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
Consultant Management Tutorial Checklist
Tutorial Code | Role | Task | Task Definition | Video | |
CM1.0 |
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| Assign Roles | ||
CM2.0 | SA | Setting Up | Set Development Type | ||
CM3.0 |
| Set Product Type | |||
CM4.0 | BUA/PROCA | Create LOA Template | |||
CM5.0 | BUA/PROCA | Set Up LOA Running Number | |||
CM6.0 | Assigned User | Create Development Planning | Create Development Planning | ||
CM7.0 | Create Phases | ||||
CM8.0 | Assign Group Management/User Management | ||||
CM9.0 | Set General Attachment for All RFP Category NOTE: Without any attachment created, Consultants will not be able to upload documents | ||||
CM10.0 | Set General Questionnaire for All RFP Category | ||||
CM11.0 | Add Consultant RFP | ||||
CM12.0 | Set Attachment for Individual RFP Category NOTE: Without any attachment created, Consultants will not be able to upload documents | ||||
CM13.0 | Upload RFP Documents for Individual RFP Category | ||||
CM34.0 | BU | Account Code Setting | Create New Account Code Setting |
| |
CM35.0 | BU |
| Assign Account Code Setting NOTE:
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| |
CM14.0 | Assigned User | Recommendation of Consultant | Submit Recommendation of Consultant for approval NOTE: Sequential Approval | ||
CM15.0 |
| Approve/Reject Recommendation of Consultant | |||
CM16.0 | Assigned User | List of Consultant | Submit List of Consultant for approval NOTE: Sequential Approval | ||
CM17.0 |
| Approve/Reject List of Consultant | |||
CM18.0 | Assigned User | Calling RFP | Submit Calling RFP form for approval NOTE: Sequential Approval | ||
CM19.0 |
| Approve/Reject Calling RFP | |||
CM20.0 |
| Extend RFP Calling NOTE: Sequential Approval | |||
CM21.0 | Assigned User | RFP Opening | Submit Request to Open RFP | ||
CM22.0 |
| Verifier Approve/Reject Request to Open RFP | |||
CM23.0 |
| View RFP Submission | |||
CM24.0 | Assigned User | Tender Interview | Send Tender Interview Invitation | ||
CM25.0 |
| Publish/Unpublish Questionnaire | |||
CM26.0 | Assigned User | Tender Re-Submission | Activate Tender Re-Submission NOTE: Sequential Approval | ||
CM27.0 |
| Verifier Approve/Reject Tender Resubmission | |||
CM28.0 | Assigned User | Approval Documents | Set Approval Documents for Approval & Submit NOTE: Sequential Approval | ||
CM29.0 |
| Verifier Approve/Reject Approval Document | |||
CM30.0 | Assigned User | Letter of Appointment/Award | Prepare Letter of Appointment/Award & Submit Note: If the Top Management verifier’s name is not available, request Super Admin to input verifier’s name for user to select before submitting for approval. | ||
CM31.0 |
| Upload Attachment for LOA | |||
CM32.0 |
| Verifier Approve/Reject LOA Note: Once LOA approved through BS, then only will the awarded project be displayed at the vendor’s vendor profile. | |||
CM33.0 | Assigned User | Consultant Tracker | View Summary of Awarded Consultants |
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