Newforma Info Exchange Tenth Edition Help  

 

My Expected Proposal Requests Log Page

This page lists the proposal request actions which you are expecting or are expected from you in the current Project Center project.

Proposal Request categories

Use the Proposal Request drop-down list to filter the list of proposal requests by category. The categories are as follows:

Expected

This category lists all proposal requests logged as expected to which you are assigned.

Expected Resubmission

This category lists expected proposal requests assigned to you that were created for proposal requests that require the sender to resubmit the proposal request (the action taken on the proposal request was Rejected or Revise and Resubmit).

Late

This category lists expected proposal requests assigned to you that are overdue.

 

Columns

Overdue

The icon displays to the left of proposal requests that are overdue. The    icon displays to the left of proposal requests that are due in 8 days or less.

ID

The ID number of the proposal request.

Sender ID

The number the contractor gave to the proposal request.

Subject

The subject of the proposal request. Click to open the Proposal Request page.

Expected Date

The date the proposal request is expected from you.

Supporting Documents

Displays the number of supporting documents associated with the proposal request. There are two possible icons that may appear in the field:

192-download-attached-files.png Download Attached Files

Click to download files attached to many project items directly from the log page.

 188-expired.pngRequest Expired Files

Click the image to send a request to the owner to repost the files. when the files have been removed from Info Exchange. This occurs when the transfer item has expired.

Related Items

Displays icons for any project items related to the proposal request. Click in the column to access the Related Items popup window, shown below. Click the hyperlink for a related item to view its details.

Tasks

The Tasks drop-down list displays available tasks that can be performed for the proposal request. Select a task from the list as needed.

 

Log Page Tools

The following tools are available in the My Expected Proposal Requests log toolbar. For more information, refer to Log Page Tools.

Export

Click to export the items in this log.

Show/Hide Column Filters

Click    to toggle on/off the column filters.

Show/Hide Group By Panel

Click  to toggle on/off the group by panel.

Show/Hide Columns

Click    to access the Field Chooser to add or remove columns from the log grid.

 

To access this page

From the toolbar, click View > Contract Management > Proposal Requests, then click on the My Expected Proposal Requests tab.

If proposal requests are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.