Proposal Request Log

4 minutes
9 months ago

Proposal Requests Log                                                                                        

This page lists the proposal requests for the current project. Select the subject of a proposal request to view its details. External and internal (Project Center) users see the same information unless otherwise noted.

To only see proposal request actions assigned to you, select the My Proposal Request Actions log. To only see proposal requests which you are expecting or are expected from you, select the My Expected Proposal Requests log.

 

Proposal Request categories

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

All

Displays all proposal requests that have been entered for this project.

Pending Incoming

Displays proposal requests sent via Info Exchange that need to be received in Project Center.

Under Review

Displays proposal requests that have been received, but responses have not been sent to the proposal request senders.

When a non-expected proposal request is first filed, it is placed in the Under Review category.

Awaiting Action

Displays proposal requests that have been received, but they:

Have not been forwarded for review, or

Have been forwarded for review, but a response has not been received, or

Have been forwarded for review and all responses have been received, but there has been no response sent to the proposal request sender.

Forwarded for Review

Displays proposal requests that have been forwarded with a due date for another contact to review that you have not been received back yet.

Response Overdue

Displays proposal requests that have been forwarded for review but the responses back from the reviewers are overdue.

Expected

Displays all proposal requests filed as expected.

Expected Resubmission

Displays expected proposal requests that were created for proposal requests that require the sender to resumbit the proposal request (the action taken on the proposal request was Rejected or Revise and Resubmit).

Late

Displays expected proposal requests that are overdue.

All Closed

Displays all proposal requests that have had a response sent to the proposal request sender and there is no further action required.

 

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 to view its details.

Status

The current status of the proposal request.

Total Days

The number of days to process the proposal request. The count starts from the start date, which is either when the item was created or the received date, and ends either with the current date or when it was closed if a closed date was entered. If it is re-opened, it displays the count from when the proposal request was created. The total days count is based on calendar days (not business days) and does not consider holidays in its calculations.

Received

The date the recipient received the proposal request. The field also displays the proposal request purpose and who sent the proposal request.

Forwarded

The date the proposal request was forwarded. The field also displays the purpose for which the proposal request was forwarded.

Response

If a proposal request has been forwarded to you, select Respond to open the Send Proposal Request Response page. If a response has already been logged, then the date of the proposal request response, the action taken for the proposal request and the name of the user who sent the response are displayed.

Closed

The date the proposal request was closed. The field also displays the action taken for the proposal request and the name of the user who closed the proposal request.

 

Log Page Tools

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

 

To access this page

From the toolbar, select View > Contract Management > Proposal Request.

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