Within this article:
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Training video aimed at Operationals and Managers
Within this video, we will show you how to make the most of your account as an operational or manager.
Here you will see:
- How to create a new request for proposal
- How to manage your proposal
- how to respond and evaluate proposals received
- how to modify ongoing projects
- how to terminate an ongoing project early (if necessary)
- How to manage Activity Reports
- including what to do if an Activity Report is validated with errors
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Other useful resources
Creating a request for Proposal
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Everything you need to know about the new Request For Proposal creation process (time & material)
- How to create/publish an RFP (time & materials)
- How to create/publish an RFP (Portage offer)
- Adding a skill/language to an RFP
Managing proposals
- The different statuses of a proposal
- How to respond to proposals?
- How to modify/add assignments on a current project?
- How to renew/extend a project?
Managing Activity Reports