Respond to Recommendation Request on a Quotation

When a quotation is issued on a project, any Consultants associated in disciplines selected to provide recommendations will receive an action item to provide recommendations to this Quotation.

To provide a recommendation to 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 "Recommendation Requested" after the document title.

2. Click the Action Item.

The Quotation Review page displays.

3. Review the Quotation, and any attachments or comments entered by the General Contractor Project Manager.
4. 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 Edit page displays.

5. Required: Select an Action Taken.
6. Using the Rich Text Editor, enter any your Comments.

7. Complete any additional fields:
   1. Attachments
   2. Linked Documents
   3. Private Comments

Note: Any other documents associated with this request will display in the Linked Documents section.

6. To action the Recommendation, select one of action buttons from the top toolbar:
   1. the Recommendation. For more information, see Issue a Document.
   Who's next?
   Contract Administrator to review the Recommendation on a Quotation. For more information, see Review 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.

   2. the Recommendation to issue or edit later. For more information, see Save a Document.