Project Oversight
Project Set Up and Inviting Vendor(s)
Lesson Overview This article covers the set up controls within the Project Oversight, how to invite vendors into the project oversight stage, and other areas of the tool you should configure in setting up the project. Inviting Vendors to the Project ...
Configuring the Scope Statement
Lesson Overview The Scope Statement substage is intended to provide a single-source of truth for all project-planning elements agreed upon between parties leading up to the project. As such, there is a section intended to be populated by the ...
Creating and Managing Milestones
Lesson Overview In this article, we will start by giving an overview of what milestones are used for and the potential permissions around them. The article then covers how to create, edit, or delete milestones. Lastly, we'll cover how milestones can ...
Project Reports
Project Reports Overview This article provides an overview of how reports can be used, how to create a report in the system, and how to access a report submitted. Purpose The reporting module is intended to provide a light-weight, flexible ...
Invoicing
Invoicing Overview This article covers how to create and edit an invoice in the system and how to update the approval status of an invoice. All invoicing controls are housed in the "Invoicing" substage of Project Oversight. Please note, if you do not ...
Popular Articles
Welcome to the platform
Throughout this resource, we will refer to Document Builder as "The platform" for a more accurate description. Within the platform, you will have the option of building a range of solicitations and projects based on your department's specific needs. ...
Export to Word (.DOCX)
Documents developed in Document Builder can be exported to Microsoft Word files (.DOCX) by Administrators, Project Owners, and Project Editors. From within a Project, users can export 1 document or all documents to DOCX. See instructions and videos ...
How to publish projects
When you are ready to publish, navigate to the Publication stage of your project and select the Publish substage. Enter dates for submissions to start and end as well as a time zone for submissions. Remember these dates should align with your ...
Webinar: Document Builder, Procurement Staff & Administrators
Document Builder Foundational Webinar This 45-minute webinar provides a high-level walkthrough of the Document Builder platform. The webinar focuses on foundational workflows such as: Navigating the platform Creating a new Document Builder project ...
Working with Sections
Below we will walk you through how to configure your documents/sections to ensure you have the skills needed to release your projects. Let's get started! Please note that edits made to a document within a specific solicitation will not affect the ...