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Result or Product of this Process

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This process results in adding a company and/or contact in the e-Builder account that does not have an associated user. For example, in the case of bidding lists for contractors prior to awards.

Composition Setup
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deck.tab.active.background =  #F0F0F0 
#deck.tab.inactive.border =  blue
deck.tab.inactive.background =  #e6f2ff
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#deck.card.border = solid 2px black
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Process Details

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labelSummary
  • This process is usually initiated by the Project Manager however any user can make a request.
  • The other actor is the Vendor Manager.
  • The process does not spawn other processes.
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labelProcess Map

 

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labelActors and Actions

The Project Manager is the primary actor.

e-Builder Instructions

If adding a contact, you may add the company to the form using the Company Lookup. If you adding the company you must have the following information to enter into the form:

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