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Refer to Project Documents. The Documents tab in Project Documents is not used in MIT's e-Builder implementation for required project documentation.

Forms

Forms

Processes

proccesses

Settings

settings

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Project Docs
Project Docs
Project Documentation

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Download is used when you do not need to make any updates and would like to review or distribute the file outside of e-Builder.

Forms

Forms are used to have a ball-in-court communication.  The initiator selects and submits a form and sends it to another e-Builder user.  That person becomes responsible for responding.  They need to either complete the form and send it back or they have the ability to send it to others for additional comments or information.  Each send makes a new person responsible to complete the item until the initiator or a role with permissions marks it complete. 

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  1. In the Filter Forms:  Select Forms In My Court” , “Opened” and

    ‘All Workflow and Static Forms” and click filter

  2. Select a Form in the grid.

  3. Review the details, if everything looks complete, click “Close Form”.

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Processes
Processes
Processes

Processes are similar to forms where you fill detail and pass it along, but with processes it is structure of what steps and approvals are needed determined by the team and approved by the steering committee.  In addition, there are processes that are cost integrated the cost module, which allows you to have the status of the cost item (such as an invoice) be updated as the correct approvals are received.  Giving full consistent visibility.

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