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 workflow.

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.

  1. Click the Action Item.

The Quotation page displays.

  1. Review the Quotation, and any attachments or comments entered by the General Contractor Project Manager.
  2. If required, you can revise the following fields:
  1. Complete any additional fields:
  2. 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.
Who's next?
Consultant to review and provide recommendation on the Quotation. For more information, see Respond to Recommendation Request on a Quotation
What's next?
A confirmation page affirming all required information is completed and the document has successfully transitioned to the identified status.
    1. 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.
    1. 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.
    1. 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.