Baucore

Manage Projects

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A Project (Bauobjekt__c) is Baucore’s core sales record for a construction project — tracking phase, traffic-light status, financials, address, construction dates, and every participant and activity around it. This page is the map of how the pieces fit together; each linked page covers one part in depth.

The lifecycle

External Source (ibau / Barbour ABI / Web-to-Lead)
        │
        ▼
   Project Lead   ──[Qualify & Convert]──▶   Project   ──[Group]──▶   Main Project
        │                                        │
        ▼                                        ▼
  Duplicate Check                         Project Status Check
        │                                        │
        ▼                                        ▼
   Participants                          Recommendations & Follow-ups

A Project can optionally sit under a Main Project (Hauptbauobjekt__c), a parent record grouping several related Projects and Project Leads — useful for a single construction programme with multiple phases or buildings tracked as separate Projects.

What to look at first

Creating and qualifying Projects

Most Projects start life as a Project Lead — an unqualified lead that’s promoted to a full Project once it clears qualification. See Create New Project and Project Lead for how new records get created (and matched against existing ones to avoid duplicates) either way.

Getting to a decision

As a Project reaches its tender deadline, Handle Inquiries to Quotes covers producing quotes for the companies bidding on it, and the Tender Submission Process covers recording who actually won — which in turn drives Loyalty, Performance, and Supply Chain intelligence for every account involved.

Still need help?

Our support team is happy to help with anything not covered here.

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