Platform - Procurement

How do I start the procurement process and request offers from suppliers?

If you are ready to start procurement and would like to create an offer request, there are two methods to start this process.

Option 1: Directly from Assessment
On the Contract page of Assessment, you will see a Request Initial Offers button. Clicking on it will allow you to create a project and unlocking the Procure section. You will then be taken to the offer request page. 

Option 2: From the Assessments tab
If you would like to add multiple assessments for potentially different sites to a project, you can do so from the Assessments tab. Select the assessments you want and click on the Add selected to latest Project button. Clicking on it will allow you to add assessments to an existing or a new project. You will then be taken to the offer request page.