Newforma Info Exchange Tenth Edition Help  

 

Send Proposal Request Response page

Use this page to send a proposal request response via Info Exchange.

Send Proposal Request Response

Proposal Request ID

The ID number of the proposal request.

Subject

The subject of the proposal request response. By default, the proposal request subject is filled in, but you can edit the field as needed.

To

The recipient of the response. By default, the sender of the action item is selected, but you can select other recipients as needed. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.

CC

Any additional recipients of the response. Click the drop-down arrow to open the Select Project Team Members as Recipients dialog box.

Action

The action taken on the proposal request. Click the drop-down arrow to select an action.

Response

Enter your response to the proposal request.

Reminders

Set the reminder options to notify recipients if they have not downloaded the transmittal associated with the response. Mark the appropriate checkboxes to have the reminder sent to you, to the recipients, or to both. Once you select an option, you can select the date when the reminder will be sent. If neither checkbox is selected, no reminders are sent.

Reminders to internal project team members are sent daily per project. Reminders to external project team members are sent once. For example, if an external project team member has not downloaded a file transfer, and reminders are set for that file transfer, the external project team member will get only one reminder, on the reminder date.

Files

Use this area to add files to the proposal request response.

Add File

Click to open the Choose File to Upload dialog box and select a file.

To add additional files, click the Add File button again to select another file.

Send Response

Click to send the proposal request response and return to the My Proposal Request Actions log.

 

 

To access this page

Click Send Response from a Proposal Request Action page.

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