The Project Lifecycle
Project Management Workspace
The workspace tab is allows you to interact with the provider using chat, sharing files and links, creating task and scheduling meetings. The chat tab has the a "General" thread created by default, but you can change the thread name or create new ...
Capitalizing Key Deliverables
At the end of a project, you have the possibility to tag the key deliverables. This makes them available in the library. This way the best deliverables can be reused and the company can avoid buying several times the same project. In order to do ...
Measuring the Project Performance
Measuring the Project Performance is the next step on The Project Lifecycle. To do that, access the Project Management tab. Click "Projects": Go to the project you are managing, Market Study on this example: Click "Performance": Performance has 7 ...
Project Management
Managing Milestones & Payments is the next step on The Project Lifecycle. To do that, access the Project Management tab. Click "Projects": Click "Projects" Go to the project you are managing and click view: Go to "Project Management": Here you have 7 ...
Creating the SoW
The next step on "The Project Lifecycle" is the creation of the SoW for the project. Click "SoW/Contract" The "Create SoW" pop up will be displayed. Select the Firm name, Link an MSA with the SoW (Optional), select the language, the layout and the ...
Answering to Q&A
If the consulting firm has questions about the project, they can ask using the Q&A tab of the project. Any questions the consultants have will be here. Once you invited the consulting firm to participate on the project, the Q&A will be available. ...
Selecting the right provider
After the consulting firms accepted the invitation, you can make the RFP available to them. Go back to the project's "Sourcing & Invitation" tab. You can see that the status has changed to accepted and now you can enable the toggles to allow the RFP ...
Inviting Providers
Now that the RFP is done, the next step is invite the consulting firms, to do that, Go to the project and select "Sourcing & Invitation": Click Projects: Click "View Project" Click "Sourcing & Invitation": Sourcing & Invitation has 4 tabs: Target ...
Creating an RFP
Now that the demand is approved and the project is created, the next step is to create the RFP. Click "Projects" Click "View Project" Select the Language, the Layout Template and the Template Library. Click "Create RFP": The RFP/RFI screen has ...
Creating Demands
To add a new demand, click on "Demand Management" Click "Demands" Here you can manage the demands: Click "Add Demand" on the top right corner of the screen: The name of the demand and the confidentiality level are the first information requested. ...