How do I complete the setup of my project?
How do I complete the setup of my project?
Even though you have left the initial tender wizard, you can still complete all the steps required to finalise and send your tender to your Subbies.
If you need to review the project details that you have already entered to ensure they are still correct and complete you can do so on the Settings page for the project.
Once you have confirmed the project details, you can mark off any trades required. This is also available on the Settings page under the Trades Required section.
After selecting the required trades, you will be ready to add documents to the project. You can upload all of the project files on the Documents page. Once you have uploaded documents you will be able to start building your packages.
If you navigate to the Packages page you should be prompted to create packages for each trade you have marked as required. If you are not seeing the Map Trades link you can press Edit Document Matrix to complete the package creation process. If you are yet to mark some trades as required, you can do so in the Trades Required section on the Settings page.
If the packages you need to send are not appearing in the document matrix, select the Refresh Trades option from the menu and follow the steps to add new trades as packages. Once all of the required packages have been populated you will be ready to start issuing invitations to tender.
Press the Issue Tender Invitations button on your Project Dashboard to send packages to the required trades. EstimateOne will always attempt to send the package created for each trade if no package exists the system will default to sending the Full Set but this can be updated using the trade selection.
If you would like someone to step you through the process over the phone don’t hesitate to give us a call.