Tag Archive: Documents

There are two ways to create a Bid Package Addendum document: – Manually, with no automatic connection to a Bid…
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Commitment Overview

The Commitment document contains information on the contracts you have with vendors and subcontractors and, optionally, suppliers (purchase orders). When…
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Creating a Commitment

There are three ways to create a Commitment document: – From the Project Dashboard – use this method for a…
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Commitments, Documents

Vendor Submittal, Customer Submittal Package, and Submittal Item Register

Vendor Submittal, Customer Submittal Package, and the Submittal Item Register are inter-related documents on a project. Vendor Submittals list and…
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Creating a Vendor Submittal

A project can have as many Vendor Submittal documents as needed. To create a Vendor Submittal document: From the Project…
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Creating a Customer Submittal Package

There are two ways to create a Customer Submittal Package: From a Vendor Submittal document – use this method when…
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Vendor Compliance Notification Overview

Vendor Compliance Notification documents are automatically created and routed to the appropriate people when Vendor Commitment or Vendor requirements are…
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Opening a Vendor Compliance Notification

Vendor Compliance Notification documents can be opened from your Inbox or from the Catalog. To find a Vendor Compliance Notification:…
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Compliance, Documents

Vendor Receipt Overview

Vendor Receipt documents track the delivery/acceptance of materials or services expected by Vendor Commitments. Vendor Receipts are linked to items…
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