How to create a RFI Project?

How to create a RFI Project?

To create a new RFI project, click "Projects"



Click "RFI Projects":





Here you can manage all RFI projects:



To create a new project without a demand, click "Add RFI":



Enter the RFI name, the RFI Leader (By default it will be the person creating the RFI), the procurement leader, the RFI sponsor, the RFI Currency, the RFI language and the confidentiality level:




Click "Continue":







On the next part, select the demographics for the project:

Select the business unit, the Tier, the Strategic Lever, the capabilities and sub capabilities:



Then, select the Industries and sub-industries, the regions and the countries:




Click "Add":




The RFI was created:



    • Related Articles

    • How to create a Project?

      To create a new project, click "Projects" Here you can manage all projects: To create a new project without a demand, click "Add Project": Enter the name of the project: By default, the project leader is the person who is creating the project: Select ...
    • How to fill out an RFI?

      Now that you created an RFI, as describe in the article How to create a RFI Project?, you can fill out the RFI. Go to projects: Click "RFI Projects": Here you can manage your RFI's projects: Click "View" to open the RFI you created: The first time ...
    • How do I create a Demand or a RFI or a RFP based on a Initiative?

      Go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: Find the Initiative you are looking for and click one of the 3 options: 1) Create Demand To create a demand based on a pipeline initiative, click "Create Demand": ...
    • How to Customize RFI's Settings, Layouts & Templates?

      To customize the RFI: 1. Click "Admin" 2. Click "Customisation" Click "RFI": The first tab are the settings. Here you can customize the Compliance, the Milestones and the Selection Criteria. In the compliance section you have the option to toggle the ...
    • How to create SoWs?

      To create an SoW, click "Contracts": Click "Contracts" Here, you can manage all the contracts: Select SoW from the "Type" list. Select the Procurement Leader, the Project Leader, the Consulting Firm, the Creation Date, the Validity Date, enter the ...