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AvailableVerified 2026-07-28

Set procurement preferences

Prioritise buyer, tender and value contexts while excluding unsuitable work.

Access
Signed-in workspace member
Result
Future advisory matching can use the saved preferences and exclusions.

Prioritise buyer, tender and value contexts while excluding unsuitable work.

Where to find it

Complete the workflow

  1. 1
    Open Preferences

    Review the current priority sectors.

  2. 2
    Choose buyer and tender types

    Select contexts that match the pipeline.

  3. 3
    Set value guidance

    Use realistic commercial ranges.

  4. 4
    Add exclusions

    Remove unsuitable sectors, buyers or tender formats.

  5. 5
    Save preferences

    Confirm the changes before leaving.

Expected result

What does not happen automatically

Business Profile overviewUnderstand the company context used for matching and readiness guidance.Update company basicsMaintain the organisation facts that anchor the workspace.Describe operating capabilityRecord sectors, delivery capacity and operating context relevant to tender work.Set opportunity geographyRecord where the organisation intends to review opportunities.
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