What is a project lead?
When a project is created, the individual at the general contractor’s company who created the project is automatically designated as the project “lead.”
If the same individual created a project and its bid packages, this person will be listed as both the project and bid package lead. Thus, all communication to subcontractors will come from this person.
To change a project lead
Project leads can be changed from the “Team” tab of your project by selecting a new lead under the “Lead” column.
Please note that:
- A team member can only be made project lead after the member has viewed the project. The option to make them the project lead will be grayed out until the member accesses the project.
- Changing leads after the project has been published will not change which coworker the initial tender invitations were sent from. However, all future tender invites and communication sent for this project will be sent from the new project lead.
What is a bid package lead?
The bid package lead can be the designated individual at the general contractor’s company for that specific scope of work. If the bid package lead is different than the project lead, the bid package lead will always override the project lead. Invitations will then appear to come from the bid package lead.
This means that when the project is published, if Sally is the project lead and Joe is the lead for the “Electrical” bid package, bidders invited to the “Electrical” bid package will receive notifications from Joe.
To change a bid package lead
From your project, click on the bid package you would like to change the lead for.
Navigate to the “Overview” tab.
Click “Edit” next to “Bid Package Information".
Select the name of your coworker you would like to designate as the new bid package lead in the "Bid Package Lead" drop-down menu. Click “Save.”
- You can select any members of the project team and members of your company.
- Please note that the original bid package lead will not be notified when the lead has been changed.
The new bid package lead’s initials or profile picture will appear next to the bid package on the Bid Packages view. You can also change a bid package lead here as well.
Click on the icon under Lead for the bid package and select a new lead from the drop-down menu.
When a bid package has a different lead than the project lead, the bid package lead will override the project lead. This means that any subcontractors invited to the bid package will receive the invite from the bid package lead.