While RedTeam Flex offers the ability to set up Projects and manage the entire process from bid to closeout, users also have the option to skip the Preconstruction (bidding) and Proposal (submitting Proposal to Customer) processes and move a brand new Project in Draft status to In Progress status, bypassing the Request and Proposal statuses.
This option is useful for entering Projects that are already under contract. Whether the bidding was done outside of RedTeam Flex or simply happened before your company began using RedTeam Flex, you can use this option to skip forward and dive right in to using features for an In Progress Project.
This article shows the steps to set up a Project that is already under contract and ongoing, without the Preconstruction and Proposal process.
1. Create an Awarded Project (Create a Project that Skips the Preconstruction and Proposal Process)
The first step in the process is to create the Project in your RedTeam Flex database by following the instructions below.
Steps:
From the Projects menu, click the New (+) icon
Fill in the required fields: Customer, Facility, Contact, Project Name, Manage, and Work Location
Check the box "Skip Preconstruction and Proposal Process"
Select the Type of Proposal for the Project: Fixed Price, T&M, or Construction Management
Once you select the Type of Proposal, you need to select the Proposal Format as well.
You will be able to change these options later if necessary
Click "Save"
2. Add Plans and Specifications to a Project
Plans and Specifications can be uploaded to a project while the project is in "Draft" or "Request" status by using the steps below. During the status of "In Progress", plans and specifications can only be added through Contract Change Orders. Please see the article on creating change orders for more information on how to add plans and specifications once the project is "In Progress".
Alternately, you can also demote the project to "Draft" or "Request" status to add the files and then promote the project back to the correct status. Keep in mind that demoting the project from "In Progress" will cause the at-risk amounts in the budget to reset. It is advised to upload the files through Change Orders if you are concerned about losing the at-risk budget values.
Steps: Uploading Plans
Go to the Sets/Sheets button
Click the Sets/Sheets button
Drag and drop or select a PDF file (OCR or page splitting applied)
What Happens After Upload
Files appear as Draft items with all pages split as the OCR is only active on Plans
You can open and Review them by returning to the Add (+) flyout or edit basic details by clicking the pencil icon next to a sheet
Edit details such as:
Name
Author
Version
Notes
3. Promote a Project from Draft to In Progress Status (Skip Preconstruction and Proposal Process)
Please Note: the instructions in this Wiki only apply if you have created a Project with the setting "Skip Preconstruction and Proposal Process" and will not work if this option has not been selected in the Scope tab of the Project.
Once your Project has been created and you have uploaded the current set of Plans & Specifications, you can promote the Project from Draft to In Progress Status.
Steps:
To confirm that the Project has the option to "Skip Preconstruction and Proposal Process" is turned on, click the gear icon.
Click on "Change Status" at the top of the page, then click "Promote"
