Proposal Sections and Items

Last updated: 2019-10-30

For LET projects, all project categories are assigned section group 0001 and Federal Construction Class is set to LET – Let Project Items. This step is required so that when the proposal section is created, all the project items from one or more projects are combined together into the 0001 proposal section. The process is run for all proposals regardless of the number of projects associated to it.

The Proposal Sections and Items component allows you to organize the project items into the proposal section 0001 and generate proposal item line numbers.

Requirements:
  • Project categories are combined when the categories have the Combine with Like Categories check box selected, have the same Section Group 0001, the Federal Construction Class is set to LET – Let Project Items and have the same value in the Category Alternate Set/Member ID fields if Category Alternate Sets are being used.
  • The Description field for the proposal section is automatically populated with the category description of the first category from the controlling project. Change this description to “Contract Items”.

Create the initial proposal section

  1. Select the Proposal Sections and Items quick link.

  2. Click the Proposal Sections and Items component actions button and select "Auto Generate Sections". The system combines the project items from all associated projects to create proposal section 0001.


  3. Enter "Contract Items" for the Proposal Section Description replacing the system generated description.


  4. Click <Save>.

  5. Select the Proposal Items tab and look for items that did not combine properly. If duplicate items appear, it is a good indication that estimate item prices or supplemental descriptions are not matching for item in multiple projects and / or categories.


Regenerating the proposal section

If a designer changes item quantities, or changes item pricing to items in one or more of the projects in the proposal, you MUST auto generate the proposal section.

  1. Select the Proposal Sections and Items quick link.

  2. Click the Proposal Sections and Items component actions button and select "Auto Generate Sections". If the generation process is successful, a prompt will appear stating this.



  3. Enter "Contract Items" for the Proposal Section Description replacing the system generated description.


  4. Click <Save>.

  5. Select the Proposal Items tab and looking for items that did not combine properly. If duplicate items appear, it is a good indication that estimate item prices or supplemental descriptions are not matching for item in multiple projects and / or categories.


Delete and create a new proposal section

If a designer adds new items in one or more of the projects in the proposal, you MUST delete and recreate the proposal section.

  1. Select the Proposal Sections and Items quick link.

  2. Click the Proposal Sections and Items component actions button and select "Delete". The system marks the proposal section for deletion.


  3. Click<Save>.


  4. Click the Proposal Sections and Items component actions button and select "Auto Generate Sections".


  5. Enter "Contract Items" for the Proposal Section Description replacing the system generated description.


  6. Click <Save>.

Go to Proposal Item Pricing, the next step under Creating a Proposal for PSE Submittal.