Engagement is the process of selecting an organisation to work with, to provide services to you, or for you to provide services to them.
When you’ve set up your project (External collaboration workflows only), you are ready to select an organisation and offer the work to them.Once you have created a new project, click on the green Select supplier button in the project summary window.
Select suppliers or buyers of services from the pop-up window in the Project workspace by typing the name of the organisation in the search window.
There are two ways you can engage an organisation:
- Proposal: Proposal is used if you want to send a description of your project and a request for a proposal. This is generally used if you want to receive a quote and proposal from a supplier. Suppliers cannot accept a project in the Proposed state, clients must offer the project first
- Offer: Offer is used if you have an established relationship with the organisation and want to move ahead directly without receiving a proposal first
Note: It is more expedient and common to use the Offer process.
There are a number of ways to engage an organisation on a Project. You can:
- Conduct an open search on Dazychain
- Select from your Organisation’s panel