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Create Projects

Create a project to start managing a bid opportunity. You can import from Finder or upload documents directly.

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From Finder

If you’re using Finder to discover tenders:
1

Find the tender

Use search and filters to locate a relevant opportunity.
2

Review details

Click on the tender to see full information.
3

Create project

Click Create Project to import and set up.
See Create Project from Finder for details.

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From Local Documents

If you received tender documents via email or other channels:
1

Navigate to Projects

Click Projects in the left sidebar.
2

Click Create Project

Click the Create Project button.
3

Upload documents

Drag and drop your tender documents or click to browse.Supported formats: PDF, Word (.docx), and other common document types.
4

Name your project

Give it a clear, descriptive name that helps you identify it later.
5

Wait for analysis

Forgent analyzes the documents and extracts:
  • Key requirements
  • Deadlines
  • Contracting authority information
  • Eligibility criteria

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After Creation

Once your project is created:
  1. Review extracted information – Check that Forgent correctly identified key details
  2. Run the Checklist – Answer questions to inform your bid decision
  3. Check Eligibility – Verify you meet requirements
  4. Decide Bid/No Bid – Make your decision based on the analysis
  5. Execute Tasks – If bidding, start working on deliverables

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Tips for Project Setup

Include key identifiers in project names:
  • Authority name
  • Project type
  • Year or deadline
Example: “Federal IT Agency - Cloud Migration - Q2 2024”
Include everything you received:
  • Main tender document
  • Technical specifications
  • Annexes and forms
  • Q&A documents
More documents = better AI analysis.
Before investing time, verify you can realistically meet the deadline with available resources.