How Do I Set Up RFP Default Phases?

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Use the RFP Phases preferences to create and modify default phases. You can add the default RFP phases your firm typically uses, control whether phases should be hourly by default, and configure phases so they are automatically added to all new RFPs.


Do the following to set up RFP phases:

  1. Select Preferences from the master drop-down list.

  2. Open the RFP folder and click Phases/Codes.

  3. Select one of the default phases in the Phase section to edit its settings displayed in the Phase Details section. You can modify the phase description, specify required hours, and set defaults such as the Hourly or Active status. See Preferences -RFP-Phases/Job Codes for further details on the phase details you can customize.

  4. In the Job Codes section, select which of the available job codes you want to associate with a specific project phase.

  5. Do one of the following: