Creating an enquiry
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Enquiry module handle the enquiries prior to the award of a project. This may include enquiries related to technical feasibilities, deliverables of the project etc. Projects corresponding to the enquiry can also be viewed.

Pre-requisites

You can assign a user appropriate security rights to Create/Edit/View/Delete enquiries by selecting Project/Enquiry module and assigning User or User group based Security Rights for the same. 

Opening the enquiry module

  1. In the global menu click Module>>Project/Enquiry.

Project/Enquiry window is displayed.

  1. In the Project/Enquiry window click Add>>Enquiry.

Figure: Creating an Enquiry

Enquiry Details window is displayed.

  1. In the enquiry details window enter values for fields mentioned in the following table.

#

Field

Description

1

Enquiry ID

Specify a unique identification number for the enquiry. You can also generate an ID using the auto generate number option.

2

Enquiry Description

Enter a description for the enquiry.

3

Enquiry Short Description

Enter a short description for the enquiry. This is mainly used for internal purposes.

4

Client

Select the client for this enquiry. Click the browse button to select the client from a list.

5

Enquiry Manager

Select the manager for this enquiry.

6

Designation

Specify the designation of the enquiry manager in the organization.

7

Enquiry Start Date

Enter the enquiry start date.

8

Enquiry End Date

Enter the expected enquiry finish date.

9

Enquiry Genealogy

Genealogy defined in the Project/Enquiry genealogy default properties is displayed here. Click the browse button to select a new genealogy from a list.

10

Client

Select the client for this enquiry. Click the browse button to select the client from a list.

11

Enquiry Manager

Select the manager for this enquiry.

12

Percentage Completion

Enquiry completed percentage will be displayed here. 

13

Enquiry Status

Status of the enquiry is displayed here.
  1. Click Save to complete creation of enquiry.

When the enquiry is saved, different properties of an enquiry are grouped under tabs.


For more information on different tabs refer Creating a Project.