E-Builder Navigation & Module Guides

In this folder, you will find e-Builder Navigation guides. You will also find guides on how to use the different modules in e-Builder.

• Guide to Comments - Request Comments - Private Comments
This guide provides an overview of how to effectively use the “Comments” feature within e-Builder to support clear, consistent, and well-documented project communication. It explains how to request... See more
• Reports Training
Learn how to access, edit, create, and subscribe to Reports in Trimble Unity Construct in the training video located here. See more
• How to Attach a Process to a Process
  Depending on your account settings, you may be able to attach processes to a process. This is a useful tool to quickly associate one process instance with another. For example, if an RFI was rela... See more
• How to Find ASK & How to Sign Up for e-Builder Training
Contact ASK: Submit a request – Chicago Transit Authority Help Center Email: support@ctasupport.zendesk.com Call and Leave a Voice Message (312) 284-3245 If a user has current access to e-Builder... See more
• How can I reset my password?
For security purposes, CTA Trimble Unity Construct e-Builder Administrators are unable to provide users with passwords. However, we can reset your password allowing you to create a new one to acces... See more
• How to Delegate Your Step Actor Role
This article highlights the two methods for reassigning process responsibilities. Task Delegation is used to grant step actor privileges for specific process instances. Out of Office Delegation is ... See more
• What does "Accept/Decline Ownership" mean in a process?
You will see the Accept/Decline buttons on a process when there are multiple actors that have the same item in their court. You can choose to either Accept or Decline to Take Action on the instance... See more
• e-Builder Basics Introduction Class Guide
In this article, you will find the e-Builder Basics introduction Guide. We use this guide to facilitate all of our Introduction Seminar Training.  Please note that users may need to have an e-Buil... See more
• Quarterly Project Updates Guide For Financial Analysts
Quarterly Project Updates (QPUs) A Guide for Financial Analysts This guide identifies useful reports created specifically for Financial Analysts and explains how they can be used to find informat... See more
• Introduction to Bidding Module (pdf)
The Bidding Module is used on Mid-Con projects where multiple contractors submit proposals for the work. At a high level, the Bidding module provides a mechanism for staging bid packages, simultane... See more
• How to Attach Documents to Processes
Please click the link below top the guide on how to attach documents to processes!    Attaching Documents to Processes  See more
• How to Use a Dynamic Grid
Please click the link below to open the guide on how to use the Dynamic Grid!   Dynamic Grid Usage   See more