- Step 1 - Completing the New Project Wizard
- Step 2 - Confirming if a project is new or existing
- Step 3 - Trades selection
- Step 4 - Adding project documents
- Step 5 - Creating Packages
- Step 6 - The Document Matrix
- Step 7 - Sending invitations
Step 1 - Completing the New Project Wizard
Head to the Your Projects tab then the Tender Projects tab
Click on ‘+ Add New Project’ and select ‘New Tender Project’
Complete the project details using the New Project Wizard
1 - Add a Project Name. If another builder has already created the project with a similar name, you’ll be prompted to select the existing project or continue with a new project after saving the Project Wizard
2 - You can set a project up as public or private. Public projects are discoverable by any subbie or supplier on the tender noticeboard, and private projects are visible by invitation only. Set the Visibility to Open Tender for public, or Negotiated or Sensitive for a privately listed project.
3 - Add the site address, start typing the name and select from the list, or click the ‘Can’t find your address…’ link below the Address field to add it manually.
4 - Select the total Approx Budget from the dropdown list.
5 - Add the Quotes Due By date and Anticipated Start and End Dates for the project.
6 - Add a brief Description of Works. Adding a description can be helpful for your invited subcontractors as a quick and easy summary of the project and any important details you may want to provide at the start.
7 - Select the best-fit Category from the Category dropdown menu
8 - The Internal Ref # is an optional field for internal project numbers
9 - The logged-in user's details will automatically fill the contact details area with their Name, Email and Direct Phone Number. If you would like to change this to a different estimator, you can manually do this in the Contact Details section
10 - You can choose to make all documents available without the need to approve each download by selecting ‘Auto-approve all download requests, in the Doc Requests section. Alternatively, you can select ’I must first approve download requests’ and will then be able to accept or reject a subbie or supplier’s document access on a case-by-case basis.
11 - Once you’ve completed all sections, click Save & Continue
Step 2 - Confirming if a project is new or existing
If the name of your project is similar to projects that already exist on EstimateOne, you will be prompted to select from joining a current project or creating a new project.
If you see a match, add your project to the existing tender by selecting the button next to it, it will provide you insights into the projects you have publicly competed against other builders on, as well as maximise quote coverage as it streamlines the noticeboard for subbies and suppliers.
If any options shown are not the same project, select ‘No, it’s none of the above’, then click ‘Continue’.
Step 3 - Trades selection
You’ll now be prompted to select all trades required for your project.
To do so, click the tick box next to each required trade. You can also ‘Select All’ opr ‘Deselect All’ from a category to quickly nominate or remove all trades in that section.
Once you have selected the necessary trades, click Next Step: Documentation
Step 4 - Adding project documents
To add documents to your project you can either drag and drop from your file explorer, or click the ‘browse files’ button to manually select them.
Once your documents have been added to your project, you can review and manage them. Check this article for an overview of editing options.
When you are happy with your document structure, click Next Step: Document Matrix
Step 5 - Creating Packages
You will be prompted to Create Packages based on the trades you selected earlier.
Packages make it quick and easy to send invitations and correspondence based on a trade or package. You can deselect any trades no longer required, or keep the previously nominated packages.
When you’re happy with the selection, click Create Packages.
Step 6 - The Document Matrix
You can now interact with the Document Matrix by clicking the individual squares to add a document to a package
The Document Matrix allows you to select which documents will be sent to each trade discipline via the packages.
You can click and drag your cursor to select multiple documents and packages at once, and then type "X" or press ‘Enter’ to add those documents to the package(s)
For more detailed instructions on the Document Matrix, click here
When you’ve made your selections, click on Finalise Packages →
This will prompt you to confirm, click Confirm Changes
Step 7 - Sending invitations
You can send multiple invitations at once through EstimateOne by selecting the Trade from the Trade dropdown menu, and then selecting the names of the Companies that you would like to invite and selecting or deselecting the associated contacts.
You can also select multiple contacts at once by applying a Contact List. To do this, click on Apply Contact List...
Once you have selected the applicable contact list, select Apply List. You can continue adding individual contacts after applying a list if you need to.
Continue inviting contacts to more trades and packages by clicking Next Trade and repeating the above steps.
Once you have finalised the contacts you want to invite, click on Issue Invitations, in the next screen click on ‘Yep, send invites’ to generate the invitations.
Congratulations! You have set up a project on EstimateOne!
You can now manage your project from the Your Projects tab. Happy tendering!
