Difference between revisions of "Preparing a tender for Awarding"
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==Preparing a tender for Awarding== | ==Preparing a tender for Awarding== | ||
===Select Business Unit for Awarding=== | ===Select Business Unit for Awarding=== | ||
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In order to select the Business Units for Awarding, | In order to select the Business Units for Awarding, | ||
| − | + | # Click in the open icon | |
| − | + | # iI the popup page, select the Business Unit and click on '''Apply''' | |
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The selected Business Unit will now be available in Awarding phase. | The selected Business Unit will now be available in Awarding phase. | ||
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To update supplier invitation status, go the Supplier Circle tab | To update supplier invitation status, go the Supplier Circle tab | ||
| − | + | # Click on the invitation status icon | |
| − | + | # In the popup page, choose the invitation status , and when dismissing, comment the reasons for dismissal | |
| − | + | # Click on apply icon | |
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===Update Document tab=== | ===Update Document tab=== | ||
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To choose the columns to be included in the line awarding: | To choose the columns to be included in the line awarding: | ||
| − | + | # Go the relevant project phase, Ex: RFP | |
| − | + | # Open the grid by clicking on the open icon | |
| − | + | # Select, deselect the checkboxes for the ''“Show in awarding”'' option | |
| − | + | # Click on the save icon | |
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===Assign Analysis to Awarding=== | ===Assign Analysis to Awarding=== | ||
Latest revision as of 16:19, 5 March 2015
Contents
Preparing a tender for Awarding[edit]
Select Business Unit for Awarding[edit]
In Project Setup phase, in the Project Details tab, you can define the Business Units which will be available for the awarding in the phase.
This is not a mandatory field, if no selection is done, the awarding amounts and information will be assigned to the default business unit of the project.
In order to select the Business Units for Awarding,
- Click in the open icon
- iI the popup page, select the Business Unit and click on Apply
The selected Business Unit will now be available in Awarding phase.
Please note that you can make a different selection from the initial Business Unit you have chosen for the project.
Update Finance Tab[edit]
Before awarding, you should check the content of the Finance Tab and amend it by changing the figures in the “Estimated” column.
Please note that the savings at Awarding will be calculated with the content of the “Planned” column if the ”Estimated” column is not filled in.
Once the project will be in “Closed” or “Analysis” status, you will not be able to update the “Estimated” values.
Select Awarding Type[edit]
In Project Setup phase, you may have been given the right to change the awarding process type.
The type of awarding can be chosen in the Project settings tab. A default type of awarding has been chosen in the project template by the administrator.
In the project settings tab, you will also be able to include the “Definition of Demand” grids in the Awarding phase.
To make changes on this page, make your selection and click on the save icon.
Please note that you may not have been given the right to make changes regarding the project settings. In that case, you will not be able to save the changes.
Update Supplier Circle tab[edit]
You can update the information regarding the invited suppliers before proceeding to awarding.
A special attention should be given to the suppliers’ invitation status as this information will be included in the Awarding Report file.
To update supplier invitation status, go the Supplier Circle tab
- Click on the invitation status icon
- In the popup page, choose the invitation status , and when dismissing, comment the reasons for dismissal
- Click on apply icon
Update Document tab[edit]
It is possible to link documents to the awarding phase. Doing this will make the documents visible in the awarding phase. They will also be listed in the Awarding Report file.
To link the documents to Awarding phase, go to Documents tab, click on the Awarding icon.
It is also possible to remove the document from the Awarding phase.
Please note that a document must be “active” in order to be added to Awarding.
Choose the columns visible in line Awarding[edit]
If you are doing a Line Awarding, it is important to decide beforehand which columns should be visible in the Awarding Phase.
By default, all columns are visible, yet, you may decide to have only a selection of columns which are relevant for awarding.
To choose the columns to be included in the line awarding:
- Go the relevant project phase, Ex: RFP
- Open the grid by clicking on the open icon
- Select, deselect the checkboxes for the “Show in awarding” option
- Click on the save icon
Assign Analysis to Awarding[edit]
It is possible to link some analysis to the awarding phase. Doing this will make the analysis visible in the awarding phase.
The functionality is available for Phase Reports and Charts and Grid Advanced analysis reports.
Assigning Phase reports & charts to Awarding[edit]
To assign phase reports and charts to awarding, go to Analysis tab:
- Go to Phase reports by clicking on phase report icon
- Open the report filter by clicking on the filter icon
- Go to Additional settings tab and check the Awarding check-box
Additionally, in your report page, you also have a shortcut icon to link the report to Awarding.
Assigning Advanced grid reports to Awarding[edit]
To assign phase reports and charts to awarding, go to Analysis phase:
- Select the grid to be analyzed
- Open filter settings by clicking on the Show report setting icon
- Check the Awarding Check-box
OR
- Edit the report settings by clicking on the Edit report settings icon
- Go to the additional settings tab
- Check the Awarding check-box
