Assign a RFQ
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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.
- Navigate to the project's Change Events tool.
- Locate the desired change event and click the link in the Status column.
- In the banner at the top of the page, click the Add an Assignee link.
- 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? - Click Save & Send RFQ. The RFQ will be sent to those listed in the Assignees drop-down list.