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Documentation (e-Builder Manual)

e-Builder Basic Skills is a good place to start. The links below are basic e-Builder skills 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 in order,  or if you already feel comfortable with certain parts of e-Builder you can go directly to a specific topic.

ProcessUse
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)Create 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)

Role Based Instructions

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.

RoleResponsibilityLink to Process Documentation
DOF Planner
  • Creates the Project Definition

2.02 Project Definition Form Creation (PD)

DOF Project Manager
  • 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  
   

Recent Changes to e-Builder

This is a section for recent changes to e-Builder most likely in bullet form but the format is to be determined

 

 

e-Builder User Community Changes (Changes to this site)

Recently Updated

 

 

 

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