Participant¶

As a participant in an Asset Manager project, you will be able to give price proposals for asset categories and see the current state of the project.

Overview¶

Starting point for participants is the Asset Manager > Participant screen. Here, you have an overview of all projects that you were invited to. You can see: - Project name - Asset type - Current status - Timeline - Managing company - Available documents (highlighted in green) - Part docs available (highlighted in blue)

The icon next to the project name indicates the project’s status:

Undecided – Grey “i” The project is still in the negotiation phase between the project owner and the asset owner. No final decision has been made.

Won – Green “check” The project has been won by the project owner. Dismantling will start soon.

Lost – Red “-” The project has been lost. No further steps can be taken. All parts associated with this project will not materialize.

Clicking on any project that is not in the Setup phase will open the Details screen.

Timeline¶

The timeline graphic shows the different phases for an asset project. During the Setup phase, the project owner defines the timeline based on their expectations and planning. However, there might be changes during the project period.

Details¶

The Details screen shows the main details of the project. Here, you can find images and some information of the asset (e.g., serial number, asset type, and the current project status).

Below that, the asset owner provides a detailed project description. The buttons on top allow you to: - Show uploaded files [icon file] - Close the details screen [icon close]

Documents can be downloaded under Commercial Documents once the project owner has accepted a bid from you.

Asset Categories¶

Below the details, you will find the asset categories currently available to you. The overview contains: - An image of the asset category - Its name - Your current bid total

Each asset category is clickable and will open the category details.

Asset Categories Details¶

Details and bidding of an asset manager project¶

Similar to the main details, you will find images and a description when clicking on an asset category.

Only interested participants can bid on either: - The whole category - Specific part numbers

Interested participants will receive email updates about the category.

If you want to inform the project owner that you are not interested in a category: 1. Select the checkbox 2. Click Save

After this, you will no longer receive updates for this category.

Bidding takes place in the lower part of the screen. - For whole asset categories:

Enter your bid

Click ‘Save bid’

If a bid was already placed by you or someone from your company, it will be overwritten

Asset Categories Details with a Part List¶

If an asset category contains a part list, the details screen shows the ‘Part bids’ overview. Here, you can view: - Every part number - Available quantity - Your current bids

You can export the part list in CSV format by clicking ‘Export part list’. The exported file contains two empty fields: - bidValuePerQty - bidQuantity

If you wish to bid on specific part numbers: 1. Enter your bids in the corresponding rows 2. Save the file in the same format 3. Click ‘Upload bids’

Upload Summary for an Asset Category with a Part List¶

If the uploaded file is valid, a summary screen appears displaying the upload content. Clicking ‘Confirm upload’ will replace all previous bids made by you or another user from your company for this asset category.

⚠️ Important: If you want to keep previous bids, make sure to include them in the new upload.

Internal Bids after the Internal Bidding Phase¶

If you are invited to bid on an asset category by a user from your own company, you can place internal bids. Internal bids have their own bidding phase and are handled separately from the rest.

The bidding process remains the same.

Phases¶

Asset Manager projects are divided into consecutive phases. Below is an overview of each phase and the possible actions for participants.

Setup¶

You will not be able to see any details or information about the Asset Manager project in this phase.

Initial Bidding¶

If you are invited to bid on an asset category by a user from your company, you will: - Gain access to the project - See the asset categories - Place bids

General Bidding¶

Internal participants can still place bids.
Bids placed during Initial Bidding remain valid.
Other participants can now start bidding.

Settlement¶

The bidding has concluded.
The project owner decides which of the received bids to accept.
Participants can still see their bids, but cannot modify them anymore.

Finalization¶

Participants can see whether their bids were accepted in the respective asset categories.