Modify Proposal Request dialog box

Use this dialog box to edit a proposal request.

Subject

Enter the subject of the proposal request.

Initiated By

Click to open the Choose a Project Team Member dialog box to select the contact who requested or authorized the document change.

COP Status

Select whether or not the proposal request's change order proposal was received (or closed). By default the status is set to Not Received. Once it is received, you can change it to Received. After the change order proposal is approved, you can change the status to Closed.

Reasons

Click to open the Choose Reasons dialog box to select reasons for the proposal request.

Status

Select the proposal request's status, if applicable.

Expected

Click to open the Expected Proposal Request dialog box to identify who the proposal request is expected from, who it is expected to be sent to, and the date it is expected.

ID

Enter an ID for the proposal request.

Sender ID

Enter the number the contractor gave to the proposal request.

Discipline

Click to open the Choose Disciplines dialog box to apply disciplines to the proposal request.

Contract

Click to open the Choose Contract dialog box to select the contract the proposal request is associated with.

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Description tab/Description of Contents tab/File Summary tab/Email Log tab/Supporting Documents tab/Related Items tab/Change Log tab

Refer to the Proposal Requests activity center for a description of these tabs.

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Review Order

Click to open the Set Review Order dialog box to set the order in which the project team members review the proposal request.

Keywords

Click to open the Choose Keywords dialog box to apply keywordsIn Project Center, keywords are words you can add to items to use for filtering. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers. You can then filter the list of items using the keywords to quickly find the items you are looking for. to the proposal request.

Click to spell check the fields in this window. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Next Action

Mark this checkbox to choose whether to forward the proposal request to another contact, record a reviewer response, close it, to respond to the sender, send it, or send it to another contact and close it after it is filed.

• Choosing Forward for Review opens the Forward Proposal Request for Review dialog box.

• Choosing Record Reviewer Response opens the Record Reviewer Response for Proposal Request dialog box.

• Choosing Respond and Close opens the Respond to Proposal Request and Close dialog box.

• Choosing Close opens the Close Proposal Request dialog box.

• Choosing Send and Close opens the Send and Close Proposal Request dialog box.

• Choosing Send opens the Send Proposal Request dialog box.

OK

Click to log the proposal request.

 

To access this dialog box

Select a proposal request, then click Modify from the Tasks panel of the Proposal Requests activity center.