Changing the proposal workflow phase for PS&E submittal

Last updated: 2023-03-05

Designers will change the proposal to the PS&E workflow phase during the PS&E submittal process. This will update the proposal and any associated project(s) so the plan reviewers can begin their review process. Updating the workflow phase controls project and report access.

Warnings:
  • Once the PS&E workflow phase is set, designers will have read only access to their proposal and the associated project(s).
  • If the workflow phase is changed prematurely and the designer still needs modify access to the proposal, contact the plan reviewers to set the proposal back to the Project Definition workflow phase.

When the proposal is ready for PS&E submittal, complete the steps below:

  1. Prior to changing the workflow phase, select Components Action Menu | Tasks | Validate Proposal from the Proposal Summary component,


  2. After confirming the proposal and projects are valid, select the Workflow tab.

  3. Confirm the Workflow is set to "WisDOT Workflow for Preconstruction and Construction"

  4. Set the Workflow Phase to "PSE: Review projects and proposal (Plan Reviewers); Assign correct proposal number and re-associate projects (Domabyl); When plan review process is complete; Set to Advertisement Phase (Goebel)."

  5. Click <Save>.


Info: The Proposal Management Section will copy the designer's proposal and enumerate the final bid proposal number (e.g. 20230314001). They will disassociate the projects from the user created proposal number “CXXXX-XX-XX” and assign them to the final bid proposal number. Typically, new proposal numbers are created about 12 weeks prior to the letting date.

Bid proposal number format:
YYYYMMDDXXX where YYYYMMDD is the letting date and XXX is the call order number.
Example: 20230314001