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How do I publish projects (or project components)?

In this article, you will learn how to publish project workpackages in five steps, how to work with draft versions, and how to make changes to existing publications.

What will you find in this article?

  • Selecting workpackages: How to choose the right items for your publication.

  • Shared information settings: Determining which project details are visible to recipients.

  • Configuring publication settings: Setting deadlines, certificates, and participant limits.

  • Linking documents: Adding files to your publication.

  • Preview and publish: Reviewing your work and publishing it.

  • Publishing a draft version: Publishing a previously saved draft.

  • Making changes to a publication: How to edit a live or draft publication.

Summary

To receive proposals from subcontractors, publish workpackages through a five-step process where you manage information, settings, and documents. You can publish packages directly, save them as drafts, or edit them later via the project dashboard and the communication menu.

Prerequisites and target audience

This article is intended for general contractors who want to put requests out to the market. Before you can publish, the project must be set up with one or more coding systems. Publication is not possible without this coding.

Selecting workpackages

The first step is to determine which parts of your project you want to make public for requests.

  1. Navigate to the project dashboard (1).

  2. Click the blue box to start the publication process (2). 

  3. In the overview, select the workpackages (1) you wish to publish.

  4. Click Next (2).

Shared Information Settings

In this step, you determine which specific project information will be visible in the publication.

  1. Check the information you want to share (1).

  2. Click Next (2).

Configuration of publication settings

Here you will find the preparations for the prerequisites of your application, such as the deadline and requirements for subcontractors.

  1. Under Publication Info (1), enter a title and description.

  2. Check the Publication deadline (2); this is set by default to the proposal deadline from your project settings, but you can set a different one here.

  3. Under “Subcontractor requires approval” (3), indicate whether parties must request permission before submitting a proposal.

  4. Under Required Certificates (4), specify which documents the subcontractor must provide.

  5. Under Maximum number of available spots (5), set a limit on the number of responses.

  6. Under "Publish workpackages to" (6), select the target audience (available to Enterprise users: entire market, known parties, or favorites).

  7. Click Next (7). 

Linking documents

Ensure that the correct attachments and files are included with the publication.

  1. Select documents by checking the checkbox (1).

  2. If necessary, use the Preselections (2) to quickly select groups of documents.

  3. Use the Search bar (3) to locate specific files.

  4. Note: If you do not select any documents, a triangle with an exclamation mark (4) will appear as a warning.

  5. Click Next (5). 

Preview and publish

Before the publication goes live, you can check how it looks to subcontractors.

  1. View the preview of your publication (1).

  2. Use the Previous (2) and Next (3) buttons to switch between different workpackages if you are publishing multiple ones at once.

  3. Click Publish (5) to go live immediately.

  4. Click Save as Draft (4) if you wish to complete the publication at a later time. [Image: Preview of the publication with the buttons to publish and save as a draft]

Publish Draft

If you previously saved a publication as a draft, you can still activate it.

  1. Navigate to Communication (1) in the menu.

  2. Click on Publications (2).

  3. Locate the relevant publication and change the status from 'Draft' to Published (3).

  4. Confirm the change to publish the post.

Making changes to a publication

You can edit both drafts and already published workpackages at a later time.

  1. Navigate to Communication (1) and then to Publications (2).

  2. Click the Gear icon (3) next to the publication you wish to edit. 

  3. Follow the four steps (1) to make the desired changes.

  4. If desired, view a Preview (2) of the changes.

  5. Click Save to finalize the changes. 

Deleting a publication after completion

Once a publication is complete, you can delete it by following these steps:

  1. Go to the project.

  2. Navigate to Communication and then to Publications.

  3. On the right side, click the green Published box and change the status to Completed. 

  4. Check the box next to the relevant publication.

  5. Click the button at the bottom right to delete the publication.

Frequently Asked Questions (FAQ)

Question: Can I still change the deadline of a publication after it goes live? Answer: Yes, you can click the gear icon under Communication > Publications to adjust the settings, including the deadline, and save them again.

Question: Why can’t I publish my project? Answer: Check whether a classification system (coding) is linked to your project. This is a mandatory requirement for publishing in 12Build.

Question: What do subcontractors see when I select 'Save Draft'? Answer: Nothing. A draft is only visible to you and your colleagues within 12Build. The information becomes visible to the market only after you change the status to 'Published'.

Troubleshooting

  • Symptom: The warning "0 files selected" remains.

    • Cause: No documents were selected in step 4 of the publication process.

    • Solution: Check the desired documents or use a preselection before clicking Next.

  • Symptom: I cannot select a specific target group (such as favorites only) in step 3.

    • Cause: You likely do not have an Enterprise subscription.

    • Solution: Contact 12Build to learn about the options for an Enterprise license, or publish the workpackages to the standard available marketplace.