So that vendors can log into Primavera Unifier and submit bids, you need to create a “bidder” account. In the preferences you set up for this account, you need to specify certain settings to make the bidding process possible. You will enter this bidders account in your company’s preferences.
Tip: Do not link the bid management account to an actual user in your company. Create this account strictly for the bidding process so that you can set up the account preferences specifically for bidding. If you set up a special “bid management” user account, you can prevent users from inadvertently changing the settings.
| 1 | To set up this “bidder” account, add the bidder as a user. See "User and Group Administration". |
| 2 | Log into Primavera Unifier as the user with the bidder account and click the [user] > Preferences link in the upper-right corner of the screen. The User Preferences window opens. |
| 3 | Click the Options tab. |
| 4 | Set the Time Zone field to match that of the bid requestor’s (either your company’s time zone, or the zone from which the bid invitation is sent). |
If your bidders are in a different time zone from yours, this will protect them from mistakenly submitting bids after the bidding process is closed.
| 5 | Set the File Transfer Option field to Basic. |
The Basic option uses HTML calls for file transfers, rather than Java. If you are not configured with the correct Java options, the file transfer will be unusable; therefore, we recommend using the basic HTML option.
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