User Guide/⏳Using Stackd/Projects/Project Documents/To Create a Proposal

To Create a Proposal

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Proposals can be populated from a template.
  1. Proposals use a modular structure where sections can be added as needed
  2. Enter required content into fields
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Changing project specific rates in the
Project Actions Bar must be done prior to proposal creation in order to reflect these changes.
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  1. The following sections can be added within a fee proposal:
    1. Schedule - list of project stages, their duration and submittals
    2. Scope of Services - list organized by phase
      1. Custom services can be input or standard services can be selected using the “Add From List” button → refer to
        Proposal Configuration
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    3. Assumptions - list
    4. Exclusions - list
    5. Rate Schedule - list of rate categories and their rates
    6. Fixed Fees - list
    7. Hourly Fees - list
    8. Unit Rate Fees - list with quantities
    9. Expenses - list
    10. Sub-consultant Fees
    11. Fee Summary
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Project phases can be excluded from the fee proposal by clicking “More Actions” and selecting “Phases”.
Phase aliases can also be set in this section.
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Personnel Rates can be excluded from the fee proposal by clicking “More Actions” and selecting “Personnel Rates”.
Personnel Rate aliases can also be set in this section.
  1. Durations for each scope of service item assigned in “Hourly Fees” can be used to estimate fees for personnel
 
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  1. Each section can be in the Proposal PDF and/or the Breakdown PDF by selecting the desired location(s)
 
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  1. The Proposal document includes both a Proposal PDF and the Breakdown PDF
  2. To view the Proposal PDF select “Preview PDF” and to view the breakdown select “Preview Breakdown PDF” under “More Actions”
 
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  1. Prepend and append for each section can be viewed and modified by clicking “Wording” and selecting the applicable section, and proposal-level content such as Terms & Conditions, Closure, and Acceptance can also be configured from the “Wording” button, which apply to the entire proposal.
 
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  1. Click the ellipsis icon beside any section header to provide options to Rename, Move Up, Move Down, Edit Prepend Wording, Edit Append Wording, Delete, Exclude from Proposal PDF, and Include in Breakdown PDF
 
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  1. A draft proposal can be sent for review by clicking “More Actions” and selecting “Reviews”
 
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Draft and completed Proposals can be saved as a template.
  1. When sending a Proposal by Transmittal, the Proposal PDF and Breakdown PDF can be attached as separate PDF packages → see Add Transmittal to Project
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