Log a Received Proposal Request dialog box

Use this dialog box to create a new proposal request.

To

Click to open the Choose Project Team Members dialog box to select the project team members the proposal request was sent to. You can also type email addresses directly in this field.

Project Center uses the To field to send reminders about the proposal request. If you are logging a proposal request that you received via email and it has multiple proposal requests that apply to multiple projects, make sure to only include team members who are on the project you are logging the proposal request for. Otherwise, reminders will be sent to team members on other projects.

From

Click to open the Choose a Project Team Member dialog box to select the contact who sent the proposal request. You can also type email addresses directly in this field. If you are logging this proposal request from an Info Exchange file transfer or an email message, the contact who sent it is automatically entered in this field.

Subject

Enter the subject of the contract.

Initiated By

Click to open the Choose a Project Team Member dialog box to select the contact who requested or authorized the document change.

COP Status

Select whether or not the proposal request’s change order proposal was received (or closed).

Received

The date the proposal request was received.

Purpose

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

Reasons

Click to open the Choose Reasons dialog box to select reasons for the proposal request.

ID

Enter an ID for the proposal request.

Sender ID

Enter the number the contractor gave to the proposal request.

Received Via

Select the method in which this proposal request was received from the drop-down list.

Discipline

Click to open the Choose Disciplines dialog box to apply disciplines to the proposal request.

Contract

Click to open the Choose Contract dialog box to select the contract the proposal request is associated with.

Remarks tab

Enter detailed comments in this field.

Internal Notes

Enter any personal notes in this field.

Internal notes are not sent in email notifications, and do not appear in forms, but they are tracked in the Remarks Summary tab of the Proposal Requests activity center.

Received Files tab

Add any electronic files that were sent with the proposal request in this tab. The files may be from a CD, DVD, or other media.

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 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. applied to the file.

Save Record Copy in

When you file an proposal request, a record copy of it is saved in this location as a .ZIP file. You can enter a new location.

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

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

Review Order

Click to open the Set Review Order dialog box to set the order in which the project team members review the proposal request.

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.

Next Action

Mark this checkbox to choose whether to forward the proposal request to another contact, close it,  or to respond to the sender after filing the proposal request.

• Choosing Close opens the Close Proposal Request dialog box.

• Choosing Forward for Review opens the Forward Proposal Request for Review dialog box.

• Choosing Respond and Close opens the Respond to Proposal Request and Close dialog box.

OK

Click to log the proposal request.

To access this dialog box

Click New Proposal Request > Log a Received Proposal Request from the Tasks panel of the Proposal Requests activity center.