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Add Evaluation Worksheets

This guide shows you how to add a new Evaluation Worksheet inside an Evaluation Workbook. Worksheets help you divide evaluation criteria into logical sections, making them easier for both suppliers and evaluators to work with.

When to Add a Worksheet​

You should add a worksheet when you need to:

  • Separate evaluation content into focused categories (e.g., Technical, Pricing).
  • Collect supplier responses in a structured, organized way.

To Add an Evaluation Worksheet​

  1. Go to the Configuration section from the sidebar.
  2. In the Project Template tab, click View Template for the template you want to edit.
    View Template
  3. In the Evaluation Workbooks tab, click View Workbook for the workbook where you want to add a worksheet.
    View Workbook
  4. Click + Add Worksheet at the bottom of the screen.
    Add Worksheet
  5. Enter a Worksheet Name.
  6. (Optional): Add a Description or Purpose to give evaluators context.
  7. Click Save Changes.
    Manage Worksheet

The new worksheet will appear in the left sidebar under Evaluation Responses.

See Also​

To complement your knowledge of this process, check the following pages: