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Cancelled: Tender cancelled or withdrawn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
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