Viewing awarded Subbies in the Address Book
Viewing awarded Subbies in the Address Book
We know it's important to understand as much information as possible about your Subbies, so your Estimating and Procurement teams can make informed decisions. EstimateOne provides a single source of truth for Subbie responses across tender and procurement.
As such, you can now see the contracts your Subbies have been awarded in the Address Book.
- Navigate to the Address Book
- Search for and select the Subbie you'd like to see this information about
On this page you will see the Subbie's engagement stats, including Awarded Packages. This will show you the number of packages you have awarded this Subbie in your procurement phase in the last 12 months.
For more detail on which projects they were awarded contracts;
- Within the contact, navigate to the Projects tab
- Here you can view current or past invitations and how this Subbie responded
- To see whether they were awarded, Sort by 'Project Phase' by selecting '⌃⌄' - this will allow you to group all procurement projects together
- If a procurement project has been awarded, you will see 'Awarded' underneath the package name
Here is a video showing you how