Proposal Request Action page

This page shows the details of a contract management workflow action taken on a proposal request.

Action is the type of action performed. Types of proposal request actions include Received, Forwarded, Response, Review Response, Pending Review Response, Sent, Closed, Sent and Closed, and Reopened.

Proposal Request Action

The following list contains all available fields for all of the types of proposal request actions. Each proposal request action contains a different subset of these fields.

Subject

The subject of the proposal request.

To

The recipient of the current proposal request action. Select the link to open the Contact Information dialog box.

CC

Any other contacts included in the proposal request action.

From

The contact who assigned the proposal request action.

Proposal Request ID

The ID number of the proposal request.

Sender ID

The ID the sender gave to the proposal request.

Purpose

The purpose of the proposal request.

Transmittal ID

The ID number of the proposal request's corresponding transmittal.

Date Received/Sent/Closed

The date the relevant action occurred.

Via

The method used to transfer the proposal request.

Due

When a response to the proposal request is due.

 

Remarks tab

This tab contains any remarks entered for the item. An asterisk (*) indicates that remarks are included with the item.

Files tab

This tab lists any electronic files included with the item. An asterisk (*) indicates that files are included with the item.

Download All Contents

Select to download all of the transferred files at once. You have the option of opening the files or saving them.

Download Selected Contents

Mark the checkboxes of the folders or files you want to download, then select this button to download them. You have the option of opening the files or saving them.

Configure Cloud Delivery

Opens the Configure Cloud Delivery dialog box and allows you to configure Info Exchange to download file transfers to your cloud storage account. For more information, please see the Cloud Delivery overview.

Name

The name of the file.

Type

The file type.

Size

The size of the file.

Date Modified

The date the file was last modified.

Files that appear on the Files tab also appear as a transfer on the Related Items tab.

Contents tab

This tab lists the contents of the action.

Quantity

The quantity of the item included with the action.

Date

The date the item was received.

Number

The item number.

Description

The item description.

Action

Any action taken for the item.

Remarks

Any remarks entered about the item.

 

Email Log tab

This tab lists all email messages associated with the item.

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. Select 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.

 

 

Page Tools

The following tools are available in the Proposal Request Action page toolbar.

Proposal Request: <Proposal Request name>

Select to return to the Proposal Request page.

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

Proposal Requests

Select to return to the My Proposal Request Actions log.

Internal users are returned to the Proposal Requests log.

Send Response

Select to open the Send Proposal Request Response page to send a response to a proposal request.

Markup and Respond

Select to open the Newforma Web Viewer to view the attached files, mark up with any comments and send the response.

View Form

Select to open a printable version of this page.

 

To access this page

Select a proposal request action from the My Proposal Request Actions log, or an action from the Workflow tab of a Proposal Request page.

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

 

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