Set Up a Bid Management Account in Primavera Unifier

To enable the vendors to sign in to 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 bidder's 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 Setting up the Users (User Administration).
  2. Sign in to Primavera Unifier as the user with the bidder account.
  3. From the top right-corner of your window, click your User Name to open a contextual menu.
  4. Click the Preferences link. The User Preferences window opens.
  5. Click the Options tab.
  6. 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.



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Last Published Friday, April 9, 2021