The Proposals log window lists every Proposal. 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.

From this window, you can look at details of a Proposal, or open a Proposal to edit it. You can also print a report or a form.

Note: You must use Change Management to add Proposals. Use the Project Settings Dialog Box to choose the document types that will be added to phases. Then in the Change Management Document Window, add Proposals in one of the phases by clicking Start Phase.

Buttons, Drop-Down Lists, Icons, and Links:

Add Document

Click to add a new document.

This only appears when you enable adding change orders and proposals outside of Change Management.

Print

Click to display the Print - Proposals window.

Print Report

Click to print the default report.

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.

Edit Document

Click to open the document in Edit mode.

View

Click in the left column to view a document. Documents preceded with this icon can only be viewed, not edited.

Find

Click to filter all items in the active table by a particular word or phrase.

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.

Columns:

Title

The title of the proposal, which you can click to open the proposal document window in View mode.

Type

An abbreviation for the type of proposal. You can add new types to this list by right-clicking on the top-level folder and choosing Document Setup.

To/To Contact

The company and contact receiving the proposal.

From/From Contact

The company and contact that sent the proposal.

Contract

The contract this proposal applies to. Click to open the Contract Document Window.

Number

The number associated with the proposal. Contract Management assigns each subsequent document with the same To/From contacts the next highest sequential number.

Status

The current status of this document. You can customize statuses by right-clicking on the top-level folder and choosing Dictionaries, Status.

Cost

The cost associated with implementing this proposal.

Date

The date this item was initially created/submitted.

Acknowledged Date

The date you made or received a response to the proposal.

Required Date

The date by which a response is required.

Ball in Court/BIC Contact

The company and contact currently responsible for this item.

Spec Section

The specification section code that best represents the Proposal. 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).

You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.

Activity ID

The P6 EPPM activity associated with this item.

Change Management

Contract Management displays the linked title of the Change Management Document Window from which the proposal was created.

Reason Code

The reason code associated with this proposal.

Priority

The priority level for this item, which will appear in the BIC’s Action List.

Custom Field columns

Each custom field assigned to the issues table is shown with applicable values. Custom fields enable you to define additional information about a project; define them outside the project by right-clicking on the top-level folder (All Projects) in the Project View and choosing Custom Fields.

Select an action

This drop-down list appears at the right of each document listed in the log. Click to open a list containing actions you can perform.

How to access this log window:

Expand the Contract Information folder in the Project View and click Proposals.

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