Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Bidders have access to the Bidding module when invited to participate in a bid. They can view or download all of the required information and communicate with the bid manager using the e-Builder system.

Key Concepts

 

Projects

A project is a planned set of interrelated tasks to be completed within a certain period of time and within certain cost or other limitations.

In e-Builder, projects refer to the projects for which you are identified as a participant. Each "real world" project is associated with a project in e-Builder. If you are working on the "real world" version of the project you can be added to the project in e-Builder.

Contact

In order to invite a bidder to a project the bidder must be created as a contact in e-Builder. Each invited contact must have a fax and/or email address.

A contact is different than a standard e-Builder user. An e-Builder user is someone that has been added to the e-Builder system as a participant on one or more projects.  A contact is has a record containing contact information and is associated with an e-Builder Company. These contacts do not have access to all of the information about a project; only the project bid information that the contact is invited to. For every contact that is invited to bid there will be a historical record of their participation in the contact details.

Company

Each e-Builder contact is associated with an e-Builder company. There can be more than one contact associated with a company, but only one company can be associated with a contact. Each contact can be an invited bidder and there can be more than one contact associated with a company that has been invited to bid. For every contact associated with a company that is invited to bid on a project there will be a historical record of their participation in the company details. 

 

 

 

 Projects

 

 

HTML Comment

Time Sheets

Placeholder for documentation about time sheets Need expressed in core team meeting

Needs report for missing timesheets - report in e-Builder only reports on existing timesheets ... not missing ones. Can run a report and look for 0, may work. Can get a workaround that will work but we checking recent new hires is manual.

Can a time sheet be changed retroactively? Time sheets can be voided according to Elisa you cannot change or void a line

Term code 3 to close a cost object - need a way to lock something up in e-Builder - sounds like there needs to be some clarity on how the product handles closeout and charges to items that have 0 dollars left - DISCUSSION LED TO CONCLUSION THAT THIS IS NOT AN ISSUE

No IO in EB? This is the discussion about adding billable hours once the project is initiated - previous billable time -  in the cost module a journal entry will need to be made and then a report is run - CONSENSUS is that this is OK

Reconciling between SAP and eB needs to be looked at for much more than time

Time sheets submitted in advance should be dealt with at the approval step

use of the activity field - sick, holiday, work - should probably match up to CATS. Answer question as to what you did on the project that week?

In house design changes???

Exclusion of PM costs?

 

 

 

 

 

 

...