Add a Project

The first step to managing a project in Preconstruction is to add it.

To add a project:

  1. Select the Bids tab to open the All projects page.
  2. On the All projects page, select Add.
  3. On the Project details step, enter the information for your project.
    • Closing date: The default due date for bid packages in the project.

      You can set a specific bid package due date instead of using the default closing date, if, for example, you'd like to gather all incoming bid information prior to the default project closing date assigned here.

      Select the specific bid package you'd like to change, then edit Details. Change the Bid Due Date to the date you'd prefer to receive all bids for that package.

      Reference Add a Single Bid Package.

    • Bid contact: The user who is responsible, by default, for correspondence and management of bid packages in the project. The user you choose here will determine who is automatically set as the bid contact for each bid package in the project, but you can select a different contact for each bid package.

      If the user who you want to choose does not appear in this list, it is probably because that user has not yet been added to Preconstruction as a user.

      Add a User

    • Category: The type of work the project involves.
    • Project value: The estimated value of the whole project.
    • Location: The location of the project. For example, the building or renovation site.
    • Awarded Status: You should only select Yes here if—
      • The project has already been awarded to your organization, and—
      • You want subcontractors who you invite to bid to see that the project has been awarded and the date that it was awarded. All opportunities related to that project will reflect an Awarded status.

      When this is set to Yes, subcontractors who receive invitations to bid will see that the project on which they may bid has already been awarded. This may give them more motivation to bid. When this is set to No, they receive no information about whether the project has been awarded.

  4. Select Next.
  5. If you do not want all users in your organization to have unrestricted access to the project, deselect Allow access to all users in your organization for this project. Otherwise, leave it selected.
  6. If you chose to restrict user access, select Add and choose the users who you want to have access to the project.
  7. Select Add.

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