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The Home Screen is the default e-Builder landing page. Current and actionable information is displayed about your projects each time you login or refresh the Home page.

You can now control multiple aspects The left side panel of your landing page user experience. The above image represents an example of a custom landing page curated by the user. By clicking on "Edit My Home" found on the right-hand side of the screen on the landing page you will see the following: 

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All options are turned "on" when you first log into eBuilder.  Take a moment to customize your Home Page so that it best suits the activities and notifications you require to perform your job. Reach out to an eBAdmin for any assistance you may need. 

• Tabs across the top of the page that open different modules - you can add or remove any of these tabs by clicking on the ellipsis (the three dots, "..." to the right of the top navigation tabs)

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The left side panel of your home page is also customizable as you can see in figure 2. Note in figure 1 how the user has selected 3 of the 4 widgets available for the left side panel. 

In both the center and the left side panel you can set the order of the widgets. You cannot move a widget between the two. 

 In the setup starting with the left panel shown we have:

• The Recent Pages links which display the last items you looked at in eBuilder
• The Quick Add links on the left side of the page - great for starting a process quickly
• Announcements
• Events

In the Center we have:

• My Processes - want to see everything currently awaiting your role to take action? This widget a great way to see the workflow in your court. Please note, processes contain steps and steps are assigned at the role level, not the individual user. If you are sharing responsibilities on a project at the role level, you may see item sin this section that your role "peer" is working on in addition to the work in your court.  Your peer will see the same. This is normal. 
• My Forms - have a form you created or were assigned to that you want to keep "tabs" on? This widget is a great way to see the forms you created or were assigned to respond to. 

home page is also customizable as you can see in figure 2. Note in figure 1 how the user has selected 3 of the 4 widgets available for the left side panel. 

In both the center and the left side panel you can set the order of the widgets. You cannot move a widget between the two. 

 In the setup starting with the left panel shown we have:

• The Recent Pages links which display the last items you looked at in eBuilder
• The Quick Add links on the left side of the page - great for starting a process quickly
• Announcements
• Events

In the Center we have:

• My Processes - want to see everything currently awaiting your role to take action? This widget a great way to see the workflow in your court. Please note, processes contain steps and steps are assigned at the role level, not the individual user. If you are sharing responsibilities on a project at the role level, you may see item sin this section that your role "peer" is working on in addition to the work in your court.  Your peer will see the same. This is normal. 
• My Forms - have a form you created or were assigned to that you want to keep "tabs" on? This widget is a great way to see the forms you created or were assigned to respond to. 

Did you know that you can now control multiple aspects of your landing page user experience? The above image represents an example of a custom landing page curated by the user. By clicking on "Edit My Home" found on the right-hand side of the screen on the landing page you will see the following: 

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figure 2

All options are turned "on" when you first log into eBuilder.  Take a moment to customize your Home Page so that it best suits the activities and notifications you require to perform your job. Reach out to an eBAdmin for any assistance you may need. 

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Navigation Navigation

Navigation

• Tabs across the top of the page that open different modules - you can add or remove any of these tabs by clicking on the ellipsis (the three dots, "..." to the right of the top navigation tabs)

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figure 3

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Delegation Delegation

Common question folks have Common question folks have is, "What do I do with all of my work when I am not in the office and need a step in a process I and a peer are on to move along?"

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• Ignore any of the noise words listed below.

Use e-Builder Search

e-Builder's global Search functionality helps you find documents, contact information, forms, processes or other data using one or more search criteria.

By default, performing a search will do the following:

• Prioritize the words from left to right .
• Search through the custom field values, notes and descriptions where applicable.
• Search the contents of certain file types uploaded to the Documents module (including PDFs). File types listed below as excluded from Optical Character Recognition (OCR) will not be searchable for internal content.

To perform a global search

1. Click the search button on the top bar. The Search Results page is displayed with a Search Options area.
2. In the Search For field, enter the search term(s). This field is required.
3. From the Limit Search To drop-down list, select a project to search in.
   

   Click Clear to remove the selected project.

4. In the Search In field, select one or more areas to specify the types of information to search in.
   

   You must specify at least one type of information to search in. Click Select All to select all the check boxes and specify the search areas.
   —Or—
   Click Deselect All to clear all the check boxes.

5. Click Continue Search. The search results, if any, are displayed in the search results grid. If no results are found in certain search criteria, a notification message is displayed.
   

   To re-do the same search with different search filters, update the search criteria and then click Refine Search.

   Image ModifiedTo filter the results

   In the search results section, filter the search results by entering the filter criteria in the Search box under each column name. You can enter filter criteria in more than one column at a time. Only the results that match the filter will be displayed.
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   Image ModifiedTo sort the results

   In the search results section, sort the search results by clicking the name of a column.
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   Image ModifiedTo export the results

   In the search results section, click Explore All Data to export all the search results from a particular module to an MS Excel spreadsheet (.xlsx format).

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Project Details Page Project Details Page

Looking at a Project Details Page

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Project Details Project Details

Project Details

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This will create a ticket that goes straight to an eBAdmin's court. When the eBAdmin completes the work you get notified by the system that the work has been completed. You will always be able to see it. Any comments added to it (by any eBAdmin) will notify you as well that there’s been activity on your request.

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on your request.

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Cost Module Cost Module

Cost

About the Cost Module

The e-Builder Cost module facilitates the cost management process for owner participants, as well as external program participants that are involved in the finances of the program and its individual projects. It standardizes the tracking of costs across an entire program including income collected in funding sources, budget changes, commitment changes, and actual costs.

The capabilities of this module streamline the cost management process between all parties while reducing the effort, time, and cost associated with the typical manual process. Actions throughout this module are permissions based, therefore some data and actions are restricted from users that do not have the appropriate permission to view or take specific actions. If you do not see features or data that you think you should have access to, contact your account administrator so they can adjust your cost permissions accordingly.

Key Concepts

Before you start using the e-Builder Cost module online help, you should familiarize yourself with some key concepts used throughout this section.

Image AddedProject

Most everything in e-Builder takes place within the context of a project. In order for you to begin your budget process you first have to create a project. Each real world project is associated with a project in e-Builder. If you are working on the real world project, your project administrator or manager can add you as a member of a project in e-Builder.

Image AddedAccount Codes

Account codes are the codes used to categorize the costs on all projects. A collection of codes are used to create the budget for the project and specific costs are assigned to the account codes in the budget. By using these consistent account codes across all projects you can consistently associate all of the costs on one or more projects with specific categories and easily report on these costs.

Image AddedCompany

Every commitment and actual cost that is entered is associated with a company. The company must be created in the Contacts module of your account. The companies listed in the contacts module can also be used as a reference for all users that have access to view contacts.
Image AddedFunding Sources

Image AddedBudget

A budget is the original detailed cost estimate for your project.

Image AddedCommitment

A commitment is a promise that you make to a seller to purchase goods or services in exchange for money in accordance with specific terms and conditions. The most common types of commitments are contracts and purchase orders.

Image AddedActual Cost

Actual Costs are project expenses and invoices that have been approved for payment. Examples include invoices, reimbursable expenses, and contractor applications for payment.

Image AddedCash Flow

Cash Flow is used to project the amount of money that will be expended each month in the remaining life of a project. These forecasts can be reported at the program level in the Reports module to plan program wide cash flow needs in future months, quarters, or years.

Image AddedOver/Under

In the Cost Summary for a project the (Over/Under) shows the expected variance to budget for the project. For example, an over/under of zero means that a project is expected to be exactly on budget. The over/under is automatically calculated based on the data entered for the project.

Image AddedStatus

In the Budget, Commitment, and Actual Cost areas of the Cost module each item that is entered has a status which indicates whether or not it has been finalized. Every item is first placed in draft status so that it can be reviewed before proceeding. Depending on what type of item is being entered, its status can move through intermediate steps before it becomes approved.

Image AddedProjected

Projected is a status indicator that is available for commitment and budget changes. It is used to indicate when there is a possible change to an existing commitment or line item in the budget. By entering these items the team can gain visibility into any anticipated changes before they occur.

Image AddedPending

Pending is a status indicator that is available for commitments, commitment changes, and budget changes. It is used to indicate when there is a likely change to an existing commitment or line item in the budget. It is also used to record commitments that are likely to occur, but are not yet finalized- such as a verbal acceptance of a contract but the signed copy has not been received. By entering these items the team can gain visibility into any anticipated changes before they occur.

Image AddedCommitment Invoice

A commitment Invoice is an actual cost associated with an existing commitment. For example, a request for payment from a vendor that you have a contract with would be entered as a commitment invoice.

Image AddedGeneral Invoice

A general invoice is an actual cost that does not have an associated commitment. For example, a fee paid to the city for a permit is typically entered as a general invoice.

Click here for e-Builder documentation for the Cost module.

Cost Module

Other information about the cost module is below.

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Click on the comments tab to add a comment or see comments from others.  In addition, any documents, another form or another process can be attached in the following tabs.

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Schedule Schedule

SchedulesSchedules

Schedules provide a mechanism for tracking project tasks, duration, milestones and resources. All projects are provided with a standard project timeline. Note: you are responsible for adjusting start and end dates to match your projects notional timeline and then to set a baseline for the schedule. While you are encouraged to add additional subtasks to the master tasks presented, in the spirit of consistency across reporting, you are discouraged to kindly leave the naming conventions of the existing tasks as providedSchedules provide a mechanism for tracking project tasks, duration, milestones and resources.

Actors and Responsibilities

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