e-Builder Information for Campus Staff

Users

• Bid example from Test Bid
• Consultant Information Request for e-Builder Users Form
• Contractor Information Request for e-Builder Users Form
• Logging into e-Builder for the first time
• One Pager Process Fundamentals
• Forms
• Delegation Page
• DocuPrep - Contract Admin. Routing Instructions
• External Overview
• General Invoices
• Project Setup Checklist
• Project Management Training Videos(created by e-Builder)
• e-Builder Roles
• Submittal Module Training Guide
• Submittal Register for Project Import Template
• e-Builder Time Tracking
• e-Builder User Folder Permissions
• Process Overview for Budget Process in e-Builder
• Process Overview
• Navigation and Personal Settings
• Capital vs. Non-Capital Improvements Reference Card (new 06/14/24)
• User Accounts and Roles (new 06/14/24)

User Guides

• 01.00 New Project Request Process (new 06/24/24)
• 20.10 Standard Consultant Agreement Process (new 06/24/24)
• Manage User Administration Guide (new 06/24/24)

Recorded Training Sessions

• End User Training: Schedule Module (November 14, 2022)
• End User Training: Submittal Module (December 14, 2022)
  • End User Training Slide Deck - Submittal Training (December 14, 2022)
• Cost Module Training by Avicado
  • Cost Module Overview 
    • Session 1 (Recorded January 22, 2024)
    • Session 2 (Recorded February 26, 2024)

DocuSign

•  Video: How do I sign a DocuSign document Basic Signing 
• Training Guide

Bluebeam

• Quick Start for Bluebeam Revu

Note:  Please use the help feature (question mark) option in e-Builder for additional assistance.