Enable a Work Package Group for Tendering

Before you can send invitations to tender for selected work packages, you must first enable the associated work package group for tendering.

To enable a work package group for tendering:

  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 Work Packages tab.
    If the Work Packages tab is not visible, click more to display all available tabs.
  3. Click to expand the work package group that you want to modify.
  4. On the Workpackages header row, click .
  5. On the Enable Group for Tendering form, enter the following details:
    Field Description
    Target Date Select the date when you intend to send the documents out for tender.
    Send Method Select the default method that will be used to distribute the work packages to subcontractors.
    The following options are available:
    • Download. Select this option if you intend to send download links via email.
    • Email. Select this option if you intend to send the attachments via email.
    • Hardcopy. Select this option if you intend to send hardcopies through the post.
    Note: You can change the send method for individual organizations after you assign them to work packages. For information, see Edit the Details of a Tenderer.
    Submission Date Select the date when recipients are required to submit their bids by.
    Commencement Date Select the date when the work is planned to start.
    Duration Enter the duration of the work. For example, 2 weeks, 1 month, and so on.
    Facilities Enter any on-site facilities that will be provided, such as toilets, a canteen, and so on.
  6. Click Enable Group.