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Creating a RFP allows users to ask for proposals that are needed for the project. There could be one RFP for one service provider or multiple RFPs for multiple service providers. When a RFP is submitted, it is received by the service providers and each one will submit a Proposal within the project itself. This gives you the opportunity to review and eventually accept proposals while in the scoping process.

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tip
Create a RFP Task
  1. Click the Add Task in Tasks List.
  2. Select RFP.
  3. Change email if submission goes to another address.
  4. If necessary, add Purchase Order
  5. Select a Trade
  6. Select a Priority
  7. Select a Category
  8. Provide a RFP Description.
  9. If necessary, add Attach Files.
  10. Click the Next button.
  11. Select service provider.
  12. Click the Submit button.

List of Settings in RFP Task:

  • Task Dropdown Menu: Selecting a Task.
  • Location: Project work location.
  • RFP#: Automatically generated number.
  • Created Date: Task creation date.
  • Your Name: Project Manager name. 
  • Email Address for Submission: Email address for Project Manager.
  • Purchase Order: If a purchase order is required.
  • Trade: Dropdown menu to select trade.
  • Priority: Level of importance for RFP.
  • Category: RFP classification.
  • RFP Description: Information relevant to the RFP.
  • Due Date: Date for when RFP needs to be completed.
  • Attach Files: Potential files needed for RFP.
Tip

Note: Once a RFP has been submitted, the project status changes from NEW or HAS SCOPED to SCOPING IN PROGRESS.


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