Adding a new project

May 3, 2014 1:33 pm

For each job a company is requesting proposals for, you can create one project. Projects are set up as one of the following three types: Request for Proposals (RFP), Request for Information (RFI), or Request for Quote (RFQ). Once these projects are posted to the live website, outside companies can compete for them by logging into your website and placing bids that will show up in the Blue interface. Projects can also be posted by website members via the live website or by administrators via the Blue interface.

To create a new project, take the following steps:

  1. Click on the Projects tab. This will bring up a list of existing projects.
  2. Click on the Add a New Project button.
  3. Next to Proposal Type, select the type of proposal you wish to add.
  4. Enter a title for the new project.
  5. From the Category dropdown list, select the category to which you want to assign the project. If you are using a predefined category, it will be visible in the list. If you would like to create a category directly from this screen, click the Add button and follow the on-screen prompts.
  6. Enter the contact information for the project in the appropriate fields.
  7. If this project belongs to a member who has been configured using the Membership module, select this member from the Owner dropdown list. For more information on configuring members, see the Membership module.
  8. In the Start Date field, enter the date on which you will begin accepting bids, or click on the calendar icon to select a date.
  9. In the Due Date field, enter the date of the deadline for submitting bids.
  10. In the Due Time field, enter the time of the deadline.
  11. In the Objective field, provide a brief description of the project. This will appear when website visitors are viewing a complete list of projects. In most cases, this should be a brief sentence explaining what the project is.
  12. In the Detailed Description field, enter a more detailed description of the project. This will appear on the website when visitors click on a project to view more information.
  13. In the Questions field, create a series of questions that a bidder will answer when placing a bid. These questions can include general questions about the bidder, or more specific questions about the job itself. Press Enter after each question to begin each question a new line.
  14. If you'd like the project to be active and displayed with the list of projects on your live website, make sure the Active dropdown is set to Yes.
  15. If you would like to add private notes regarding the project, enter them in the Private Notes field. These can include information about the project that will not be visible on the live website.
  16. When you are finished entering this information, click Save at the bottom of the screen. This will create the project and return you to the list of all open projects.

Once you have added a project, it will be visible on the live website and available for members of your site to log in and place bids. If a project is visible on the live site, make sure that your system administrators has added a proposals section to the website and that the project is marked Active, and that the current date is within the project's start and due dates.