How to edit RFi Projects?
To edit projects, go to projects:
Click "RFI Projects":
Here you can manage all RFI projects:
Click "View" to enter the project and edit it. Each project can be in a different step, so the information you can edit depends on the step you are:
On this project we are in the first step, so you can modify practically everything.
Enter each tab to modify the information you want and continue going forward on each step.
Related Articles
How to edit RFP Projects?
To edit projects, go to projects: Here you can manage all projects: Click "View Project" to enter the project and edit it. Each project can be in a different step, so the information you can edit depends on the step you are: On this project we ...
How to edit a initiative?
To edit a Pipeline Initiative, go to "Pipeline Management": Click "Pipeline" Here you can manage all your initiatives: To Edit the initiative, click "Edit": Change any information you want: Click "Submit": The Initiative is updated: To learn more ...
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 ...
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": ...