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  1. Go to the Bid Package Details page.
  2. Click the Invited Bidders tab.
  3. Click Invite.
  4. You may enter a message and Add/Remove additional contacts.
  5. Click Send.

Export Invited Bidders List to Excel

Exporting the Bidders List is useful for bid analysis purposes.

To export the Invited Bidders List to Excel:

  1. Go to the Bid Package Details page.
  2. Click the Invited Bidders tab.
  • Click the Export icon located directly above the Invited Bidders table toward the far right of the page.

Update Bid Status

e-Builder will automatically update the Status of the bid for each bidder based on their interaction with the Bidder's portal. However, the project manager can also manually adjust the status.

There are three Status settings.

StatusDefinition
PendingAll bids are set to this status at the time the invitation is sent and prior to any response from the bidder.
Will BidWhen the system automatically sets the status to Will Bid that indicates that the bid has been opened and that the bidder has set the status to Will Bid indicating an intention to bid on the project.
Will Not BidWhen the system automatically sets the status to Will Not Bid that indicates that the bid has been opened and that the bidder has set the status to Will Not Bid indicating that no bid will be submitted on the project.

If you wish to manually set the status:

  1. Go to the Bid Package Details page.
  2. Click the Invited Bidders tab .
  3. In the Invited Bidders table click the drop down in the status column corresponding to the bidder for whom you wish to manually set a status.
  4. Choose the Status.

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Other Bidder Options

Other Bidder Options are set by clicking on the Bidder Options icon Image Added which is located in the Invited Bidders table to the right of the Status drop down menu.

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Click the Bidder Options icon to:

  • Re-Invite
  • Revoke
  • Award
  • Delete
OptionDefinition
Re-InviteSelect this option to resend an invitation to bid.
RevokeSelect this option to remove the bidder from participating in the bid but keep them in the invited bidders list for historical purposes.
DeleteSelect this option to remove the bidder entirely from the bid. No history will be retained. A bid manager will likely only use this option for bidders invited in error.

 

 

 

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?

 

 

 

 

 

 

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