Note: This is just a small example of the sort of changes that occur on the user interface. How your tenders move through phases will depend on your specific tenders set up (this is configuration dependent - please see your consultant for any issues).


Let's take a look at one example of moving from one phase to another. Below, we can see that our current tender is in the Quote phase and in the Draft status (below - Image 1). Let us keep this status in mind for now and watch what occurs when changes are applied. The example we will use in the use case is when the tender moves from the Client Review status to the Estimator Review status (Client Review > Estimator Review)


Image 1





Now, let's say that we are already in the Client Review status and that the client has done their review of the tender and has approved the tender (below - Image 2). When we save these changes, our example tender will now be pushed to the Estimator Review status. 


Image 2




When we have clicked on Save Changes, we can now see on the Tenders Information Panel that the status now shows "Superseded (Next Phase)". We can also see on the Search Criteria Panel that it has moved into the Estimator Review status (below - image 3) - please note: we are seeing the Search Criteria Panel in this particular format as we grouped the tenders by status (Grouping > Status).


Image 3





Furthermore, when the tender has moved from the Client Review status to the Estimator Review status we can see that it has also moved into the next phase - which in this case is the Tender phase, and that in this tender, it shows that it is in the Estimator Review status (below - Image 4). Please note that as stated above, how your system will move through each status and phase will depend on your specific tenders set up - please see your consultant if you have any issues.


Image 4