Overview

Configuring RFP tracking within the project settings determine if your employees can charge their timesheets to the proposal stage of the project. If the project was not first created as a proposal on-system skip this section. Only projects that were started on-system as a proposal or response to an RFP will have the ability to allow employees to charge their timesheets entries to the proposal stage of the project.

Process

  1. Select Project > select Project Settings within the project menu > click RFP

  2. Click Edit

  3. Adjust the RFP tracking settings:

Additional RFPs: link any additional RFPs to this project to reflect the true business development cost to win this project if work was done on more than one RFP related to the pursuit of this opportunity

RFP Time Tracking: Select 'Yes' to enable employees to charge timesheet entries against the RFP/Proposal phase for this project.

RFP Expense Tracking: Select 'Yes' to enable employees to charge expenses against the RFP for this project

If you choose to enable Time Tracking and Expense Tracking, employee's will be able to select the RFP of the project to bill their time to:

Next Steps

Configure Project Settings: Submittals

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