Project Team
Contents
Project team[edit]
Invite project team members to: collect internal data (RFP data), add as approvers, add as scorers and monitor the project.
Invite team member(s) steps[edit]
You can search for specific buyers via <Search> box. One buyer account can be added to the project via <Add to project team> icon <correspondent> If you wish to add more buyers at the same time, tick the empty box <the corresponding icon> next to the <Action> column and then, on the bottom of the page select <Add to project team> and click <Execute selected option>
Set team member(s) roles[edit]
Team member role defines the access rights and the participation of each member in the project. Three different role types are set:
- Role: team member’s role in project
- Approver: assign team member as setup project approver before project is set online and awarding approver (see Awarding Guide for more details).
- Scorer: Assign team member as scorer to score supplier responses in the scoring phase (see Scoring Guide for more details).
- Only one role per team member can be assigned
- It is not always mandatory to set a team member as an approver or scorer (dependent on project template).
After clicking <Add to project team> a pop-up will appear. Here you will be able to set your team member’s role.
After the desired role has been selected via drop list click apply in order to finish. You can setup/modify your team member’s roles after they have been added to the Project team by going back to the <Project team> tab:
In order to speed up the process for future projects you can save your project team. You will then have the option to insert the entire team by using the function.
Do not forget to click<the corresponding icon>Save
Un-invite team member(s) steps[edit]
Set team member access and edit RFx Project Team[edit]
In case you wish to limit the access of your team to different phases of tender elements, you can do so from the <Project Team Access> tab.
You will be able to edit the phase access from the <Phase> tab or structures from the <Structures> tab.
Each colleague can be assigned to specific phases of the project as well as specific grids or questionnaires.
The <Saved RFx Project Teams> tab can be used to edit your RFx teams. You will be able to create and edit your own teams.
