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The following concepts are used within e-Builder:

• Project: Each real world project that your organization is participating in must be associated with a project in e-Builder. Your Project Administrator or Manager will be able to add you as a member of a project in e-Builder if you are working on it.
• Calendar: Every e-Builder project has a project calendar. This calendar contains the project work week, work times, and any non-working calendar days. These dates manage each projects due date calculation on forms, can be tied to cash flow forecasting, and are maintained by your Project Administrator.
• Workflows: Within e-Builder you can create and route electronic forms. Your e-Builder administrator can create an endless number of forms that mimic the paper process followed by your organization. The forms are created according to your business process and automatically route to various team members or roles on your projects. Unlike paper forms, these forms allow you to check on the status of a particular issue simply by clicking on the form.
• Tasks: Tasks are the basic building blocks of a project. A task is a specific amount of work performed by a person at a specific time. In e-Builder, the Schedule Manager or Task Manager for your respective projects will assign the tasks associated with a schedule to you. Each task will have a beginning and end date and time to indicate when a task can start and when it is due.

On the right side of the page you will see any announcements that your e-Builder Administrator has created for your account. Announcements are notifications that can be made to inform all users of any important information.

Only the e-Builder Administrator can add an announcement. If you require certain critical information be broadcast to every user in e-Builder, contact your e-Builder Administrator and they can add it.

This menu allows you to easily start any form or process instance. The default menu options contain a combination of the first ten processes/ forms that you have permissions to modify. The ten listed forms/ processes will automatically update based on your usage. The most recently created instances will append to the top of the menu list.

First select the desired form or process type from the Quick Start menu. Then from the popup window select the corresponding project and create your instance.

If the form or process you are looking for is not displayed in the defaulted menu list, click the More links. The More link gives you access to the remaining instances you have permissions to modify.

This section includes process instances that require you to take an action or comment on. The e-Builder forms that are assigned to you are displayed in the Workflows in your court section. Each of these workflow items can be clicked on to gain access to more detailed information and take action to ensure that the work is completed.

A description of each field is below:

• Show: By default this filter is set to display the first ten process instances in your court, but you can click this drop-down arrow to display either the first ten, twenty or fifty.
• Project: Displays the name of the project the workflow is associated with.
• Name: Displays the name of the process.
• Subject: Displays the subject of the process instance.
• Step: Displays the name of the process step that requires your action or comment
• Date Due: Displays the date that action is required to be taken on the step.
• Requested Comment: If you've been requested to comment on a process step, a check mark appears in this column.
• Forms: Click this link to open the main Forms page.
• Processes: Click this link to open the main Processes page.
• Time Sheets: Click this link to open the Employee Time Sheets within the Time Tracking module. This will default you to all time sheets that are currently in your court.

This section includes all tasks that require your attention, such as a task that has been assigned to you. Tasks that are assigned to you that are due within a certain time frame will be displayed in chronological order in the Home page for you to understand at glance which task items are the most important to work on.

If you are a manager who receives notification when tasks reach a certain level of completion, these tasks will display in your court as well. A description of each field is below:

• Show: By default, this filter is set to display the first ten tasks in your court, but you can click this drop-down arrow to choose from the following:
  • First ten
  • First twenty
  • Next two weeks (displays tasks that will be in your court in two weeks)
  • Next month (displays tasks that will be in your court next month)
• Project: Displays the name of the project the task is associated with.
• Task: Displays the name of the task.
• Finish Date: If applicable, displays the date that the task was completed.
• %: Displays the task's completion percentage.
• Manager: Displays the name of the task's manager.

This section includes cost items that are awaiting your approval. A description of each field is below:

• Project: Displays the name of the project the cost item is associated with.
• Item Type: Displays the type of cost item that needs approval, such as budget, commitment or invoice.
• Item #: If applicable, displays the item number.
• Approval Requested By: Displays the name of the person who has requested approval.
• Date Approval Requested: Displays the date that approval was requested.
• Amount: Displays the amount of the item that is requested to be approved.
• See More Items Pending Approval: Click this link to open the Items Pending Approval page where managers and users with cost-related approve permissions are able to view all items pending their approval.

This section includes submittal items that are in your court. A description of each field is below:

• Filter by Action: Use this menu to filter for submittal items as follows:
  • All in my Court: This is the default selection and includes all items in your court.
  • Action Required: Displays only those items that require you to take action.
  • Forwarded and No Response: Displays only those items that have been forwarded for review and action has not yet been taken on them.
• Show: By default this filter is set to display the first ten submittal items in your court, but you can click this drop-down arrow to choose from the following:
  • First ten
  • First twenty
  • First fifty
• Project: Displays the name of the project the submittal item is in.
• Title: Displays the title of the submittal item.
• #: Displays the submittal item number.
• Rev #: If applicable, displays the revision number.
• Package #: Displays the package number the item is a part of.
• Status: Displays the status of the item.
• Due Date: Displays the date that the item is due.
• Held By: Displays the name of the person(s) who are currently holding the item. Individuals listed here are those that are required to take action on the item.

This section includes the items that have been identified as spam and quarantined. Click the title of each item to open the Quarantine page and either accept or reject items as spam. For more information, see About Spam Filter. A description of each field is below:

• Sent: Displays the date the item was sent.
• Subject: Displays the subject of the quarantined item.
• From: Displays the sender's name.
• Email Address: Displays the sender's email address.
• Folder: Displays the name of the folder the item was sent to.
• Project: Displays the project the item was received in.
• Go to Quarantine: Click to go to the Quarantine page where you can view quarantined items and also accept or reject items as spam.

This section displays all upcoming calendar events across all of your projects. The current day appears in red and all dates with events appear in bold. The icons above the calendar allow you to view meetings for the present day, the following week and events for the coming month.

The Calendar section appears on the Home tab by default, but this section can optionally be hidden by editing your preferences. You can hide this tab to allow the page to load more quickly or to increase screen real estate.

To show or hide the calendar on the Home tab

1. Go to My Settings.
2. Click Preferences.
3. Click Interface Settings.
4. Click Update.
5. Select the Hide Calendar on Home Tab check box to hide the calendar. Clear this check box to show the calendar on the Home tab.
6. Click Save.