Archive
Find and check tenders whose deadline has passed, and put them back into the pipeline when needed.
In the Archive you find public tenders whose deadline has passed. You open it in the sidebar under Archive.
When a tender is in the archive
A tender moves into the archive by itself once its deadline has passed. The submission deadline decides. If the notice gives no submission deadline, the participation deadline counts. Without any deadline, the tender moves 90 days after its publication. You do not archive anything by hand, the archive has no button for it.
From that point on, the feed and saved searches no longer show the tender. What is in the archive is missing from the feed, and the other way round.
Your pipeline is not affected. The pipeline shows your tenders in progress as a board with columns and cards. A card does not move into the archive when the deadline passes, it stays in its column until you move or remove it. Tenders your organization created itself in the pipeline do not appear in the archive, not even after their deadline.
Finding an old tender
Enter a term into the field Search archive... and press Enter. With a search term, the archive sorts by Relevance and highlights the term in the description.
Narrow the period with Published or Deadline. You can choose Last 7 days, Last 30 days, This month and Custom in the calendar. For a tender from last year choose Custom, because the other periods cover only the last few weeks.
On the right, choose the order: Newest, Deadline, Value (High-Low), Value (Low-High) and, with a search term, Relevance. Next to it, two icons switch between a detailed and a compact list.
Click a tender. The preview opens on the right, and the list stays beside it. On screens narrower than 1024 pixels the click opens the detail page directly.
Above the list you see the number of results. Instead of the time left, each tender shows "Deadline passed on" with the date. The date is the submission deadline. Only if the notice gives no submission deadline, the participation deadline is shown. The archive does not offer further filters as in the feed (Contract type, Federal state, CPV, Procurement type). If the list stays empty, Clear filters brings the tenders back.
Search term, periods, order and view are part of the page address. A bookmark or a link sent to a colleague opens exactly this list.
The preview in the archive shows less than in the feed: the Suitability section, the Team row and Add to pipeline are missing. Under Deadline it reads "expired" instead of the time left. More Details at the bottom of the preview opens the detail page with all information (Tender in detail). On large screens the link at the top left of the detail page leads to the feed. You get back into the archive with your browser's back button, and search term and periods are kept.
Bringing a tender back into the pipeline
If the tender is already a card in your pipeline, the preview shows Open pipeline. The button opens the pipeline with this card.
If it is not in the pipeline, the way leads through the detail page:
In the archive, click the tender and choose More Details at the bottom of the preview.
In the window, choose the Stage, the owners under Assign to and, if needed, a Note (Optional). Confirm with Add to Pipeline.
The tender then sits as a card in the chosen column. On the Free plan it takes one of the ten places in the pipeline (Pipeline). The tab From Procuris under Add Tender in the pipeline finds only tenders whose deadline is still running. That is why the way leads through the archive.
What happens to documents and workbook
Your work does not end with the deadline. You open the Workbook, where you work on a tender, on the card with Edit in workbook. As long as the card is in the pipeline, workbook, tender documents, requirements, team and notes are kept after the deadline has passed.
The bin takes the card out of the pipeline. On the card it is called Remove from pipeline, at the top of its detail view Delete. On the card procuris asks before removing, in the detail view it does not. The tender itself stays in the archive. If you put it into the pipeline again from there, a new card is created. Your workbook is then back, the details of the earlier card are not.
Back again are:
- the tender with the tender documents of the contracting authority,
- documents you uploaded yourself in the workbook,
- the requirements, including those your organization created itself, with approvals, rejections and struck rows,
- the evidence you assigned to the requirements in the Suitability module,
- comments and marked passages in the documents,
- your own deadlines, ticked-off modules and the working copies from the Fill in module.
Lost are:
- the previous stage, the assignees, the notes and the bid or no-bid decision of the card,
- the Tasks of the card,
- reference projects, employee profiles, partners, contacts and concepts you attached to the card.
If you only want to stop pursuing a tender, record No-Bid instead of removing the card.