Bid Package – RFQ ProcessingBid Package – RFQ Processing

Spitfire Project Management System uses the Bid Package, RFQ and Commitment Doc types (and optionally, the Invitation to Bid document and Plan Room Dashboard) to facilitate requesting quotes (bids) from

KBA-01716: Closing Bid Packages Best PracticesKBA-01716: Closing Bid Packages Best Practices

Question: I’ve sent bids out to vendors, recorded their responses, and awarded an RFQ. I think it is time to close the Bid Package document that tracked the RFQs.  What

KBA-01715: Awarding RFQs and Creating Commitments from Bid PackagesKBA-01715: Awarding RFQs and Creating Commitments from Bid Packages

Question: I am reviewing all the RFQs that are on my Bid Package’s RFQ tab. I am ready to award an RFQ and create a Commitment from that awarded RFQ.

KBA-01714: Opening the Competitive Bid Analysis WorkbookKBA-01714: Opening the Competitive Bid Analysis Workbook

Question: I understand there is a Microsoft Excel workbook that summarizes the RFQ information on my Bid Packages. How do I open that workbook? Answer: The Competitive Bid Analysis workbook

Basic System Access CapabilitiesBasic System Access Capabilities

Because the following capabilities are considered so basic that everyone should have them, they are included in the Everyone role by default. PAGE | Allowed to follow redirection links from

KBA-01713: Routing (Sending) RFQs from the Bid PackageKBA-01713: Routing (Sending) RFQs from the Bid Package

Question: I need to send the same RFQ to a number of vendors. I understand I can do this from a Bid Package, but I’m not sure how. Is there

KBA-01712: Adding RFQs to the Bid PackageKBA-01712: Adding RFQs to the Bid Package

Question: How do I add RFQs to the Bid Package? How do I create RFQs from my Bid Package information? How do I build the RFQ list on the Bid

KBA-01711: Data Layer Housekeeping Extension ScriptsKBA-01711: Data Layer Housekeeping Extension Scripts

Question: How can I have the system data layer run some script every time the web application starts up? Answer: In V2017, the system will check for and run extension

KBA-01710: Attaching Invitation to Bids onto Bid PackagesKBA-01710: Attaching Invitation to Bids onto Bid Packages

Question: I’d like to automatically create RFQs for those vendors who respond in the affirmative to Invitation to Bids. How do I attach the Invitation to Bid documents to my

Designing User RolesDesigning User Roles

The Roles tool on the System Admin Dashboard allows you to configure your roles. Roles within sfPMS serve two functions: They grant Spitfire users specific access rights to Spitfire functions