A quick start collection of articles to help you manage projects in the Procurement Phase
Guiders for handing over a tender phase project, or creating from scratch if there’s no tender project
How to handover a project from tender to procurement phase
How to create a new Procurement phase project if there isn’t an existing Tender phase project
This video takes you through the features that support the Procurement phase of your projects on EstimateOne
How to handover your project to the Procurement phase
Guides for importing or uploading documents into your Procurement project
Follow this guide if the project has been handed over from the Tender phase
How to import documents if they aren’t available from the Tender phase
How to bring your documents over if you are using Procore
A quick guide to importing documents and updating packages in the Procurement phase
How to set-up the letting schedule on a Procurement project
This guide will take you through the process of setting up your Letting Schedule
The Letting Schedule overview
A guide to using the Letting Schedule during the Procurement phase
How to add a Scope of Work to your Procurement project
A video guide to Issuing Scopes of Work
Guides to sending single or multi invites, tracking and managing subbie responses
How to send an RFQ to a single subcontractor
How to send RFQs to multiple subcontractors
A guide to managing subbie responses during a procurement phase project
Guide to manage Subbie Responses
How to award packages in the Procurement phase
A guide to managing subbie responses during the Procurement phase
