Start inviting people to your packages.
Besides having packages in your projects, inviting invitees is the most important thing to do. All projects that are not classed as “Open” cannot be joined unless an invite is sent out to a company.
Let’s see how you can create invites:
1. Navigate to "Your projects" menu and once there select your project.
2. From the packages list find the package to which you want to add invitees and click on the "Manage" button.
3. In the package view there will be an 'Add invitees" button at the top right which you need to click.
4. After clicking "Add invitees", you will be taken to a separate view where you can add invitees in 3 ways:
Search
On the Search tab are shown offices from companies that are closest to the project location.
You can further filter them down by typing in the exact name of the company (or part of the name). Also, you can choose different supply chains, organization units, and work categories to narrow down your search. Of course, there are also "business types" or "custom tags" for these companies in your "Network directory".
You can select multiple individuals from a company as invitees and all of them will be added to your invitation. Pressing the “Show more” button will open a pop-up with all the employees listed, and pressing the add button will invite them.
Now, since BidWork is integrated with Once For All (OFA), you have access to the Construction Line supply chain. If you wish to see those suppliers, you simply go to the filter called OFA Supplier and choose whether you want to search through the suppliers from your own supply chain or All suppliers.
The All suppliers option will show you the all suppliers listed in the Construction Line supply chain.
Hint: More info on how to filter invitees? Click here
Import
It is very easy to import invitees from your other projects. Search for a project that you already have on BidWork and it will show all the invitees that have been invited into packages of that project. You can select/deselect individual invitees from packages within that project and later click on “Add” to add them for a pending invitation.
If you wish to add a invitees by directly entering their e-mail, you can do so for both users that are already members of BidWork, and those that you would like to join.
To do this, enter all the mandatory fields, and press the “Add” button. This, in turn, will add that invitee to the pending invitations explained in the next step.
Invitations are NOT sent out right away when you add invitees. They are added to a pending invitations list in the "Package details" tab of your package. To send out all of the newly added invitees, navigate to the "Invites and Responses" tab in the package.
Click on the send button to formally send out the invitations.
Hint: your package is in draft mode and you click on "Send" it will publish that package.
Next up > Filter invitees/companies
Questions, comments, concerns? Contact us here.
Happy bidding!