RFQ - Status
Updated
Suggested Prior Reading
RFQ - Status
There are various pre-set system statuses used to manage an RFQ throughout its life cycle.
These Status can be set manually by the Project Manager/Estimator but they are also set automatically as certain functions occur. See RFQs - Automatic Status Settings and Functions for more information.
RFQ statuses can be used to filter on the Change Requests - List of all RFQs (see Change Requests - List of all RFQs - Search and Filter).
In addition, some functionality is only available for Change Requests in certain Statuses (see the table below).
This help provides example definitions for the Status and outlines the functionality available when a RFQ is in a certain status. However, the definitions may change per organization.
For more information on where the RFQ Status displays and is used, see RFQ - Data Definitions.
Regardless of the Status, the Company/Contact information (in the General Information section) can not be changed.
Note 1 - Once a Response has been entered, the RFQ can not be changed back to Draft.
Note 2 - If a response has not been entered, the RFQ can't be changed to Revised or Approved.
Status | Description | Functionality |
Draft | The RFQ has been created, but but it has not yet been sent to the Vendor or Subcontractor. | The Status can be changed. All the General Information (except Company/Contact) can be changed. Attachments can be uploaded or deleted. No Responses can be entered (the Response section does not display) The RFQ can be sent or resent to the Company/Contact. The RFQ can be deleted. |
Pricing | The RFQ has been sent to Vendor or Subcontractor. | The Status can be changed. The General Information can't be changed. Attachments can't be uploaded or deleted. Responses can be updated. The RFQ can be sent or resent to the Company/Contact. The RFQ can be deleted. |
Reviewing | Vendor or Subcontractor has submitted a response. There may or may not be a cost associated with the Scope of Work. The Project Manager/Estimator is reviewing the information. | The Status can be changed. All the General Information (except Company/Contact) can be changed. Attachments can be uploaded or deleted. Responses can be updated. The RFQ can be deleted. |
Revise | There has been a change from the original RFQ and a revised response from the Company/Contact is being requested. | The Status can be changed. The General Information can't be changed. Attachments can't be uploaded or deleted. Responses can be updated. The RFQ can be sent or resent to the Company/Contact. The RFQ can be deleted. |
Approved | The RFQ response has been reviewed and is approved to update the Change Request Schedule of Value Line Item with the Quote Amount and Company. | The Status can be changed. The General Information can't be changed. Attachments can't be uploaded or deleted. Responses can't be updated. The RFQ can't be deleted. |
Closed | The process for this RFQ is now over usually meaning an RFQ has been Approved and the next stages such as entering into a Commitment or Commitment Change Order are now proceeding. | The Status can be changed. The General Information can't be changed. Attachments can't be uploaded or deleted. Responses can't be updated. The RFQ can't be deleted. |
Next Steps
To create and send RFQs
- From the Change Request - View/Edit form, see Change Request - Schedule of Values - Bulk Actions - Send RFQs
- From the Change Requests List OR the Contracts - List of All Change Requests, see All Change Request Lists - Bulk Actions - Send RFQs.
To manage RFQs once created
- From the Change Request - View/Edit form via the RFQs component, see Change Request Specific RFQs - View/Edit.
- From the Change Requests on the Project Navigation Menu and via the RFQs in the Lists Navigation Menu, see Change Requests - List of all RFQs - View/Edit.
