Maintaining Special Provisions

Special provisions are additional textual requirements or other specifications that can be applied to a proposal. As a reference record, a special provision can be linked to any proposals that have that provisional requirement.

The Special Provisions tab on the Proposal Summary component contains a rolling list of all of the special provisions that are currently associated with the proposal. Each special provision row contains a Delete button and current values for the following fields:

To remove a special provision from the proposal, select Delete from the Actions menu on the appropriate row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button. When you are finished, click the Save button.

Adding a Special Provision to a Proposal

To add a special provision to a proposal, follow these steps:

Click the Select Provisions button on the Special Provisions tab.

The system displays a modal window for selecting special provisions.
In the Select Provisions modal window, type criteria in the Quick Find search box that matches the special provision you want to add to the proposal.

The system lists all the special provisions that meet your search criteria and are not already associated with the proposal.
Click the row for each special provision you want to add.

The system adds a check mark beside each special provision you select and shades the row. To cancel a selection, click the selected row again.
Click the Add to Proposal button.

The system closes the modal window and lists the new special provisions on the Special Provisions tab of the Proposal Summary.
To save your changes, click the Save button.

The system displays a message to confirm that your changes were saved in the database.