Tenders & RFAs dashboard

To access the Tenders and RFAs dashboard, hover your mouse over 'Dashboards' on the left hand-side of the screen and select "Tenders & RFAs."

The Tenders and RFAs dashboard will show you quick filters to click on and refine your search. The options are:

Bid cards

1. Declined;
   
2. Not responded;
   
3. Responded by email;
   
4. Accepted;
   
5. Submitted.
   

RFAs

1. Rejected;
   
2. Pending approval ≤ 7 days;
   
3. Pending approval > 7 days;
   
4. Approved;
   
5. My outstanding RFAs.
   

Bids time range

1. All bid cards;
   
2. Past deadline;
   
3. 7 days to deadline;
   
4. 14 days to deadline;
   
5. 14 days+ to deadline.

After you select the filters, it will be possible to visualise all tenders and RFAs that fall under the selected categories. If you make any changes to the filters, the list will be updated accordingly.

Below, you can find an example with the filter "Submitted" applied, and time range set to 14+ days to deadline. As you can see, the search was narrowed down, which allows you to select the bids you might want to act on quicker and in bulk.

The availability of the "Take action" options within the dropdown menu varies according to the selected filters. The options are:

1. Re-send invitation;
   
2. Send reminder to accept invite;
   
3. Send bid deadline reminder;
   
4. Send message;
   
5. Unseal bid;
   
6. Delete bid card.

The tenders and RFAs list is sectioned by the following columns:

1. Project: the task you are working on;
2. Disciplines: the bid room to which the tender is assigned to;
   
3. Activity: actions and notifications related to the tender;
   
4. Bid deadline: the date and a countdown to the day the bid is due;
   
5. Bids: status of each invited bidder, e.g. "Not responded," or "Submitted;"
   
6. RFA: after sending a request for approval, this column will list the RFA's status, e.g. "Approved," or "Pending approval;"
   
7. Contract: after instructing a bidder, you will find the contract's total listed.

If you have any questions, please contact our Support team.

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