Creating a base project in Bonfire can be done in just a few minutes. This tutorial will help get you started!
After logging in, click the Add Project button. This will launch the Create a New Project window where you will be able to set up the basics of your project.
The Create a New Project window is the very first step to creating a Project. Here, you can choose to create a Strategic Sourcing Project, or a Price-Only Bidding Project. In this example, we will be creating a Strategic Sourcing Project.
For more information about choosing your Project Type, please check out: Choosing Your Project Type
NOTE: Once you have selected a project type, you cannot change it.
Once done, this will launch the actual Project Details page, where you will complete the rest of the project creation steps which include the following aspects:
Throughout Bonfire, you may see keywords with a series of small blue dots under them. These are tooltips and you can hover your mouse over them to trigger a popup, which will provide more details about the word in question:
NOTE: The Create a New Project pop-up you see may appear slightly different than the one pictured below based on which features/modules you have enabled with Bonfire.
In this window, you're essentially filling out 1) general details (project name, reference #, etc.), the 2) submission type and 3) configuring certain properties for your project. Here you can also configure 4) the project visibility and decide if the documents attached to the project should be hidden once the opportunity has closed. You'll also be able to 5) note contact information as well as set 6) project dates:
Once you've completed all fields and click the Create button, this will bring up the Project Details page, where you can identify the next steps needed to set up your Project. Each step can be accessed by navigating to the associated section along the left hand side:
In Approvals, you can configure approval requests to include key information, and send these requests to an Approver in order to collect an approval response. Approvers are notified of new requests via email, and can follow the link in the email to respond and leave comments on the approval. For more information on this feature, check out our Approvals article.
Public Files are documents that, once uploaded, are visible to everyone. Internal Files are documents only visible to people within the organization.
For more information about these files and how to upload them, please see our Listing - Public Files article.
Evaluation groups can be thought of as a way to run a multi-stage (multi-envelope) evaluation. Each group contains Reviewers, Criteria, and Documents.
The Reviewers that are a part of a given group can only access the Documents and score Criteria within that group. For further information on how to set up your Evaluation Groups, please see our Evaluation Groups page.
Documents (Requested Information)
Requested Information allows you to set up how you want your vendors to structure their submission. You can specify which documents are required, which file type you want those documents in, and other properties. (For further information on how to set this up, please see our Requested Information page.)
Adding Requested Data to a project allows the vendor to enter specific information directly into onto the Bonfire page as part of their submission, that is not within a separate document (for more information, please see our Requested Data page).
Adding a Requested Questionnaire allows for a structured way to receive vendor responses for a large number of criteria (for further information, please see our Questionnaires page).
Adding a Requested BidTable allows you to quickly solicit and evaluate projects with multiple bid items (for further information, please see our BidTables page).
In this step, you create the Criteria that will be used to evaluate the submissions that have come in from your vendors. (To find out more about setting up Criteria, please see our How to: Set up Criteria and Map Criteria to Evaluation Groups for Scoring page.)
This is the last step in creating a project. There are 3 different types of People that can be configured via the Manage button for this section:
Reviewers can be added via the dropdown list OR you can type an email and then press Enter to invite a new User. From here you can also assign the Reviewer to the appropriate Evaluation group.
As soon as you click Add Reviewer, they will receive an invitation email outlining the name of the project and providing them with a link to our 3-minute training video for Reviewers.
Advisors are Organization members with read-only access to the project. (To add and know more about Advisors, please see What is an Advisor?)
Observers can view all aspects of a Project Draft or a published Project including all the scores. They have read-only access and cannot make any changes to the project. (To add and know more about Observers, please see What is a Project Observer?)
Congratulations! You have successfully created a Project!
Now that your project has been created, it will appear on the Projects Dashboard under the Active Projects section. You can then click your project to view and edit any aspect of it (including everything you just set up).
That's all there is to creating a project in Bonfire!