Start Here - Procurement Phase Project Basics
A quick start collection of articles to help you manage projects in the procurement phase
32 articles
1. Handing Over or Creating a Procurement Project
Guiders for handing over a tender phase project, or creating from scratch if there’s no tender project
1. Handing Over or Creating a Procurement Project
Guiders for handing over a tender phase project, or creating from scratch if there’s no tender project
How to Handover a Tender Project
How to handover a project from tender to procurement phase
How to Create a New Project for Procurement
How to create a new procurement phase project if there isn’t an existing tender phase project
Procurement Phase Features Video
This video takes you through the features that support the procurement phase of your projects on E1
The Post-Award Handover Video
How to handover your project to the procurement phase
2. Importing and Uploading Documents
Guides for importing or uploading documents into your procurement project
2. Importing and Uploading Documents
Guides for importing or uploading documents into your procurement project
How to Import Documents From Your Tender
Follow this guide if the project has been handed over from the Tender phase
How to Upload Procurement Documents
How to import documents if they aren’t available from the Tender phase
Importing Documents and Updating Packages Video
A quick guide to importing documents and updating packages in the procurement phase
Handing Over Tenders to Procore
How to handover documents and quotes from E1 to Procore
Giving Procore Permission to Connect to E1
Procore must have permission to connect to integrate with E1, this guide shows you how.
Sending Enquiries
Resources to help you invite subcontractors to your procurement projects
Sending Enquiries
Resources to help you invite subcontractors to your procurement projects
Sending out a Single Enquiry
How to send an enquiry to a single subcontractor or supplier
Sending Multiple Enquiries
How to send enquiries to multiple subcontractors
How to use The Network
Expand your supply chain network on E1 and boost your quote coverage
Managing projects with an NDA
How to manage projects that require a non-disclosure agreement
How to Find Subcontractors That Responded During the Tender Phase
3. Setting Up Your Letting Schedule
How to set-up the letting schedule on a procurement project
3. Setting Up Your Letting Schedule
How to set-up the letting schedule on a procurement project
Managing Documentation
Resources to help you manage documentation during the procurement phase
Managing Documentation
Resources to help you manage documentation during the procurement phase
How to Upload and Share Scopes of Work
Managing Your Documents on E1
An overview of the different document management functions on your procurement phase project
How to Use the Document Matrix Video
A video guide to making document packages using the Document Matrix
How to Use the Document Matrix
The Document Matrix allows you to organise your documents into packages, check out this guide to learn how
How to Revise Documents in the Procurement Phase
Learn how to use the Addendum Wizard and notify subcontractors and suppliers of revisions
How to Prepare Your Documents for Uploading to E1
This article shows you how to prepare your documents before uploading them to E1
How to Notify Awarded Companies About Package Changes or Revisions
4. Adding a Scope of Work
How to add a Scope of Work to your procurement project
4. Adding a Scope of Work
How to add a Scope of Work to your procurement project
5. Sending Enquiries and Tracking and Managing Responses
Guides to sending single or multi enquiries, tracking and managing subcontractor responses
5. Sending Enquiries and Tracking and Managing Responses
Guides to sending single or multi enquiries, tracking and managing subcontractor responses
Sending out a Single Enquiry
How to send an enquiry to a single subcontractor or supplier
Sending Multiple Enquiries
How to send enquiries to multiple subcontractors
Managing Procurement Phase Responses
A guide to managing responses during a procurement phase project
Tracking Package Progress
Guide to managing subcontractor and supplier responses
Coverage Dashboard
How to view the Coverage Dashboard.
6. Awarding Packages
How to award packages in the procurement phase
6. Awarding Packages
How to award packages in the procurement phase
Managing Documentation Video Guides
Videos guides to assist with managing documentation during the procurement phase
Managing Documentation Video Guides
Videos guides to assist with managing documentation during the procurement phase