Procurement Phase Project Basics - Start Here

Procurement Phase Project Basics - Start Here

A quick start collection of articles to help you manage projects in the procurement phase

20 articles

How to Handover a Tender Project

How to Handover a Tender Project

How to handover a project from tender to procurement phase

How to Create a New Project for Procurement

How to Create a New Project for Procurement

How to create a new Procurement phase project if there isn’t an existing tender phase project

How to Import Documents From Your Tender

How to Import Documents From Your Tender

Follow this guide if the project has been handed over from the tender phase

How to Upload Procurement Documents

How to Upload Procurement Documents

How to import documents if they aren’t available from the tender phase

How to Connect and Import Documents from Procore  - Procurement Phase

How to Connect and Import Documents from Procore - Procurement Phase

How to bring your documents over if you are using Procore

Procurement Phase Features Video

Procurement Phase Features Video

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

How to Set Up 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

Understanding the Letting Schedule

The Letting Schedule overview

The Post-Award Handover Video

The Post-Award Handover Video

How to handover your project to the procurement phase

Importing Documents and Updating Packages Video

Importing Documents and Updating Packages Video

A quick guide to importing documents and updating packages in the procurement phase

How to Upload and Share Scopes of Work With Subbies

How to Upload and Share Scopes of Work With Subbies

The Letting Schedule Video

The Letting Schedule Video

A guide to using the Letting Schedule during the procurement phase

Sending out a Single RFQ

Sending out a Single RFQ

How to send an RFQ to a single subcontractor

Sending Multiple RFQs

Sending Multiple RFQs

How to send RFQs to multiple subcontractors

Managing Procurement Phase Subbie responses

Managing Procurement Phase Subbie responses

A guide to managing subbie responses during a procurement phase project

Managing Subcontractor Responses Video

Managing Subcontractor Responses Video

A guide to managing subbie responses during the procurement phase

Tracking Package Progress

Tracking Package Progress

Guide to managing subbie responses

How to Award Packages

How to Award Packages

Coverage Dashboard

Coverage Dashboard

How to view the Coverage Dashboard.

How to Issue Scopes of Work Video

How to Issue Scopes of Work Video

A video guide to Issuing Scopes of Work

1. Handing Over or Creating a Procurement Project

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

2. Importing and Uploading Documents

2. Importing and Uploading Documents

Guides for importing or uploading documents into your procurement project

3. Setting Up Your Letting Schedule

3. Setting Up Your Letting Schedule

How to set-up the letting schedule on a procurement project

4. Adding a Scope of Work

4. Adding a Scope of Work

How to add a Scope of Work to your procurement project

5. Sending Invitations and Tracking and Managing Responses

5. Sending Invitations and Tracking and Managing Responses

Guides to sending single or multi invites, tracking and managing subbie responses

6. Awarding Packages

6. Awarding Packages

How to award packages in the procurement phase