Manage tender templates

This section helps users to create and manage the various tender templates required for their organization. As tender requirements differ according to the scope and financial value of the work advertised, AVEVA Contract Risk Management allows users to create fully configurable tender templates.

Create a tender template

1. Open the navigation bar. If necessary, click the Manage tab.

2. Under Organisation Standards, click Tender Templates.

   The Tender Templates page is displayed.

3. Select the template category to which you want to add a template from the drop-down list.

   The tender templates for the selected category are displayed.

4. Click Add Tender Template.

   The Add Tender Template page is displayed.

5. Enter information as required in the relevant fields.

   Note Fields marked with an asterisk are required.

   • Title

   • Description

   • Category: By default, this is the category selected from the Tender Template Library page.

6. Click Save.

   The Tender Template Details page is displayed. Template steps can now be added to the template - see Tender template groups and steps.

Copy a tender template

AVEVA Contract Risk Management allows you to copy tender templates as a basis for new templates. You can create new templates based on an existing template then edit as required. The ability to copy tender templates is a time saving feature.

To copy a tender template to a new template:

7. Open the navigation bar. If necessary, click the Manage tab.

8. Under Organisation Standards, click Tender Templates.

   The Tender Templates page is displayed.

9. Select the template category from which you want to copy a template from the drop-down list.

   The tender templates for the selected category are displayed.

10. Click the icon for the tender template you want to copy.

    The Copy Template page is displayed.

11. Enter the new template title in the New Template Title field.

12. Click Save.

    A confirmation message is displayed.

Edit the details of a tender template

13. Open the navigation bar. If necessary, click the Manage tab.

14. Under Organisation Standards, click Tender Templates.

    The Tender Templates page is displayed.

15. Select the template category in which you want to edit a template from the drop-down list.

    The tender templates for the selected category are displayed.

16. Click the for the template you want to edit.

    The Tender Template Details page is displayed.

17. From the menu, select Edit Template.

    The Edit Template window is displayed.

18. Edit the tender template details as required.

    Note To assign this template to a different template category, select the new category from the drop-down list.

19. Click Save.

    The Tender Template Details page is displayed.

Delete a tender template

20. Open the navigation bar. If necessary, click the Manage tab.

21. Under Organisation Standards, click Tender Templates.

    The Tender Templates page is displayed.

22. Select the template category from which you want to delete a template from the drop-down list.

    The tender templates for the selected category are displayed.

23. Click the icon for the tender template you want to delete.

    A warning message is displayed.

24. Click OK.

    A confirmation message is displayed.

Warning Tender templates cannot be restored after they have been deleted and must be recreated manually.