Select Add Project in the secondary navigation to input information on projects that are going out for bid.
Add Create Project (Step 1)
General Purpose: Use this form to provide basic information on the project available for bid.
- Required fields are indicated with an asterisk (*).
- Estimator/Project Contact is edited from the Manage Employees page. When an Estimator is selected, their corresponding contact information will appear if applicable. At least one employee must exist to create a project since this is a required field.
- Indicate multiple packages for project by selecting the box below. This indicator controls the setup of the rest of the wizard.
- Use Back to return to My Workspace. All entered information will be lost.
- Use Next to save all information entered and go to the second step of the wizard.
Create Project (Step 2)
General Purpose: Use this form to provide more information on the project available for bid.
- Required fields are indicated with an asterisk (*).
- If this project has multiple packages, please input a package name that differs from the project name.
- Check the box if you would like to make this project available for public viewing and bidding.
- Use the drop-down menu to select a printer that is associated with GradeBeam.com, or indicate your own printer. Printers that have online capabilities are indicated with a double-asterisk (**) and the Prints Available Online icon (
). - If the printer has online capabilities, you can select the Drawings Available Online checkbox to enter in the Drawings Username and Drawings Password necessary to view the prints online on the printer's website. You can also enter in the date the drawings will be available.
- Use Next to continue adding more details about your project.
- Select Done if you need to stop and save your work.
- Manage Editors - Select users which will have rights to edit project information.
Create Project (Step 3)
General Purpose: Click on desired UCI codes from the Available listing, then select Add or Remove to create a list for your specific project.
- Use Next to save the UCI Codes added and continue adding more details about your project.
- Select Done if you need to stop and save your work, or if you prefer to add trade codes and organizations.
Create Project (Step 4)
General Purpose: Provides a summary of coverage for each UCI Code.
- Select Invite or the UCI Code to invite your bidders to bid. This will bring you to the Directory.
- Directory: Enter specifications to search for bidders within desired UCI codes. Invite selected bidders to bid on the current project.
- Directory specifications are in Directory section of Help.
- Selecting a UCI Code from Directory search will only add the UCI Code to the search. This will not add a UCI Code to the project or package.
- The Delete icon (
) deletes the UCI from the Project Builder if there are no outstanding invitations to bid or if none have been sent out yet. - Use Next button to go to the summary screen.
- Select Done if you need to stop and save your work.
Note: Neither Next nor Done actions can be selected unless one organization has been invited under any UCI Code.
Create Project (Step 5)
General Purpose: This is a summary of the project that was just created. Use Back to revise project specifications. Use Done or Send ALL to finish creating your project. Send ALL will send all ITBs just created. Save ALL will save all current information.
- Under each bidder invited to bid, please indicate your decision to pay for project prints by checking the box. The check box is defaulted to what was selected from the project information page.
- Select the delete icon () to remove the bidder from the Invitee List. Select the magnifying glass to see the actual ITB.
- Use the drop-down menu for each bidder to indicate the contact person to whom attention should be addressed. The listing contains both public contacts and your company’s private contacts for each organization.
- The drop-down automatically selects the default public contact if one exists.
- The drop-down automatically selects the default private if there is no default public contact.
- No name is automatically selected if there are contacts but no default contacts available.
- No names appear if the organization does not have any contacts associated with it.
- Select Other to add a new contact name.
- Select Send ALL to launch information to targeted organizations.
- Select Save ALL to save all current information.
- Select Done to save all current information and go to the Project page where you can edit the information further.