Table of Contents
Overview
Home Page (before login)
Login screen
Vendor registration
General company details
Certification
Categories
Declaration
Updating registration details
Vendor Dashboard
My Profile
The Tender list
Search tenders
Tender inclusion
Responding to the tender
Tender Overview screen
Working with the documents
Document responses
Adding responses
Freezing sections
Actionable items
Submitting alternatives
Adding options to responses
Responding to a Sub tender
Submitting your bid
Clarifications and correspondence
Reverse auction (Vendor)
Evaluation reports
Additional currencies
Exporting documents
Exporting vendor responses
Importing vendor responses
Negotiating tenders
E-bidding Auction (Vendor)
Awarded tenders
Delivery/contract management
Tracking delivery
Delivery reports
Deliverables
Delivery progress
Contract amendments
Vendor tools panel
Reports
Comparing previous bids
Reminders
Attachments
Correspondence
Search Console
Vendor Templates
Template Approvals
Tender Management
The tendering process
Tenders Phases
Dashboard
Dashboard Graphs
Project Owner Graphs
Outstanding Invoices and Bonds Graphs
Customise homepage
Creating a tender
Initial Tender Creation Screen
Tender creation properties screen
Approvals Tab
Types and Options
Custom properties
Dates
Budgets and KPI's
Bonds (After awarding only)
Tender Overview Screen
To DO sections
Project tags
Properties
Roles
Documents
Evaluations
Vendors
Approvals
Payment schedules & Invoices
Adding payment schedules
Adding invoices
Managing invoices
Outstanding invoice charts
Tools
Favourites
Recovering a tender
Managing a tender
Adding tender documents
Adding and editing headings and sections
Adding document variables
Importing a Word document
Moving, merging and splitting sections
Linking to other sections
Delivery penalties
In Document tools
Actionable tasks
Document properties
Batch update heading requirements
Live chat
Section tools
Section notes
Section settings
Variable manager
Section Library
Freeze content
Document panel tools
Setting heading and section requirements
Exporting documents during tender preparation
Excel document format
Importing documents during tender preparation
Using sub tenders
Setting publication dates
Setting public visibility dates
Assigning internal users to your tender
Assigning vendor users
Obtaining AFE Approval during tender preparation
Completing AFE before awarding
Budget and Awarded Costs
Obtaining publication approval
Sending vendor invitations
Publishing the tender
Opening the tender
Reverse auction (Customer)
Estimated Cost
Correspondence and clarifications
CC Mail
Copying or moving messages
Deleting messages
Closing the tender
Extending a tender
Opening the bids
Evaluating, negotiating and scoring vendor submissions
Shortlisting vendors
Standard evaluation scoring
Technical and commercial scoring
Weighted Scores
Scoring controls
Auto Scoring
Advanced evaluation scoring overview
Adding evaluation phases
Adding evaluation types
Creating a new evaluation phase
Linking headings to phases
Weighting editor
Advanced Evaluation Workflows
Advanced evaluation with approvals and predecessor
Advanced evaluation with only predecessors
Advanced evaluations with no approvals or predecessors
Score manager
Moderating evaluators scores
Weighting Score
Auto Scoring
Evaluation scoring reports
Evaluation reports
Bid evaluation report
Evaluation scoring report
The pricing reports
Detailed price comparison report
Excluding Items from Pricing report
Additional currencies
Vendor Cost calculator (Internal User)
Additional currencies
Best offer
Compact price comparison report
Technical response/data comparison report
Combined technical/data/pricing report
Delivery comparison report
Accepting/negotiating on submissions
Negotiate/accept controls
Negotiation details
Requesting best and final offer
Evaluating submissions offline
E-bidding Auction (Customer)
Setting the technical / financial negotiation end date
Selecting the winning bid
Selecting winning bids for sub tenders
Setting the negotiations end date
Awarded Tenders
Set the contract preparation end date
Setting the contract date
Repeat Orders
Awarding to multiple vendors
E-mail to unsuccessful bidders
Properties
Third party Inspectors
TPI messaging
Completed Projects
Archiving
Deleting/Canceling/Deferring
The delivery process (contract management)
Generating a project plan
Tracking delivery
Delivery reports
Deliverables
Delivery progress
Contract amendments
Text or terms amendments
Tracking new document amendments
Submission or pricing amendment
Reports
Vendor registration and evaluation
Company Data
Certifications
Categories
Final Score
Message History
Vendor Approvals (Dashboard)
Library Management
Clause Library
Library Groups
Paragraph Types
Adding sections
Properties
Contents
History (version control)
Batch approve all sections
Batch review all sections
Template Library
Creating templates
Adding template documents
Importing from Excel
Document overview
Adding headings and sections
Importing clauses
Setting heading and section requirements
In Document tools
Actionable tasks
Document properties
Batch update heading requirements
Section tools
Section notes
Section settings
Variable manager
Section Library
Freeze content
Translation
Consumable spares
Importing spares
Exporting spares
Executive Summary
Correspondence
Vendor Templates
Managing documents
User type Permissions
User role permissions
Using vendor templates in tenders
Section library approvals
Importing a Word document
General Functions
Correspondence
Project reports
Tools panel
Copy/Defer//Cancel/Delete tenders
Timeline
Approval/submission status
Project Statistics
Reminders
Attachments
Correspondence
Vendor Activities
Repeat orders
Compare to
Search Console
Deliverable/milestone panel
Evaluation reports
Bid evaluation report
The pricing reports
Detailed price comparison report
Excluding Items from Pricing report
Additional currencies
Vendor Cost calculator (Internal User)
Additional currencies
Best offer
Compact price comparison report
Technical response/data comparison report
Combined technical/data/pricing report
Delivery comparison report
Approval system
User logs
Administrator Help
Setting up iSpec
System settings
Company settings
Mail and server settings
Authentication settings
Application settings
Settings
Internal/External user panel
Editing content page
System Administration
User Management
Internal User Properties
Adding Internal users
Moving & Deleting Internal Users
Default Roles
Active Projects
Batch delete user roles
Batch replace user roles
Batch delete specialist users
Historical Roles
Viewing internal user logs
External User Properties
Users
Adding External User
Deleting External Users
Default Roles
Trade
Active Projects
Batch delete user roles
Historical Roles
Viewing external user logs
Tags
Vendor activities
Internal review
Currencies
Categories
Styles
Table Styles
Tags
Item types
UOM
RFx
Languages
User types
Setting up user types
User type permissions
User roles
Managing roles
Document access rights
Tender management rights
Commercial responses
Role/Document permissions report
Role/Tender permissions report
Revisions
Vendor activities
Panels
Trades
Document types
Mail Templates
Evaluation phases
Evaluation types
Approvals
Document export templates
Vendor registration
Registration categories
Company evaluation data
Licensing and certificates settings
Registration settings
Manage custom reports
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Payment schedules & Invoices
The payment schedule in iSpec can be used to track supplier invoices and payments in iSpec so you don’t need to login to your procurement of financial system to see the outstanding amounts per project and vendor at any time.
The contents of Payment schedules & Invoices
Adding payment schedules
Adding invoices
Managing invoices
Outstanding invoice charts
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