Category: Project Details

The main user has the facility to assign monitors onto selected projects.

Search for relevant project and open the project so all the details are visible

Click on the ‘Assigned To’ icon

A pop up box will appear where you are able to select who is required to monitor the project, send a message (assignment note) and click on submit

The monitor will receive an email advising them that a project has been assigned to them with the information of the assignment note.

When the monitor opens the Project, the assignment note is reflected above the notes block where the monitor is able to make their own personal notes regarding the Project. Once own notes have been entered, click on save your note.

Monitors Request

Monitors are able to request the monitoring or removal of monitoring of a Project/s either from the search page or from the individual project

Request to monitor from Search page

Do the required searches and once you have the result, please select the projects you wish to monitor (single or multiple) by ticking the selection box on the right hand side of screen relevant to the project/s. Click on the actions button for drop down menu and select “Request to monitor selection”

 

A notification will appear on the top of the screen to indicate an email has been sent to the main user.

To be removed from selected projects that you are monitoring, the same process is followed however you select “Request to unmonitor selection”

Request to monitor from a Project

Do the required searches and once you have the result, please click on the reference of the Project to open the Project in another tab. Click on the actions bar and select “Request to Monitor” and a request will be sent to the main user.

 

Monitoring requests received by the Main User

Once a monitor has requested to monitor or unmonitor a Project, the main user will receive an email indicating the monitors request. The subject line will indicate – Your Monitor (name) Added Request to Monitor The Following Project. The main user will select Deny or Approve.

In the response email below, the main user had selected Approve. The subject line of the email notification will be – You Have Been Assigned The Following Project(s)

Open the Project by searching for the reference number and clicking on the reference name to view the Project in full. Click on the Professional tab to open the list of professionals or scroll down until list is obtainedSelect the Professional you wish to email

The hyperlink to email the professional will be available if the email address is active

A new tab will open allowing you to email the selected professional via the L2B website. The email address are not made visible to prevent spamming. Using the “to” option you can send the same email to another person by typing in their email address and additionally you can add your own to keep a copy. Type your message in the block provided

You are able to add a file from your PC as an attachment, click on +add file, select relevant file from your PC, bearing in mind the restrictions stated

Click on the send button to send the email.

View Project Lead:

Your search result will list the Project Leads that meet your search criteria. To view the full Project Lead notice, please click on the title of the Project (which is blue and underlined when you hover your mouse over it) The Project Lead will open in a new tab or window (depending on your settings)Alternatively (should the Project Lead open onto your search page and you wish to keep your search page open) right click on the title and select how to open the link

Full view of Project Lead:

 

1. Project Title This is the title of the Project. If it is a mixed use development, the component of the development will be indicated after the hypen
2. Dismiss Lead Clicking on dismiss lead will remove the Project from your search page / search criteria. To re-access the lead please follow instructions on retrieving the Project via the Ignore Tag.
3. ActionsDownload this Lead – This is the ability to download the Project Lead onto your PC, click on download this LeadUse the continue button to work through the four options. You are able to select and remove various fields to include or exclude in your reportSelect the preferred method of downloading (PDF, CSV or Excel) and click on Download Projects.Email Monitors – Type in monitor Name, type your required message and select send
4. Researched by The name of the most recent researcher that updated the Project Lead will be reflected
5. StatusThis reflects the current status of the Project Lead
6. Assistance “here” is a hyperlink to your email account and you have the facility to email the relevant researcher on the Project Lead should you have a query or require additional information. Your appointed Account Executive is cc’ed in the email. The subject line will indicate the reference number of the Project Lead. The researcher will respond by return email.
7. Last UpdatedThis date indicates the most recent date that the subscriber notes were updated
8. ValueThis is the indicated value of the Project Lead
9. Number of monitorsThis indicates the number of subscribers that would like to be kept up to date on the Project Lead and have elected to monitor the Project Lead in order to receive the update emails as they are generated.
10. Number of viewsThis indicates the number of times the Project Lead details have been accessed on the site
11. Project UpdateAll monitors will be advised by email when the Project Lead has been updated. For your convenience, it is indicated in the Project Update what has been updated.
12. GPS Co-ordinatesThis is a hyperlink to Google Maps to indicate the location of the Project Lead. Click on hyperlink and Google maps will be populated as the GPS co-ordinates reflected on the Project Lead
13. Assigned toThis will indicate who has been assigned to monitor the Project Lead
14. MonitoringThis indicates who is monitoring the project and clicking on the name (Yourself or monitors) will give you the option of removing the monitoring facility
15. RemindersThis facility allows you to create reminders on that specific Project Lead, click on the reminders link for the facility to edit or remove an existing reminder or create a new reminderEditing a reminder, save changes to update the reminderRemove a reminder, click on remove and the reminder is immediately removedReinstating a removed reminder, click on historical, click on re-instate of the relevant message Create a reminderType in the relevant details in the reminder note block, select the relevant date from the calendar icon and save changes. The reminder will be sent to you via email
16. Assignment NoteWhen a monitor is newly assigned to a Project Lead, you have the ability to add an assignment note which will be relayed via email
17. Project Reference numberA unique number is allocated to the Project Lead when it is uploaded onto the site.
18. Details TabThe details tab lists the comprehensive description of the project including what is being built and where. It also includes details of the sector, type of tender, the region, timing, roofing and number of levels
19. CategoryIndication of whether the Project has been listed as Building or Infrastructure
20. IndustryIndustry that the Project Lead is linked to. If it is a multistory building with various Industries, they will all be listed.
21. Project NotesThe notes are reflected in date order with the most recent note reflected first including the name of the researcher that added the note
22. BiddersThese are the names of contractors that we have been advised are pricing on the linked tender document Alternatively it could be indicated that a complete list of bidders is available under Project Documents
23. AwardsAwards are listed in two categories – Main Contractor or subcontractor
24. ProfessionalsMultiple professionals can be added to a Projects and can be accessed from the drop down menu under the Professionals tab. This drop down menu will only be populated by the type of Professionals that have already been added to the Project Lead
25. Your NotesThis facility allows you to make your own personal notes / observations regarding the Project Lead. These notes are unique to your profile
26. Project PhotosThese Project Photos pertain to that specific Project, if there is more than one photo available you can click through using the arrow key or click on the specific photo to open it.
27. Project DocumentsThis facility is available on the right hand side of the screen and the documents can be downloaded. Click on document required and it automatically be downloaded onto your PC

Search Page Result:

Explanation of details on the search page prior to opening the Project Lead to view in full:

Name of Project:

Unique PPA number allocated to Project Lead when added to the database:

Status of Project Lead:

Value of Project Lead:Location of Project Lead:Most current date Project Lead was updated:Description of Project Lead:

Type of Assignment (whether it was auto assigned as per Advisory settings on Profile or manually selected to be monitored):Researcher that updated the Project Lead:Date Project Lead was Published:Images have been added to the Project Lead:Documents have been linked to the Project Lead:Pricing Opportunity: (There is a Bill of Quantities and subcontractors available)

Number of times the Project Lead has been viewed on the database:Matches your Profile Settings:Dismiss Project Lead: (this will ensure that the Lead will no longer be populated in your search results)Actions: (This Project Lead will be included with the Actions Requests at the top of page)

 

 

Your search result will list the Project Leads that meet your search criteria.

Project Category:

Selecting Projects will highlight both Building and Infrastructure

Alternatively you can select either Building or Infrastructure

Project Industry:

Selecting Industry will highlight all the Industries

Alternatively you can select individual Industries

Project Regions:

Selecting Regions will highlight all the Regions. There are 2 sub-categories for Region i.e. South Africa and AfricaSub-category: South Africa

The provinces of South Africa are listed alphabetically. To open the sub-category click to the right of the word South Africa for the drop down menu and select the Provinces required

Sub-category: Africa

Africa is indicated as Central Africa, Eastern Africa, Northern Africa and SADC regions

The Africa regions are also subcategories and the various countries are listed alphabetically in the geographical regions. Selecting the sub-category of the Africa region will highlight all the countries listed

Alternatively countries can be individually selected

 

Project Status:

The Status indicates at which stage the Project Lead is at:

Conceptual: These are Projects in the very early sensitive stages. An idea or concept that could potentially become a realisation. Feasibility Studies and Funding would be a priority during this stage.

Procedural: This stage involves the securing of various applications, approvals and authorisations and could include the appointing of the professional team is not already appointed. The EIA details will not be available on the site as they are only involved in the environmental process and are not involved in the construction of the project or procurement.

Design: The Project Lead moves into the Design Stage once an Architect (for buildings), Civil Engineer (for roads) and Structural Engineer (for bridges) has been appointed.

Tender: This indicates that a tender document has been published. This tender notice could be private & negotiated or public. The Project Lead remains in the status of Tender until the contract has been awarded.

Awarded: This means the main contractor has been appointed. The contractor’s details will be listed under Awards. This status only remains in effect until site handover and construction has commenced.

Underway: This indicates that construction has commenced.

Postponed: There are numerous reasons why a Project Lead could be marked as Postponed i.e. there was a tender notice linked which has been cancelled and a new tender is pending; funding still to be secured; waiting for approvals etc

Complete: Construction is finished or will be finished within the next 6 to 8 weeks

Cancelled: Cancelled Project Leads can occur due to lack of funding, Client confidentiality, no longer going ahead or lack of further information can be sourced.

Selecting Status will select all the available status

The status can be selected individually

 

Project Value:

The exact value of a Project is determined once the contract has been awarded and the exact amount could be reflected in the description. Prior to the award, there are 4 value categories i.e. R0 to R30 Million, R31 to R60 million, R61 to R100 million and R100 million+

These can also be selected individually.

Should the value be unknown, these will be included in the search resultsProject Floor Levels:

Selecting the option floor levels will select all the level options

Alternatively individual options can be selectedProject Sector:

Selecting Sector will highlight all the sectors available.

Public Private Partnership: The funding for the Project is a partnership between the Private Sector and Government Sector

Commercialised State: The funding for the Project is supplied by a commercialised Government entity e.g. Denel, Eskom, Alexcor, Safcol, Transnet, SAA, NRA, PRASA and Coega.

Public: The funding is provided by the Government

Private: The funding is provided by the Private Sector

Funding Agency: The funding is provided by as Independent Agency e.g. Bank from another country

Alternatively specific Sectors can be individually selected

Project Professional Types:

There is two options for searching for Project Leads: With Professionals appointed and without

Professionals appointed:

This is a sub-category of Professional types and selecting Professionals appointed will select all the relevant professionals

Should you only want specific professionals. select the relevant professionals from the drop down menu

Not Appointed:

This is a sub-category of Professional types and works on the same principal as Professionals appointed

Project Monitoring:

Monitored by: This indicates that the Project is already being monitored, either by yourself and/or your monitors

Assignment Type: This is how the Project Lead was assigned to be monitored.

User Assigned – These are Projects that have been manually added to the monitoring list

Auto Monitored – These are Projects have have been automatically assigned to be monitored when published as per your profile settings

Not Monitored by: This selects Project Leads that are not currently being monitored by yourself and/or your monitors

Files:

Search result will include all Project Leads that have been populated with documents related to Projects and photos

Alternatively you can select either Photos or documents to be populated in the search result.

User Tags:

This will populate the search result with any Project Leads that have been tagged by yourself

Alternatively you can select specific tags only for the search result

Project Award Type:

Projects has two award categories – Main Contractor and Subcontractors.

Main Contractor – this is the Contractor that has been appointed for the main construction contract

Sub contractor – these are the contractors that have been appointed for sub contracting.

Pricing Opportunities:

These are Project Leads that have been populated with a Bill of Quantities and subcontractors

Dates:Select date period or double click on the single date required, click on apply to confirm the date selection.

Searching options:

 

Search – This will populate the result as per the search criteria selected

Clear All Filters – This will remove all search criteria entered

Search History – Details of previous searches can be retrieved

Saved Searches – Saves a specific set of criteria so that the search can be performed without having to enter the search criteria as above

Advisory Setting Search – the search result will be as per your profile settings for your advisory

 

 

 

 

 

 

 

 

Private Projects consists of predominantly large privately funded negotiated or invited projects in the Industrial Building & Construction environment that are progressively researched from conceptual (Pre-tender) to completed stages.