Understanding

Overview

The understanding module is your bid strategy workspace: capture award criteria weights, risks, compliance guardrails, win themes, evidence needs, and suggested clarification questions. Enter data manually or seed from In-depth analysis — results.

Understanding informs how you write — it is not automatically exported as a standalone submission volume. Authors use it alongside Questionnaire, Technical offer, and Document editor.

Tip: Before proposal drafting peaks, confirm you have:

Populated award criteria with weights summing logically to evaluation scheme
Imported then pruned analysis boilerplate
Guardrails for pass/fail constraints (certifications, local presence)
Evidence items mapped to obtainable documents
Clarifications reviewed before authority Q&A deadline

Important: Understanding does not replace compliance matrix — questionnaire proves line-by-line compliance.

When this module appears

Pursuit type	Sidebar
Supplies, services, works	Understanding → Understanding

Country profiles retain understanding in default type base.

How to open

Path	Steps
Pursuit sidebar	Understanding → Understanding
After analysis	Manual copy from results categories

Standard pursuit layout with horizontal tabs — not full-screen proposal editor.

Layout

Six entity tabs; lazy-load on first visit.

Tab overview

Tab	Purpose
Award criteria	Scoring weights and factors
Risks	Bid risks and mitigations
Guardrails	Hard compliance boundaries
Win themes	Differentiators
Evidence	Proof documents to provide
Suggested clarifications	Questions for authority

Count badges when items exist. Default tab: Award criteria.

Entity card pattern

Element	Description
Title	Editable label
Description	Body text
Weight / severity	Type-specific metadata
Actions	Edit, delete
Add	New entity

Key actions

Action	Applies to
Create entity	All tabs
Update	Inline or form
Delete	With confirmation
Switch tab	Lazy load data

Seeding from analysis

Analysis category	Tab
Award criteria	Award criteria
Risks	Risks
Guardrails	Guardrails
Win themes	Win themes
Evidence requests	Evidence
Clarification requests	Suggested clarifications

Enable categories on create analysis.

Numbered workflow — strategy brief

Import award criteria from results — delete noise.
Normalize weights to tender evaluation scheme.
Add guardrails for knockout requirements.
Draft 3–5 win themes aligned to criteria weights.
List evidence with owners and due dates.
Review clarifications — submit validated questions externally.
Brief authors — link themes to questionnaire sections.
Use themes in document editor AI writer context.

Downstream dependencies

Data	Used by
Award criteria	Effort prioritization
Win themes	AI writer context
Guardrails	Internal review
Evidence	Required documents planning
Clarifications	External Q&A
Risks	Go/no-go meetings

Empty and processing states

State	UI
Tab first load	Loading placeholder rows
Empty tab	Create prompt
Saving	Disabled controls
Deleting	Row indicator

Relationship to final checkup

Empty award criteria may appear as informational — not always blocking. Guardrails ignored in practice still risk disqualification externally.

Edge cases

Situation	Action
Duplicate criteria from import	Merge manually
Weight > 100%	Normalize to tender rules
Stale clarifications	Delete after Q&A window
No analysis	Manual entry still valid

FAQ

Export understanding PDF?

Not default — internal strategy artifact.

Assistant access?

Yes in pursuit context for listing entities.

Works pursuits different tabs?

Same six tabs in default base.

Link win theme to task?

Manually via Task management.

Evidence vs questionnaire evidence?

Evidence tab is plan; questionnaire links actual files.

Delete all and re-import?

Possible — confirm no author references lost.

In-depth analysis — results
In-depth analysis — create
Questionnaire
Required documents
Pursuit overview
Final checkup