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CPM - Create an RFI

Modified on: Thu, Oct 6 2022 8:02 AM

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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.



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