Accept or Decline a Quote - Prime Consultant

In this article, you will learn how to Accept or Decline Quotes as a Prime Consultant.

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

   
   

   

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

   
   

   

   1. Note: By default, the CHANGES 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 that you want to accept/decline.

   
   

   

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

   
   

   

5. The Optional: Notify Team <PCO No.> window will appear. In the 1. Notify others on the team (Optional) section, and select the Checkbox(es) of the contacts that you would like to be notified.
6. In the 2. Include a comment with your notification (Optional) section, and enter a brief recommendation note/comment.

   
   

   

7. Click the Accept button to continue. After recommending the quote the status will still be ISSUED but an indication that it is Accepted by Prime Consultant will appear on the page.

When Declining quotes, it is worth noting to add notes/comments on declined quotes.