Type of User Roles in BuildSpace eProject
User | User Role |
Business Unit Admin | BUA |
Business Unit | BU |
Group Contract Department Admin (If have) | GCDA |
Group Contract Department (If have) | GCD |
Super Admin | SA |
Consultant Admin (If have) | CA |
Group Access to Tender Document /Consultant or Party Prepare Tender | GA |
Assigned user to access certain modules | Assigned User |
Click at Orange Colour Zone to View Tutorials
Import Existing Ongoing Projects (if have) – View Work Flow
Tutorial Code | Role | Task | Task Definition | Video | |
T1.0 | BUA | Create Main Package | Create a main package/project in system. | ||
T2.0 | BUA | Assign Company | Assign Business Unit as Group Access to Tender Documents. | ||
T3.0 | BUA | Project User Assignment | Assign BU user as view/verifier of the project | ||
T4.0 | BUA | Create Sub Package (Sub Con BQ) | Create sub-package (without BQ) in system. | ||
T5.0 | BUA | Create sub-package (extracting BQ from main package to be formed as sub-contractor BQ). | |||
T6.0 | BU | BQ Preparation | Create Bill and import from Excel Note: Import rationalized rates | ||
T6.1 |
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| Import multiple columns BQ from Excel |
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T6.10 |
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| Publish BQ to Tendering Note: Proceed to Publish to Post Contract |
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T6.11 |
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| Export & Import Bill Note: If user would like to import BQ into own BuildSpace Pro, use this method |
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T6.12 |
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| Export & Import Backup Note: If user would like to import BQ into another project location within same server, use this method. |
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Rationalization of Rates
Tutorial Code | Role | Task | Task Definition | Video | |
Rationalization of Rates (Without BuildSpace Pro – Done completely at Client’s BuildSpace Pro) | |||||
R1.0 | GA/ GCD/BU | Rationalization of Rates | Prepare Rationalization of Rates for Awarded Contractor |
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Rationalization of Rates (With BuildSpace Pro) | |||||
R2.0 | GA/ GCD/BU | BQ Preparation | Create & Lock Addendum Note: The purpose of this addendum is to be able to trace the changes made to the rationalized rates, compared to the original submission by tenderer |
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R3.0 | GA/ GCD/BU | Export Ebq | Export Project Ebq or Project Addendum Note: If the tenderer has done the tendering process in their own BuildSpace Pro, you will only be required to provide them with the addendum revision, to ensure the number of addendum tallies in both Contractor’s BuildSpace Pro and Client’s BuildSpace eProject. |
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R4.0 | GA/ GCD/BU | Export Contractor’s original submission | Export Contractor’s original rate submission |
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R5.0 | Contractor | Import Ebq | Import Project Ebq or Project Addendum |
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R6.0 | Contractor | Rationalize rates | Import Original Rate Submission and Prepare Rationalize Rates |
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R11.0 | Contractor | Export Rates in Excel Format | Export Proposed Rationalized Rates in Excel for Commenting Note: This is an optional step for the QS to comment on the Proposed ROR |
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R7.0 | Contractor | Export Rates in Ebq Format | Export Proposed Rationalized Rates Note: Exported rates to be provided to client via email or any other external methos |
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R8.0 | GA/ GCD/BU | Import rationalized rates | Import Proposed Rationalized Rates |
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R9.0 | GA/ GCD/BU | Export Confirmed Rationalize rates | Export Confirmed Rationalized Rates Note: Exported ROR to be provided to Contractor via email or any other external methods |
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R10.0 | Contractor | Imports confirmed ROR | Import confirmed ROR at Rationalized rates |
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Contract Management Work Processes – View Work Flow
Code | Role | Task | Task Definition | Video | |
| Publish to Post Contract | ||||
CT1.0 | BUA | Contract Management | Assign verifier for approval (all post contract modules) Notes:
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CT2.1 | GA/GCD/BU | Publish to Post Contract | Select awarded contractor (Tendering done in BuildSpace) | ||
CT2.2 | GA/GCD/BU | Select awarded Contractor (Tendering done outside of BuildSpace) |
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CT3.0 | GA/GCD/BU | Publish BQ to post contract for approval Note:
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CT4.0 | GA/GCD/BU |
| Tick “Include VO” at “Publish to Post Contract” form |
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CT5.0 | GA/GCD/BU |
| Tick “Include Material On Site” at “Publish to Post Contract” form |
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CT6.0 | Assigned User |
| Respond to approval request for Publish to Post Contract. Note: Email notification will be sent to requester (submitter) who click “Push to Post Contract” when verifier approve. | ||
| Account Code Setting (For Certain Clients Only) | ||||
CT7.0 | SA | Account Code Setting | View Projects at Account Code Setting |
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CT8.0 | Assigned User | Create Account Code |
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CT9.0 | Assigned User | Prepare Account Code Setting & Submit for Approval |
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CT10.0 | Assigned User | Respond to approval request for Account Code Setting | |||
| Interim Claim Recommendation | ||||
CT11.0 | GA/GCD/BU | Progress Claim | Activate claim certificate Note: Please ensure you are viewing the current latest revision by clicking “View This Revision” , before proceeding with updating claim. | ||
CT12.0 | GA/GCD/BU | eClaim Submission | View Claim Submission from Contractor |
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CT13.0 | GA/GCD/BU | BQ Progress Claim
| Update Preliminary Progress Claim NOTE: Standardize the claim method (IF user is using “Time Based” during the first claim, please ensure future claims are also using “Time Based”. If user is using “Work Based”, please ensure future claims are using “Work Based” |
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CT14.0 | GA/GCD/BU | Update BQ progress claim | |||
CT15.0 | BUA | Request for Variation (View Work Flow) | Assign user role for Request for Variation module Note: Ensure users assigned are aware of their role & access. | ||
CT16.0 |
| How to add contingency sum | |||
CT17.0 |
| Issue new RFV form Note: Only users who are assigned under “Submit Request for Variation” will be able to issue new RFV form | |||
CT18.0 | Assigned User | Input Cost Estimate and Submit for Verification Note: Only users who are assigned under “Fill up Omission/Addition” will be able to fill up the Cost Estimate | |||
CT19.0 |
| Verify on RFV cost estimation | |||
CT20.0 |
| Submit RFV for approval Note:
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CT21.0 |
| Respond to approval request for RFV | |||
CT22.0 |
| Insert AI number when RFV approved | |||
CT35.0 | Print approved RFV Summary |
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CT23.0 | Prepare RFV progress claim | ||||
CT31.0 | Delete RFV |
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CT24.1 | GA/GCD/BU | Variation Order Preparation | Prepare Variation Order & Submit for Approval (with RFV Approval) Note:
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CT24.2 | GA/GCD/BU | Prepare Variation Order & Submit for Approval (Without RFV Approval) Note:
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CT34.0 | GA/GCD/BU | Assign Top Management Verifier for Variation Order Note: The normal verifier will need to assigned (as per step CT1.0) before Top Management Verifier can be assigned |
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CT25.0 | GA/GCD/BU | Update VO Claim | Update Variation Order progress claim | ||
CT26.0 | GA/GCD/BU | Update Miscellaneous item | Prepare & Update Miscellaneous Item (Advance Payment, Material on Site, Purchase on Behalf, etc) | ||
CT5.0 | GA/GCD/BU | Material On Site (if ticked Material on Site when Push to Post Contract) |
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CT27.0 | GA/GCD/BU | Claim Certificate (Submit for approval)
| Apportion claim amount based on work categories Note: Optional and for certain clients only | ||
CT33.0 | GA/GCD/BU | Assign Top Management verifiers Note:
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CT28.0 | GA/GCD/BU | Submit Claim Certificate for approval | |||
CT29.0 | Assigned User | Respond to approval request for claim certificate | |||
CT30.0 | GA/GCD/BU | Claim Certificate | Input Notes at Claim Certificate |
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CT32.0 | GA/GCD/BU | Edit Claim Certificate Layout Settings & Print Claim |
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