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).

Quotes for a project with details for how the supplier completes the defined work, are submitted through the Supplier view, or submitted and input by the MSP. Contract negotiation can be completed outside of the application, however, for details to be tracked, all quote information must exist in the system.

Submitted quotes are routed to the client manager to review and accept. If the client organization is configured to have all submitted quotes route to an MSP for review, they are not visible to the client manager until the MSP approves the quote. If the client organization is using approval routing, the workflow must be completed before the quote is visible to the client manager, depending on the configuration. For more information about approval routing, see Approval Routing Configuration.

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.