Creating a New Project
Creating a well-configured project is the foundation for successful tender preparation in TenderB.
Starting the Process
From the Projects Dashboard, click the blue "Create Project" button in the top-right corner.
The project creation form appears.
Project Configuration Fields
Project Name (Required)
Enter a clear, descriptive name for your tender project.
Best Practice: Include the client name and project type (e.g., "Municipality Amsterdam - IT Services Tender")
Character Limit: 100 characters maximum
Tip: Use consistent naming conventions across all projects for easy searching
Language (Required)
Set a language for the project
Deadline (Required)
Set the tender submission deadline.
Date Picker: Click the calendar icon to select the date
Time: Include the specific time if known (defaults to 23:59 if not specified)
Timezone: Automatically uses your account timezone setting
Reminders: TenderB automatically creates reminder notifications at 7 days, 3 days, and 1 day before the deadline
Client Name (Required)
Specify the contracting authority or client organization.
Autocomplete: As you type, TenderB suggests existing clients from your database
New Client: If the client doesn't exist, simply type the full name and TenderB creates a new client record
Client Management: Client information can be edited later in Settings → Clients
Team Members
Select leaders (required) and team members (optional) for the project.
Multi-Select: Click to add multiple team members
Roles: Assign roles (Owner, Editor, Viewer) to control permissions
Notifications: Assigned members receive a notification about the new project
Add Later: Team members can be added or changed at any time
Update files (Optional)
Add project information for optimal results
Tags (Optional)
Add tags for organization and filtering.
Examples: "High Priority", "Government", "Recurring Client", "Complex"
Create New: Type a new tag name and press Enter to create it
Existing Tags: Select from previously created tags
Finalizing the Project
Save as Draft: Click this button to save the project without activating it. Useful if you need to gather more information before starting work.
Create Project: Click this blue button to create and activate the project immediately. The interface navigates you to the new project workspace.
After Creation
Once created, you can:
Upload tender documents in the Files section
Start conversations with AI agents in the Chat section
Create document sections in the Write panel
Invite additional team members
Set up project-specific templates and workflows