Notice to Proceed

Use the Notice to Proceed (NTP) business process to provide a Contractor with formal notice to commence work related to a Contract.

Characteristics

This is a Project-level business process with a workflow, provided in the system template.

Record Statuses

Approved

terminal status

Canceled

terminal status

Completed

terminal status

Contractor_Review

non-terminal status

In_Review

non-terminal status

Pending

non-terminal status

Workflow

The default workflow for the Notice to Proceed business process is set up in a certain way; however, it may be used differently by your organization. Typically, a user with the necessary permissions can create the record and either move it directly to the end step or send it to others for review or approval. The recipients in the second step can approve or reject the record or send it on to others.

Creating a Notice to Proceed Record

Create a Notice to Proceed record by navigating to Commitments / Notice to Proceed on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab. Act on an existing Notice to Proceed task that has been assigned to you from the Tasks log.

Complete the Notice to Proceed form and attach related documents, if needed. After completing the form, click Send and select an action in the Workflow Actions list to determine the next step in the workflow. Click Send to route the form to the next assignee.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to your Project tab and switch to User mode.
  2. In the left Navigator, select Commitments, and then select Notice to Proceed.
  3. On the Notice to Proceed page, click Create. Refer to the tables below to complete the form. You can click Save at any time to save a draft version of the form. Draft versions are stored under Drafts.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Send.
  6. On the Workflow Action Details tab, select who should receive this Notice to Proceed.
    • If permitted, you can add users to the CC list. These users will receive a notification about this Notice to Proceed but are not assigned a task.
    • If permitted, you can adjust task due dates for all users, or set individual task due dates for each assignee.
  7. Click Send.
  8. In the Notification window, review the content and click OK.

    The record moves to the next step in the workflow.

Completing the Notice to Proceed Form

Key Information

Select an approved Contract.

Field Name

Access

Description

Contract

Required

The contract that is a reference to this record

Contract Number

Read-Only

The unique number for the contract, which might come from a corporate financial system

Title

Required

Enter a title.

Due Date

Editable

Target completion date for this record. A default duration has been set by your administrator but can be overridden here for this record.

Notice to Proceed Date

Required

The date on which any Notice to Proceed is issued by the Owner in accordance with the terms of the referenced Contract

Description

The Detailed Description field will appear as a portion of the Custom Print for this Notice to Proceed

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded. The business processes selected for auto-creation will copy this detailed description to the destination business process.

Contract Details

Details about the referenced contract

Field Name

Access

Description

Effective Date

Read-Only

Enter the date this record takes effect.

Original Contract Completion Date

Read-Only

The target completion date of the original contract, prior to any change orders

Original Commitment

Read-Only

Original amount of the referenced Contract as of the NTP creation date

Revised Contract Completion Date

Read-Only

The latest contract completion date, based on all approved change orders

Revised Commitment

Read-Only

Revised amount of the referenced Contract including approved Change Orders as of the NTP creation date

Manual Notice to Proceed Completion Date

Editable

The NTP completion date will be the Original or Revised Contract Completion date. You can manually update the completion date here.

Notice to Proceed Completion Date

Read-Only

The date of completion for the NTP

Project Address

Field Name

Access

Description

Location

Read-Only

The location of the project

Address

Read-Only

The location of the building, including the street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name.

City

Read-Only

The city where the building is located

Country

Read-Only

The country where the building is located

State/Province

Read-Only

The state or province of the building

Zip/Postal Code

Read-Only

The ZIP or postal code of the building

City

Read-Only

The city where the building is located

State/Province - Other

Read-Only

If you are selecting a country without defined states, provinces, or regions, use this field to provide additional information.

Vendor Information

Details of the Vendor for this Contract. If the Vendor has Unifier Essentials users, the primary contact is specified to allow them to see the Notice to Proceed.

Field Name

Access

Description

Vendor Name

Read-Only

The name or nickname for this vendor. This field must be unique to each vendor. This name will be the primary way this company is identified in the system.

Legal Vendor Name

Read-Only

Lists the legal vendor name if the vendor name is different from the vendor full legal business name, the vendor has a name longer than 50 characters, or both.

Vendor ID

Read-Only

If Unifier Essentials is integrated with an external system, this field contains the ID that corresponds to the vendor in the external system. Populates based on the selected Vendor. If not integrated with an external system, leave blank.

Vendor a Unifier User?

Read-Only

Indicates whether or not the vendor should be CCed when the contract is approved. CCing the vendor allows the vendor to see the contract, with some restrictions, as well as to access the contract when creating Change Orders, Payment Applications, or other business processes.

Vendor User

Read-Only

Indicates whether the vendor is a user in the system

Vendor Contact First Name

Read-Only

First name of the main vendor contact

Vendor Contact Last Name

Read-Only

Last name of the main vendor contact

Vendor Contact Phone

Read-Only

Phone number of the main vendor contact

Contact Email

Read-Only

Contact email address for the main vendor

Vendor Address

Vendor address to be used for this Contract

Field Name

Access

Description

Vendor Address to Use

Read-Only

The vendor address to use for this transaction. By default, the vendor's primary address is used.

Address

Read-Only

The street address, P.O. box, apartment, suite, unit, building, floor, and so on. Do not include the contact's name.

City

Read-Only

City

State/Province

Read-Only

The state or province

State/Province - Other

Read-Only

If selecting a country without defined states, provinces, or regions, this field provides additional information.

Country

Read-Only

Country

Zip/Postal Code

Read-Only

ZIP Code or postal code

Additional Information

The Notice to Proceed Additional Information block is reserved for future use by your organization.

Field Name

Access

Description

Notice to Proceed Date Picker UDF 1

Disabled

Reserved for future use by your organization

Notice to Proceed Date Picker UDF 2

Disabled

Reserved for future use by your organization

Notice to Proceed Decimal UDF 1

Disabled

Reserved for future use by your organization

Notice to Proceed Decimal UDF 2

Disabled

Reserved for future use by your organization

Notice to Proceed Date Only Picker UDF 1

Disabled

Reserved for future use by your organization

Notice to Proceed Date Only Picker UDF 2

Disabled

Reserved for future use by your organization

Notice to Proceed Currency Amount UDF 1

Disabled

Reserved for future use by your organization

Notice to Proceed Currency Amount UDF 2

Disabled

Reserved for future use by your organization

Notice to Proceed Picker UDF 1

Disabled

Reserved for future use by your organization

Notice to Proceed Picker UDF 2

Disabled

Reserved for future use by your organization

Additional Notes

The Notice to Proceed Additional Notes block is reserved for future use by your organization.

Field Name

Access

Description

Notice to Proceed Text 255 UDF 1

Disabled

Reserved for future use by your organization

Notice to Proceed Text 255 UDF 2

Disabled

Reserved for future use by your organization

Notice to Proceed Text 255 UDF 3

Disabled

Reserved for future use by your organization

Notice to Proceed Text 255 UDF 4

Disabled

Reserved for future use by your organization

Notice to Proceed Long Text UDF 1

Disabled

Reserved for future use by your organization

Notice to Proceed Long Text UDF 2

Disabled

Reserved for future use by your organization

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Status

Read-Only

Record status for a workflow BP record is based on the workflow action preceding the current workflow step.

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Record Last Update Date

Read-Only

Date that the record was last updated

Business Process Record URL

Read-Only

A shareable link to this record, for anyone with the necessary permissions

Project Name

Read-Only

Name of the project

Project Number

Read-Only

Unique Project Number



Last Published Monday, April 14, 2025