View Bid Data in Core

Modified on Tue, 3 Mar at 1:05 AM

Introduction

To streamline the Tango Projects experience, making it easier to see your data, and navigate between Projects and Bidding, Tango has introduced an integration between the Bidding module and the core Project module.

This new feature is available in the application by enabling the “Bids” sub tab on the Project > Budget > Purchase Orders screen:

Bid Data & Integration Process

The integration has numerous trigger points throughout the Bidding process including all Status changes and several non-Status related actions that the Bid Manager can take on a Solicited or Closed Bid.

Bid Solicited

Soliciting the Bid initiates the Bid data integration to the Project record, with updates being sent as the Status changes throughout the subsequent Bidding steps.

Bid Name is a hyperlink back to the Bid record in the Tango Bidding module for ease of navigation. Note: the data displayed in this table exists within the Projects Module data.
The Bid data includes Name and Email for the Bid team roles.

As well as important Dates for the Bid and the Vendors/Suppliers who are responding to the Bid.

The Bid Data will be updated on the following Status Changes:

Bid Closed

On Bid Expiration or if the Bid Manager manually Closes the Bid, the Bid will be updated to Closed, which also updates on the Project.

Bid Reopened

After the Bid is Closed, the Bid Manager has the option to Reopen the Responses to one or more Vendors, which will update the Bid Status to Reopened, which also updates on the Project.

Bid Awarded

On Award the integration updates the Status as well as fields for Awarded Supplier(s), Awarded Amount, Awarded Date, and Award Justification.

Single Award

For Single Award (not using the Split Award option), the Awarded Supplier and Awarded Amount will appear in their respective columns on the Project record.

Split Award

For a “Split” Award, the Suppliers are mapped as comma separated list and the Awarded amounts are summed.

Awarded Bid Purchase Orders

The system remains unchanged in the Bid Award Process, where Purchase Orders are generated for each Awarded Bid.

Bid Cancelled

After the Bid is Solicited, the Bid Manager has the option to Cancel it, the Bid will be updated to Cancelled, which also updates on the Project.

Changing Project Roles

A Bid Manager may change the Bid team Roles while the Bid is in Solicited Status. When this happens, the integration will update the corresponding data on the Project screen.

Changing Dates

A Bid Manager may change the Bid Dates while the Bid is in Solicited Status. When this happens, the integration will update the corresponding data on the Project screen.

Solicit Bid for New Vendors

A Bid Manager can Solicit the Bid to new Vendors while the Bid is in Solicited Status. When this happens, the integration will also update the corresponding data on the Project screen.