Procurement Phase Project Basics - Start Here
A quick start collection of articles to help you manage projects in the procurement phase
19 articles
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
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
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 Procurement phase project if there isn’t an existing tender phase project
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
2. Importing and Uploading Documents
Guides for importing or uploading documents into your procurement project
2. Importing and Uploading Documents
Guides for importing or uploading documents into your procurement project
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 import documents if they aren’t available from the tender phase
How to Connect and Import Documents from Procore
How to bring your documents over if you are using Procore
Importing Documents and Updating Packages Video
A quick guide to importing documents and updating packages in the procurement phase
3. Setting Up Your Letting Schedule
How to set-up the letting schedule on a procurement project
3. Setting Up Your Letting Schedule
How to set-up the letting schedule on a procurement project
4. Adding a Scope of Work
How to add a Scope of Work to your procurement project
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
Guides to sending single or multi invites, tracking and managing subbie responses
5. Sending Invitations and Tracking and Managing Responses
Guides to sending single or multi invites, tracking and managing subbie responses
Sending out a Single RFQ
How to send an RFQ to a single subcontractor
Sending Multiple RFQs
How to send RFQs to multiple subcontractors
Managing Procurement Phase Subbie responses
A guide to managing subbie responses during a procurement phase project
Tracking Package Progress
Guide to managing subbie responses
6. Awarding Packages
How to award packages in the procurement phase
6. Awarding Packages
How to award packages in the procurement phase
