Setting Up a New Tender Project
Creating a project in TenderB is the first step in organizing your tender response. Each project contains all documents, conversations, and work related to a specific tender opportunity.
When to Create a New Project
Create a new project for:
Each new tender or RFP you're responding to
Framework agreement applications
Pre-qualification questionnaires
Major proposal or bid opportunities
Step-by-Step: Creating a Project
Step 1: Access the Projects Dashboard
Click on "Projects" in the left navigation menu to view your projects dashboard.
Step 2: Click "Create Project"
Click the blue "Create project" button in the top right corner.
Step 3: Fill in Project Details
Project Title (Required)
Enter a clear, descriptive name for your project.
Best practice: Include the client name and project type
Example: "City of Amsterdam - Smart Lighting Tender 2025"
Client (Required)
Select or enter the client organization name. This helps you:
Filter projects by client
Track all work for a specific client
Apply client-specific templates or settings
Leaders (Required)
Assign project leaders who will have primary responsibility. Leaders can:
Make key decisions
Approve major changes
Access all project content
Members (Optional)
Add team members who will contribute to the project. Members can:
View and edit project content
Upload files
Create conversations
Collaborate with the AI
Deadline (Required)
Set the tender submission deadline. This helps you:
Track time remaining
Prioritize work
Receive deadline reminders
Progress (Optional)
Set the initial project status:
Not Started: Project created but work hasn't begun
In Progress: Actively working on the tender
Review: Draft complete, under review
Completed: Submitted or decided not to bid
Status (Optional)
Choose a status label:
Ongoing: Active project
Won: Tender awarded to you
Lost: Tender awarded to competitor
Cancelled: Tender cancelled or withdrawn
Step 4: Click "Create"
Click the "Create" button to set up your project.
After Creating a Project
Upload Tender Documents
Navigate to the Files section and upload:
Tender documents and specifications
Evaluation criteria
Contract terms
Any reference materials
Start Your First Conversation
Go to the Chat section and begin interacting with the AI:
Ask the AI to analyze the tender requirements
Request a Go/No-Go analysis
Begin planning your response
Project Settings
After creation, you can access project settings to:
Update project details
Add or remove team members
Change deadlines
Archive or delete the project
Configure project-specific AI settings
Editing a Project After Creation
You can change most project settings at any time after creation — including the project name, team members, deadline, and AI settings.
Open the project from your Projects dashboard.
Click Settings in the left sidebar (or the gear icon at the top of the project).
Edit any field — project name, client, deadline, team members, or AI settings.
Click Save to apply the changes.
Tip: If you created a project without selecting a template, you can still use templates for individual documents within the project. Go to the project → click New document → choose From template. The template option applies per document, not per project.
Projects vs. Environments (Workspaces)
TenderB has two levels of organization that are easy to confuse:
| Project | Environment / Workspace |
What it is | A workspace for one tender opportunity — files, chats, and documents for that bid. | An organisation-level container that holds multiple projects and teams. |
Who creates it | Any user with Manager or Administrator role. | Administrator only — you cannot create a new environment yourself. |
How to switch | Use the Projects dashboard. | Use the environment selector at the top of the left navigation bar. |
If you need a new environment created for your organisation, contact your TenderB Administrator — only they can set this up.
Best Practices
Create projects early: Set up the project as soon as you receive the tender
Use consistent naming: Develop a standard naming convention for projects
Set realistic deadlines: Allow buffer time before the actual submission deadline
Assign roles clearly: Define who leads and who contributes
Update status regularly: Keep project status current for better tracking