Applications Administration Guide > Proposals > Modifying and Adding Content to a Proposal (End User) >

Changing the Order of Sections in a Proposal

When end users add a section to a proposal, the sequence numbers are not automatically regenerated. If a section is inserted within the current sequence, each sequence number must be modified. The sequence numbers in the Proposals list determine the order in which sections and components appear. There are two methods that can be used to resequence proposal sections and components:

• Edit Layout.
• Proposal Table of Contents.

To use Edit Layout

1. Navigate to the Opportunities screen > Opportunities List view.
2. Drill down on the opportunity associated with the proposal.
3. Click the Proposals view tab, and in the Proposals list, select the proposal and click Edit Layout.
4. In the Template Layout dialog box, use the sequencing arrows to change the order of the sections.

NOTE:  The Show Recommended Only check box is automatically selected in the Template Layout dialog box only if there are recommended components in the list. Otherwise, the check box is cleared.

To use Proposal Table of Contents

1. Navigate to the Opportunities screen > Opportunities List view.
2. Drill down on the opportunity associated with the proposal.
3. Click the Proposals view tab, and in the Proposals list, drill down on the hyperlink in the Name field of the proposal you want to edit.
4. In the Proposal Table of Contents explorer, click the plus sign (+) to expand each section.
5. In the Sections list, change the number in the Sequence field for each selected section.

To remove sections in a proposal

1. Navigate to the Opportunities screen > Opportunities List view.
2. Drill down on the opportunity associated with the proposal.
3. Click the Proposals view tab, and in the Proposals list, drill down on the hyperlink in the Name field of the proposal you want to edit.
4. In the Proposal Table of Contents explorer, click the plus sign (+) to expand each section.
5. In the Sections list, select the section and click Delete.

   NOTE:  You can also use the Edit Layout command to remove content from a proposal. For more information, see To use Edit Layout.