Proposal Page

Modified on Sat, 13 Jul, 2024 at 2:31 PM

Rates

Markups (Procurement)

These are the default markups applied to all material entered in this proposal. They are originally populated from the default markup in the settings view. They can then be edited for this individual proposal.

Field	Description	Notes
Category Name	The part category name
Markup	The default markup applied to this category.
Edited By	Name of the person who last changed this record
Edit On	The date and time this record was last changed.

Charge-out Rates (Labour)

These are the default charge-out rates applied to all labour processes in this proposal. They are either populated based on the proposal customer or if none are available for this customer, they are populated from the default charge-out rates in the settings view.

Field	Description	Notes
Display Order	The ascending order in which these rows are displayed
Process Name	The name of the process
Employee Level Name	The level of experience of the employee
Rate Per Hour	The hourly rate
Is Customer Defined	Denotes if this record was populated from the Customer for this proposal

Detail

Gauges

Field	Description	Notes
Using Contingency	The projected project gross profit margin should all contingencies be used.
Contingency Not Used	The projected project gross profit margin should none of the contingencies be used.

General

Field	Description	Notes
Rating	A Star Rating from 1 to 5 indicating the confidence of winning this proposal
Cancelled/Deleted	Marks this proposal as cancelled/Deleted
Pre Proposal (PERT Active)	Marks this proposal as a pre-proposal	While this is ticked, updates to the PERT Estimation Tool will be carried over to the proposal.
Is Project R&D	Marks this as an R&D proposal
Is Scheduled	This indicates that a high-level schedule exists for this proposal.
Is Internal	Marks this an internal proposal	This should only be ticked for proposals for your own company. These proposals/projects will not be displayed in WIP or revenue-based reports.
Requires BOM	Marks that this proposal will require a Bill of Materials
Proposal Status	The current status of the proposal.	Defaults to "New"
Project Group	The project group this proposal is a part of
Proposal Number	A number that uniquely identifies this proposal	This number is automatically generated by Integro and cannot be edited
Project Ref	A number that uniquely identifies the project linked to this proposal	This number is automatically generated by Integro and cannot be edited
Project Type	The type of this project	Project types can be set up in the Settings Section.
Title	The title of the proposal
Customer	The customer this proposal is for	To add a new customer, see Add a New Customer
Customer Contact	The customer contact for this proposal	If no customer contact currently exists, there is a + button on this field that allows you to add a new customer contact quickly.
Customer Status	The status of the customer
Customer VAT Rate	The VAT rate is to be applied to this proposal.	This is populated from the customer file but can be changed here
Currency Code	The currency that this proposal will be quoted and invoiced in	This is populated from the customer file but can be changed here
Currency Rate	The rate between the selected currency and the default home currency in the settings
URS / Part Spec.	A reference to the information that is used to generate this proposal
Part Spec Received Date	The date the URS / Part Spec. was received.
Purchase Order Number	The primary purchase order number received from the customer is if the proposal has been accepted.

Key Dates

Field	Description	Notes
This Proposal is still Open/Active	Marks this proposal as currently active
Created By	Name of the person who created this proposal
Created Date	The date and time this record was last changed.
Enquiry Received Date	The date of the initial request from the customer for this proposal
Proposal Due Date	The due date for when this proposal is to be completed and sent to the customer.
Proposal Sent Date	The date this proposal was last emailed to the customer.
Agreed P.O Date	The date the customer has committed to send a purchase order by	This date can be used for estimated cash flow projections or tentative production planning.
Customer Delivery Date	The due date for the finished project
Forecasted P.O Date	A date you estimate that the customer will send you a purchase order	Only fill this in if the customer has not committed to sending a purchase order by a certain date. This date can be used for estimated cash flow projections.
Delivery Lead Time	The lead time you are giving the customer.	E.g. 12-14 weeks from receipt of the purchase order.

Pre-Project Design

Field	Description	Notes
Concept Type	Information to give to your commercial applications team as a guide in developing a proposal concept.
Est Design Hours Pre-Proposal	An estimate of the maximum hours you want your commercial applications team to spend developing a proposal concept.	For example, if this were an enquiry from a new customer, you may not want to spend much time on the concept, especially if the expectations of securing the project are low.

Machine Rate

Field	Description	Notes
Machine rate	Information about the project output

Customer Supplied Parts

Field	Description	Notes
Customer Supplied Parts	Part supplied by the customer for this project

Proposal Image

Field	Description	Notes
Image Caption	The title of the uploaded image
Proposal Image	The image that represents this proposal
Add	Allows you to add an image to represent the proposal	Saving the proposal is required after pressing this button
Delete	Deletes the currently uploaded image for the proposal	Saving the proposal is required after pressing this button

Internal Comments

Field	Description	Notes
Internal Comments	Comments about this proposal that will not be visible to the customer

Other Dates

Field	Description	Notes
Modified By	Name of the person who last changed the proposal
Modified Date	The date and time this proposal was last changed

Key Personnel / Approvals

Field	Description	Notes
Proposal Owner	The employee responsible for overseeing this proposal
Approved By	The employee who has approved this proposal
Project Leader	The employee responsible for overseeing the project
Contact	The employee responsible for overseeing the listed process
PERT Completed	Employee name and date the PERT for the listed process was completed
PERT Approved	Employee name and date the PERT for the listed process was approved

Description

Field	Description	Notes
Description	Long-form description of the proposal

Labour Summary

This grid contains a summary of all labour listed for this proposal grouped by the process. Totals are provided at the bottom of the grid for labour hours and cost columns

Field	Description	Notes
Module	The name of the module this labour is linked to	Defaults to "Root" if this record is not linked to a module
Station	The name of the station this labour is linked	Defaults to "Root" if this record is not linked to a station
Description	The description of the labour process
Module Quantity	Number of duplicate modules this record is linked to	Defaults to 1 if this record is not linked to a module
Station Quantity	Number of duplicate stations this record is linked to	Defaults to 1 if this record is not linked to a station
Hours Per Station	The hours for this record, not taking module or station quantity into account
Contingency Hours Per Station	The contingency hours for this record, not taking module or station quantity into account
Hours	Total hours for this record taking module and station quantity into account
Contingency Hours	Total Contingency hours taking module and station quantity into account
Internal RPH	The internal hourly cost for this labour
External RPH	The external quoted cost for this labour
Internal Total	The total internal cost for this labour
External Total	The total external cost for this labour
External Contingency Total	The total external contingency cost for this labour
Margin	The percentage difference between external and internal costs

Parts Summary

This grid contains a summary of all parts listed for this proposal. By default, this grid is grouped by module. Totals are provided at the bottom of the grid for labour hours and cost columns

Field	Description	Notes
Module	The name of the module this part is linked to	Defaults to "Root" if this record is not linked to a module
Station	The name of the station this part is linked	Defaults to "Root" if this record is not linked to a station
Part Number	The part number that uniquely identifies the part
Description	Description of the part
Category	The Category of the part
Module Quantity	Number of duplicate modules this record is linked to	Defaults to 1 if this record is not linked to a module
Station Quantity	Number of duplicate stations this record is linked to
Unit Required	Number of required parts for this record
Item Price	Price of a single part
Total	The total price of all parts for this record
Total Incld. Contingency	Total price including contingency of all parts for this record
Markup	The percentage markup to be added for these parts
Total inc. Markup	Total price including markup and contingency of all parts for this record
Show On Printout	Marks if this record should show up on printed proposal forms

Sub-Contracts Summary

This grid contains a summary of all sub-contracts listed for this proposal. By default, this grid is grouped by module. Totals are provided at the bottom of the grid for labour hours and cost columns.

Field	Description	Notes
Module	The name of the module this sub-contract is linked to	Defaults to "Root" if this record is not linked to a module
Station	The name of the station this sub-contract is linked	Defaults to "Root" if this record is not linked to a station
Process	The process for this record
Sub-Contractor	The Contractor that will perform the work
Description	Description of the sub-contract
Module Quantity	Number of duplicate modules this record is linked to	Defaults to 1 if this record is not linked to a module
Station Quantity	Number of duplicate stations this record is linked to	Defaults to 1 if this record is not linked to a module
Unit Required	Number of required units for this record
Item Price	Price of one unit for this record
Total	The total price of all units for this record
Markup	The percentage markup for this sub-contract
With Markup	Total price including markup for this record
Include On Proposal	Marks if this record should show up on printed proposal forms
Show As Process	Marks if this record should show up as a process

Expenses Summary

This grid contains a summary of all expenses listed for this proposal. This grid is grouped by root and module

Field	Description	Notes
Description	Description of the expense	This column will also show the module name if the record is linked to one, otherwise it defaults to Root
Module Quantity	Number of duplicate modules this record is linked to	Defaults to 1 if this record is not linked to a module
Internal Cost	The internal cost for this record.	This doe not take module quantity into account, however, the module quantity is included within the proposal totals
External Cost	The external cost of this record.	This doe not take module quantity into account, however, the module quantity is included within the proposal totals
Total Internal	The internal cost taking module quantity into account
Total External	The external cost taking module quantity into account
Include On Proposal	Marks if this record should show up on a printed proposal form

Sales Order Items

This grid lists all parts of the proposal that will be billed to the customer.

Field	Description	Notes
Sales Order	Reference and name of linked sales order	Any records not linked to a sales order when the proposal is converted to a project will be linked to an automatically created sales order
Module/Station	The name of the module or station that this record was made from	Selecting an item from the drop-down will populate the record based on the selected module/station
Part Number	The part number for this record
Units Ordered	Number of units ordered by the customer
Units Delivered	Number of units delivered to the customer
Item Price	The price of a single unit
VAT Code	VAT Code for this record
VAT Rate	VAR Rate applied to this record
Item VAT	VAT price of a single unit
Net Total	The total price of all units for this record
Gross Total	The total price of all units for this record with VAT applied
Unit Type	The unit type
Planned Delivery Date	The date that this unit will be delivered to the customer
Delivery Date	The actual delivery date of this unit to the customer
Country of Origin	The country of origin to be displayed on commercial invoices
Commodity Code	Commodity code to be displayed on commercial invoices
Com Code Description	Description of the commodity code to be displayed on commercial invoices
Mass	The total mass of this unit
Notes	Additional notes for this record

Payment Terms

This grid lists all payment terms for this proposal.

A drop down is provided above the grid that allows you to populate the payment terms grid with an existing payment plan

Field	Description	Notes
Sales order	Reference and name of linked sales order	Any records not linked to a sales order when the proposal is converted to a project will be linked to an automatically created sales order
Text	Text describing the payment term
Percentage	The percentage of the sales order this record will cover

Recorded Labour

This grid lists all timesheets that have been recorded against this proposal.

Field	Description	Notes
First name	First name of the employee
Last Name	Last name of the employee
Date	Date the labour was performed
Process	The process that was performed
Normal Cost	Employee rate per hour for normal work
Overtime Cost	Employee rate per hour for overtime work
Double Time Cost	Employee rate per hour for double-time work
Normal Hours	Normal hours logged for this timesheet
Overtime Hours	Overtime hours logged for this timesheet
Double Time Hours	Double time hours logged for this timesheet

Risks

This grid is used to list any risks that may be associated with the project

Field	Description	Notes
Id	Unique identifier for this risk
Risk Category	The risk category
Date Raised	Date the risk was raised.
Project Phase Raised	In the active project phase, when this risk was raised
Raised By	An employee who raised the risk
Description of Risk	Description of the risk
Description of Impact/Consequence	Description of the Impact or Consequence
Probability	The probability that this risk will have an impact
Impact	The impact the risk will have on the project
Estimated Cost	Cost of the risk if it has an impact
Priority
Risk Score	The calculated risk score based on probability and impact
Current Exposure	The current monetary value of this risk
Preventive Actions	Actions that can be taken to prevent the risk from having an impact
Risk Response/Mitigation	Action that will be taken if the risk has an impact
Risk Owner	The employee responsible for managing this risk
Project Phase Closed	The active project phase when this risk was closed
Risk Status	The current status of the risk

Assumptions

This grid lists any assumptions that are made for this proposal.

Field	Description	Notes
Name	Name of the assumption
Owner	The employee responsible for this assumption
Validator	The employee who has validated this assumption
Project Phase	Project phase this assumption effects

Tasks

This grid lists all tasks that have been created for this proposal.

Field	Description	Notes
Task No	Unique identifier for this task
Name	Name of the task
Description	Description of the task
Is Research	Marks this as a research task
Is Rework	Marks this as a rework task
Owner Name	The employee responsible for overseeing this task
Resource Level	The level of experience of employees who will perform this task
Resources	Employees performing this task
Is Machine Resource Required	Marks this task as needing machine resources
Machine Name	The name of the machine that is required for this task
Status	The current status of this task
Issued Date	Date the task was issued
Due Date	Date the task will be completed
Completed Date	The actual date the task was completed
Project Process Name	The process that is performed for this task
Estimated Hours	The estimated time in hours it will take to complete this task
Actual Hours	Amount of hours that have currently been logged against this task
Remaining Hours	Amount of hours that are left to be performed on this task
Projected Hours	Projected hours it will take to complete this task
Hours Balance	Difference between Estimated and Projected Hours
Estimated Cost	Estimated cost it will cost to complete this task
Actual Cost	The actual cost of performing the task
Units Allocated To Bom	NA for proposal tasks
Units Made	Units made from this task
Units Rejected	Units made from this task and rejected
Units Reworked	Units reworked
Is On Hold	Marks this task as currently on hold
Location	Location this task will be performed.

Toolbar

Save

Saves the current changes you have made to the proposal.

Cancel

Reverts the current changes you have made to the proposal.

PERT

Opens the PERT tool for this proposal.

Convert To Project

Convert this proposal to a project.

See Convert A Proposal To A Project.

Request PERT Input

This sends an email to the proposal's contacts requesting that they complete their part of the PERT tool.

Create - Copy Proposal

Copies the details of this proposal to a new proposal.

See Copying A Proposal.

Create - New Version

Creates a new version of this proposal.

See Copying A Proposal.

Print

Opens the proposal as a printout that can be downloaded/printed.

The [Sales Items Format] printout will display the sales order items and the payment terms.

The [Tech Spec] printout will display the sales order items and the parts required for this proposal.

Email

Opens a page that will allow you to email the proposal.