Opening a Project

If you select an organisation in the Organisation page, the projects under that organisation are listed. When you open a project, the list of trades/tender packages in that project are displayed.

To open a project, perform the following steps:

1.     Click Project > Organisations menu of the project panel.

The Organisations page lists the organisation.

2.     Click the desired organisation.

The projects from the selected organisation are displayed. The projects are listed with the following details:

Column Name

Description

Name

The name of the project.

Value

The size of the project is indicated by the value. This is an indicative value entered by the estimator.

Documents

The number of documents associated with the project.

Show projects with pending trades

The number of pending trades, which you can work on and then submit or reject them.

 

Note: To view projects with the pending trades only, click the Show projects with pending trades check box.

3.     Click the desired project.

The Tender listing page displays the list of tenders associated with the project

The tenders are listed with the following details as columns:

Label

Description

Name

The name of the tender.

Status

The status of the tender. For more information, see Filtering the Trades.

Type

The supply type of the tender is displayed. For example, Trade or Material.

Responded date

The date when you provided the response for the tender.

Received date

The date on which you received the package.

Due date

The last date to submit the tender.

Tender details

Click the Tender details hyperlink to see the details of the package or tender. For more information, see Viewing the Tender Details

4.     Click the text box under the Name columns and type the name to search for the project.