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Section

e-Builder

Basic Skills

Documentation

.

e-Builder Basic Skills is a good place to start. The links below are basic e-Builder skills

learning path

that all users will need to master. The information on each page has been tailored to reflect how MIT Facilities is using e-Builder. You can progress through the links

sequentially

in order,

or

 or if you already feel comfortable with certain parts of e-Builder you can go directly to a specific topic.

You can either read the pages on your screen, or you can print out one or more topics if you prefer to have hard copy.

Learn by Role

What you see on a page and your ability to work with certain information or fields in eBuilder is defined by your role. Given the differences in how users will work with e-Builder we have customized documentation for specific roles.

Use this table to identify your role and recommended learning path. Some of the pages included in role-based documentation are similar to those in the basic skills section, but for the most part the role based documentation addresses specific MIT processes.

Overall ResponsibilityEnsure that partners in SEG, Operations, Utilities, CSG and Project Management agree on the proposed scope/approach and that the project manager has the information needed to develop a schedule and budget The CC Planner will also be responsible for ensuring that information on the proposed project is incorporated in the strategic planning documents such as the capital plan, GHG Reduction Plan, Deferred Maintenance and priorities for system renewals
RoleLinks to eBuilder Role Specific DocumentationResponsibilityLink to Documentation
DOF PlannerCreate
  • Creates the Project Definition

2.02 Project Definition Form Creation (PD)

DOF Project Manager
  • Review Reviews the Project Definition

2.02 Project Definition Form Creation (PD)

 
  • Adds new project Resources
01.01 Add New Company/Contact
Program Manager  
Planning Manager  
Senior Director  
   

All eBuilder MIT-Specific Processes

This section provides access to process instructions and maps for all MIT-specific processes used in eBuilder.

ProcessProcess MapUse
01.01 Add New Company/Contact (NCOMP) Used to create a company/contact in the eBuilder account that does not have an associated user (like in the case of bidding lists for contractors prior to award

01.03 Add Resource to a Project

 Add an existing user to a new project(s)
02.02 Project Definition Form Creation (PD)02.02 Project Definition (PD) Process MapCreate a project definition form

02.03 CRSP Screening Kickoff - CRSP

 The purpose of the CRSP Screening Kickoff process is to route a CRSP project through an approval system.   This process spawns the Team Assignments and M.O.U. Creation processes.

02.04 MOU and Stage 1 Budget - CRSP

 To Request DLC Approval for initial Budget to be able to engage outside resources to better define the entire Project Budget
10.01 Project Managers Project Update (PMU) Allow a project manager to report on the status of their project(s)

Search the eBuilder User Community to locate information you need.

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