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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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title⦿ How to Create a RFP Task
  1. Click the Add Task in Tasks List of a project. 
  2. Select RFP.
  3. Change email if submission goes to another address.
  4. If necessary, add (Optional) Add Purchase Order
  5. Select a Trade.
  6. Select a Priority.
  7. Select a Category.
  8. Provide a RFP Description.
  9. If necessary, add (Optional) Attach Files.
  10. Click the Next button.
  11. Select service providera 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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