You can configure Brief modules to create customized workflows for your specific project requirements. Each module has the following configuration options:
Project Scope: Mandatory
Line Items: Mandatory, Optional, Not Applicable
Proposal Requirements: Mandatory, Optional, Not Applicable
Pricing Requirements: 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 |
| Line Items | Optional | Optional | Optional | Optional |
Optional |
| Proposal Requirements | Mandatory |
Mandatory |
Optional | Mandatory |
Mandatory |
| Pricing Requirements | Mandatory | Not Applicable |
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.