How to handover a project
How to handover a tender project
- Brings across a record of all Subcontractors who were invited at tender as well as information about their tender response
- Creates procurement packages for each of the packages issued at tender
- Brings across documents and packages allowing you to quickly revise to the construction set or issue RFQ's off the tender set.
Locate the project in your account
The first thing you will need to do is find the tender in your EstimateOne account. Chances are this project will appear in your archive which you can search to quickly find the project.
Starting the procurement phase
Once you have found the project you will need to update the project status to "Awarded" to enable the handover functionality. If you’re not the Estimator on this project, ask the Estimator before marking projects as “Awarded” as the correspondence about the project being awarded will be sent to Subcontractors from them.
Once the project is set to "Awarded" you will be able to Start Procurement Phase
Once the project is set to "Awarded" you will be able to Start Procurement Phase
Setting up your procurement project
You can now populate the Project Details page. There are a few fields that you will need to fill out such as:
- The project value - giving Subbies an idea of the scale of the project
- Contact details for the CA or PM - to direct correspondence back to
The project has now been created and is ready for you to start working on. Before the quotes start rolling in we recommend that you: