Use this document window to view and edit details about a Proposal. You can also add a Proposal directly in this module if the Enable document creation outside of Change Management option has been set on the Projects Settings dialog box. Proposals solicit a priced offer to perform a particular activity, or outline how much a specific change will cost and how long it will take. The proposal document window is categorized into several tabs, which you can use to record details of a proposal.
Notes:
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Select an action
Click to display the list of actions you can perform on the current window.
Proposals Log
Click to return to the log window.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Control Center
Click to return to the Workspace.
General tab:
Type
The type of proposal document. This originates in Change Management.
Contract
The contract associated with the proposal. Click browse 
to open the Select Contract Dialog Box to choose a contract to link to the proposal. This is a required field.
To
The recipient of this proposal, which originates in Change Management. This is a required field.
From
The contact creating this proposal, originates in Change Management. This is a required field.
Number
Contract Management automatically assigns each subsequent proposal document the next highest sequential number. You can change this number. This is a required field.
Title
Enter a brief summary of the problem that required the proposal.
Total Cost
Contract Management automatically calculates the amount (cost) attributed to this Proposal based on the sum of the Net Lump Cost and the Line Item Total. It includes markup, if applicable.
Date
Contract Management automatically enters the date the proposal is created.
Time Change (Days)
If the proposal affects the project schedule, the number of days is indicated in this field.
Status tab:
Ball in Court
The person responsible for this item.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Status
Select a valid status codes from the drop-down list.
Acknowledged By
Click to open the Select Contact Dialog Box to choose the companies and contacts who acknowledged this proposal. Click delete 
to clear the contact. Click the calendar icons to enter the approval date.
Summary tab:
This tab displays a summary of the costs associated with the contract this proposal is linked to. This tab only appears if a contract is linked to the proposal. Information on this tab cannot be edited.
Details tab:
Original Contract/PO Sum
The original value of the contract.
Approved Changes
The total sum of all approved changes for this item.
Revised Contract Sum
The original value of the contract plus the total value of approved changes.
Actual to Date
The amount paid on the contract so far.
Balance
The balance remaining on the contract.
Original Completion Date
The original early finish date for the contract.
Revised Completion Date
The latest early finish date for the contract.
Markup for Changes tab:
Use the fields on this tab to create markup categories for the Proposal. Using markup, you can create markup categories based on a lump sum value, then apply the markup values to cost codes.
Notes:
Add Markup
Click to open the Markup dialog box to create new markup categories.
Add Subtotal
Click to open the Markup Dialog Box to add a Subtotal row to the document. Contract Management subtotals the markup values and places them in this row.
Get Markup
If you entered default markup values in the Project Settings Dialog Box Markup section, click this to fill in the columns in this dialog box based on those settings. You can edit them by clicking edit to open the Markup Dialog Box. If you edit the information in this dialog box, the edited values will override the values from the Project Settings dialog box.
Organize Rows
Click to open the Organize Markup Rows Dialog Box to set the order in which you want the markup categories applied to the document.
Description
A description of the markup category.
Markup %
The markup percentage applied to the document.
Note: You can use either Markup % or Markup Amount, not both.
Markup Amount
The fixed markup amount applied to the document.
Note: You can use either Markup % or Markup Amount, not both.
Markup Cost
The total markup cost.
Total Cost
The total cost of the proposal including taxes and markup.
Target Cost Code
The cost code the markup value is applied to.
Remarks
Additional comments or instructions.
Source Cost Code
Select a specific source cost code. Contract Management calculates the amount of markup that is applied from of all cost distributions that match the specific cost code.
You can use wild cards in the Source Cost Code field. Use a question mark (?) to replace one letter, or an asterisk (*) to replace multiple letters. For example, if you have cost codes A1B and A2B, and you enter A?B, it will use both cost codes. Similarly, if you use A*, it will find all cost codes that begin with A.
Line Items tab:
Use this section to enter itemized changes for the proposal.
Add Lump Sum
Click to enter lump sum line item rows for this item.
Add Unit Price
Click to enter unit price line item rows for this item.
Copy from Contract
Click to copy the line items from the linked contract to this proposal.
Find
Click to filter all items in the active table by a particular word or phrase.
Line Item No.
Contract Management automatically assigns the next sequential number to each item row.
Quantity/Units of Measure
The Quantity and Units of Measure fields work together to quantify the amount of work or materials.
For example, if a job requires 300 hours to complete, enter 300 in the Quantity field and Hours in the Units of Measure column. Use whatever units are applicable to the contract, such as days, weeks, or pounds.
Description
A brief description of the item or service.
Unit Price
The cost of a single unit, as specified in the Units of Measure field, for example, $40.00 (per hour), or $200 (per ton).
Net Amount
Contract Management automatically calculates this field based on the Quantity and Unit Price fields.
Tax Rate
If a fixed rate tax (fixed percentage) applies to this item, the percentage is shown here.
Sales Tax
The amount of sales tax charged to this item.
Line Item Total
Contract Management automatically calculates this field as the total of the Net Amount and Sales Tax columns.
Material
The name of the material for this line item. Click to open the Materials Delivery Document Window.
Activity ID
The P6 EPPM activity associated with this item.
Cost Code
The cost code this item is costed to.
Contract Line Item
When Copy from Contract is used, a link to the contract line item being copied appears here. Click the link to open the contract and the line item.
Collected from Line Item
If you use Copy Commitments to Budget in Change Management, the committed change order or proposal numbers from which the line items are collected appear in this column. Click to open the committed change document and the line item dialog box.
Delete
Click to delete the item.
Details tab:
Description
Use this area to enter any comments, conditions, or notes associated with the proposal.
Spec Section
Select the specification item that best describes this Proposal from the drop-down list. Documents can be sorted or filtered by their respective specification numbers, so you can easily locate and view documents of a particular spec type.
The specification section codes are part of the MasterFormat/CSI Codes standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC). If necessary, you can add a new specification section to this list in the Specification Sections Detail Dialog Box (right-click on the top-level folder and choose Dictionaries, Spec Sections).
Cost Category
The cost category for the Proposal, from the contract/PO associated with the Proposal. This field is not editable.
Cost Type
The type of change document.
Required Date
Contract Management enters seven days from today's date. Click the calendar 
to select a different date from the pop-up calendar.
Acknowledged Date
Enter the date the response is received from the recipient of the collected document. Click the calendar to select a date from the pop-up calendar.
Previous Change Management Phase
The previous Change Management phase document. If it is the first phase, this field is blank.
Change Management Number
If this document was generated from a Change Management document, the number appears in this field.
Collected Into Change Number
If this document was collected into another document, the document information appears here.
Reason Code
Select the reason code associated with the collected document.
Schedule tab:
Details
Click to open the Schedule Dialog Box to view schedule information if this document is linked to a P6 EPPM activity.
Update from Schedule
Click to refresh the dates of the P6 activity.
This action will update the dates and the Started and Finished checkboxes in Contract Management based on the current date information in P6.
Update from Schedule is only available if the project is linked to a P6 project.
Activity ID
If you are using the P6 EPPM you can use this field to reference and update the Start/Completion dates of the change with the schedule activity's early/actual start and finish dates. Link Contract Management to a P6 EPPM project from the Schedule tab of the Project Settings Dialog Box.
To record scheduling information, click Select to open the Select Activity Dialog Box to choose the P6 EPPM activity.
Start/Finish
Enter the actual start and completion dates for work related to this change. Click the calendar to select a date from the pop-up calendar, or use the schedule activity early/actual dates from the activity entered in the Activity ID field. If the option next to each field is selected, the date is an actual start or finish date.
Time Change (Days)
Enter the number of days added or subtracted from the schedule because of the change document.
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this document window:
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Last Published Wednesday, June 17, 2015