How to Link an RFQ to a Package

Last updated September 25, 2023
Written by Princess Luzadas

RFQs that are not currently linked can be associated with a package within the procurement schedule.

To link an RFQ to a package:

  1. Navigate to your Projects.

  2. Locate the project where you created the RFQ using the quick search or filters.
  3. Click on the Project Title or hover over the ‌ ellipsis icon and select View from the options.

  4. On the left side, click Procurement Schedule.
  5. Locate the package to which the RFQ will be linked.
  6. In the RFQ column, click the small arrow that appears when clicked.
  7. Select from the dropdown or enter the RFQ to search.

RFQs that are unlinked to a package are automatically under the Unlinked RFQs package group.
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