Result or Product of this Process
This process results in adding a company and/or contact in the e-Builder account that does not have an associated user. For example, in the case of bidding lists for contractors prior to awards.
Process Details
- This process is usually initiated by the Project Manager however any user can make a request.
- The other actor is the Vendor Manager.
- The process does not spawn other processes.
The Project Manager is the primary actor.
If adding a contact, you may add the company to the form using the Company Lookup. If you adding the company you must have the following information to enter into the form:
- Company
- Address
- Classification
- Knowledge of Company Pre qualification
When adding contact information the following is needed:
- Name
- Phone
- Know if the contact is the primary contact for the company