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Procore

Assign a RFQ

Objective

To assign a RFQ after you have already created the RFQ. 

Background

You can create a RFQ without any RFQ recipients. This will create the RFQ without distributing it to anyone, and allow you to use the RFQ as a placeholder to send to assignees at a later date. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the project's Change Events tool
      AND
    • 'Admin' level permissions on the project's Commitments tool.
  • Additional Information:
    • If RFQs are disabled on your project, contact your Procore point of contact to request to enable them. 

Prerequisites

For a user's name to appear as a selection in the Assignee drop-down list for an RFQ, the person's Procore user account must meet the following requirements:

Steps

  1. Navigate to the project's Change Events tool. 
  2. Locate the desired change event and click the link in the Status column.
  3. In the banner at the top of the page, click the Add an Assignee link.

    rfqbanner.png
     
  4. On the Request for Quote page, designate a person in Assignee drop-down list.
    Note: If the user you are looking for does NOT appear in this list, see Why am I unable to assign users to a RFQ? 
  5. Click Save & Send RFQ. The RFQ will be sent to those listed in the Assignees drop-down list. 

 

If you would like to learn more about Procore’s change events management software and how it can help your business, please visit our construction change order product page here.
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