Add vendors to an RFP package

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select RFPs under the Procurement section.
3. Select the RFP package number from the list.
4. In the Bidders section, select Import Bidder.
5. Select one of the Vendor views:
   • Add From ITB: See Drawings | Specs | ITB module.
   • Add From Master List:
   • Add From Bidder List:
   • Add By Classification: All active companies listed in the Contact Management module that are categorized using a classification system such as Company Types.
6. Select one of the following options from the View dropdown:
   • Add From ITB - Bidding Only

     This option displays companies that are listed in the project's invitation to bid (ITB). Optionally, you can further filter the results using Distance Filter.

   • Add From Master List

     This option displays all the active companies that are listed in the Contact Management module. Optionally, you can further filter the results using the Distance Filter.

   • Add From Bidder List

     This option displays all the active companies that are listed in the Contact Management module and have the Bidder List checkbox selected in their profile. Optionally, you can further filter the results using the Distance Filter.

   • Add By Classification

     This option displays all the active companies that are listed in the Contact Management module and are categorized using a classification system, such as company types. Optionally, you can further filter the results using the Distance Filter, or by Company Type, Vendor Type, Ship State, or Bill State, or a combination of any or all of these criteria.

7. Select one or more companies from the list to be added to the package.
8. Select Add & Close.