Manage requests

From the Requests list, you can manage your intake requests. If you're a requester, you will only see your requests, but as a buyer, you can manage all requests for your company.

Filter requests

The left side of the screen includes a tab for all available request statuses. Select a tab to filter the list by the event status.

Available statues include:

• Draft: Requests awaiting approval before being submitted for review. A request moves to this status if your company has set up request approvals and the request meets an automation rule. See Request approvals.
• In review: Requests submitted for review, typically before being converted into an event.
• In progress: Requests that have been converted into a request for quote (RFQ) or request for proposal (RFP) events and are currently in the sourcing phase.
• Completed: Requests that have been converted into events and have been awarded.
• Canceled: Requests that were rejected or deemed unnecessary.

Open request

Click a request line to open the details view. Depending on your permissions and the request status, you can edit or cancel the request, generate a scope of work, review event responses with an AI agent, create an event, or comment to the requester from this view.

View request status

From details view, you can monitor your request's progress and review important dates, including an estimate of when your request will be completed.

Statuses:

• In review: Your request is being reviewed. Includes the date and time the request was submitted.
• Sourcing: Your request is being sourced. Includes the sourcing start date and time.
• Completed: Your requested was successfully sourced. Includes date and time when the sourcing is completed.

  Note: As your event moves through each step, you can review an estimated completion date. When a request is in review, the estimate includes 1 day to review and 8 days for sourcing. When the event is being sourced, the estimate depends on when the sourcing is scheduled to close and 3 days to review supplier responses.

• Canceled: Indicates the date and time your request was canceled.

Internal comments

With a request opened in details view, you can add internal comments to the request, which are shared with the assigned buyer. If the comments area isn't displayed, click the comments/approvals button to switch to the Internal comments view.

Approvals

When you submit your request, if your company requires an approval based on the included information in the request, it will be automatically routed to the approver. From the request screen, you can track where your request is in the approvals process. See Manage request approvals (request owner).

Additionally, if you're assigned to approve a request, you will be able to approve or reject the request from the same Approvals area. See Approve a request (Approvers).

If the approvals area isn't displayed, your request might not require an approval or you may need to click the comments/approvals button to switch to the Approvals view.