Overview
From logging in to managing contacts, companies, and employees, INGENIOUS.BUILD offers a seamless user experience through intuitive navigation and customizable dashboards. Whether you're responding to RFPs, submitting proposals, or tracking the progress of ongoing projects, every tool you need is just a click away.
Process
Logging in to INGENIOUS.BUILD
Log in to your Workspace or Create a Workspace by clicking on Create one now.
Navigating at the Workspace Level
When you first enter your Workspace you are at the Workspace level since you have not yet entered a Project.
Understanding the left-hand navigation
Lock it in the expanded position by clicking the lock icon. From here, you can see your workspace type. In this instance, we are in the Rep workspace.
The Main Dashboard
The Main Dashboard houses your recently viewed projects, upcoming meetings, unread notifications, as well as the ability to create a project or proposal.
You can always return to your 'Read Notifications' by using the Notifications tab at the bottom of the left-hand navigation menu.
Contacts and Companies
The Contacts module is a database of all the contacts that are external to your company.
The Companies module houses the companies associated with the contacts in the Contacts module.
Employees
The Employees module is the database of internal members of your company.
RFP/Proposals
Within this module, you will see a list view of your Received RFPs and Proposals.
In the Received RFPs tab, you can Create Off-System RFP. You can also filter to view Pending, Intend To Bid, Declined To Bid, Proposal Created, Expired, and Withdrawn By Client.
There is also an option to filter by Client.
In the Proposals tab, you can Create Proposal without RFP. You can filter to view Draft, Submitted, Revise & Resubmit, Won, Closed, Expired, Pending Contract, and Lost.
Lists & Templates
If you'd like to create a list and template, you can view this article on Lists & Templates.
Projects and Project Invites
The Projects tab is a list page that displays all projects specific to you. You will only have access to projects you’ve been invited to.
The Project Invitations tab displays invitations with statuses of Pending, Rejected, and Accepted.
Navigating at the Project Level
Once you enter a project, you are on the Project Level and your left-hand navigation includes different modules.
The Project Dashboard
Here, you will see an overview of the project such as your Project Information, Financial Summary, Committed Costs, Budget Changes, Risk Health, etc.
The left-hand navigation houses all the different project modules.
INGENIOUS.BUILD empowers teams to work smarter, communicate better, and stay organized from day one—so you can focus more on building and less on busy work. Search through our entire library of Help Articles for more information on the module at the project level and how they function!