What role is needed when creating an RFQ and associating it with a Non-Financial Project and Task? — Cloud Customer Connect
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What role is needed when creating an RFQ and associating it with a Non-Financial Project and Task?

edited Aug 29, 2025 10:16PM in Project Management 1 comment

It looks like the only way to be a buyer on the RFQ and to be able to associate the RFQ to a Non-Financial project is to be also assigned as "Project Manager" in Project Management module for the (non-financial) project in question.

After reviewing the non-financial project, the project creator defaults as the project manager.  On the non-financial project, we have the ability to add a secondary project manager (Manage Project Resources) - in this case a Buyer who will create an RFQ.  On the RFQ, the standard functionality to add both the project and task is based on the project manager role, not the project creator.

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