Hand over a project to the next phase

Once one phase of a project is complete, users can hand over the project to key team members managing the next phase. For example, a design phase staff member handing over a project to colleagues managing the pre-construction phase of the project.

When a project is handed over to key team members of the project's next phase, the following items are passed on to the new project:

• Project documents and revisions
• Bid packages along with contractors and their quote documents
• Transmittal documents sent during the tender phase

In your Webuild account, you can hand over a project to team members managing the next phase by following the steps below.

Step 1:  Go to your projects 

Login to your account and locate the project you would like to hand over in your "Projects"list.

Step 2:  Click the overflow button and select handover

After locating the project you wish to hand over, click the overflow button on the right-hand side and select "Handover".

Step 3:  Select the next phase

Select the next phase of your project, then click the "NEXT" button.

Note: any project type can be handed over to any phase.

 

Step 4:  Confirm project details and add private information

After confirming the project's information, scroll down to complete the "Private Information" section (used for reporting purposes) then click the "NEXT" button.

Step 5:  Select your project team

Search for project team members responsible for the next phase and click to add them to the list. You can also add a new team member by clicking the "ADD NEW TEAM MEMBER" button located on the bottom of the search list.

Set each team member's permission role, then click the "CREATE" button to handover the project.

Step 6:  Notifications

After finishing the handover wizard, you will be directed in to the dashboard of the project.

When handing over a large project with lots of files and data, the handover process will run in the background. You and your project team will be automatically notified when it's ready to view.

Any added team members will receive an email notification like the one below, with a button directing them to your project.

Note: A copy of your project will still be available under it's previous phase after it is handed over for your record.

 

If you would like to learn more about hand over a pre-construction phase project to your construction team. Feel free to shoot us an email at [e-mail] and our customer success team will be in touch.