Contents of the Manage Proposals Screen

Use the fields and options to configure the Manage Proposals screen.

Identification

Field	Description
Proposal ID, Revision	Enter, or click to select, the ID of the proposal that you are adding to the database. Each proposal ID can have up to 20 alphanumeric characters and up to 999 alphanumeric revisions. Costpoint treats each revision as a separate proposal.
Name	Enter a name for this proposal. For easier identification, give a name that describes the proposal ID and revision.

Table Window

Field	Description
Line	Click to add a new line in the table window. Costpoint automatically assigns the next sequential number. The cursor stays at the Line field. You cannot repeat line numbers on this screen.
End Item, Rev, Description	You can enter an unlimited number of end items for a proposal/revision record; however, you can enter only up to five quantity breakpoints for each proposal end item. You can enter each end item as an active standard part, good, service, or provisional part. After beginning a new line, enter, or click to select, the ID of a part, service, or good defined in Costpoint Product Definition. You can also use the lookup to select a provisional part ID that was defined on the Manage Provisional Parts screen. The end item, revision, and description default into their respective fields for the selected line. If you manually enter a part that does not exist in Costpoint, the system displays a message that tells that the part is not valid. The message also suggests that you can enter new provisional part data through the Create Provisional Part subtask. You can create the part without leaving the application. This information is then available in any application that uses provisional parts. You can also load an entire product catalog of items or a list of items for a given project contract line item number (CLIN) through the Autoload Catalog or Autoload CLIN subtasks, respectively.
Item Type	The item type displays in this field, identifying this end item as one of the following: P: Part G: Good S: Service R: Provisional Part
Make/Buy	This field displays one of the following values. You can also edit it when select one of the following from the drop-down list: Buy: this indicates that the end item is a Buy part Make: this indicates that the end item is a Make part The value in this field defaults from the Manage Parts screen for standard parts, or the Manage Provisional Parts screen for provisional parts.
Provisional Part Type	If the end item is a provisional part, this field displays the provisional part type that is associated with it on the Manage Provisional Parts screen. Establish provisional part types on the Manage Provisional Part Types screen. This field is blank if the end item is not a provisional part.
U/M	This field displays the default unit of measure for the end item, assigned on the Manage Parts screen for standard parts, or the Manage Provisional Parts screen for provisional parts.
Proposal Qty Break 1	Enter the quantity breakpoint for the end item line. Note: The number of Proposal Qty Break columns in the table window corresponds to the number you select from the Quantity Breakpoints drop-down list. If you select 5, there will be five Proposal Qty Break columns.
WBS	Enter the proposal work breakdown structure (WBS) ID to which the end item is assigned.
PBOM Exists	This field displays Y (Yes) if the end item exists as a proposal bills of materials (PBOM) assembly for the proposal/revision. If Y displays in this field, the PBOM Status displays from the Manage Proposal Bills of Material screen. This field displays N (No) if no PBOM assembly exists.
PBOM Status	If a PBOM exists, this field displays the assembly's PBOM status from the Manage Proposal Bills of Material screen which can be F (Firmed) or U (Unfirmed).
Total Lead Time	This field displays the total lead time in days for this part. Assign total lead time to standard parts on the Manage Parts screen. Assign total lead time to provisional parts on the Manage Provisional Parts screen.
Yield	This field displays the yield percentage for this assembly part, as defined in the Assembly Details of the Manage Proposal Bills of Material screen.
Planned Yield Qty Break 1	The table window displays one Planned Yield Qty Break column for each corresponding Proposal Qty Break column. These fields are non-editable. The system calculates the value in this field as follows: Proposal Qty Break x Yield = Planned Yield Quantity Break

Subtasks

Subtask	Description
Autoload Catalog	Click this link to access the Autoload Catalog subtask, which lets you load an entire product catalog of items into the table window.
Autoload CLIN	Click this link to access the Autoload CLIN subtask, which lets you load a list of items for a given project contract line item number (CLIN) into the table window.
Create Provisional Part	Click this link to access the Create Provisional Part subtask, which lets you create a provisional part for this proposal.