Create a New Assembly Project


To create a unique assembly project, it must be associated to an existing proposal in the proposal menu, or you can add a new proposal. There are two main ways to manage the assembly project: 1) load one or more templates or 2) add sections one by one.

To create a new assembly project, select any proposal from the dashboard and click the Edit Assembly icon.




Load Template

Replace Current Contents

1.   Click the Load Template icon from the toolbar.



2.   Select a template from the Choose template to load window with a single click. You may need to use the scroll bar on the right-hand side of the screen to view the entire list.

3.   Choose Replace current contents to replace all existing sections with the selected template.

4.   Click the Load icon.



5.   Click OK to confirm that you want to replace the current contents with the chosen template. This prompt appears only if you choose to replace contents.



6.   Click Close to refresh the assembly project.



Add to Current Contents


1.   Click the Load Template icon from the toolbar.



2.   Select a template from the Choose template to load window with a single click. You may need to use the scroll bar on the right-hand side of the screen to view the entire list.

3.   Choose Add to current contents to append the selected template to the end of the current sections.

4.   Click Load icon.



5.   Click Close to close the template window and refresh the assembly project.



Add a Section


1.   Click the Add Line icon. A new section is added at the end.





2.   In the Type column, click the exclamation point icon.



3.   Choose the option to Upload a document to link to from your computer, and then click Choose File.



4.   Navigate to the document you would like to upload, select it, and then click the Open icon.



5.   Wait for the file to open (the file progress bar and file name will turn green), and then click OK.



6.   Click the Save Assembly icon.



Edit/View Document


1.   To work on a section document, click on the Edit/View Documen icon.



Delete Section


1.   To remove a section, click on the Delete Line icon.



Customize the Assembly Project


1.   Click Show Details for the section to see all details.



2.   Under the Properties column, complete the following items:

a.   Enter a brief Description for the section.

b.   Select the Person Responsible

c.   Under Break Before Insert, choose the appropriate break type that will be made before adding the section during assembly.

d.   Under Paste Format, choose a text formatting option for the section to be applied during the assembly.

e.   Enter a due date in the Section Due field (or use the calendar picker).

f.    Check the Include in Assembly box.



3.   Click the Save Assembly icon, and then click OK at the success prompt.



Email Section

1.   To show the individual section, click the show details icon for that section.



2.   Select the Person Responsible for the section.



3.   Complete the Section Due date for each section. The system will populate the Assigned date automatically.



4.   Click the Save Assembly icon.



5.   Check the Email box for the section to send, and then click the Email Selected icon.



a.   To include an attachment choose Yes, Include Attachments. This option must be used for recipients that are not PMAPS users.



b.   To send the section to a PMAPS user, choose No Attachments.



Combine the Assembly Project


Follow the steps below to build the proposal assembly project assign the properties for each section. Only the file Type is mandatory to save or combine a project.

2.   Choose the appropriate option.



  • Link to the existing RFP: this links dynamically to the existing dashboard proposal document

  • Link to a Q&A or Indexed document: this option link dynamically to an exist search or indexed record by entering the Document ID

  • Upload a document to link to from your computer: this option upload a copy of a document from a network location

  • Link to a document on the web: this option uploads a copy of a document from a web page (URL)
3.   Click OK.

4.   Enter a Description for the section to easily identify the document or content. If you plan to email the section to someone the description is included in the outgoing email.

5.   The Notes field allows you to enter notes specific to the section. If you plan to email the section, the notes are included in the outgoing email.

6.   Change the Status, if you are monitoring or plan to report on the status of the project.

7.   Select or modify the Person Responsible, if you are monitoring or plan to report on the status of the project.

8.   Under Break Before Insert, choose the from the following Microsoft Word page break options:

  • Paragraph Break: this option inserts a paragraph break before adding the section to the assembly project

  • Page Break: this option inserts a page break before adding the section to the assembly project

  • Section Break - Continuous: this option inserts a continuous section break before adding the section to the assembly project

  • Section Break - Next Page: this option inserts a new page section break before adding the section to the assembly project

  • None: this option does nothing before adding the section to the assembly project
9.   Paste Format: control how styles are applied to text during the combine process.



  • Default Paste: uses the setting from your Microsoft Word Normal.dotm for Pasting between documents when style definitions conflict.



  • Keep Source Formatting: This option retains the look of the text by assigning the “Normal” style and includes characteristics such as font size, italics, or other formatting to mimic the style definition of the copied text.

  • Merge Formatting: This option changes the formatting so that it matches the text that surrounds it.
10. Complete the Section Due date, if you are monitoring or plan to report on the status of the project.

11. Add the Completed date to indicate a section is complete. You may want to take this opportunity to change the Status to Final.

12. If you plan to email the section to the Person Responsible, the Assigned date will be completed automatically at that time you send the email. If you do not plan to email sections, you can manually enter the Assigned date if you are monitoring or plan to report on the status of the project.

13. Check the Include in Assembly box to include the section during the combine process.

14. Check the Merge box only if you plan to merge identical documents together into a single combined document as part of the assembly project. This feature utilizes the Microsoft Word Compare (and Merge) feature and is typically used when multiple authors review a copy of the same document.

15. Blank Headers: Prior to combining, this advanced option removes not only all contents from that section’s header and footer but will also remove the blank line in that section’s header and footer.



16. Break After: Prior to combining, this advanced option will add a Section Break – Next Page at the end of the section before it is added to the assembly project.