Set Up the RFB in Primavera Unifier

To set up the RFB (in Administration Mode)

1 Follow the standard procedures to import ("Importing Business Processes"), configure ("Configuring Business Processes"), and set up (see "Setting up Business Processes") the RFB.
2 Define a link for the bidders to use to submit bids:
a Go to the Company Workspace tab and switch to Admin mode.
b In the left Navigator, click your company name. The company landing page opens.
c Click the Open button. The Edit Company properties window opens.
d Click the General tab.
e In the Bid Access URL field, finish the URL address (usually with the name of your company).

This is the link that will appear on the bid invitation you send to the bidder. The bidder will use this link to log into Primavera Unifier and submit a bid.

f In the Bid Management Account field, enter the account name of the user who will be managing the bids that your company receives.

This is the account that contains the bidder’s preferences you created using the instructions under "Set Up a Bid Management Account in Primavera Unifier".

 

 

 

 


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