How to Send RFQs to Subs and Supers (Procore Web)
Role
PCs or PMs
Steps
- Navigate to the project's Change Events tool.
- Under the Detail tab, mark the checkbox that corresponds to the desired change event.
Choose Bulk Actions > Send RFQs.
- Verify the information that is automatically populated by Procore:
- Title. Procore automatically populates this field with the change event number and description.
- Due Date. Procore automatically sets the due date for seven (10) working days out. You can change the date as you want.
- Request Details. Procore enters the change event number, title, and description by default. Replace using the "Changes distribution template" https://buttconltd.sharepoint.com/:w:/r/Templates/General/Changes%20Distribution%20Text%20-%20Updated%20Dec%202021.docx?d=w3edeaacc453b4fe5a5af648bd973b69b&csf=1&web=1&e=qbkr63 that will be sent to the 'Recipients' named in the 'Commitment Select' table.
- Complete the following fields:
Distribution. Select any users that you want Procore to notify when a reply to an RFQ is submitted by a 'Recipient' named in the Commitment Select table. You can chose a distribution group and any Procore users who have been added to the project's Directory tool.
Notes
- The Distribution list is intended to notify members of Buttcon's internal project team. It is not intended to be used to notify your external subcontractors, vendors, and so on.
- The creator of the RFQ will automatically receive notifications from Procore.
- Attachments. Attach any related items to the RFQ from Procore or from your computer.
- Under the Commitment Select section, some information is automatically populated for you. Confirm this information:
- RFQ Scope Description. Confirm that the RFQ scope description automatically entered by Procore is as you want it. You can update this entry as needed.
- Contract Company. Confirm that the correct company name appears in the drop-down list. The company name is the 'Contract Company' associated with the change event line item. The 'Contract Company' also determines the recipients you can select in the 'Recipients' list.
- Contract Number. Confirm that the correct contract number is selected.
Recipients. Confirm the recipient named in the drop-down list. This user is the 'Assignee' on the RFQ.
Note
If there are no designated 'Recipients' available in the list, Procore will allow you to save the RFW details. However, the RFQ cannot be sent by email without a valid 'Recipient.' To learn how to assign and RFQ to a collaborator, see https://help.buttcon.com/article/105-how-to-add-a-user-to-a-commitments-when-cant-be-selected-under-rfqs-procore-web
Click Create RFQs.
Note: Individual emails requesting a quote for pricing are sent to each collaborator.
Refer to the coordinating manual for further details regarding Changes, see link below.