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  • Close Bid Packages
  • Edit Bidding Details
  • Send Message
  • View Message History
  • View/Add Notes
  • View/Attach/Remove Documents
  • View/Fill Out/Attach/Remove Forms
  • View/Attach/Remove Processes

Custom Fields Tab

Custom Fields are setup by the e-Builder administrator. For more information about using custom fields contact the e-Builder administrator.

Add Notes

The Notes tab allows users to quickly add notes of importance to the project bid. For instance a note might be added to let users know that an addendum is being prepared and is pending. Only internal users see Notes.

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  1. Go to the Bid Package Details page.
  2. Click the Notes tab.
  3. Click Add Note.
  4. Enter the Note in the Note field.
  5. Click Save.

Attach/Remove Documents

You have the ability to view attached documents, attach documents or remove attached documents.

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  1. Go to the Bid Package Details page.
  2. Click the Documents tab located toward the bottom of the page. All available documents are listed.
  3. Select the checkbox next to the document you want to remove.
  4. Click Remove.

Attach Remove Forms

You have the ability to fill out forms, attach forms or remove forms.

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  1. Go to the Bid Package Details page.
  2. Click the Forms tab located toward the bottom of the page. All available forms are listed.
  3. Select the checkbox next to the form you want to remove.
  4. Click Remove.

Attach Remove Processes

You have the ability to view attached processes, attach processes or remove an attached process.

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  1. Go to the Bid Package Details page.
  2. Click the Processes tab located toward the bottom of the page. All attached processes are listed.
  3. Select the checkbox next to the process you want to remove.
  4. Click Remove.

Working with the Bid Scope

 

HTML Comment

Time Sheets

Placeholder for documentation about time sheets Need expressed in core team meeting

Needs report for missing timesheets - report in e-Builder only reports on existing timesheets ... not missing ones. Can run a report and look for 0, may work. Can get a workaround that will work but we checking recent new hires is manual.

Can a time sheet be changed retroactively? Time sheets can be voided according to Elisa you cannot change or void a line

Term code 3 to close a cost object - need a way to lock something up in e-Builder - sounds like there needs to be some clarity on how the product handles closeout and charges to items that have 0 dollars left - DISCUSSION LED TO CONCLUSION THAT THIS IS NOT AN ISSUE

No IO in EB? This is the discussion about adding billable hours once the project is initiated - previous billable time -  in the cost module a journal entry will need to be made and then a report is run - CONSENSUS is that this is OK

Reconciling between SAP and eB needs to be looked at for much more than time

Time sheets submitted in advance should be dealt with at the approval step

use of the activity field - sick, holiday, work - should probably match up to CATS. Answer question as to what you did on the project that week?

In house design changes???

Exclusion of PM costs?

 

 

 

 

 

 

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