Adding a Proposal

To add a new proposal, select Add from the Actions menu on the Proposal Overview component header. When you create a proposal, you do not have to define all the proposal details, just the proposal header information.

To create a new proposal, you must enter information in these fields:

• Proposal ID

• Proposal Description

It is not required, but you can enter information in these fields to record additional information about the proposal:

• Proposal Long Description

• Federal Project Number

• State Project Number

• DBE Goal

• DBE Goal Percent

• WBE Goal Percent

• Publication Date

• Rejected

• Reason for Non-Processing

• Previous ID

• Contract Type

• Proposal Type

• Contract Work Type

• Type of Funding

• Proposal Status

• Proposal Cost

• Complete Plan Cost

• Plan without Cross Section Cost

• Per Plan Sheet Cost

• Status Date

• Contract Qualification Class 1

• Contract Qualification Class 2

• Contract Qualification Class 3

• OJT Goal

• OJT Goal Units

• OJT Goal Comments

• Primary County

• Primary District

• Vendor Access

• Note: If you enter a value in the OJT Goal field, you must also enter a value in the OJT Goal Units field.

You can populate the Proposal Description and Proposal Long Description fields by importing project information after the proposal has been added. If you plan to do this, enter brief placeholder text in those fields to create the proposal.

When you are finished adding information, save the new proposal to the system by clicking the Save button. The system displays the new proposal on the Proposal Summary page and displays a message to confirm that the new proposal was saved. For more information, see Maintaining a Proposal.

Related topics:

Creating a Proposal from a Project

Managing Proposals

Changing a Proposal

Copying a Proposal