Create Project from Finder
When you find a promising tender in Finder, create a project to begin the bid decision process.Creating a Project
1
Find a tender
Use search and filters to find a relevant opportunity.
2
View tender details
Click on the tender to see full information.
3
Click Create Project
Click the Create Project button.
4
Name your project
Give the project a clear, identifiable name.
5
Wait for analysis
Forgent imports the tender documents and analyzes them automatically.
What Gets Imported
When you create a project from Finder:| Imported | Description |
|---|---|
| Tender Documents | All available documents from the tender |
| Basic Information | Title, deadline, authority, value |
| Requirements | Extracted for eligibility checking |
| Key Dates | Deadlines and milestones |
After Creating
Once your project is created, you can:Run Checklist
Answer key questions to inform your bid decision
Check Eligibility
Verify you meet the tender’s requirements
View Tasks
See what needs to be done for submission
Start Writer
Begin proposal generation
Tips
Review before creating
Review before creating
Check the tender details carefully. Make sure it’s relevant before creating a project.
Use descriptive names
Use descriptive names
Name projects clearly: “ABC Authority - Cloud Migration 2024” is better than “New Project”.
Check deadline feasibility
Check deadline feasibility
Before creating a project, verify you have enough time to prepare a quality response.