Procurement and Online Tenders
PMWeb provides all of the tools you need to efficiently manage your procurement processes. The graphic at right illustrates a typical procurement and tendering process. Each of these tasks, and many more, can be accomplished using the PMWeb system. All of the steps are easy to carry out and are seamlessly integrated with one another. At all times the data is preserved in a central unified database.
This kind of power sometimes comes with a price. In some procurement applications, gathering all of these disparate types of information into a tender package is tedious and often impossible. In PMWeb, it is quick and easy. For example, adding items, contract clauses and attachments (photos, spreadsheets, PDFs, etc.) is as simple as dragging & dropping them into the procurement record.
Full integration from tender process to contract completion and handover
One of the most powerful features of Procurement is that it ties directly to PMWeb’s Cost Management module. Awarded tenders are automatically issued as commitments in Cost Management, where you can generate contract documents, manage change orders and collect and pay invoices. This is accomplished without duplicate data entry.
Awarding a Tender—Awarding a Tenderer in PMWeb is simple. In the Tender Matrix tab of the Procurement record, click to select a Tenderer line and then click the Award button. An icon appears in the Award column. To award a different Tenderer repeat the process: the icon will move to the newly selected Tenderer.
Generating a Commitment—To create a commitment for the successful Tenderer, click the Generate button in the Procurement toolbar and select “Commitment”. The Generate Commitment dialog opens. In the dialog, click the Generate Commitment button to create a new record, linked to the Procurement record.
PMWeb Procurement and Online Bidding make purchasing easy and efficient. Furthermore, because they are part of the all in one PMWeb application, Online Tenders and Procurement are the first two links of a chain of records that eliminates duplicate data entry and provides an unbroken audit trail.
Online Tenders
Procurement Control Panel
View or download more details on PMWeb's Procurement and Online Bidding
Vendor Approval
PMWeb Vendor Approver lets you design and deploy custom application forms over the Web and automatically collect incoming application data which flows directly into your PMWeb database. Applications are reviewed, due diligence checks are documented and records are routed, all within the secure PMWeb environment. If an applicant is approved, a single click converts them to a PMWeb vendor. All of the application history remains linked to the vendor and you can even require periodic reapplication using the same process.
Pre-qualification allows you to collect, verify and record unlimited amounts of metadata about each potential vendor: the regions in which they can work, their WHS history, Security limits, Insurance information, claims history etc. With that information at your fingertips, selecting which vendors to invite to Tender becomes much easier.
Vendor approver allows you to perform the many tasks involved in qualifying vendors:
- Collecting the information they submit.
- Adding your review data to their information.
- Approving the vendors.
- Adding them to your list of qualified vendors.
- Making them accessible to your PMWeb projects.
If you set expiration dates for your vendor approvals, you might choose to re-qualify them periodically. For this you would send an invitation to the vendor to log-in to Vendor Approver and submit a new application. Mention any new qualification criteria you might have defined since the previous application. For vendor re-qualification you do not have to re-create the company information. Should you approve the vendor once more, with new approval expiration dates, these would be updated in the vendor company information.
Vendor Approver takes advantage of many PMWeb tools.
- Workflows — you can use workflows to set up automatic notification for the approval process.
- Notifications— to route records internally about a vendor.
- Reports — to print out lists of approvals for given projects, categories, etc...
- Word Templates — to create templates for communicating with vendors.
As with all PMWeb modules, Vendor Approvals are directly integrated with everything else that you need to accomplish your daily work.