Edit a Proposal Request (Beta)

1 minute
4 months ago

You can edit a proposal request (PR) to update information, view workflow activities, download attachments, and more. To move a PR through the workflow, see Manage the PR Workflow.

Once the PR is closed you can no longer make edits.

  1. In Newforma Konekt, open the desired project.
  2. In the main menu, under Project menu, select Change management.
  3. In the Change management page, find the PR you want to edit.
    You can use the filter and sort options to find your PR more easily. You can also search for PRs using the search bar.
  4. Click the PR to edit it.
  5. In the Details tab, edit the information as needed.
  6. To view workflow activities, click the Workflows tab.
  7. To download attachments, click the Attachments tab. You can also download attachments from the Details or Workflows tab.
  8. If you’re a project admin, you can view PR history under the History tab.