Intergraph Smart Materials Portal Classic Help (10.1) - Intergraph Smart Materials

PPMProduct: Intergraph Smart Materials
PPMCategory_custom: Help
Version_SPMat_custom: 10.1

Intergraph Smart® Materials Portal Classic Help (10.1)
Smart Materials Portal Help
What's New in Smart Materials Portal?
Smart Materials Portal Client
Register for the Smart Materials Portal
Start the registration process
Enter company information
Create company users and configure E-Signature
Fill out the profile questionnaire
Answer questions
Attach documents to questions
View and download attached documents
Create a questionnaire revision
Select materials and services
Search materials and services
Add materials or services
Remove materials or services
Fill out the qualifications questionnaire
Answer questions
Attach documents to questions
View and download attached documents
Create a questionnaire revision
Review and submit company registration data
Manage pending registration tasks
Submit company registration data
Answer requests for information
Check your registration status and progress
Explore the Smart Materials Portal User Interface
Login page
Portal home page
Navigation bar
Dashboard
View all open requests for information
Download and upload NDA (non-disclosure agreement) documents
The mega menu
Request for password
Change the application language
Attach a document to an object
Working with Data
Edit data
Sort data
Filter data
Manage Requests for Information
Manage Inquiries
I will not bid
Prepare inquiry for bidding
Enter the quote reference number and specify the validity
View the requisition details
View the inquiry summary
Create alternates
Split a quote detail
Split a tagged item
Enter quotation details
Edit quote details in the overall view
View the bidding details
Enter quantities
Edit properties
Enter prices
Enter miscellaneous quote detail information
Attach other costs to the quote detail
Enter quoted quantity per requisition line item
Define an ident deviation
Complete a bid for a line item
Enter financial details
Enter alternates and options
Enter the price breakdown
Enter other costs
Enter progress payment events
Enter cancellation costs
Enter variation rates
Assign price agreements
Enter equipment rates
Enter allowances
Enter labor rates
Update price for an addendum
Manage attachments
Attach files to an inquiry
View and download inquiry attachments
View vendor data requirements
View and download line item attachments
View line item vendor data requirements
Evaluate the scope of work
View the scope of work
View the scope of work milestones
Provide questions and answers
Request for information
Answer technical questions
Answer commercial questions
Accept commercial conditions and instructions
Review the bid summary and submit the bid
Manage Subcontracts
View the agreement summary
Manage change order requests
View change order requests you have received
Create a change order request
Attach documents to a COR
Download documents
Edit the price breakdown
Edit a change order request
Submit a change order request
Accept and sign the COR
Delete a change order request
Create a COR revision
Accept field work directives
View scope of work milestones
Edit schedule of values
Create an SOV item
Delete SOV items
Populate SOV
Submit SOV
Edit schedule of values progress
Create period progress
Edit SOV progress details
Submit period progress
Edit milestone progress
Create period progress
Edit milestone progress details
Submit period progress
Edit item progress
Create period progress
Edit item progress details
Submit period progress
Edit punch lists
Edit closeout checklists
Manage requests for information
Edit notices to comply
Edit safety notices
View insurance certificates
Manage lower tier subcontracts
Edit clearance certificates
View bonds and surety
Bond details
Bond status
Track equipment
Attach documents
Manage Packing
Manage preliminary packing lists (PPL)
Create a preliminary packing list
View preliminary packing list details
Modify preliminary packing list details
Delete a preliminary packing list
Submit a preliminary packing list to the traffic coordinator
Attach a document to a preliminary packing list
Request to the traffic coordinator for resubmitting a PPL
Manage preliminary packages
Create a preliminary package
Import preliminary packages from an Excel spreadsheet
Assign item shipments to a preliminary package
View preliminary package details
View preliminary package items
Modify preliminary package details
Move package items from one preliminary package to another preliminary package
Move a preliminary package to a different PPL
Delete a preliminary package
Delete a package item from a preliminary package
Manage packages and package items
View release note details
Create a package
Import packages from an Excel spreadsheet
View package details
Modify package details
Delete a package
Assign an item shipment to a package
View package item details
Modify package item details
Move a package item from a package to another package
Split a package item into multiple package items
Edit the tag number of a package item
Delete package items
Create shipping invoices for a release note
Attach a document to a release note
Submit a release note to the traffic coordinator
Manage containers and trucks
Define container characteristics for a PPL
Specify containers for preliminary packages
Define container characteristics for a release note
Specify containers for packages
Define truck characteristics for a PPL or release note
Specify trucks for a release note
View an agreement summary
Manage Freight Forwarding
View packing list or PPL summary
View packing list or PPL details
View package details
Create a shipment
View shipment details
Shipment Statuses
View the shipping invoices and customs bills for a shipment
Add a truck for a shipment
Add a wagon for a shipment
Add containers for a shipment
Create a pre-shipment
Create a post-shipment
Synchronize shipment dates with truck or wagon dates
Delete a shipment
Create an invoice attachment
Delete an invoice attachment
Submit an invoice attachment
View the invoice attachments
Raise a credit note
View monthly invoices
Create a monthly invoice
Add export customs bills for a shipment
Add import customs bills for a shipment
Report a damage incident for a shipment
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Customer Support and Technical User Forum
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