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View, Filter, and Search RFQs

Objective

To view, filter, and search RFQs from the Change Events tool.

Background

You can view, search for, and apply filters to a the Request for Quotes (RFQs) on a project using the Change Events tool. By typing search criteria in the Search field or by applying filters to the contents of the page, you can narrow down the number of RFQs displaying on the RFQ tab. 

Things to Consider

  • Required User Permissions:
    • To view the contents of the log on the RFQ tab, 'Read Only' level permissions and higher on the project's Change Events tool.

Steps

  1. Navigate to the project's Change Events tool.
  2. Click the RFQs tab.
  3. Choose from these options:
    • To search the contents of list, type a keyword into the Search field and press ENTER or RETURN. 
    • To filter the contents of the list, choose a filter in the Add Filter list. You can also apply multiple filters. Filter selections include:
      • Change Event Number
      • Contracting Company
      • Status
        add-filters2.png

View RFQs from a Commitment

RFQs can also be viewed in the project's Commitments tool within the RFQ tab of its associated contract.

                     clipboard_e2afaed1cbf5cedbbd0c2c2e1a788ac26.png

 Note
  • To view RFQs on contracts NOT marked Private, 'Read-Only' level permissions or higher on the project's Commitments tool.
  • To view RFQs on contracts marked Private:
    • 'Admin' level permissions on the project's Commitments tool. 
      OR
    • 'Read-Only' or 'Standard' level permissions on the project's Commitments tool and you must be a member of the 'Private' list on the contract. 
    • OR
      'Read-Only' or 'Standard' level permissions on the project's Commitments tool with the 'View Private Subcontracts' granular permission enabled on the permission template. This permission allows you to view the RFQs tab on the contract. 

 

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 icon-external-link.png.