Check Document Versions on Work Packages

Before you send a work package out for tender, you can check that the latest versions of the documents are attached. If any documents are not up to date, you can update them to the latest versions.

Note: If the work package has already been issued for tender, you must Create a New Version of a Work Package to update the documents.

To check document versions on work packages:

  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. Do one or both of the following:
    • To check the versions of all documents linked to a work package group, click on the work package group header row.
    • To check the versions of documents linked to an individual work package, click on the work package header row.
  4. If any documents are reported to be out of date, select the documents that you want to update to the latest versions, and click Update To Latest.