Assign a Quote to a Project

You can assign a submitted quote from a supplier to the request, converting it to an engagement (status='Filled') after acceptance by the MSP or the client manager. Any configured approval routing must be completed before the request is converted. Details from a quote should also be configured in the project request before you complete this task.
This task is different than configuring a quote, as defined in Define a Quote for a Project. This task is completed after quotes are submitted by vendors/suppliers in the Supplier view. If you have the quote information, use the Quote tab to define the quote for the supplier.
Note:
For submitted quotes that require MSP review before they are visible to a client manager, you can click MSP Pass to set the quote status to 'Pending - Pending Client', and then click to accept the quote.
Once the request is converted, you need to configure the engagement details, and add any workers as necessary. For more information about these tasks, see Project Engagements in the Application.
Note:
If you modify any of the quote details, the quote is resubmitted (click ) to the client manager on the request. The client manager or the MSP must accept the quote before the supplier is notified of the modification.
  1. Navigate to the Dashboard page in the MSP view.
  2. Click Requests.
  3. Select the request type by clicking the type button (or ALL).
    You can also enter the request number in the search field.
  4. Select the request by clicking the number link in the Request column.
  5. On the request information page, click the Quotes tab.
  6. In the Quote Information section, click the blue text link for the quote in the Supplier Name column.
    If you have enabled the Workflow Agent to generate quote evaluations, you can review the score in the Quote Evaluation section.
  7. Take one of two possible actions:
    • Click Accept Quote - Accepts the supplier quote and sets the project status to Filled.
    • Click Award Quote - Awards the quote defined in the SOW document to the supplier organization, and sets the project status to Pending Supplier. This action only displays if the Supplier SOW Acceptance setting is enabled on the SOW Workflow used on the requisition (Configuration > Project > SOW Workflows > Project Preferences > Enable Supplier Accept SOW Award).
  8. After reviewing the quote details, click .
    The request is converted to an engagement. You can also reject a quote or reject a quote and send back to the supplier for resubmission. For more information about quote rejection, see Reject a Project Quote.