CTM Release Notes 7.4.3 CTM Release Notes 7.4.3 Page 1 of 8 CTM Release Notes 7.4.3 1 CTM RELEASE NOTES 7.4.3 ....................................................................................................................3 1.1 TENDER MANAGEMENT .......................................................................................................................... 3 1.1.1 SEARCH TENDER REFERENCE.................................................................................................................... 3 1.1.2 COPY ARCHIVED TENDER ........................................................................................................................... 3 1.1.3 MANDATORY REQUIREMENTS MARKED IN EVALUATION REPORT ................................................ 4 1.1.4 QNA (QUESTIONS AND ANSWERS) ............................................................................................................ 4 1.2 CONTRACT MANAGEMENT...................................................................................................................... 5 1.2.1 CONTRACT ADD-ON...................................................................................................................................... 5 1.2.2 CPV CODES ...................................................................................................................................................... 6 1.2.3 IMPORT CONTRACTS .................................................................................................................................... 7 1.4 KNOWN BUGS CORRECTED AND SUPPORT CASES UPDATED..................................................................... 7 Page 2 of 8 CTM Release Notes 7.4.3 1 CTM Release notes 7.4.3 This document describes the version 7.4.3 of CTM. None of the current features or changes in this release has any impact on the pre-existing functionality if not mentioned explicitly in this release notes, any training may thus be done postrelease, if desired. 1.1 Tender management 1.1.1 Search tender reference In the tender list, the search have been extended with possibility to search within the tender reference field. Using the same search field as the name of the tender. 1.1.2 Copy archived tender Applicable for clients using the tender archiving module. From the list of archived tenders, it is now possible to copy the tender. Copying the archived tender is the exact same thing as when copying a live tender. Page 3 of 8 CTM Release Notes 7.4.3 1.1.3 Mandatory requirements marked in evaluation report In the evaluation report, it is now clearly marked if a supplier fulfills the mandatory requirements or not. If the supplier does not fulfill all mandatory requirements, the supplier row is marked with red for visibility. In the downloaded report it is possible to edit and add filtering/sorting of data for any of the columns. Each requirement not fulfilled is marked per requirement as well. The change applies for the weight and score evaluation model, using the online evaluation tool. 1.1.4 Change pre-population of contact in external publications When publishing to TED, Doffin, TenderNed, Contracts Finder or udbud.dk the pre-population of contact person has been the contact person set-up on the company profile. This is now changed to pre-populate the contact person of the owner/creator of the tender instead. It is only pre-population and can be changed within the publication form prior publication. 1.1.5 QnA (Questions and Answers) As an authority the page for reviewing the supplier questions has some small improvements, draft answer is shown and paging is added for the questions. Page 4 of 8 CTM Release Notes 7.4.3 The QnA is a separate module in CTM, please contact your local CTM distributor for more information. 1.2 Contract management 1.2.1 Contract add-on The contract add-ons have been extended to support more functionality; two more add-on types, mandatory add-ons and tool tips. Page 5 of 8 CTM Release Notes 7.4.3 Add-on type number: the number type add-on allows only digits, there is a possibility for setting the maximum number of digits to be set. Add-on type date: the date type add-on will allow for a date answer, no time. Tool tip: The tool tip is a way of helping the contracting officer when entering the values of the addon. Setting a toot tip text will display a little question mark next to the add-on with the help text. Mandatory: a field marked as mandatory add-on will stop the contract process going further if not entered any value. For the manual signing flow, it stops the possibility to set the contract to final and for the contracts flows with signing within CTM, the mandatory add-on prevents sending the draft contract to suppliers. Existing add-ons are not made mandatory. 1.2.2 CPV codes At a contract there is now a possibility to set CPV codes for the contract, it is available from the checklist and addition of CPV follows the same functionality as when adding CPV to a tender. Page 6 of 8 CTM Release Notes 7.4.3 The CPV codes are not mandatory and are not shown to the suppliers of the contracts, thus it can be changed at any time in the contract process. By default the CPV codes for contracts is not enabled, please contact your local CTM contact for more information. 1.2.3 Import contracts The new feature of import of contracts have been updated to be able to import the new CPV codes and the new types of contract add-ons. 1.2.4 Checklist items re-ordered The checklist items within a planned procurement has been re-organised to be in a more logical work order. 1.2.5 Reference as optional field In creating and editing the planned procurement, the reference field is optional instead of mandatory, i.e. if can be left blank. 1.2.6 Auto-close of planned procurement when action in tender management The planned procurement is planning and once tender management starts, it could be that the work within the planned procurement module is completed. As a help to automatically close completed planned procurement, there are two settings available, one for close at tender creation and one when the tender is published or the suppliers are invited. By default this configurations is off (i.e. no automatic close), please contact your local CTM contact for help. 1.3 Known bugs corrected and support cases updated Support case 3876 14886 7964 11118 No 14914 Description Contract sub-name (contract part) is updated when changing contract name 28141 28374 Messages within two-step procedures are more clearly marked which step the message is regarding Page 7 of 8 CTM Release Notes 7.4.3 11297 15892 9665 19629 28491 28309 29993 Preview of TED form 3 and value regarding electronic auction corrected Handle CMLight module in contract import Page 8 of 8