Project System & Tools (e-Builder)

User Training

• Navigation and Personal Settings (PDF) (new 6/4/24)
• Process Overview (PDF) (new 6/4/24)
• Cost Module & Cost-Enabled Processes Overview (PDF) (new 7/1/24)
• Additional Process Overview (PDF) (new 8/13/24)
• Process Overview for Budget Process in e-Builder (PDF)
• Consultant Information Request for e-Builder Users Form (DOC)
• Contractor Information Request for e-Builder Users Form (DOC)
• Bidding Instructions Guide (e-Builder) (PDF)
• Logging into e-Builder for the first time (PDF)
• One Pager Process Fundamentals (DOC)
• Forms (PDF)
• External Overview (PDF)
• Project Setup Checklist (DOC)
• Project Management Training Videos (created by e-Builder)
• e-Builder Roles (PDF)
• Submittal Module Training Guide (PDF)
• Submittal Register for Project Import Template (XLSX)
• e-Builder User Folder Permissions (PDF)
• Capital vs. Non-Capital Improvements Reference Card (PDF) (new 6/14/24)
• User Accounts and Roles (PDF) (new 6/14/24) 

User Guides

• 01.00 New Project Request Process (PDF) (new 6/24/24)
• 01.10 Project Status and Details Update Process (PDF) (new 7/1/24)
• 10.00 Project Authorization (Budget Establishment) Process (PDF) (new 7/7/24)
• 20.10 Standard Consultant Agreement Process (PDF) (new 6/24/24)
• 70.00 Invoice Approval Process (PDF) (new 7/22/24)
• Bid Advertisement Instructions (PDF) (new 5/1/25)
• Contract Admin Routing Adobe Sign Prep (PDF) (new 2/27/25)
• Parent Project Child Project Process Guide (PDF) (new 12/8/25)
• PWA Review Process (PDF) (new 1/8/25)
• Manage User Administration Guide (PDF) (new 6/24/24)
• Subscribe to a Report Guide (PDF) (new 2/26/25) 

Recorded Training Sessions

• End User Training: Schedule Module (11/14/22)
• End User Training: Submittal Module (12/14/22)
  • End User Training Slide Deck - Submittal Training (PDF) (12/14/22)
• Cost Module Training by Avicado
  • Cost Module Overview (PDF)
    • Session 1 (Recorded 1/22/24)
    • Session 2 (Recorded 2/26/24) 

Bluebeam

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

e-Builder External Overview

• Logging into e-Builder for the first time (PDF)
• One Pager Process Fundamentals (DOC)
• Forms (PDF)

Processes

• Invoice Process Instructions (PDF)

Process Status

• Bidding: Bid Example from Test Bid (PDF)

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