What is a project lead?
When a project is created, the individual at the general contractor’s company who created the project is automatically designated as the project “lead.” This means that bid invitations sent to subcontractors will come from this individual.
If the same general contractor created a project and its bid packages, this person will be listed as both the project and bid package lead. Thus, all communication to subcontractors will come from this person.
What is a bid package lead?
The bid package lead can be the designated individual at the general contractor’s company for that specific scope of work. If the bid package lead is different than the project lead, the bid package lead will always override the project lead.
What does this mean?
This means that when the project is published, if Sally is the project lead and Joe is the lead for the “Electrical” bid package, bidders invited to the “Electrical” bid package will receive notifications from Joe.
Can the leads be changed?
Project leads can be changed from the “Team” tab of your project by selecting a new lead under the “Lead” column. Please note that changing leads after the project has been published will not change which coworker the initial bid invitations were sent from. However, all future bid invites and communication sent for this project will be sent from the new project lead.
If your office has BC Pro, you also have the ability to change bid package leads. For information on how general contractors with BC Pro can edit bid package leads, please reference the article, “How general contractors can designate a bid package lead (BC Pro).”
If you have further questions on how a project lead differs from a bid package lead, please contact us at firstname.lastname@example.org. We’re happy to help!