Page Comparison

Did you know that you can include custom instructions for your contractors and facilities team to follow? See /wiki/spaces/~166717768/pages/2263975714 for more information.

1. On the top navigation bar, click Proposals. The Proposals page appears.
   
   
2. Click the Create Proposal button.
   

   
   

   Info
   Alternatively, you can create a Proposal from the Expanded menu by clicking 3 lines on the far left. From the menu, select RFPs / Proposals > Create Proposal.

   
   

3. The page for searching for a location appears.
   
   

   
   

4. Use the filters on the page to find the location for which you want to submit a proposal, and then click Search. The page with locations that match your search criteria appears.

5. Click the desired location, select the appropriate trade from the drop-down list, and then click Next. The page with location details opens.

   Warning
   title Important
   Should you need to create a proposal due to an increased scope of work on an existing work order, stop and follow the steps for Creating a Proposal Linked to a Work Order

   
   

6. Review the location details to make sure that you’re submitting a proposal for the right location, and then click Next. The page for creating a proposal appears.
   

   Note
   To the right of the proposal form you may find instructions on how to fill it out. These guidelines are provided by your client to help you understand the requirements for expected proposal details. Follow these rules when completing the form to increase the likelihood that your proposal will be approved.

   
   

7. Anchor
   Proposals_Standalone_Step_6 Proposals_Standalone_Step_6

   Enter a brief Project Name and Description. The Proposal Number is automatically populated after you submit a proposal.

   Note
   When an auto-generated number appears, you cannot enter your own proposal number. However, when the field is empty, you can provide your own number. This is controlled under Proposal Administration.

   
   

8. Continue to complete the proposal form by filling out the fields highlighted. Once you enter the info for a line item, click the blue arrow at the bottom of the screen to proceed to the next line item.

   Info
   Note that the proposal total and line-items subtotals are calculated automatically, so you don’t have to enter them. Also, you can add additional rows for each line item as required.

   
   

   • Costs incurred to date. Enter a description and a total into the appropriate fields.
   • Materials. Enter a description, quantity, unit, and price for each material. Also, do not forget to indicate whether the materials are new or replacing the existing materials.

   • Installation labor. Enter the number of technicians, hours, and rates.

     Info
     To provide the total labor charge instead of itemizing numerous labor charges, use the Flat Fee Labor field.

     
     

   • Non-installation expenses. Enter the number of trips made and charges. Also, enter additional and non-installation fees.
   • Freight. Enter the total freight charges.
   • Tax. Enter the total tax charges for each line item.
   • Attachments. Attach up to five files to the proposal that you’re creating.
     Once all sections are complete, the proposal breakdown appears. It shows the proposal line items, their subtotals, and the proposal grand total.
     
     
9. Click Preview Proposal to begin submitting your proposal.

10. Review the information you entered and select the I Confirm the Data on the Form is Correct checkbox. When the proposal contains sections where you have a zero (0.00) total charge, a second checkbox should be present. Select this checkbox to confirm that it is correct that the sections listed have a total charge of zero (0.00).
    
    

    Note
    Should you need to edit your proposal, click Change Proposal and make the required modifications. Note that proposals cannot be modified once submitted.

    
    

11. Click Submit Proposal. The proposal is now entered into the system, and you can see it in the Proposals List.
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If a revised proposal needs to be submitted, it must be for the original proposal amount plus/minus the difference. If two proposals are approved, the NTE is updated to the grand total of the approved last proposal. The NTE amount is not updated to the total of both approved proposals.

Proposal statuses and their color codes are shown in the upper-right corner of the Proposals List.