Project Request

Projects are jobs that are completed by an external agency, contracted to complete some work by a defined date. This agency manages it's own workers, and can enter time and expenses for these workers in the system.

The details of the project are defined in the quote that a vendor submits for the project. These details are converted to details in the engagement when the vendor is contracted by the client organization to complete the work. Details include positions (types of workers and rates), materials (used to complete the project and their cost), and milestones (project completion dates and rates for completion).

You can review submitted quotes on the Quotes tab of the project request.

After you review details, you can accept the quote, reject, and request that the vendor/supplier resubmit the quote. For more information about reviewing quotes, see Review Project Quotes.