Forward Proposal Request for Review dialog box

Use this dialog box to forward an existing proposal request to other contacts to review, and create a new outgoing transmittal for the proposal request. You can also forward the files included with the proposal request electronically via email or Info Exchange.

To

Click to open the Choose Project Team Members dialog box to select who to forward the proposal request to. You can also type email addresses directly in this field.

CC

Click to open the Select Project Team Members dialog box to select who else to forward the proposal request to. You can also type email addresses directly in this field.

Contacts in the CC field will receive a link to download the files, but will not be sent reminders.

From

Click to open the Choose a Project Team Member dialog box to select the project team member who is forwarding the proposal request. You can also type email addresses directly in this field.

Subject

The subject of the original proposal request. You can edit it.

Purpose

Select the purpose of the proposal request from the drop-down list.

Date

The date the proposal request is being forwarded. You can edit the date.

Send Via

Select the proposal request’s transfer method from the drop-down list.

If you choose an electronic transfer method (Info Exchange or a drag and drop method) you will be required to add files before you can file the transmittal.

Log in Document Control

When a file has been added to the this item through the Associated Files/Files to Send tabs using Include Files From > Record Documents, marking this checkbox will log the file’s record document as Issued in the Document Control activity center (the revision’s Revision State changes from Draft to Issued) and the Last Issued date is logged.

Transmittal ID

The ID for the transmittal linked to this proposal request.

Proposal Request ID

The proposal request’s ID number.

Hide Recipient List

For Info Exchange transfers only: Mark this checkbox if you want to hide the list of recipients, which allows you to send bid documents to multiple bidders without the bidders being able to identify the other recipients. If this option is not checked, then the email notifications and transmittals will contain the To: and CC: contacts.

Due Back

Mark the checkbox and select the date the proposal request is due back from the reviewers. The date field behaves as follows:

• The default due back date is seven days after the original proposal request’s received date.

• If you change the due back date, Project Center calculates the number of days from the proposal request’s received date to the new due back date, saves this calculation and applies it to future proposal requests that are forwarded.

• If the original proposal request’s due back date is prior to the due back date calculated here, then the due back date defaults to the original proposal request’s due back date.

Remind

Mark the checkbox to add this item to the email notification message sent out by Project Center reminding you to respond back to the contact who sent the proposal request. Select the number of business days before a response is due, which appears in the email message and in the Open Items tab of the My Project Center activity center.

Reminders can be sent to both internal and external project team members. The frequency at which reminders are sent is set in the General tab of the Project Center Administration activity center Servers tab. Reminders can disabled per project in the Edit Project Settings dialog box.

Remind is not available if the option is disabled for the project or in the Project Center Administration activity center.

Remarks tab

Enter a detailed message in this field. Any remarks from the original proposal request are automatically included in this tab.

Proposal Request Summary tab

Information about the original proposal request appears here.

Files to Send tab

Add any electronic files to send with the proposal request.

Name

The name of the file.

Type

The file’s type.

Size

The file’s size.

Date Modified

The date the file was last modified.

Path

The full path to the location of the file.

Keywords

Any keywords applied to the file.

External References

Select one of the following options to include any externally referenced filesDrawing files often reference other files, including other drawings, as well as plot styles, images, standards, and font files associated with the drawing. Those references, or dependencies, are simply an embedded record of the path to the referenced objects or files. when transferring the files:

Do Not Include External References

Select this option to leave out all externally referenced files.

Only Include Externally Referenced Drawing and Image Files

Select this option to include only externally referenced drawing and image files.

Include All Externally Referenced Drawing, Image, and Support Files

Select this option to include all externally referenced drawing and image files, as well as plot support files required by the AutoCAD files so that they have 100% plot fidelity. These include .CTB, .SHX, .PC3, and .TTF files (True Type fonts). When you transfer the files, the External References dialog box opens, listing both XREFs that were found and XREFs that could not be found. You can then locate them manually.

Save Record Copies in

Select the location in which to save a record copy of the file transfer in this location as a .ZIP file. You can enter a new location by clicking the icon.

Review Complete List of Files Before Creating Transmittal

Mark this checkbox to open the Summary of Included Files and References dialog box so you can verify and edit the list of files being sent.

Description of Contents tab/Email Log tab/Related Items tab/Change Log tab

Refer to the Create a Proposal Request dialog box for a description of these tabs.

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 dialog box. If any mistakes are found, the Spelling Check dialog box opens with spelling suggestions.

Print or Email Form After Filing

Mark this checkbox to open the Transmittal form, which you can review and print immediately after filing the proposal request, and a transmittal email message in Microsoft Outlook (if you sent it via email) to send to the contacts in the To field to notify them that the proposal request has been forwarded.

Options Tab

Use this tab to edit the settings for the transmittal sent via Info Exchange or via Email. The available options depend on which method is selected.

Forward

Click to forward the proposal request. The events that occur depend on how the change order and transmittal are being forwarded.

If you chose to send it via Info Exchange:

The original proposal request remains in the Under Review category.

The Forwarded action is added to the proposal request’s Change Log tab.

The file transfer is logged in the All Outgoing log of the Info Exchange activity center.

The transmittal is filed in the All Sent log of the Project Transmittals activity center.

If you chose to send it via Email:

An email message opens in Microsoft Outlook containing the files and information about the file transfer. Edit the message, then send it.

The original proposal request remains in the Under Review category.

The Forwarded action is added to the proposal request’s Change Log tab.

The transmittal is filed in the All Sent log of the Project Transmittals activity center.

If you choose to send it via hard copy:

The original proposal request remains in the Under Review category.

The Forwarded action is added to the proposal request’s Change Log tab.

The transmittal is filed in the All Sent log of the Project Transmittals activity center.

To access this dialog box

You can access this dialog box in the following ways:

• Select a proposal request from the Under Review category, then click Forward for Review from the Tasks panel of the Proposal Requests activity center.

• Mark the Next Action checkbox and select Forward for Review from the drop-down list in the Record Reviewer Response for Proposal Request dialog box, the Create a Proposal Request dialog box, or the Log a Received Proposal Request dialog box, then click Record Response or OK.