CTM Release Notes 7.5.5
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CTM Release Notes 7.5.5
CTM Release Notes 7.5.5
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1 CTM RELEASE NOTES 7.5.5 .................................................................................................................... 3
1.1 TED PUBLICATIONS AND 48-HOUR RULE ................................................................................................ 3 1.2 EDIT LINKED QUESTIONS/REQUIREMENTS IN A TENDER .......................................................................... 3
1.2.1 PROCEDURE TEMPLATE .............................................................................................................................. 4
1.2.2 LINKED/COPIED QUESTIONS - DIFFERENCE ........................................................................................... 5
1.3 TENDER EVALUATION TOOL ................................................................................................................... 5 1.4 EXTERNAL USER (AGENT) ...................................................................................................................... 5 1.5 ACHILLES (TRANSQ AND SELLICHA) ...................................................................................................... 6 1.6 FORWARD INVITATION (AS SUPPLIER) .................................................................................................... 7 1.7 PUBLICATION FORMS .............................................................................................................................. 9 1.8 CLOSE CONTRACT .................................................................................................................................. 9 1.9 SMALLER CHANGES .............................................................................................................................. 10
1.9.1 MESSAGE RECIPIENT LIST MINIMIZED .................................................................................................. 10
1.9.2 PREVIEW AWARD MESSAGE..................................................................................................................... 11
1.9.3 BOQ/PRICE LIST EXPORT PER PACKAGE ............................................................................................... 11
1.9.4 QNA EXPORT TO EXCEL............................................................................................................................. 12
1.10 KNOWN BUGS CORRECTED AND SUPPORT CASES UPDATED ................................................................... 12
CTM Release Notes 7.5.5
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1 CTM Release notes 7.5.5 This document describes the version 7.5.5 of CTM.
None of the current features or changes in this release have any impact on the pre-existing
functionality if not mentioned explicitly in this release notes, any training may thus be done post-
release, if desired.
1.1 TED publications and 48-hour rule
We have now implemented possibility to use the 48-hour rule for TED publications, which is
described in Article 52-1 (Publication at national level) of the new regulations.
The 48-hour rule states that “Publication may in any event take place at the national level where
contracting authorities have not been notified of the publication within 48 hours after confirmation
of the receipt of the notice in accordance with Article 51”.
Usage of the 48-rule is per default not set, please contact support to enable it for your authority. This
only applies for those authorities publishing directly to TED from CTM. Publications to Doffin and
TenderNed are handled by those national systems.
1.2 Edit linked questions/requirements in a tender
When an authority user is adding requirements (questionnaire) to a tender from a template they had
the option to Link or Copy (see below for explanation of difference of linked/copied questions) and
not the possibility to change a linked question in the tender.
More flexibility in the way to control how questions can be added to a tender, the control is via the
procedure templates and thus configurable by the administrator. The authority user in the tender
will only see an ‘Add’ button when adding from the questionnaire template and the setting from the
procedure template is handling the logic.
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Add from template
Below show that the questions have been added to the tender and there is a link-icon to indicate
that they are still linked.
To edit the question, click on the question text and edit as usual. When the question is edited, the
link is broken and the question will be treated completely separate from the template.
1.2.1 Procedure template
As an administrator you have the possibility to select one of three options for how the questions
should be added to a tender.
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Link and allow edit of question in tender
It is possible to edit the question within the tender, but if nothing is done the question is linked
and has the behavior as the linked question.
This is the default value for all procedure templates.
Prohibit edit of question in tender at addition from template
It is not possible to edit any question that is linked from the template in tenders using this
procedure template.
Create a copy of the question in the tender
The questions will always be copied and no link possibilities.
1.2.2 Linked/copied questions - difference
Linked questions (kept same as in template)
A linked question which has been used and answered by the same supplier in a previous tender will
have that answer automatically pre-populated. This will save the supplier allot of time and effort
when filling out a tender response as all they will have to do is verify that the answer is correct by
clicking on “Save” after each section.
Copied/edited questions
The supplier has to fill out the response to a copied question, no previous response will have been
saved in CTM to the question.
1.3 Tender evaluation tool
Internal questions
Within tender evaluation it is now possible to assign weight, score and value added (depending on
evaluation model) for internal questions/requirements.
For all ongoing tenders the internal questions have been marked as not possible to evaluate and you
do not need to go in and adjust anything.
Awarded supplier marked with star
In the evaluation tool (online version), the awarded supplier is now marked with a star in all levels of
the evaluation tree.
1.4 External user (Agent)
External users or agents are commonly used if consultants and other non-employed staff should be
working on your tenders or contracts. These users had the restriction of not being able to publish
anything outside of the authority, for example TED notices or answers to questions in a tender.
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You as the authority can now control if you want to allow these external users to publish tender
notices to any of the publication sites; TED, Doffin, TenderNed, udbud.dk, Contracts Finder and EU-
Supply local page.
By default, the external user cannot publish.
Allowing external users to publish can be configured by EU-Supply support, please contact them for
assistance in changing.
1.5 Achilles (TransQ and Sellicha)
Adding suppliers to a tender from an Achilles search has been 100% connected to the id in Achilles
and if there have been additional suppliers which has the same email domain and organization
number it has not been possible to add those.
Search and export to CTM from Achilles is same as today, and also the selection of the exported
search in CTM.
Select search
When the search is selected there is a matching search for suppliers in CTM, the matching is made on
Achilles-id, organisation number and email domain. If there are more than one supplier matching it is
now added the possibility to select which of the suppliers to add to the tender.
CTM Release Notes 7.5.5
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Select suppliers
To the left in the screen is the information from Achilles and to the right is the matching suppliers
from CTM. You only need to take a decision regarding the supplier if there are multiple matching
suppliers in CTM. The matched search (Achilles-id, organisation number or email-domain) is marked
in the CTM column.
Integration to Achilles is delivered as a separate module within CTM™, contact your local CTM™
distributor for more information. You also need to contact Achilles to enable the integration from
their end.
1.6 Forward invitation (as supplier)
Many suppliers are registered several times in CTM (based on the supplier company structure and
preferences), thus sometimes leading to that the authority invites the wrong CTM registered supplier
to a tender. There has been a manual process by support and the authority to make sure the correct
CTM registered supplier is invited to the tender.
To avoid the manual process, it is now possible for a supplier to forward an invitation to another CTM
registered company.
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The supplier should be able to forward an invitation to another user/company in CTM having the
same email address domain.
New option to Forward as a supplier.
At forward the supplier can select another CTM registered company to send the invitation to. The
supplier can only select from the list of suppliers that have the same email-domain as the original
invitation was sent to.
The supplier cannot Forward mini-competitions, DPS-tenders and mini-quotes, i.e. in the processes
where there have been some kind of pre-qualification for the suppliers.
If the supplier forwards the invitation, it is logged in the audit trail for the authority to see.
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1.7 Publication forms
There is now additional help text for selected language in publication form, as highlighted below.
Change applies to TED, Doffin and TenderNed.
1.8 Close contract
In the contract management module there is now a new additional feature of a contract “Close” task.
The purpose of closing a contract is for example when the contract has expired and will not be
renewed or there was a contract created that will never be signed. You as the authority can choose
however you want to use this new functionality.
To close a contract, there is a link in the contract checklist and you will get a confirmation pop-up
before the contract is closed.
Closed contracts are listed in a closed tab, both available for suppliers and authorities.
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As an administrator, it is possible to re-open a closed contract again, the contract will go back to the
state it had prior to being closed.
Business rules for closed contracts
A closed contract cannot be edited
It is not possible to create mini-completions for closed contracts
It is not possible to create amendments for closed contracts
No notification alerts regarding expiry will be sent for closed contracts
1.9 Smaller changes
1.9.1 Message recipient list minimized
When sending a message and after the selection of recipients, the recipient list is minimized and you
need to click it to see details.
Clicking on Recipients will display the selected recipients, including the name of the company.
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This functionality is implemented in all messaging in the tender management module, i.e. invitation
of supplier, award, regular messages etc.
1.9.2 Preview award message
Before sending the award message, it is now possible to preview it with the filled variables. This
functionality is only available when sending the award message to one supplier at a time, reason
being that the variables are unique per supplier and if there are several suppliers, it is not possible to
distinguish which of the recipient supplier variables to show.
1.9.3 BoQ/price list export per package
Exporting the BoQ prices for suppliers to Excel, is now only per package and not for the whole
tender. The package is selected at the drop-down of the page.
The export will display one overview sheet with all suppliers pricing for that package, and then one
additional sheet per individual supplier.
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1.9.4 QnA export to Excel
Export to Excel of all QnA is now possible even for non-published questions, the Excel file layout in
itself is not changed.
1.10 Known bugs corrected and support cases updated
Support case No Description
36704 37984 39985 40744 40998 41220 53965 54594 54955
32533 Anti-virus scan updated for handling more uploaded documents
42404 47725 49845 50758
21873 33041 33331
External user (agent) and access to documents in tender is resolved
47571 64613 67006 75648 77873
33983 Recipients of mini-competitions when a supplier has assigned responsible for the tender response is now corrected
54144 34343 34364
Allowing possibility to publish (to TED) cancellation of tender before deadline within the award forms
56988 34766 34767
Format the dates in the reports according to the user settings
62904 75182
36948 Sorting questions/requirements in a tender does now also work for numeric values
66343 69663 70868 73205 74640
35966 Deleting a mini-competition is now working correctly
66743 36005 Paging in the QnA (Questions and Answers) are now corrected
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68952 73370 73377
36202 36719 37092
71347 36470 Some dynamic forms that could not be set valid will now work
73123 37122 Tenders report are now showing all tenders if logged in as company administrator
74396 36934 Access denied issued for users at confidential response page is now resolved
74423 36877 Delete a tender which has imported suppliers from Achilles (TransQ/Sellicha) is now working correctly
74842 37005 Automatic close of planned procurement when publishing tender to CTM site only is now corrected
75683 37158 List of my tenders shows now the correct count for tender submitted even after deadline, when having the show progress disabled.
76241 37057
36843
Message template variable $awarded_lots corrected for multi-lot tenders
77482 37199 Contract add-ons from contract list and export to Excel having framework
agreements are now in line