquiries that you are linked to also appear on the History tab on your contact record, and in the Projects and Enquiries dashparts in the Personal Zone.

  2. Click the Tendering tab.
    If the Tendering tab is not visible, click more to display all available tabs.
  3. On the Sub Contract Tendering header row, click .
  4. Navigate to the folder where you want to save the report to, and click Save.
    Note: When you open the report in Excel, click Enable Content to display the data, and then enter your PIM user name and password when prompted.