How Do I Set Up RFP Milestones?

See Also

 

Use the Preferences -RFP-Milestones screen to set up default milestones for your RFPs. These should be the common milestones that you routinely use for managing your key reviews and stages of your RFPs. Keep in mind that these are just defaults that will appear in the Add Milestone dialog box when you add milestones from the Projects -General screen. You can also create custom milestones and assign due dates for any milestone in the Projects > General screen.

 

Do the following to add default RFP milestones:

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

  2. Open the RFP folder and click Milestones.

  3. Do one of the following: