How do I create the schedule so the job can be sent to vendors?

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Once all components, furnished materials, proofs, deliveries, and milestones have been added to a job, the next step is to create the solicitation that will be sent out to the vendors.

Click the Create Schedule button. Enter a preliminary schedule for the job and click Continue. Once the bid or bids for the job have been received, the vendor may propose an alternate schedule for the job, which can be changed later via the Change Order process. Click Create Solicitation to confirm the schedule and move forward with the solicitation.

Once you create the solicitation, the next page will not only provide you with the ability to both review the solicitation, and modify your vendor pool, but also unlock the solicitation if any other adjustments need to be made, forward the solicitation to another team member for review/issue, or the option is available to issue out to vendors.

In the event the job you are sending out should be directed to one vendor, but that option is not available to you, click Forward for Review and Issue to enter any information and select the person available to send the job out.

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