Create or Log a PR (Beta)

2 minutes
2 months ago

Project admins, creators, and editors can create a proposal request if they originate them, or log a received proposal request if it was sent to them.

  1. In Newforma Konekt, open the desired project.
  2. In the main menu, under Project menu, select Change management.
  3. Click Create change item at the top-right corner of the page.
  4. From the dialog box that opens, select Proposal request (PR) and complete the information as needed. Required fields are indicated by an asterisk (*).
    Field Description
    Log a received PR Mark the checkbox if the PR was sent to you. You will need to complete the following:
    • From* – Select the project team member who sent the PR. You can also enter an email addresses in this field.
    • Received via* – Select the method in which this PR was received from the drop-down list.
    • Received date* – Select the date the PR was received. By default, the current date is selected.
    • Sender number – Enter the number the contractor gave to the PR.
    Subject* Enter the subject of the PR.
    Number Enter the identification number of the PR. By default, the number starts with PR but you can modify it.
    Due date The date by which the contact who received the PR needs to complete it.
    Assigned to* Select the project team member(s) that will be responsible for the PR. By default, it is assigned to you.
    Description Enter a description for the PR.
    Reasons Select one or more reasons for the PR.
    • Owner’s request
    • RFIs
    • Recognition of error /omission
    • Submittals
    • Reviewing agency request
    • Request for substitution
    • Changed conditions
    • Improved information
    • Field condition
    • Design document change
    Disciplines Select one or more disciplines from the drop-down list. The disciplines in this list come from the Project settings page.
    Keywords Enter the keyword you want to add, then click Enter or select the matching keyword, if it exists.
  5. To include any additional files with the PR, click Browse or drag and drop the desired files. For example, you can attach the contract the proposal request is associated with.
  6. Click Create or Log. An email notification will be sent to the users in the To field.

After you create or log a proposal request, you can forward it to others for review or request the proposal from the GC (see Manage the PR Workflow).