Improve Your Prequalification Process with Project Document Manager - PDM 3.0

Objective

Learn how you can reduce your risk and potential sub defaults by implementing a streamlined contractor prequalification tool.  Project Document Manager - PDM 3.0 offers the tools necessary for construction firms to greatly improve how prequal information is collected, reviewed, managed, and shared.  This workshop will teach you how the PDM technology replaces manual forms and the labor intensive process of managing a paper process.  You will learn how to reduce the time it takes to effectively manage a prequalification program in today's construction environment. 

PDM 101 will alsohighlight how PDM 3.0 can find subs nationwide and invite them to prequalify.

Course Length: 1/2 day

Times: 9:00am - 12::00pm

Cost: Free

Who Should Attend

Risk mitigation personel, estimators, project engineers, project assistants, project managers and other contruction professionals interested in learning how PDM 3.0 can help streamline the prequalification process.  Each participant will learn how PDM 3.0 replaces the inefficient paper form prequalification process with an automated web based solution.    

Prerequisites

It is recommended that the student have a working knowledge of:

• Microsoft® Windows® 2000, XP, or Vista
• Construction prequalification experience

Each Student Recieves

• Free phone support for 30 days
• Certificate of Completion

Course Outline

Project Document Manager - PDM 3.0

• Overview of the user dashboard
• Overview of the prequalification website

Finding, Importing, and entering contacts

• Using the McGraw Hill Construction Dodge Network for finding subs nationwide
• Importing subs from the Dodge Network

Managing Contacts

• Custom Folder creation
• Adding contacts to custom folders
• Creating Smart Folders to find contacts

Inviting Contractors to Prequalifiy

• Creating a notification
• Adding subs to notification
• Sending notification

Submitting Prequal information

• The Prequal website
• Filling out the information fields
• Submitting the information

Managing and Reviewing Prequal Information

• Creating Smart Folders to track submitted prequal information
• Opening contacts to review prequal information
• Approving and rating contractors

PDM 3.0 Interoperability

• Using prequal information to manage a better bid process

Watch the Kal-Blue event planner for upcoming course schedules.