Released: August 9, 2018
Tenders: New Planroom Experience
We improved the Planroom experience by upgrading the design and adding new features!
Some exciting new features include:
- Adding a scope of work to the Tender Sheet.
- Deleting cost codes from the Tender Sheet that are not part of the original scope of work.
- Saving the information you enter on the Tender Sheet for later.
Have questions or want to submit feedback on the new Planroom experience? Email us at firstname.lastname@example.org.
Here's the Planroom's newly designed Tender Sheet!
Users asked to tender will be automatically directed to their tender sheet once they log in from their tender email.
Once a user selects that they intend to tender from either their tender email or from the banner on the tender sheet, the button to Enter a Tender will change to orange and become active.
Clicking the orange Enter a Tender button will open a new Tender window where you will enter your tender information. In the Tender window, you can add a scope of work, delete cost codes that are not part of the original scope of work, and save your information for later.
Then, once you have finalized your tender, click Submit Tender.