Import a won tender

Open this screen in Saral/projects/import-tender

The one door a won tender becomes a project through: pick the tender, pick or add its register entry, choose the parts to bring, read the dry run, apply. Re-run it any time — it only changes what nobody has touched since. For the QS or commercial manager starting a job; the Bid Manager's switch opens it too.

You enter

Which won tender, and which register entry it becomes (an existing code, or a new code and name)
Which parts to bring — the HR site, the SharePoint folders and the other optional sections can be switched off; the contract record, the award, the budgets and the tender documents always come
Apply, once the dry run reads right

Saral fills in

The dry run: every write the import would make, what it would skip because a person has touched it, and anything that blocks it
A suggested project code from the account's naming rule when the entry is new
The contract, contract particulars, contract sum, budgets, packages and quotes, provisional sums, prelims, programme, folders, notes and risks — carried from the tender

It produces

A project with its commercial record, packages and folders in place before the first month
The code book — the project's packages — on screen once applied

What this page is for

A won tender already holds most of a project's set-up — the contract, the budgets, the packages and the quotes behind them, the programme, the site. This page carries all of it across in one handover, after showing you exactly what it will write.

Safe to re-run

Every field the import writes is marked as the import's. A figure a person has since edited is left alone, and the dry run says so. That is what makes a second run after the tender changes safe.

Where next

Contract & Budget holds the record the import filled; Subcontracts → Packages holds the code book it created.

Next screen: /projects/commercial

Not what you needed? Inside Saral, ask Kuku (Alt+K) — if it cannot answer, “Ask a human” sends the question to Saral support with the chat attached.