Procurement Phase Project Resources
Resources to guide you through platform features for projects in the procurement phase
68 articles
Start Here - Procurement Phase Project Basics
A quick start collection of articles to help you manage projects in the procurement phase
Start Here - Procurement Phase Project Basics
A quick start collection of articles to help you manage projects in the procurement phase
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
4 articles
Sending Enquiries
Resources to help you invite subcontractors to your procurement projects
7 articles
2. Importing and Uploading Documents
Guides for importing or uploading documents into your procurement project
3 articles
Managing Documentation
Resources to help you manage documentation during the procurement phase
7 articles
3. Setting Up Your Letting Schedule
How to set-up the letting schedule on a procurement project
3 articles
4. Adding a Scope of Work
How to add a Scope of Work to your procurement project
2 articles
5. Sending Enquiries and Tracking and Managing Responses
Guides to sending single or multi enquiries, tracking and managing subcontractor responses
4 articles
6. Awarding Packages
How to award packages in the procurement phase
2 articles
Managing Documentation Video Guides
Videos guides to assist with managing documentation during the procurement phase
1 article
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
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
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 Use the Document Matrix Video
A video guide to making document packages using the Document Matrix
Managing Your Documents on E1
An overview of the different document management functions on your procurement phase project
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
Managing Your Letting Schedule
Guides to help you manage your Letting Schedule
Managing Your Letting Schedule
Guides to help you manage your Letting Schedule
Tracking Package Progress
Guide to managing subcontractor and supplier responses
How to Award Packages
How to Set a Priority Level and Store Notes on the Letting Schedule
Use the Priority feature to highlight critical and high importance packages, and leave notes for you and your team.
How to Change Timeframes on the Letting Schedule
How to edit and create timeframes on the Letting Schedule
Customise What You See on the Letting Schedule
Navigate your Letting Schedule efficiently using filters and custom columns
Assigning Packages to Your Team Members
How to assign procurement phase packages to members of your team
Adding or Changing Dates on the Letting Schedule
An overview of how to add or change dates on the Letting Schedule
Managing Your Packages
Resources to help you manage packages during the procurement phase
Managing Your Packages
Resources to help you manage packages during the procurement phase
Viewing Awarded Subcontractors in the Address Book
How to view details and stats of awarded companies in your Address Book
Overview of the Package Dashboard
You can now view the status of your package from the Schedule, all in one handy dashboard
How to View Quotes
How to view quotes on a procurement phase project
How to Notify Companies That Their Quote Was Unsuccessful
How to Award a Package That Was Finalised Off-Platform
How to mark a subcontractor as ‘Awarded’ if you never issued them an enquiry from E1
Procurement Phase Videos
Video guides for projects in the procurement phase
Procurement Phase Videos
Video guides for projects in the procurement phase
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
Importing Documents and Updating Packages Video
A quick guide to importing documents and updating packages in the procurement phase
The Letting Schedule Video
A guide to using the Letting Schedule during the procurement phase
Sending Enquiries Video
A guide to sending enquiries during the procurement phase
Managing Subcontractor and Supplier Responses Video
A guide to managing subcontractor and supplier responses during the procurement phase
How to Use the Document Matrix Video
A video guide to making document packages using the Document Matrix
The E1 Network - Video Guide
Expand your network and increase quote coverage with the E1 Network
Notifying Subcontractors or Suppliers That Their Quote Was Unsuccessful Video
How to create an Addendum Video Guide
Quick video guide to creating an addendum
How to Create a Document Package Video Guide
Quick video guide to creating packages on E1
How to Award a Package You Have Already Let Video
The Address Book
Resources for the Address Book feature
The Address Book
Resources for the Address Book feature
How to Upload Files & Store Them in the Address Book
How to upload files such as Schedules of Rates, Capability Standards Statements, Insurance Certificates or Tender Forms and Schedules to contacts in your Address Book
How to Set a Preferred Contact in Your Address Book
How to Create and Use Lists
Speed up the invitation process by creating Contact or Company Lists
How to Archive Companies in Your Address Book
This guide shows you how to archive and unarchive companies in your Address Book
The Network
Find new subcontractors using our extensive Network feature
The Network
Find new subcontractors using our extensive Network feature
Managing Your Team on E1
