Page Comparison

Creating a an 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.

You can also create Work Order Tasks.

Panel

bgColor	#F9F9F9
titleColor	#0e3367
titleBGColor	#EAEAEA
borderStyle	none
title	⦿ How to Create a RFP Task

Click the Add Task in Tasks List of a project.
Select RFP.
Change email if submission goes to another address.
(Optional) Add Purchase Order
Select a Trade.
Select a Priority.
Select a Category.
Provide a RFP Description.
(Optional) Attach Files.
Click the Next button.
Select a Service Provider.
Click the Submit button.

List of Settings in RFP Task:

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

Live Search

spaceKey	SCU
additional	page excerpt
placeholder	Search our Knowledge Base
type	page

Panel

titleColor	#ffffff
titleBGColor	#5fa7d0
borderStyle	groove
title	In this Article

Table of Contents

maxLevel	3
minLevel	2
indent	20px

Panel

titleColor	white
titleBGColor	#75a346
title	Related Articles

Filter by label (Content by label)

showLabels	false
max	8
showSpace	false
sort	title
cql	label = "label" and space = currentSpace ( )

Versions Compared

Old Version 5

New Version 6

Key

List of Settings in RFP Task: