Signing Up
Your client should trigger an invite to you via email to either bid on a project or for work that has already been awarded to you:
The email will look as follows:
For invitation to bid:
And for work that has been awarded to you:
Click the 'View Project' button to start the sign-up process.
After following the link, you will arrive at the Sign Up screen (see below).
To Sign Up:
Make sure your email address looks correct
Enter a password of your choosing.
Those will be your login credentials moving forward.
You will then be signed into your Banner account.
Logging In
To Log In to Banner for subsequent sessions, follow the steps below:
Visit https://withbanner.com
Click the Log In button in the upper right-hand corner
Enter your credentials
Submitting an Invoice
Dashboard
As a vendor, you’ll be invited to Banner through an email, as shown above.
After logging in, you will be greeted by the My Projects page.
This screen allows you to view all of the projects you have been invited to or are currently working on. You are also able to check the client it's for, the status of your bid, and the bid due date.
Navigate to an ‘In Progress’ Project
Find the project you want to submit an invoice for.
Confirm status is ‘In Progress’
Click the hyperlink in the Project column to view the project information.
Project Info
After clicking the project hyperlink from your dashboard, you will be brought to the 'Contract Info' tab.
Select the 'Project Info' tab, and you will be able to view all of the project's details, including the project scope, location, and any related documents the owner may have uploaded (site plans, drawings, insurance requirements, etc.).
Navigate to Invoices
Click on the 'Invoices' tab in the Project Header.
Here you can view the Invoice Details and track the progress of each one.
Submitting an Invoice
Click the Add Invoice button to view the Schedule of Value detail associated with your contract for this project.
This will show you previously billed progress and allow you to input new invoice details.
To add an invoice:
Fill out the general invoice information (where applicable):
Number
Title (Optional)
Invoice Date
Period Start Date (Optional)
Period End Date (Optional)
Description (Optional)
Then enter your invoice cost information, by:
Clicking into the ‘New Invoiced $ this Period’ and entering each amount
Clicking anywhere on the screen when finished, or pressing enter
Checking on the Status of an Invoice
After you submit your invoice, you will be able to check on the status by navigating back to the Invoices tab:
There are 3 potential invoice Statuses:
Reviewing - [NAME]: You will see this status from when you first submit an invoice until the Project Manager initially approves the invoice
Pending: This status indicates the invoice has been initially approved by the Project Manager
Approved: This status indicates that your invoice has been fully approved.
Submitting a Change Order
From your Dashboard:
Navigate to an ‘In Progress’ Project
Find the project you want to submit a change order for.
Confirm status is ‘In Progress’
Click the hyperlink in the Project column to view the project information.
Then, to submit a Change Order:
Navigate to the Change Orders tab in the Project Header.
Here, you can click the ‘Add Change Order’ button.
Fill out the general Change Order information (where applicable):
Number
Title (Optional)
Date
Description (Optional)
To enter cost information, either:
Enter a total amount only in the Change Order Grand Total field, OR
Select ‘Add Item’ and title each sub-component of the change order, as well as provide a value
Then, click the ‘Submit Change Order’ button.
From this screen, you will be able to view all previously submitted Change Orders.
There are 3 potential Change Order Statuses:
Reviewing - [NAME]: You will see this status from when you first submit a change order until the Project Manager initially approves the change order
Pending: This status indicates the Change Order has been initially approved by the Project Manager
Approved: This status indicates that your Change Order has been fully approved.
