From the home page of the your Atamis Tender App, you can click the Start Procurement button to initiate a wizard that will prompt you to select a procurement template you will use to create your new tender / project.
The term project and tender are often used interchangeably. For the purposes of this article, when tender is used we are referring to a procurement project run from the Atamis system.
Procurement templates will have been set up in your Atamis system upon implementation and are typically managed by your internal super users. They provide a baseplate of tasks, requirements and documents for various procurement procedures. If you have questions about which template to use in your Atamis system, please reach out to your internal Atamis Super Users for clarification.
When you select a procurement template to create a new tender from, it will carry across the following from the template:
- Predefined fields on the Details page
- Tasks
- Documents
- Requirement Sections and Requirements
- Suppliers, if added to the supplier bidding. This is used most often in frameworks or quotes where the same suppliers are used.
Once completed, a new tender record will be created with all required elements for running a tender based on a template, or a procurement route if your templates are structured.
Steps to Create a New Tender
- On the home page, click the Start Procurement button
- On the next screen, you will be prompted to enter the name of your tender and to select the required template. All available templates will be listed to choose from. Check the box next to the template you will use and click Confirm Template.
- You will then enter the desired contract start date. The system will calculate the recommended earliest date based on the schedule of tasks within the template and todays date.
If you leave the start date blank, the system will use the Recommended Date and the workflow tasks will be set to start immediately. Dates can be changed later on an individual task level and in bulk from the Project page.
We do not recommend setting the start date too far before the recommended date, as this may mean the first tasks on your project will be marked as overdue.
Note: If there is a minimum response window period in effect and your Start Date entered does not allow for enough time for this, you will not be able to proceed. - Select Done at the bottom of the page. Your procurement is now created and you will be directed to the Tender record created.
When you are taken to the new record, the eSourcing console will appear. See our additional help centre articles for using the functionality of each tab in a Tender to run your procurement.
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