Create New Project

Using the Create New Project form, you can create a project and bid requests for that project, which can be sent to contractors electronically via XactPRM Connect. You can then track and evaluate the bid requests using the rest of the XactPRM Connect tools. Prior to sending a real bid request, you may set up a test project and send test bid request to confirm that the system is functioning properly. Test projects are not included in XactPRM Connect reporting in activity/management reports, exports, etc. You may also send a single project to multiple contractors for complex projects.

The screen shots in this document are generic, and your company’s interface may vary.

Access Create New Project

Create a project

Create a bid request

Create New Project fields and menus

 

Related: Project Detail, Project Queue, Reassign a Bid Request, FAQ > Project and bid request questions

Access Create New Project

       Select Create New Project in the Projects menu (see Figure 1). The Create New Project form appears (see Figure 2).

Figure 1

Create a project

1.   Select a program from the Program drop-down menu, if available.  

2.   Complete the form. For a detailed explanation of the form, see Create New Project fields and menus. Required fields are marked with an asterisk (*) and must be completed to submit the project. To clear the form, select clear (at the bottom of the page to the right of Submit) (see Figure 2).

3.   When you have completed the form, click Submit. If there is no information in a required field, the project will not be submitted. XactPRM Connect will highlight the field you missed. Update that field and click Submit.

Figure 2

4.   After you have submitted the project, a copy of your project will appear (see Figure 3). If the information is correct, click Create Project. If there is missing or incorrect information, select back to make changes in the Create New Project form.

Figure 3

After you click Create Project, you are notified that the project was created successfully (see Figure 4).

Figure 4

In the Project Created Successfully page you may select one of four options:

Go Directly to this Project

Opens the project you just created in Project Details.

Go to Advanced Search

Takes you to the Advanced Search module.

Create Multiple Projects

Takes you back to the Create New Project form you just completed so you can create a new project with the information you entered for the project you just sent.  

Create New Project

Opens a new form in the Create New Project module.

Create a bid request

When a project is created, the next step is to create bid requests for that project.

1.   From the Project Detail page, select Create New Bid Request for Project (see Figure 5).

Figure 5

2.   The Create New Bid Request page appears with the project information populating the applicable fields (see Figure 6).

Figure 6

3.   Assign a contractor by clicking the Contractor SmartList button and selecting a contractor from the Select Contractor SmartList. If your company uses automatic rotation, XactPRM Connect displays the next qualified contractor for the job location and type at the top of the list.

4.   Enter any instructions for this bid request in the Description of Property and/or Instructions field.

5.   If you’re sending a test bid request, you don’t need to enter anything in this field. The text “THIS IS A TEST BID REQUEST” is inserted in the first line automatically when you select the Is this a Test Bid Request? check box.

6.   Click Submit.

7.   After you have submitted the project, a copy of your bid request will appear. If the information is correct, click Create Bid Request. If there is missing or incorrect information, select back to make changes in the Create New Bid Request form.

8.   After you click Create Bid Request, you will be notified that the bid request was created successfully (see Figure 7).

Figure 7

In the Bid Request Created Successfully page you may select one of four options:

Go directly to this bid request

Opens the bid request you just created in the Project Details.

Go to Advanced Search

Takes you to the Advanced Search module.

Create multiple bid requests

Takes you back to the Create New Bid Request form you just completed so you can create a new bid request with the information you entered for the bid request you just sent.  

Create new bid request for project

Takes you back to the Create New Bid Request form you just completed so you can create a new bid request with the information you entered for the bid request you just sent.

Create New Project fields and menus

Program: Select a program. Your company may set up and use multiple programs to manage bid requests and estimates.

Property Information

Person to Contact to Access Property

Enter the name and phone number of the person to contact to access the property (enter if different than property owner’s name and phone).

Date Created

Enter the date or select a date using the calendar button. Enter the time received and select a time zone. You cannot enter or select a future date in this field.

Job Type

Select a job type. The job types listed are customized by your company. Common job types include maintenance, foreclosure, security, repair, foreclosure with tenant, and general.

Reference #

Enter the reference number.

File Number

Enter the file number.

Property Location

Select a property location from the SmartList. These options are based on the property owner’s zip/postal code (which you entered in the Property Information section).

Contractor

Select a contractor from the SmartList when sending a bid request. Related: Contractors

Project Manager

Select a project manager from the SmartList.

Price List Area

Select a Price List Area from the SmartList. The default area is based on the property owner’s zip/postal code entered in the Property Owner / Risk Information section. 

Description of Property and/or Instructions

Enter a description of the property or special instructions for the contractor.

Is Attention Needed?

If available, select to change the attention status of the bid request.

Is this a Test Project?

Select to make this a test project. Test projects are not included in counts and reporting.

Submit

Click to submit the bid request.

Clear

Select to clear the form.


 

 

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