Use the List form in Projects Management to record and maintain project-related inquiries, including the client, vendor, job details, commercial dates, and estimated value. Sales representatives and project managers use this record when they need a central entry for an inquiry before progressing related work through lead or inquiry actions. Complete the available information carefully so that the job can be identified by its title, file number, and commercial references.
Workflow
Open the List form in Projects Management and review the record before making changes. Use Dashboard, Reports, My Desk, Sales, PM, Purchasing, Warehouse, Finance, Tasks, Activities, Data, or Inquiries as needed to move to the relevant application area.
Enter the job and responsibility details. Complete Status, Branch, Salesperson Responsible, Product Type, and Job Title to identify the work and its responsible sales person.
Add the parties involved in the opportunity. Enter End User, Client, Vendor, and Contact to Decision Makers as applicable. Use Select when you need to choose a value from the available records, then confirm the selection with Ok.
List
Tip: Use a clear, specific Job Title so that users can distinguish similar projects when reviewing inquiries and related records.
Record the commercial references and dates. Complete Estimated Value, File Number, Expected Order Date, Client Inquiry Number, Inquiry Date, Bid Due Date, and Requested Offer Type.
Decide how to continue with the record:
To keep the entry open for further editing, select Save.
To save the entry and leave the form, select Save and Close.
To work with the record as a potential sales opportunity, select Lead.
To work with the record as an inquiry, select Inquiry.
To associate supporting material with the record, select Attach.
To access related ticket activity, select Tickets.
If you decide not to retain your changes, select Don't Save or Cancel. If the record must be removed, select Delete.
Warning: Select Delete only when the List record is no longer required. Deleting removes the record rather than preserving it for later revision.
Examples
A sales representative receives a client inquiry for a warehouse equipment project.
In the List form, enter Job Title as North Hub Warehouse Equipment Upgrade.
Set Branch to the branch handling the opportunity and select the responsible employee in Salesperson Responsible.
Enter the customer organization in Client, the project owner in End User, and the external supplier in Vendor.
Record NW-2026-014 in File Number and NH-ITQ-118 in Client Inquiry Number.
Enter the inquiry and bid dates in Inquiry Date and Bid Due Date, then enter the anticipated commercial amount in Estimated Value.
Add the appropriate Requested Offer Type and the relevant Contact to Decision Makers.
Select Attach to add the client inquiry document.
Select Save, then select Inquiry to continue working with the opportunity as an inquiry.
Tips
Note: Record both Inquiry Date and Bid Due Date when available so that the inquiry can be reviewed against its commercial deadline.
Tip: Use Save when you expect to add more information immediately; use Save and Close when the record is complete for the current session.
Troubleshooting
Symptom
Likely cause
Fix
A selected party or responsibility value is not shown on the form.
The selection was not confirmed.
Select Select, choose the required value, and select Ok.
Changes are missing after leaving the form.
The record was closed or cancelled without saving.
Reopen the record, enter the information again, and select Save or Save and Close.
Supporting inquiry information is not available with the record.
The document was not associated with the List entry.
Select Attach and add the relevant supporting material.
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