Efficient Usage of E-Mail Features in E-Builder Active Projects
e
B Minute
January 2022
How to Use the E-Mail In Folder
E-Builder Active Projects – Documents Module – 00 E-Mail In folder
Click the Email Address link to copy it
How to Use the E-Mail In Folder
Outlook
•
Right Click to paste it into the
To
line of a new email
•
Save it as new Contact in Outlook
•
Name it whatever you like
•
Use it to
forward
or
cc
emails to the project at anytime
•
Provide it to others to use for same purpose
•
Msg file and attached documents are saved as
separate documents in the 00 E-Mail In folder
How to Use the E-Mail In Folder
Outlook
•
Sender will receive an email
notification from e-Builder
regarding the success or
failure of the upload of the
files
•
Msg
•
Attached Documents
•
Green band – successful
(as see here)
•
Red band – will show fail &
reason
E-Mail In Feature
E-Builder Active Projects – Documents Module – 00 E-Mail In folder
•
Msg file and attached documents are saved as
separate documents in the 00 E-Mail In folder
•
PM permissions have been updated – may now
move/copy/delete files in this folder as needed
Project Details-Custom Fields Glossary
REVISED
•
Revised 1.15.2022
•
Changes mostly related to a new eB role:
Project Advocate
•
Role needed for Planned project; capital planning & project pre-
planning activities
•
A college/unit user assigned while project is in “Planned” status
•
Role will have edit permission on some fields of project details page
•
Available in e-Builder Resources:
Documents\User Resources\A Glossary of Project Details Fields
Bid Preparation Process
REVISED
•
Revised 1.21.2022
•
New Step Added
SUNY Capital Plan
Administrator will
upload DOB
Spending
Authorization
COMING SOON!
•
New
Project Activation Process (PACTV)
will replace PIR for Capital
Projects
•
PAR Process
to be revised
•
Adding a Step between PAR Prep and Director Review that will allow Courtney
Lecky, Capital Analyst, to review
•
Longview Information
•
Variance designation
•
Sources & Uses Information
•
Send process back to PAR Preparation Step if corrections are warranted
•
Objective is to avoid further down-the-line changes being required after
approvers have already endorsed the PAR.
QUESTIONS?
Discover how to effectively utilize the E-Mail In Folder feature within E-Builder Active Projects for seamless communication and document management. Learn to easily copy email addresses, save contacts, receive notifications, and manage files with improved efficiency. Enhance your project collaboration and workflow by leveraging these handy tools.
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Presentation Transcript
eB MINUTE January 2022
How to Use the E-Mail In Folder E-Builder Active Projects Documents Module 00 E-Mail In folder Click the Email Address link to copy it
How to Use the E-Mail In Folder Outlook Right Click to paste it into the To line of a new email Save it as new Contact in Outlook Name it whatever you like Use it to forward or cc emails to the project at anytime Provide it to others to use for same purpose Msg file and attached documents are saved as separate documents in the 00 E-Mail In folder
How to Use the E-Mail In Folder Outlook Sender will receive an email notification from e-Builder regarding the success or failure of the upload of the files Msg Attached Documents Green band successful (as see here) Red band will show fail & reason
E-Mail In Feature E-Builder Active Projects Documents Module 00 E-Mail In folder Msg file and attached documents are saved as separate documents in the 00 E-Mail In folder PM permissions have been updated may now move/copy/delete files in this folder as needed
Project Details-Custom Fields Glossary REVISED Revised 1.15.2022 Changes mostly related to a new eB role: Project Advocate Role needed for Planned project; capital planning & project pre- planning activities A college/unit user assigned while project is in Planned status Role will have edit permission on some fields of project details page Available in e-Builder Resources: Documents\User Resources\A Glossary of Project Details Fields
Bid Preparation Process REVISED Revised 1.21.2022 New Step Added SUNY Capital Plan Administrator will upload DOB Spending Authorization
COMING SOON! New Project Activation Process (PACTV) will replace PIR for Capital Projects PAR Process to be revised Adding a Step between PAR Prep and Director Review that will allow Courtney Lecky, Capital Analyst, to review Longview Information Variance designation Sources & Uses Information Send process back to PAR Preparation Step if corrections are warranted Objective is to avoid further down-the-line changes being required after approvers have already endorsed the PAR.
