Projects

From the Projects tab, you can create a collection of events that are part of the same initiative or project. In each project, you can add request for quote (RFQ), request for proposal (RFP), request for information (RFI), and reverse auction events. Each event can only be linked to one project. If you are not the project owner or events are linked to the project, a This project cannot be deleted label displays on the Projects list.

View your projects

You can access a list of projects defined for your organization.

1

From the menu, select Administration.

2

Select the Projects tab. The Projects list displays.

Search your projects list

You can search for projects using the Search bar. Click the Cancel button in the search bar to view the complete list again.

Create a project

You can also create a project when you link an event.

1

Click Create Project. The Create a new project window displays.

2

Enter a Title and Project description for the project. The project Title must be unique.

3

In the Link events to current project area, select any existing events you want to link to the project.

4

Click Create.

Edit a project

1

Click actions and select Edit. The Update project window displays.

2

Make any necessary edits, and click Update.

Share a project

1

Click actions and select Share. The Share window displays.

2

In Share with, select if you want to share your project with your Entire company or All teams I'm in.

3

Click Confirm.

Remove project share

1

Click actions and select Share. The Share window displays.

2

In Share with, select Not shared.

3

Click Confirm.

Delete a project

You can only delete a project if you're the owner and there aren't any events linked to it.

1

Click actions and select Delete. A confirmation message displays.

2

Click Yes. The project is deleted.

Link event to an existing project

You can also link events when you create or edit your project in the Link events to current project area.

1

From your Events list or the event Details screen, select Actions > Link event. The Link Event window displays.

2

Select Link event to existing project.

3

In Select project, enter or select a project.

4

Click Link. The event is linked to the selected project, and a label with the project name is added to the event.

Link event to an new project

You can also link events when you create or edit your project in the Link events to current project area.

1

From the events list or the event Details screen, select Actions > Link event. The Link Event window displays.

2

Select Create new project.

3

Enter a Project title and Project description for the project. The Project Title must be unique

4

Click Create & Link. The project is created and the event is linked. A label with the project name is added to the event.

Unlink events

You can unlink event in the following ways:

• From the events list or the event Details screen, select Actions > Unlink event.

• Edit your project, and then remove the event in the Link events to current project area.

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