Maintain Proposal Cost Sheet
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Select the “Maintain Proposal” activity under the “Proposal” business component.
The “Maintain Proposal Cost Sheet” page appears.
Note: 
Clicking this icon available near certain fields takes you to the help page of the respective field.
Enter the following field details in the header:
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Proposal ID |
The number identifying the proposal which may be transformed to a project. |
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Proposal Date |
The proposal date. |
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Revision No. |
The modification number of the proposal. |
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Title |
Brief description of the proposal. This becomes the project name if the proposal is later on transformed to a project. |
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Customer Code |
The code identifying the customer for whom the proposal is being made. |
The system displays the following in the header:
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Customer Name |
The name of the customer. |
Enter the following details in the header:
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Project Definition For |
Use the drop-down list box to specify the project definition. The options are:
The system displays “Generic” by default on launch of the page. |
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Project Type |
Use the drop-down list box to specify the type of the project. The options are:”Billable” and “Non Billable”. The system displays “Billable” by default on launch of the page. |
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Project Category |
Use the drop-down list box to specify the category of the project. The options are “Big”, “Medium” and “Small”. The system displays “Big” by default on launch of the page. |
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Project Classification |
Use the drop-down list box to specify the classification of the project. The options are “External” and “Internal”. The system displays “External” by default on launch of the page. |
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Project Currency |
Use the drop-down list box to select the proposal currency to be used in the project. The combo is loaded with all the company currencies. |
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Ref. Doc. |
The reference document of the project, if any. |
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Duration in Months |
The estimated number of months for the execution of the project when the proposal is converted to a project. |
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Estimated Start Date |
The estimated start date of the project. |
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Estimated End Date |
The estimated end date of the execution of the project. |
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Priority |
Use the drop-down list box to specify the priority for the project. The combo is loaded with the values from “Maintain Codes” activity. The system displays “Blank” by default on launch of the page. |
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Sub-Classification |
Use the drop-down list box to specify the sub-classification for the project. The combo is loaded with the values from “Maintain Codes” activity. The system displays “Blank” by default on launch of the page. |
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Pay Term |
The code pertaining to the payment terms associated to this proposal. |
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Remarks |
Any other additional details regarding the project. |
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Reason Code |
The unique code identifying the reason for amending the proposal. Mandatory when amending the proposal. |
The system displays the following in the header:
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Reason Description |
The description of the reason code. |
Enter the following details in the header:
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Opportunity ID |
A unique code identifying the proposals opportunity details. |
The system displays the following in the header.
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Quotation No |
A unique number identifying the quotation no, which is generated on the ‘Generate Quotation’ button. |
Enter the following details in the “Address Details” group box:
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Address 1 |
The first address line of the customer. |
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Address 2 |
The second address line of the customer. |
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City |
The city in which the customer resides in. |
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State ID |
The unique code identifying the state in which customer resides in. |
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ISO Country Code |
The ISO Country Code of the country. |
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Zip |
The zip code of the country. |
The system displays the following details in the “Address Details” group box:
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State Desc. |
The detailed name of the state. |
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Country Desc. |
The detailed name of the country. |
Enter the following details in the “Address Details” group box:
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Zip |
The zip code of the country. |
Enter the following details in the “Proposal Bid / Enquiry Details” group box:
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Date of Bid Submission |
The actual date of the bid submission. |
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End Date of Submission |
The last day of bid submission. |
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Expected Order Release Date |
The anticipated release date of the order. |
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Date of Receipt |
The actual date of the receipt. |
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Planned Date of Submission |
The planned date for the submission of receipt. |
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Probability of Success |
The chance of success of the bid. |
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LD Clause Applicable |
Use the drop-down list box to specify whether the liquidated damages clause is applicable to the project. The options are “Yes” and “No”. The system displays “Yes” by default on launch of the page. |
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Performance BG Amount |
The performance bank guarantee amount applicable for the proposal. |
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Probability Of Success |
Indicates the project’s chances of success. |
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Retention Amount |
A portion of periodic payment being held for the completion of work. After the acceptance of work, the amount is held for a specific time period by the architect and the owner / payee. |
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Tender No. |
A unique number identifying the tender. |
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Security Amount |
Indicates the proposal’s surety amount. |
Enter the following details in the “Margin & Overheads” group box.
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Overhead % |
Indicates the overhead percentage of the materials. |
Click the “Apply Overhead” pushbutton to calculate the overhead amount.
Enter the following details in the “Margin & Overheads” group box.
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Expected Value |
The expected value of the proposal. |
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Expected Margin % |
The expected percentage of the proposal. |
Note: Either Expected Value or Expected % should be entered.
Click the “Recompute” pushbutton to recompute the calculation.
Example:
For Expected %
• Click Re compute action
• Specify the Proposed Amount
• The system displays the Expected Value as sum of the multiline proposed amount.
For Proposed Amount and Expected %
• Click the Re Compute action
• Apply the Expected % for the lines which has non zero cost
• Click the Maintain action.
• The system displays the Expected value as sum of the multiline proposed amount
For the Proposed Amount
• Specify the Proposed Amount
• Specify the Expected Value
• Click the Re compute action
• Derive the Expected % (Expected Value – The Proposed Amount)
The system displays the following in the “Value Summary” group box:
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Material Cost |
The material cost required for execution of the project estimated at the time of proposal submission. |
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Resource Cost |
The resource cost required for execution of the project estimated at the time of proposal submission. |
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Total Cost |
The overall cost of the project. |
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Total Proposal Value |
The overall worth of the proposal. |
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Proposal Margin % |
The profit scope of the proposal. |
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Total Taxes/Charges |
The total tax / charge applicable for the proposal. |
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Total Discount |
The total discount applicable for the proposal. |
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Total Proposal Value (Inclusive of TCD’s) |
The total proposal value inclusive of the taxes/charges/discount. |
Click the Recompute pushbutton.
Note: On providing Expected %, Expected Value is derived and is applied for all the delivery lines.
On providing Expected Value, Expected % is derived and is applied for all the delivery lines.
The values are summed up from the “Specify Tasks, Materials and Resources” link
This page has four tabs, they are:
This tab is displayed by default on launch of the page.
The system displays the following in the “Proposal Delivery Details” tab:
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Line No. |
The number identifying delivery line no of the proposal. |
Enter the following details in the “Proposal Delivery Details” tab:
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Customer Product Code |
The item code used by the customer. |
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Item Code |
The Item code used by the application. Implies a delivery line item of the proposal. |
The system displays the following in the “Proposal Delivery Details” tab:
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Item Type |
The category of the specified item code. |
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Item Description |
The description of the specified item code. |
Enter the following details in the “Proposal Delivery Details” tab:
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Variant Code |
The item’s variant code. |
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Required Quantity |
The requisite quantity of the item that needs to be delivered. |
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UOM |
The unit of measurement of the item. |
The system displays the following in the “Proposal Delivery Details” tab:
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Cost |
The estimated cost incurred to deliver the line item of the proposal. |
Note: The system displays the “Cost” details when the login user is granted with Proposal with Cost access.
Enter the following field details in the “Proposal Delivery Details” tab:
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Line Level Margin % |
The line level margin percentage. |
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Proposed Amount |
The projected value of the delivery line item of the proposal which can be communicated to the customer. |
Note: Proposed Amount can be specified when the estimated cost incurred to deliver the lime item is zero.
Note: The system displays the “Proposed Amount” details when the login user is granted with Proposal with Cost access.
Enter the following field details in the “Proposal Delivery Details” tab:
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Required Date |
The required date of delivery for the line item. |
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Ship To Add ID |
The address Id of the customer to which the item should be delivered. |
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Remarks |
Any additional information related to the delivery line item. |
This tab is displayed by default on launch of the page.
Enter the following field details in the “Contact Details” tab:
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Contact Person |
The name of the person, who can provide detailed inputs regarding the proposal. The contact person can be either from the customers place or from the project execution organization. |
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The electronic mail of the contact person. |
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Contact No. |
The contact number of the contact person. |
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Mobile No. |
The mobile number of the contact person. |
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Remarks |
Any additional information of the contact person. |
This tab is displayed by default on launch of the page
Enter the following field details in the “Stakeholder” tab:
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Name |
The name of the stakeholders related with the proposal. |
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Department |
The department of the stakeholders related with the proposal. |
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The electronic mail of the stakeholders. |
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Remarks |
Any additional information of the stakeholders. |
This tab is displayed by default on launch of the page.
Enter the following field details in the “Proposal Revision History” tab:
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Revision No. |
The revision number of the proposal. |
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Revision Date |
The date of revision of the proposal |
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Revision Reason |
The reason for the revision of the proposal |
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Revision Reason Description |
The description of the proposal revision reason. |
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Total Cost |
The overall cost of the proposal for the said revision. |
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Total Proposal Value |
The total value of the proposal for the said revision. |
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Proposal Margin % |
The profit margin percentage of the proposal for the said revision. |
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Start Date |
The start date of execution of the project as mentioned in the proposal. |
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End Date |
The end date of execution of the project as mentioned in the proposal. |
Click the “Maintain” pushbutton to maintain (create/modify) the proposal cost sheet details.
On creation, proposal is created in Draft status. Only after materials or resources are mapped to the proposal through tasks and estimated cost for execution of the proposal is greater than zero, the status of the proposal is changed to Fresh
Click the “Approve” pushbutton to approve the proposal cost sheet details.
The status of the proposal cost sheet is updated as “Approved”.
Note:
1. Only Fresh and Under Amendment proposals can be approved.
2. No Sales Quotation is generated automatically on approval of the proposal.
Click the “Delete” pushbutton to delete the proposal cost sheet details.
The status of the proposal cost sheet is updated as “Deleted”.
Note: Only Draft and Fresh proposals can be deleted.
Click the "Cancel" pushbutton to cancel the proposal cost sheet details.
The system updates the “Proposal” status as “Cancelled” and the “Sales Quotation” referring the proposal is converted to “Held” status.
Note:
1. Only proposals in Confirmed / Released status can be cancelled.
2. Proposal cannot be cancelled if the respective “Sales Quotation” is converted to “Sales Order”.
3. Proposals which have been converted to a project (status of the project should not be deleted) cannot be cancelled.
Click the “Generate Quotation” pushbutton to generate the quotation.
The status of the proposal cost sheet is updated as “Released”.
The sales quotation is generated for the “Confirmed” status of the proposal.
Click the “Print” pushbutton to print the proposal cost sheet details.
Note: Use the drop-down list box to select the Print Option. The combo is loaded with “Detail”, “Detail with Cost”, “Summary” and “Summary with Cost”. The displays the values based on the user access rights mapping.
Click the “Amend” pushbutton to modify the approved proposal cost sheet details.
The status of the proposal cost sheet is updated as “Under Amendment”. The system increments the amendment number in the Revision No. field.
Note: Only proposals in Confirmed / Released status can be amended.
Click the “Return” pushbutton to return the proposal cost sheet details.
To carry forward the revisions
Click the “Amend” pushbutton to modify the approved proposal cost sheet details.
The status of the proposal cost sheet is updated as “Under Amendment”. The system increments the amendment number in the Revision No. field.
Click the “Generate Quotation” button to carry forward the revisions to the Sales Quotation referring the proposal.
To proceed, carry out the following
Select the “Specify Tasks, Materials & Resources” link at the bottom of the page to specify the task, material and resources details.
Select the “Specify Reference Documents” link at the bottom of the page to specify the reference document details.
Select the “Maintain Project” link at the bottom of the page to maintain the project details.
Select the “Maintain Task” link at the bottom of the page to create and maintain the task details.
Select the “Maintain Resources” link at the bottom of the page to create and maintain the resources details.
Select the “Specify Tax, Charge And Discount” link at the bottom of the page to specify tax, charge and discount details.
Select the “Specify Checklist” link at the bottom of the page to specify the checklist details.
Select the “Attach Notes” link at the bottom of the page to specify additional notes of the proposal.
The system displays the following details in the “Data History” group box:
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Created By |
The login ID of the user who created the proposal cost sheet details. |
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Created Date |
The date on which the proposal cost sheet details was created. |
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Last Modified By |
The login ID of the user who last modified the proposal cost sheet details. |
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Last Modified Date |
The date on which the proposal cost sheet details was last modified. |