Newforma Info Exchange Tenth Edition Help  

 

Proposal Request page

This page shows the details of the proposal request you selected from the Proposal Requests log.

This page is only available to Project Center (internal) users.

Proposal Request

Subject

The subject of the proposal request.

Initiated By

The contact who asked for clarification that triggered the proposal request. Click the link to open the Contact Information dialog box.

Reasons

The reason the proposal request was created.

COP Status

The status of whether or not a change order proposal has been received for the proposal request.

Status

The status of the proposal request (For Review, Expected, Approved, Rejected, Closed, Revise and Resubmit, etc.).

ID

The ID number of the proposal request.

Sender ID

The number the contractor gave to the proposal request.

Discipline

The discipline(s) associated with the proposal request.

Contract

The contract the proposal request is related to. Click the link to view the Contract page.

 

Workflow tab

This tab lists the history of contract management workflow actions that have been taken on the proposal request.

Type

The type of action taken.

Action

The action required or taken. Click to open the corresponding Proposal Request Action page to view the details of the action.

Date

The date the action was taken.

From

The contact who performed the action.

To

The recipient of the action.

Due Back

When a response to the action is due.

Remarks

Any additional remarks about the action.

 

Description tab

This tab displays the text from the selected proposal request's Description tab.

 

Email Log tab

This tab lists all email messages associated with the proposal request.

Importance

The    icon indicates the email message is marked as important.

Attachments

The    icon indicates the email message contains an attachment.

Subject  

The original subject line of the email. Click the subject of an email message to view it in the Email Preview page.

Message

Displays the first part of the email message.

From

Displays the original sender of the email.

To

Displays the recipient list for the email.

Date

Displays the original sent date for the email.

Size  

Displays the file size of the email.

Preview Email Messages

Mark this checkbox to display a portion of the email messages below their subjects.

 

Supporting Documents tab

Displays the supporting documents for the proposal request. Click on the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, click the icon to open or save the file locally.

Name

The name of the file.

Type

The file type.

 

Related Items tab

This tab lists all Project Center items that are related (linked) to the proposal request. Click the subject of an item to open it in its page.

Subject

The subject of the related project item. The icon for the related item type appears to the left of the Subject.

ID

The ID for the related project item.

Type

The type of the Project Center project item.

Workflow

The status of the item related to the action item.

Team Members

Team members associated with the related item.

Date

The date the related item was created.

Keywords

Displays any project keywords associated with the item.

 

Change Log tab

Use this tab to view a history of the actions taken on the selected proposal request, including when it was created, modified, who was involved, and any details.

Date  

Date the change occurred.

Event Type

Type of change that occurred.

By

Project team member who created the change.

Detail

The specific field or item that was changed by the event.

In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.

 

Page Tools

The following tools are available in the Propsal Request page toolbar.

Proposal Requests

Click to return to the Proposal Requests log.

View Form

Click to open a printable version of this page.

 

To access this page

Click the subject of a proposal request from the Proposal Requests log.

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