CPM - Create an RFI
Modified on: Thu, Oct 6 2022 8:02 AM__________
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
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.