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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
 

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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The Project Manager is the primary actor.

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:

  • Company
  • Address
  • Classification
  • Knowledge of Company Pre qualification

When adding contact information the following is needed:

  • Name
  • Email
  • Phone
  • Know if the contact is the primary contact for the company

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