
Procurement Phase Features
Resources to guide you through platform features for projects in the Post-Award phase
83 articles

Procurement Phase Project Basics - Start Here
A quick start collection of articles to help you manage projects in the procurement phase

Procurement Phase Project Basics - Start Here
A quick start collection of articles to help you manage projects in the procurement phase

1. Handing Over or Creating a Procurement Project
Guiders for handing over a tender phase project, or creating from scratch if there’s no tender project
4 articles

2. Importing and Uploading Documents
Guides for importing or uploading documents into your procurement project
4 articles

3. Setting Up Your Letting Schedule
How to set-up the letting schedule on a procurement project
3 articles

4. Adding a Scope of Work
How to add a Scope of Work to your procurement project
2 articles

5. Sending Invitations and Tracking and Managing Responses
Guides to sending single or multi invites, tracking and managing subbie responses
4 articles

6. Awarding Packages
How to award packages in the procurement phase
2 articles

Sending Invitations
Resources to help you invite subbies to your procurement projects

Sending Invitations
Resources to help you invite subbies to your procurement projects

Managing Documentation
Resources to help you manage documentation during the procurement phase

Managing Documentation
Resources to help you manage documentation during the procurement phase

How to Upload and Share Scopes of Work With Subbies

How to Use the Document Matrix
The Document Matrix allows you to organise your documents into packages, check out this guide to learn how

Managing projects with an NDA
How to manage projects that require a non-disclosure agreement

Notifying All Subcontractors of a Revision Even if They Haven't Downloaded Documents
How to notify all subbies of a revision

Managing Your Documents on E1
An overview of the different document management functions on your procurement phase project

How to Revise Documents in the Procurement Phase
Learn how to use the Addendum Wizard and notify subbies of revisions

How to Prepare Your Documents for Uploading to E1
This article shows you how to prepare your documents before uploading them to E1

How to Notify Awarded Subcontractors About Package Changes or Revisions

Managing Your Letting Schedule
Guides to help you manage your Letting Schedule

Managing Your Letting Schedule
Guides to help you manage your Letting Schedule

How to Set Up Your Letting Schedule
This guide will take you through the process of setting up your Letting Schedule

Understanding the Letting Schedule
The Letting Schedule overview

Tracking Package Progress
Guide to managing subbie responses

How to Award Packages

How to Set a Priority Level and Store Notes on the Letting Schedule
Use the Priority feature to highlight Critical and high importance packages, and leave Notes for you and your team.

How to Change Timeframes on the Letting Schedule
How to edit and create timeframes on the Letting Schedule

Customise What You See on the Letting Schedule
Navigate your Letting Schedule efficiently using filters and custom columns

Assigning Packages to Your Team Members
How to assign procurement phase packages to members of your team

Adding or Changing Dates on the Letting Schedule
An overview of how to add or change dates on the Letting Schedule

Managing Your Packages
Resources to help you manage packages during the procurement phase

Managing Your Packages
Resources to help you manage packages during the procurement phase

How to Upload and Share Scopes of Work With Subbies

How to Award Packages

Managing projects with an NDA
How to manage projects that require a non-disclosure agreement

Viewing Awarded Subbies in the Address Book
How to view details and stats of awarded subbies in your Address Book

Overview of the Package Dashboard
You can now view the status of your package from the schedule all in one handy dashboard

How to View Quotes
How to view quotes on a procurement phase project

How to Notify Subbies That Their Quote Was Unsuccessful

How to Award a Package That Was Finalised Off-Platform
How to mark a subcontractor as ‘Awarded’ if you never issued them an RFQ

Procurement Phase Videos
Video guides for projects in the procurement phase

Procurement Phase Videos
Video guides for projects in the procurement phase

Procurement Phase Features Video
This video takes you through the features that support the procurement phase of your projects on E1

The Post-Award Handover Video
How to handover your project to the procurement phase

Importing Documents and Updating Packages Video
A quick guide to importing documents and updating packages in the procurement phase

The Letting Schedule Video
A guide to using the Letting Schedule during the procurement phase

Inviting Subbies Video
A guide to inviting subbies to quote during the procurement phase

Managing Subcontractor Responses Video
A guide to managing subbie responses during the procurement phase

How to Use the Document Matrix Video
A video guide to making document packages using the Document Matrix

What is E1? Video
This video runs through a quick overview of what your estimators are already using E1 for

The Network Video Guide
Are you looking to expand your network of subcontractors and increase quote coverage for your business? Our Network can help!

Notifying Subbies That Their Quote Was Unsuccessful Video

How to Set Up Your E1 & Procore Integration Video
Video guide to setting up the E1 and Procore Integration

How to Issue Scopes of Work Video
A video guide to Issuing Scopes of Work

How to Award a Package You Have Already Let Video

Procore Guides
Resources to help you connect and manage your Procore Integration

Procore Guides
Resources to help you connect and manage your Procore Integration

How to Connect and Import Documents from Procore
How to bring your documents over if you are using Procore

Procore Installation and Setup Guides
How to integrate Procore with E1

Issuing a Revision With the Procore Integration

How to Set Up Your E1 & Procore Integration Video
Video guide to setting up the E1 and Procore Integration

How to Make Changes to the Files You Sync From Procore to E1

Giving Procore Permission to Connect to E1
Procore must have permission to connect to integrate with E1, this guide shows you how.

The Address Book
Resources for the Address Book feature

The Address Book
Resources for the Address Book feature

Viewing Awarded Subbies in the Address Book
How to view details and stats of awarded subbies in your Address Book

The Address Book FAQ
Answers to frequently asked questions about the Address Book

How to Upload Files & Store Them in the Address Book
How to upload files such as Schedules of Rates, Capability Standards Statements, Insurance Certificates or Tender Forms and Schedules to contacts in your Address Book

How to Set a Preferred Contact in Your Address Book

How to Create and Use Lists
Speed up the invitation process by creating contact or company lists

How to Archive Companies in Your Address Book
This guide shows you how to archive and unarchive companies in your Address Book

The Network
Access thousands of subbie profiles, increase quote coverage and receive automated updates to company profiles using our Network feature

The Network
Access thousands of subbie profiles, increase quote coverage and receive automated updates to company profiles using our Network feature

The Network FAQ
Answers to frequently asked questions about the E1 Network

How to Use the Network
Find new subcontractors on E1 and boost your quote coverage

The Network Video Guide
Are you looking to expand your network of subcontractors and increase quote coverage for your business? Our Network can help!