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Entering Tender Package Requirement
Updated over a week ago

Below is a description of the available fields for entering tender package requirement while creating 'Invitation to Tender'. Click on a field name below to continue:

1. Package Requirement

Mandatory - Yes

Description - Select ‘Hierarchical BOQ’ if you follow a hierarchy in your BOQ.

Select ‘Standard BOQ’ to use standard BOQ format by Asite.

2. Documents Checklist

Mandatory - No

Description - List of documents added to this tender package. Tick the corresponding checkbox to add or insert document checklist.

3. Questions Checklist

Mandatory - No

Description - Set of questions that need to be asked with this tender package. Tick the corresponding checkbox to add or insert questions checklist.

If selecting 'Hierarchical BOQ'

4. Tax Column to be included

Mandatory - Yes

Description - Select ‘Yes’ if tax column needs to be included for selected tender package. By selecting ‘Yes’, a new dropdown will populate at the right side for tax name. Select ‘GST’ from the dropdown.

Values in the dropdown are configurable using custom attributes.

5. Budget

Mandatory - No

Description - Enter a budget for this tender package.

6. SO ID

Mandatory - Yes

Description - Enter a section id for tender package requirement. Refer to the example available at the bottom.

7. Parent ID

Mandatory - Yes

Description - Enter a parent id for tender package requirement. Refer to the example available at the bottom.

8. Description

Mandatory - Yes

Description - Enter a description for tender package requirement.

9. UOM

Mandatory - No

Description - Enter a unit of measurement for tender package requirement if applicable.

Values in the dropdown are configurable using custom attributes.

10. Quantity

Mandatory - No

Description - Enter a quantity for tender package requirement if applicable.

11. Budgeted Rate()

Mandatory - No

Description - Enter a budgeted rate for tender package requirement if applicable.

12. Insert Requirement

Mandatory - No

Description - Click to enter additional tender package requirements if any.

Example

Let’s take an example of a section name 22 KV HT SUBSTATION containing 3 items - 22 KV HT CABLES TERMINATION AND LAYING, HT CABLES and HT CABLE LAYING.

In such a scenario, the section id will be 1 and first parent id will be 0 with description as 22 KV HT SUBSTATION.

Under the same section id, there will be another parent id 1 with description as 22 KV HT CABLES TERMINATION AND LAYING (1st item).

Under the same section id, there will be a third parent id 2 with description as HT CABLES (2nd item).

Under the same section id, there will be a fourth parent id 3 with description as HT CABLE LAYING (3rd item).

If selecting 'Standard BOQ'

13. Description

Mandatory - Yes

Description - Enter a description for tender package requirement.

14. Quantity

Mandatory - No

Description - Enter a quantity for tender package requirement if applicable.

15. Unit

Mandatory - No

Description - Enter a unit of measurement for tender package requirement if applicable.

Values in the dropdown are configurable using custom attributes.

16. Cost/Rate ()

Mandatory - No

Description - Enter a cost / rate for tender package requirement if applicable.



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