How do I configure workflows?

Modified on Thu, 12 Feb at 5:39 PM

You can configure Brief modules to create customized workflows for your specific project requirements. Each module has the following configuration options:

Project Scope: Mandatory

Proposal Requirements: Mandatory, Optional, Not Applicable

Pricing and Line Items: Mandatory, Optional, Not Applicable

Award: Optional, Not Applicable

Mandatory modules must be completed in order to find providers. Workflows can be configured based on parameters such as project type, project category, project region, project budget.

What are the default Globality settings for each project type?

	RFP	RFI	RFQ	Panel	Delivery of Staffing
Project Scope	Mandatory	Mandatory	Mandatory	Mandatory	Mandatory
Proposal Requirements	Mandatory	Mandatory	Optional	Mandatory	Mandatory
Pricing and Line Items	Mandatory	Optional	Mandatory	Optional	Mandatory
Award	Optional	Not Applicable	Optional	Optional	Optional

Contact Globality Support and our Customer Success team will work with you to set up the appropriate workflows.