Registration and Settings
Project Statuses, Labels and Types
- Project Templates
- Project Drafts
- How do I Create a Similar Project?
- How do I cancel my Project?
- How do I mark a Project as Completed and what happens to a Completed Project?
- What are Protected Projects and how do they work?
Project Creation
Project Setup
- Cost Management
- Setting Up Custom Events & The Vendors' Perspective
- Sealed Documents
- Requested Data
- Auto-Scoring Requested Data for True/False, Yes/No, or Number
- How do I change the Open/Close/Evaluation dates?
Submissions
- How can I submit a proposal if I'm a Project Owner or Buyer?
- Will deleting a Vendor invite prevent them from accessing the project?
- Why can't I mark a Submission as Awarded?
- If I delete an Invitation on an Invite-Only Project and reopen the project, will that Vendor still have access to the reopened project?
- Can I check which vendors started a submission but did not finish?
- Can I delete a vendor's Invite to a project?
Declarations
- How do I download the Declarations for my Project?
- How do I change the language in my declarations?
- How do I remove an NDA from a specific project? (Project Owner)
- Opportunity Non-Disclosure Agreement (NDA) declarations
- How to use the Declarations (Conflict of Interest / Non-Disclosure Agreement) Module
- How do I (the Project Owner) override or re-sign my Reviewers' COI/NDA Declarations?
Evaluation
Questionnaires
- What is a Questionnaire and when should I use one?
- How do I delete a Question Set within a Questionnaire?
- Why can't my Reviewers score the Questionnaire even though I assigned points under Criteria?
- How do I incorporate pass/fail scoring in my Questionnaire?
- How do I map my Questionnaire to Criteria?
- How can I add my Questionnaire to Requested Information?
BidTables
- BidTable Columns
- How do I map a BidTable as Requested Information?
- What is a BidTable and when should I use one?
- Can I remove a BidTable from my Criteria?
- How do I edit the headings in my BidTable?
- Can I hide a line item in a BidTable?
Intake
Vendor Management
- Tracking Vendor Diversity
- Tracking DBE and HUB Statuses in Vendor Management
- How do I merge vendor records?
- Can I download a particular vendor's submission history?
- How can I view/edit all vendors in a particular Vendor List?
- How do I view/export a Vendor's full list of Commodity Codes?
Contract Management
- How do I Archive a Contract?
- How do I add a document to a Contract?
- Contracts - Bulk Editing
- Why can't I create a Contract from the Project page?
- How can I edit the Start/End Dates and Value for my Contract?
- Contracts Bulk Adding/Updating/Removing People