Issue Quote (PCO - CD)

In this article, you will learn how to issue quotes to notify your team. Issuing quotes will enable more options (e.g. Edit Quote, Request Quote Revision, Accept, Decline).

1. Go to the Project where the PCO/CD request was created.

   

2. Click the Project Forms tab and ensure that the CHANGE ORDERS tab is active.

   

   1. Note: by default, the CHANGE ORDERS tab is active when accessing the Project Forms.
3. When accessing the CHANGE ORDERS tab, the Proposed Changes section is active. Find and select the request you want to issue the quote form.

   

4. You will be directed to the change order's ISSUED page. Click the Issue Quote button.

   

5. The Issue Quote <PCO-No.> window will appear. Select the contact to notify and add comments with the issuance. In the Choose a contact (Required) field, click the drop-down arrow to select the contact to notify.
6. In the Notify others on the team (Optional) section, select the checkbox(es) of the contacts that you would like to be notified.

   

7. In the Comment field, enter a brief note/issuance comment.
8. Click the Issue button to continue. After issuing the quote, the status of the request will be changed to ISSUED.