Aconex Tender Packages
Aconex training session focused on adding tenders, packages, and supplier documents. Here's a brief guide you can use in your session:
1. Adding Tender Documents in Aconex
- Log in to Aconex and navigate to the Tender Module.
- Click on Create New Tender or select an existing tender.
- Enter the tender details (e.g., title, description, dates).
- Attach the relevant tender documents:
- Go to the Documents Tab.
- Click Add Document and upload files or link existing documents from the Aconex register.
- Assign participants or organizations to the tender package.
- Save and publish the tender.
2. Managing Packages
- Navigate to the Packages Module.
- Click Create Package and fill in details such as:
- Package Name
- Description
- Associated Project
- Add documents to the package:
- Use Add Document to upload files or select from the document register.
- Assign responsible parties or organizations to the package.
- Monitor updates or revisions through the package workflow.
3. Adding Supplier Documents
- In the Document Register, click Create Document.
- Enter the following details:
- Document Title
- Document Number
- Discipline (e.g., Supplier)
- Status (e.g., Submitted, For Review)
- Upload the supplier’s documents (e.g., technical sheets, certifications).
- Define access permissions for suppliers and stakeholders.
- Use the Mail Module to notify suppliers about document submissions or changes.
4. Tips for Streamlining the Workflow
- Metadata: Always fill in metadata fields like document numbers, revisions, and categories for easy tracking.
- Workflows: Set up workflows for tender evaluations and supplier document approvals.
- Version Control: Train participants on uploading new versions to ensure accuracy.
- Reporting: Utilize Aconex reports to track the progress of tenders, packages, and supplier documentation.
