Review a Quotation

If a Quotation has been issued on a project, and you are the Contract Administrator, you will receive an action item on your Home page to review the Quotation. You can also access the document on the Quotation Search page.

Note: Quotations can be issued through a Change or Change Directive document when pricing is requested.

To review and close a Quotation:

1. Click on the Project that contains the Quotation in your Action Items list.

The Action Items list expands.

Tip: Documents requiring your review will be labeled "Issued for Review" after the document title.

2. Click the Action Item.

The Quotation Close page displays.

3. Review the Quotation, and any attachments or comments entered by the General Contractor Project Manager.
4. If required, you can revise the following fields:
   • Total Quoted Cost
   • Time Impact If the amount of time this Change or Change Directive will impact the project schedule is known, those details can be entered in the Time Impact field. If the impact of the Change or Change Directive is not known, leave the Time Impact field blank and wait for the General Contractor to provide the Time Impact details on the Quotation.
   • Description

5. If you want to enter a recommendation on behalf of your discipline:

   

   • Click New [your discipline] This button description will differ depending on your discipline. For example, if you are in an Architectural discipline, the button will appear as New [Architectural] Recommendation. Recommendation.

   • The Recommendation page appears. For steps on this process, see Provide Recommendation on a Quotation.

6. Complete any additional fields:
   1. Attachments
   2. Linked Documents
   3. Private Comments
7. To action the Quotation, select one of action buttons from the top toolbar:
1. If you want to request additional input on the Quotation from Consultants, click . For more information, see Request Recommendations.

2. If no further action is required, click . For more information, see Close a Document.

What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.

Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.

3. If you Accept the Quotation and no further action is required, click . For more information, see Close & Mark Final.

What's next?
The Quotation has been closed and the Change or Change Directive Edit page displays.

Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.

4. If you do not agree with information on the Quote, click Request a Re-Quote For more information, seeRequest a Re-Quote.

Who's next?
General Contractor Project Manager to review and issue a Quotation. For more information, see Issue a Quotation

What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.

Any e-mails required to be sent for this document (Action Item notification or E-mail Subscription e-mails) are queued.