Create a tender

You should consider the following issues when creating new tenders:

• Users with the Tenders - Write Access permission can create tenders.

• When a user creates a tender, they are automatically assigned the role of tender administrator and added as a schedule item owner to all schedule items.

• New tenders can only be created if valid tender templates exist. Tender templates are a predefined set of steps and workflows required to ensure best practice for the management of a tender.

• When creating a tender from the Project/dept Summary page, the new tender can only be added to the current project.

Creating a tender involves up to three steps:

1. Complete general details

2. Add product codes (optional)

3. Assign internal team members

Step 1: Complete general details

4. Navigate to the project/dept home page in which you want to create the new tender.

5. Open the Tenders tab to view all tenders in the project/dept.

6. Click Create Tender.

   The Create Tender page is displayed.

7. Enter information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

Field	Description
Tender Name	The name of the new tender.
Tender Template	The tender template you want to use. Tip Click the icon to preview the structure of the selected tender template.
Category	The category of the tender, selected from a list defined by the Project Administrator (see Tender/contract category values for information on managing these categories).
Country of Operation	The country of operation of the tender. By default, this is the country set for the project/dept.
Currency	The currency of the tender. By default, this is the currency set for the project/dept.
Budget (Estimate)	The estimated budget of the tender.
Custom fields	Tender custom fields configured by the Administrator.
Estimated Contract Start Date	Click the icon to select the estimated start date of the contract.
Estimated Contract End Date	Click the icon to select the estimated end date of the contract. Note AVEVA Contract Risk Management compares the estimated contract start date with the planned end date of the tendering process, which is calculated using the timeframes set out in the tender template and the estimated contract start date. AVEVA Contract Risk Management then flags any schedule conflicts through warnings on the tender home page. If you do not choose to enter an Estimated Contract Start Date, no warnings are displayed.
Description	Notes or a description of the tender.

Step 2: Add product codes (optional)

8. Click the icon in the Add Product Codes section.

   The Add Product Code window is displayed.

9. Enter values as required for the relevant search criteria.

Option	Description
Search On	Select whether to search on Description or Code.
Criteria	This option refers to the text you enter in the Search For field. Select whether you want the search to return results which Begins With, Contains or Ends With the text you enter in the Search For field.
Search For	Enter the text you want to search on. Tip Enter the % character to perform a wildcard search, e.g. % by itself to return all results or man% to return all results beginning with man.

10. Click Search.

    All product codes that match your search criteria are displayed.

    Alternatively, click All Internal to list all internal product codes in the database.

11. Select the product codes you want to add

12. Click Add.

    The Add Product Code window closes and the selected product code details are displayed in the Add Product Codes section.

Step 3: Assign internal team members

13. By default, all users in the project/dept team are listed for inclusion in the tender team. Select the check boxes for users who will be included in the tender team.

    The Login Enabled column shows whether the user has an enabled login.

14. Click Save.

    A confirmation message is displayed.

You can add users outside the project/dept team after the tender has been created. See Tender teams.