6. You can now add the sub to the list (make sure you are in the correct project).
7.5 UPDATE SUB INFO IN VP
1. In the Firm Name box at the top, type in the first part of the company name; as you type you will see subs show up below. 2. If you see the company double click on it and their information will show up. 3. Change the sub’s info and then click on Save icon. 4. To update the sub’s info in PT: a. Go into Bid Project Address Book in PT b. Enter the sub’s VP Firm # into the box next to Update Vendor by Firm Number (top right of screen), then click on the Update Vendor by Firm Number box c. If you change any of the contact person’s info, you must go into the sublist in PT and reselect the contact for the update(s) to show up.
7.6 ADD A CONTACT TO VP
1. In the Firm Name box at the top, type in the first part of the company name; as you type you will see subs show up below. 2. Double click on it and their information will show up. 3. Click on the Contact Tab
4. If there are already contacts in the tab, take the next available #. 5. In the Contact box, type in the number the next available #. 6. The phone and fax will automatically fill in 7. Type in the contact last name, first name and email (if known).
7.7 CREATE INVITATION TO BID
1. Each estimator has their own way of doing an invite: a. The estimator may ask you to email an old invite and they will make the changes themselves and email back to you. You will usually need to add the ITB link into the invite after it is revised by the estimator (see Step b.iii). Please be sure to proofread the invite. b. The estimator may just give you the scope of work/project description. Follow the below steps: i. Go to the Invite Template located on my desktop (right screen, top left). Right click on it and copy and put in the Correspondence folder for the project (see attached sample Invite Template and revise per the highlighted). ii. Change all pertinent info. The estimator will give you the Scope of Work and Due Date
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