CPM - Create an RFI

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Introduction

Overview of how to create a new RFI on a project.

Note: The CPM mobile app how-to documents include basic instructions for the setup and use of the mobile app. For more detailed information on business processes, please see the guides HERE

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Steps

1. Navigate to the RFIs module in the springboard.

2. Tap on the action button to create a new RFI.

3. Enter all necessary information.

4. If you would like to save the RFI as a draft to continue entering information later, tap on the menu in the top, right-hand corner, then tap Save.

5. If all needed information has been entered and you are ready to submit the RFI, tap Submit instead.