From Opportunity to Project
Step 1: Review the Opportunity
In the "Pending" tab, click on an opportunity card to expand it and view detailed information:
Opportunity title
Contracting authority
Publication date
Deadline
Description
Analysis status
Attached files
Step 2: Analyze Attached Files
Review the attached documents:
Project Master Document: Main tender document with requirements and terms
Additional Files: Technical specifications, pricing templates, reference materials
Click on file names to view or download them.
Step 3: Decide to Pursue
If the opportunity is worth pursuing, you can create a TenderB project directly from it.
Step 4: Create Project
Click the blue "Create Project" button within the expanded opportunity card.
Step 5: Enter Client Name
A dialog appears with pre-filled information from the opportunity. Review and confirm the client name, or edit if necessary.
Step 6: Confirm Creation
Click "Create Project" in the dialog.
What Happens Next
Project Created: A new project is created with the opportunity's title, deadline, and client information
Files Imported: All attached files are automatically uploaded to the project's Files section
Navigation: You're automatically taken to the new project workspace
Ready to Work: You can immediately begin working on the tender with all documents in place
Alternative: Mark as Interested
If you're not ready to create a project yet but want to track the opportunity:
Click "Mark as Interested"
The opportunity moves to the "Interested" tab
You can create a project from it later
Archive Unwanted Opportunities
For opportunities you decide not to pursue:
Click "Archive"
The opportunity moves to the "Archive" tab
Keeps your Pending tab clean and focused