Accept Invitations to Collaborate

Contractors can accept invitations to projects which enables them to collaborate with the main project organizer. For example, a general contractor in charge of a project invites subcontractors of various trades, architects, engineers, etc., to collaborate on the project through Linarc. 

The project owner, that is, the stakeholder who added the project to Linarc, can send invitations to potential companies to participate in their project from their project management console. The recipients can analyze and accept the invitation and enroll themselves in the project. Only enrolled companies are available to accept work from the general contractor. See 'Invite contractors and vendors' to learn more about how invitations are sent.

This article explains how to accept invitations from other contractors if you are invited to take part in a project. You get notified once you receive an invite.

• View invitations
• Accept an invitation to collaborate on a project

View invitations

• Ensure that you are in the 'Projects' screen of your project portfolio console. If not,
  • Click the App Launcher buttonin the top-right corner, select "Portfolio" from the dropdown, then click "Projects" on the top.
• Click the 'Invites' on the left

The 'Invites' tab shows the list of projects to which you are invited to collaborate: 

The 'Default View' shows all the standard columns. However, you have the flexibility to customize the table by removing unwanted columns, and re-arranging the columns in the order you want to view. Additionally, you can save your customizations as a personalized view to quickly access your preferred table layout in the future. See Customize Columns in List Views for more details. Following is the list of all possible columns:

• ProjectList - The name of the project. Click the name to peruse its details and accept the invitation.
• Invited by - The project manager from the responsible company, for example, the general contractor, who sent the invite. 
• Invited on - The date on which the invitation was sent
• My role - The part of your company on the project, that is the category of the work for which you are invited. 
• Construction - Nature of the work, whether the building is newly constructed, renovated, remodeled, etc. 
• Building type - The classification of the building, depending on its occupancy and use, whether it is residential, commercial, educational, etc. 
• Location - The address of the construction site.

Search and filter options:

• Use the 'Search' box located at the top left to find baseline versions using any value from the table as search criteria 
• Right-click the column header and customize the display and order of the columns as you wish 
• The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:
  • Customize Columns in List Views
  • Filter Options in List Views
  • Group and Organize Items in a List View
  • Manage Custom List Views

Download as Excel Sheet

• Click the button at the top-right to save a local copy of the list in Excel format for sharing and record-keeping.

• By default, the filename is set to the current date, but you can customize it by entering a preferred name in the text box.
• Click 'Direct Download' to save the file on your device.

Accept a project

• Click the name of the project in the 'Project' column

The information screen of the selected project opens in a new tab.

• Peruse the details
• Enter values for the following fields:
  • Job Id - Enter an alphanumeric code to identify the project. Use a mix of uppercase letters and numbers of up to ten characters. This code will be used to identify the project in various Linarc modules.
  • Project Manager - The drop-down shows the list of project managers available in your company. Choose the project manager to assign to the project.
  • Start Date and Estimated End Date - The fields show the commencement and completion dates as set by the invitor. Choose the start date and end date as required, for example, based on your contract, consent from the GC, and the chosen PM's schedule.
• Click the button at the top right.

Your company is added to the project's company directory. You can now access the management portal of the project and share relevant digital assets, accept jobs and manage the project. See The Project Management Console – Main interface for more details.