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  1. Meeting Evolution
  2. Planner User Guide

Planner User Guide

User guide for the ME Sourcing Planner site.

How to Create an RFP

  • Create New Sourcing Event
  • Create RFP: RFP Page
  • Create RFP: Dates
  • Create RFP: Questions
  • Create RFP: Sleeping Rooms
  • Create RFP: Meeting Agenda
See all 8 articles

RFPs and Responses

  • Award RFP
  • RFP Response Listing
  • RFP View
  • Compare Responses Report
  • Compare Responses Export
  • Room Block and Meeting Space Reports
See all 9 articles

Reports Menu

  • Event Summary Report
  • RFP Activity Report
  • Response Times Report
  • Contracts Report
  • Cost Savings Report
  • Room Rates Report
See all 8 articles

Working with Clients

  • Add New Client Organization
  • Add New Client Contact

Planner Site Updates

  • Video Update - New Reporting Features
  • Video Update - Proposals and Reporting
  • Video Update Compare Responses Export
  • Video Update View Responses
  • How to Preview New Site
  • Event Listing
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