Creating an RFP allows users to ask for proposals that are needed for a project. There could be one RFP for one service provider or multiple RFPs for multiple service providers or multiple RFPs for one service provider. When a RFP is submitted, it is received by the service provider they will submit a proposal within the project. This gives you the opportunity to review and eventually accept proposals while in the scoping process. Once a RFP has been submitted, the project status changes from New or Has Scoped to Scoping in Progress.
You can also create Work Order Tasks.
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| title | ⦿ How to Create a RFP Task |
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- Click the Add Task button in Tasks List of a project.
- Select RFP.
- (Optional) Change email address if submission goes to another person.
- (Optional) Add Purchase Order
- Select a trade, priority, and category.
- Provide a description.
- (Optional) Attach Files for the RFP.
- Click the Next button to add a service provider.
- Select a Service Provider.
- Click the Submit button to add the RFP Task in Tasks List.
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Viewing the Project ID in the Proposal Module
In the Proposal Module in Service Automation, you can view the Project ID number of any task that is associated with a project. This is the same Project ID assigned when a project is created. The Project ID is needed when you want to Retro-Active Link a Work Order to a project. number is located on the left hand side under the Tracking number.
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Once a RFP has been submitted, the project status changes from New or Has Scoped to Scoping In Progress.
