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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
  1. Click the Add Task button in Tasks List of a project. 
  2. Select RFP.
  3. (Optional) Change Email Address if submission goes to another person.
  4. (Optional) Add Purchase Order

  5. Select a Trade, Priority, and Category. 

    Note

    You can use the drop-down arrow or type-in feature to fill out the columns when selecting a trade, priority, and category. 


  6. Provide a Description.
  7. (Optional) Attach Files for the RFP.
  8. Click the Next button to add a service provider.
  9. Select a Service Provider.
  10. Click the Submit button to add the RFP Task in Tasks List.

Viewing the Project ID in the Proposal Module

In the Proposal List View 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 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.

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