PeopleSoft Enterprise Proposal Management 9.1 PeopleBook

Preparing, Generating, and Viewing Proposal Information

This chapter discusses how to:

Prepare and generate proposal information.
Configure labor defaults, bill options, and security.
Enter resource estimates.
Use the My Proposals page.
View customer relationship management (CRM) related information.

Preparing and Generating Proposal Information

This section discusses how to prepare and generate proposal information.

Page Used to Prepare and Generate Proposal Information

Page Name	Definition Name	Navigation	Usage
Maintain Proposal	GM_OPPTY_HDR	Proposal Management, Proposal Management Center, Proposal Management, Maintain Proposal Proposal Management, Proposal and Version, Maintain Proposal	Enter general proposal information.

Entering Proposal Information

Access the Maintain Proposal page (Proposal Management, Proposal Management Center, Proposal Management, Maintain Proposal).

Note. For proposals that you initiated from PeopleSoft Customer Relationship Management (CRM), the Status field on this page is view-only. The system displays the Ready button when the proposal is in Draft status. Click this button to change the proposal status to Ready and launch an enterprise integration point (EIP) that updates the status in PeopleSoft CRM. All other status changes are prompted by an EIP.

Proposal	This is a display-only field. When you add a new proposal, the system displays NEXT. This automatically generates a system-assigned ID when you save the proposal. The system-assigned ID is derived from the Contracts table and remains the same throughout the Contract Generation process so that both the proposal and the contract in PeopleSoft Contracts have the same ID. After you run the Generate process, the system turns this field into a link that enables you to access the contract on the Contract - General page in PeopleSoft Contracts.
Status	Select a value to specify the state of the proposal. Options are: Draft: Select when you are in the process of developing the proposal. This status appears by default when you first access this page. You can initiate the Pre-Spending process in this status if you have created one or more projects for the proposal. Ready: Select if you are ready to submit the proposal. You can initiate the Pre-Spending process in this status if you have created one or more projects for the proposal. Committed: Select if the proposal was accepted. At this point you cannot edit the proposal further. You can initiate the Pre-Spending or Contract Generation processes. You can change the status to Committed only if the proposal is in Ready status. Note. You cannot commit a proposal if the proposed amount is equal to zero. Denied: Select if the proposal has been denied. You can change the status to Denied only if the proposal is in the Ready status. Canceled: Select to cancel the proposal. You can change the status to Canceled only if the proposal is in Draft or Ready status.
Confidence Pct (confidence percentage)	Enter a number between 1 and 100 to reflect your level of confidence that the proposal will be approved. The proposal planner usually enters or provides this number. The system translates the number that you enter here into a color-coded icon that represents the confidence level as either high, medium, or low. You determine confidence levels on the Contracts Business Unit - Confidence Level Setup page. The colored icon next to this field indicates the confidence level of this proposal.
	Indicates a low confidence level.
	Indicates a medium confidence level.
	Indicates a high confidence level.
Currency	Select the currency to use in financial transactions if the proposal results in a contract. This code defaults from the Currency Code field that you selected on the Contracts BU Definition page during implementation.
Customer	Select the customer for whom you are creating the proposal.
Start Date and End Date	Select the estimated start and end dates of the project that you are proposing.
Proposal Contact	Select the person who is the contact for the proposal.
Proposal Due	Select the date on which the proposal is due for completion by the proposal planner. This date must be less than the proposal target date.
Proposal Planner	Select the name of the person who is drafting or planning the proposal.
Generate Status	Displays a status based on the processes that you have run, either Pre-Spending or Contract Generation. Values are: Not Generated. Pre-Spending: Only the selected version is editable. If you initiated the Pre-Spending process when the proposal was in the Draft or Ready status, you can add new projects and activities. You cannot delete existing projects and activities, although you can add or delete detail lines. You cannot select a different version of the proposal from the one that you selected for the Pre-Spending process, as the system has already created the projects and activities in PeopleSoft Project Costing for the selected version and has also established contract and project IDs. If you are going to generate a contract from the proposal, then you must use the version of the proposal that was selected when you initiated Pre-Spending. If you initiated the Pre-Spending process when the proposal was in Committed status, you cannot edit the proposal. To generate a contract, you must use the version of the proposal that was selected when you initiated Pre-Spending. Contract Generated: The system has generated proposal information into tables in PeopleSoft Project Costing and PeopleSoft Contracts. The proposal must contain one or more projects before you can generate a contract, and the proposal must be in Committed status.
Add to My Proposals	Click to add the proposal to the My Proposal page. See Using the My Proposals Page.
Pre-Spending	Click to initiate the Pre-Spending process. The Pre-Spending process creates the selected projects in PeopleSoft Project Costing with a project status of Approved and a processing status of Active. The system also creates the corresponding activities. The system also displays a green check mark next to the version that you selected for pre-spending. The Pre-Spending process does not create a contract or generate any budget lines. When you run the Generate process, the system creates the contract and adds new activities with the appropriate dollar amounts. Note. The Pre-Spending process creates Project IDs and activities; it does not generate any budget lines or any contract entities.
Generate	Click to generate a contract from the information that is entered on the proposal for the selected version. The system creates projects in PeopleSoft Project Costing based on the information that you enter on the Resource Estimate and Maintain Version Estimate Detail pages. The system also displays a green check mark next to the version that you selected for pre-spending.

Comments

Type	Select the type of comment that you want to enter. Options are: Assumptions, Deliverables, Dependencies, Goals, Notes, Objectives, Purpose, or Risks. You can add each comment type only once.
Description	Enter the text of your comment. To add another comment, add a new row.

Version: Overall Summary Tab

Version	Displays the versions associated with the proposal. You can select only one version for approval and eventually generate it into a contract. Click the version link to access the Resource Estimate page to view, add, or modify project information.
	Click the Copy Version Information to New Version button to access the Copy Version page and copy the information to a new proposal version within the same proposal.
Cost Amount, Bill Amount, and Proposed Amount	Displays the total cost, total billing amount, and total amount that you propose to charge for both labor and non-labor for the proposal version, after adjustments.
Labor Adjustment Percent	Displays the percent amount that you entered in the Adjustment Percent field on the Labor Summary tab for overall time adjustments. This number applies to all activities that are included in the proposal version for labor detail lines only. It can be either a positive or a negative percentage.
Nonlabor Adjustment Percent	Displays the percent amount that you entered in the Adjustment Percent field on the Non-labor Summary tab for overall expense adjustments. This number applies to all activities that are included in the proposal version for non-labor detail lines only. It can be either a positive or a negative percentage.
Labor Margin Percent	Displays as a percentage the difference between the proposed amount and the cost amount for labor (Proposed Amount − Cost Amount) ÷ Proposed Amount.
Nonlabor Margin Percent	Displays as a percentage the difference between the proposed amount and the cost amount for non-labor expenses (Proposed Amount − Cost Amount) ÷ Proposed Amount.

Version: Labor Summary Tab

Adjustment Percent	Enter the percent (either positive or negative) by which to make an overall adjustment to the proposed amount for labor. The number that you enter here applies to all activities in the proposal version for labor detail lines only.
Margin Percent	Displays as a percentage the difference between the proposed amount and the cost amount for labor (Proposed Amount − Cost Amount) ÷ Proposed Amount.

Version: Non-labor Summary Tab

Adjustment Percent	Enter the percent (either positive or negative) by which to make an overall adjustment to the proposed amount for non-labor expenses. The number that you enter here applies to all activities in the proposal version for non-labor detail lines only.
Margin Percent	Displays as a percentage the difference between the proposed amount and the cost amount for non-labor expenses (Proposed Amount − Cost Amount) ÷ Proposed Amount.

Configuring Labor Defaults, Bill Options, and Security

This section discusses how to:

Configure proposal labor defaults.
Set up proposal bill options and security.

Pages Used to Configure Labor Defaults, Bill Options, and Security

Page Name	Definition Name	Navigation	Usage
Labor Configuration	GM_OPPTY_HDR_HRS	Proposal Management, Proposal and Version, Maintain Proposal Click the Labor Configuration link on the Maintain Proposal page.	Enter activity time.
Set Up Options	GM_OPPTY_HDR_SEC	Proposal Management, Proposal and Version, Maintain Proposal. Click the Set Up Options link on the Maintain Proposal page	View customer contact information, set security options, and select billing options.

Page Name

Definition Name

Navigation

Usage

Labor Configuration

GM_OPPTY_HDR_HRS

Proposal Management, Proposal and Version, Maintain Proposal

Click the Labor Configuration link on the Maintain Proposal page.

Enter activity time.

Set Up Options

GM_OPPTY_HDR_SEC

Proposal Management, Proposal and Version, Maintain Proposal.

Click the Set Up Options link on the Maintain Proposal page

View customer contact information, set security options, and select billing options.

Configuring Proposal Labor Defaults

Access the Labor Configuration page (Proposal Management, Proposal and Version, Maintain Proposal. Click the Labor Configuration link on the Maintain Proposal page).

Set Activity Time As

Select a value to specify how to calculate time on the proposal. The value that you select here appears as the column heading on the Units tab on the Maintain Version Estimate Detail page.

Hours

Weeks

Start/End Date

Note. PeopleSoft Proposal Management does not enable you to change the value in this field if you have already created budget detail lines for the activities on the proposal.

Setting Up Proposal Billing Options and Security

Access the Set Up Options page (Proposal Management, Proposal and Version, Maintain Proposal. Click the Set Up Options link on the Maintain Proposal page).

Proposal Target

Select the estimated approval date. This date must be greater than current date.

Customer Contact

Displays name, address, telephone, email, and information for the contact person at the customer site. The data displayed in this section is customer sold-to information.

Estimate Bill Options

When you initiate the Generate process, the system brings forward each item entered on the Maintain Version Estimate Detail page into the Budget Detail page in PeopleSoft Project Costing. The items appear in the budgets grid as distinct lines.

The system also generates cost and bill rows for each labor and non-labor detail. Additionally, the system groups all of the cost and bill rows together within the budgets grid.

To control the type of information that the system creates during the Contract Generation process, select the values that correspond to your business needs.

Create Budget Options

Select a value to specify the types of budget transactions that you want the system to create in PeopleSoft Project Costing when you run the Contract Generation process from the Maintain Proposal page. Options are:

Bill and Cost Rows
Bill Rows
Cost Rows
None

Create Rate Options

Select a value to specify the types of rate set target rows that you want to create for the rate set that the system will use for billing in Contracts. Options are:

Bill and Cost Rows
Bill Rows
Cost Rows

Security

To enable security you must first select Yes in the Security group box on the Contracts BU Setup page. When you select Yes, the list of users who can view a proposal includes only those to whom you have given security access to use the fields.

The system uses both the Department and the Employee Name fields as security filters.

Department	Use this field to limit access to the proposal by department. The system gives everyone in the department view access to the proposal.
Employee Name	Use this field to limit access to the proposal by employee. To add multiple employees, click the Add button.

Entering Resource Estimates

This section discusses how to:

Create labor and resource estimates.
Make adjustments to the bill rate.
Create expense estimates.
Enter project control details.
Add attachments.
Add key words.
View time and expense summary information.

Pages Used to Enter Labor and Non-Labor Estimates

Page Name	Definition Name	Navigation	Usage
Maintain Proposal	GM_OPPTY_HDR	Proposal Management, Proposal Management Center, Proposal Management, Maintain Proposal Proposal Management, Proposal and Version, Maintain Proposal	Enter general proposal information.
Resource Estimate	GM_PM_RSRC_EST	Click the Version link on the Maintain Proposal page.	Create or modify project and activity information. You can also view the total bill and cost amounts by activity.
Maintain Version Estimate Detail	GM_OPPTY_DTL	Click the Activity button in the Activity Summary grid on the Resource Estimate page.	Enter resource information.
Bill Estimate - Resource Note	GM_SCEN_LINE_NOTE	Click the Notes button in the Resources grid on the Maintain Version Estimate Detail page.	View or modify information about the resource line.
Current Bill Rate	GM_ADJUSTB_SECPNL	Click the Adjust Current Limit Bill Rate button in the Resources - Cost grid on the Maintain Version Estimate Detail page.	Make adjustments to the billing rate.
Project Control	GM_OPPTY_PRJCT_CTL	Proposal Management, Proposal and Version, Maintain Version Estimate Click the Project Control link on the Resource Estimate page.	Displays high-level project information. You can change the PeopleSoft Project Costing business unit, type, and manager.
Attachments	GM_OPPTY_DOC1	Click the Attachments and Keywords link on the Resource Estimate page.	Add documents to the proposal.
Keywords	GM_OPPTY_KEYWORD	Click the Attachments and Keywords link on the Resource Estimate page; then click the Keywords tab.	Add keywords to the proposal.
Summary	GM_OPPTY_SUMMARY	Proposal Management, Proposal and Version, Maintain Version Estimate, Summary	View time and expense information at the project, activity, and overall time and expense levels.

Entering Resource Estimates

Access the Resource Estimate page (click the Version link on the Maintain Proposal page).

Project Information

Project

Display-only. If you are adding a new project, the system displays NEXT. This automatically generates a system-assigned ID when you save the proposal version. This ID is derived from the Projects table and remains the same throughout the generation process. Upon generation, both the Proposal ID and the Project ID remain in sync with the Contract and Project IDs.

After you run the Contract Generation or the Pre-Spending process, the system turns this field into a link that you can click to access the Project General page in PeopleSoft Project Costing.

Copy Project

Click to access the Copy Project page. The system makes this field display only after you initiate the Contract Generation process.

Note. You can copy projects within a proposal after you run the Pre-Spending process. If the proposal is in a Committed status, however, the system locks down the proposal and you can no longer add projects.

See Copying Proposals, Versions, and Projects.

Project Control

Click to access the Project Control page, which contains PeopleSoft Project Costing related fields that the system uses in the project creation process.

See Entering Project Control Details.

Activity Summary

Activity	Select an activity type to add to the project that you are creating. You can select an activity type from the list or enter a new one (which does not appear in the prompt list). Activity cannot be NEXT. If the activity is not listed, enter a description for the activity in the field. After you run the Contract Generation or the Pre-Spending process, the system turns this field into a link that you can click to access the activity in PeopleSoft Project Costing.
Description	Enter text to describe the activity that you are adding to the project.
Total Cost	Displays the total cost contained in the project across all activities.
Total Bill	Displays the total bill amount contained in the project across all activities.
Margin Percent	Displays as a percentage the difference between the total bill and the total cost for activities (Total Bill − Total Cost) ÷ Total Cost.
	Click the Activity button to access the Maintain Version Estimate Detail page.
Attachments and Keywords	Click to access the Attachments and Keywords pages.

Entering Resource Estimate Details

Access the Maintain Version Estimate Detail page (click the Activity button in the Activity Summary grid on the Resource Estimate page).

Project

Click to access the General Information page.

Pricing Method

Select a value to specify the way in which the system prices the activity. When you run the Generate process, the system passes this information to PeopleSoft Contracts.

As Incurred: The as-incurred method is transaction-based. This is the only method that is used for rate-based contract lines. As Incurred applies to the contract line and to both revenue recognition and billing.

Fixed: Select to use a fixed-amount contract line for a product or service for which you charge a fixed amount. Fixed-amount contract lines have a price type of Amount or Percent. For fixed-amount contract lines, you associate the contract line with a revenue recognition plan that has a revenue recognition method of Apportionment, Milestone, or Percent Complete. Fixed applies to the contract line and to both revenue recognition and billing.

After you initiate the Pre-Spending or Generate process, this field is display-only.

Product

The entry in this field appears by default from the Contracts BU Setup page and is based on the value you select for the Pricing Method field. If you select a new value in the Pricing Method field, the entry in this field changes accordingly. You define products on the Product Definition pages and in PeopleSoft Contracts. The product you select here is used for billing purposes in PeopleSoft Contracts after your run the Contract Generation process.

See Understanding Products.

Total Cost

Displays the total cost contained in the project for the activity.

Total Bill

Displays the total bill amount contained in the project for the activity.

Calculate Totals

Click to refresh the Total Cost and Total Bill amounts prior to saving the estimate. The system also updates Total Cost and Total Bill amounts when you save.

View Class(es)

Select to view specific Resource Classes on the Resources tab.

Create Resources Team

Select to have the system create a project team on the pages in the Project Team component in PeopleSoft Project Costing. When you save the proposal, the system creates the information in PeopleSoft Project Costing.

Resources - Resources Tab

Resource Class	Select a resource class. Options are Asset, Labor, Material, and Other.
Asset or Item	Select an asset or item if you selected Asset or Material resource class.
Resource Name	Enter the person's name or text to describe the team member whom you are adding to the activity. When you create the resources team, the system concatenates the value in the Resource Name field with a system-generated sequence number.
Project Role	Select the role of the person who will work on the activity that you are creating. Project roles are tied to cost and bill rates. When you select a project role, the system automatically fills in the Unit Cost Rate and Unit Bill Rate fields on the Resources - Cost tab. Note. If the Project Role is set up in the project pricing structure, the system fills in the Unit Cost Rate and Unit Bill Rate fields. If rate is not set up, the system displays a warning message.
Budget Item	Select to identify a budget item with the resource class.
	Click the Notes button to access the Resource Note page.

Resources - Units Tab

Start Date	Displays the start date that you entered in the Start Date field on the Maintain Proposal page. You can change the start date here for the project role, but it cannot be greater than the end date.
End Date	Displays the end date that you entered in the End Date field on the Maintain Proposal page. You can change the end date here for the project role, but it cannot be less than the start date.
Unit of Measure	Select a unit of measure.
Hours	Enter the number of hours for the labor resource class row.

Resources - Cost Tab

QTY (quantity)	Enter the number of people who will work on the activity who will have the role that you selected.
Unit Cost Rate	Display-only. Indicates the per-hour rate that you are paying the people assigned to the project role.
Unit Bill Rate	Display-only. Indicates the per hour rate that you are billing the customer for the people assigned to the project role.
Actual Bill Rate	Display-only. Indicates the Unit Bill Rate plus or minus any adjustments made on the Current Bill Rate page.
Adjust	Click to access the Bill Estimate - Current Bill Rate page. You can use this page to make adjustments to the bill rate as a flat amount, as a percentage, or as a new rate. Note. All rates must be greater than zero after the adjustment is made. A rate can not be negative number. See Adjusting the Bill Rate.

Entering Resource Notes

Access the Bill Estimate - Resource Note page (click the Notes button in the Resources grid on the Maintain Version Estimate Detail page).

Adjusting the Bill Rate

Access the Bill Estimate - Current Bill Rate page (click the Adjust Current Limit Bill Rate button in the Resources - Cost grid on the Maintain Version Estimate Detail page).

Unit Bill Rate

Displays the rate that you are billing for the person who is assigned to the project role.

Adjust Bill Rate

Displays the new rate based on the adjustments you made.

Flat Amount

Enter the number by which to adjust the rate, either a positive or a negative number. When you click OK and then save the page, the system adjusts the rate by the number that you enter. (Adjustment Bill Rate = Bill Rate + Flat Amount)

Percentage

Enter the percentage by which you want to adjust the rate, either a positive or a negative number. When you click OK and then save the page, the system adjusts the rate by the number that you enter. Adjustment Bill Rate = Bill Rate * ( 100 + Percentage )/100

New Rate

Enter the number that you want the system to use to calculate the proposed bill amount for the people who are assigned to the project role. You can only enter a positive number. When you click OK and then save the page, the system changes the rate to the number that you enter. Adjustment Bill Rate = New Rate

No Adjustment

Select this option if you want the system to use the original rate when it calculates the proposed bill amount for the project role.

Apply Rate to all Resource lines with same Region/Project Role

Select this option if you want to apply this rate to all the resource lines with the same region and project role in the current activity.

Apply Rate to current Resource line

Select this option if you want to apply the rate only to the current resource row.

Entering Project Control Details

Access the Project Control page (click the Project Control link on the Resource Estimate page).

Note. When you initially enter proposal information, the link to this page is not available until you enter information in the Time Estimate and Expense Estimate pages, save the pages, and then return to the Time Estimate page from the Maintain Proposal page.

Detail

PC Business Unit (project costing business unit)

Displays the PeopleSoft Project Costing business unit that you selected when you set up the PC business unit. To control the project using another PeopleSoft Project Costing business unit, select a new one. The value in the PC Business Unit field cannot be changed if you have created detail lines for Time or Expense, or when the project team has been created.

Note. You cannot change the PC Business Unit after the system creates a project team, after you initiate Pre-Spending, or after you change the proposal to the Committed status.

Project Type

Select the type of project that you are adding to the proposal. You set up project types in PeopleSoft Project Costing.

See Setting Up PeopleSoft Project Costing Control Data.

Project Manager

Select the name of the person who is the manager of the project.

Adding Attachments

Access the Attachments page (click the Attachments and Keywords link on the Resource Estimate page).

	Click the Add Attachment icon to add a document to the proposal. Click Browse to locate the document on your system and then click Upload to attach the document to the proposal and return to the Attachments page.
	Click the Delete Attachment button to delete an attached document.
	Click the View Attachment button to display the contents of the attached document.
Return to Maintain Version Estimate	Click to return to the Resource Estimate page.

Adding Keywords

Access the Keywords page (click the Attachments and Keywords link on the Resource Estimate page; then click the Keywords tab).

Keyword

Select the word that you want to associate with the proposal.

Click the Add Keyword button to access the Proposal Key Words page to enter new words that you can then associate with proposals.

Return to Maintain Version Estimate

Click to return to Resource Estimate page.

Viewing Resource Summary Information

Access the Summary page (Proposal Management, Proposal and Version, Maintain Version Estimate, Summary).

This page summarizes detailed and overall resource information by activity and by project.

Summary By

Select a value to change the way that the system displays time and expense information. Options are:

Activity.
Project.
Proposal.

Using the My Proposals Page

This section discusses how to:

View proposal information.
Add and remove proposals from the My Proposal page.

Pages Used to View, Add, and Remove Proposals

Page Name	Definition Name	Navigation	Usage
My Proposals	GM_MY_PROPOSAL	Proposal Management, My Proposals	View proposal information on the My Proposals page.
Add/Remove from My Proposals	GM_MYOPP_ADD	Proposal Management, My Proposals. Click the Edit List link on the My Proposals page.	Add proposals to and remove them from the My Proposals list.

Page Name

Definition Name

Navigation

Usage

My Proposals

GM_MY_PROPOSAL

Proposal Management, My Proposals

View proposal information on the My Proposals page.

Add/Remove from My Proposals

GM_MYOPP_ADD

Proposal Management, My Proposals.

Click the Edit List link on the My Proposals page.

Add proposals to and remove them from the My Proposals list.

Viewing Proposal Information

Access the My Proposals page (Proposal Management, My Proposals).

Click the View All related Version Data button to display version information for the proposal.

Proposal

Click to access the Maintain Proposal page to view that proposal.

Alert

Displays a red square, yellow triangle, or green diamond to indicate the alert level.

Create New Proposal

Click to access the Maintain Proposal page to add a new proposal.

Version

Click to access the Resource Estimate page that is associated with the proposal.

Edit List

Click to access the Add/Remove from My Proposals page.

Adding and Removing Proposals

Access the Add/Remove from My Proposals page (click the Edit List link on the My Proposals page).

Proposal Description, Customer, and Proposal Contact

Enter or select information to search for proposals. To find proposals using a partial value, enter the percent sign as a wildcard in the Proposal Description field.

For example, to find all proposals beginning with Implementation, enter %Implementation. This search function is case sensitive.

Select

Select to add proposals to the My Proposals page. To remove proposals, deselect this check box.

Viewing CRM-Related Information

This section discusses how to view CRM-related information.

Page Used to View CRM-Related Information

Page Name	Definition Name	Navigation	Usage
Additional Information for CRM	GM_OPPTY_HDR_CRM	Proposal Management, Proposal and Version, Maintain Proposal Click the Additional Information link on the Maintain Proposal page.	View CRM-related information for the proposal.

Page Name

Definition Name

Navigation

Usage

Additional Information for CRM

GM_OPPTY_HDR_CRM

Proposal Management, Proposal and Version, Maintain Proposal

Click the Additional Information link on the Maintain Proposal page.

View CRM-related information for the proposal.

Viewing CRM-Related Information

Access the Additional Information for CRM page (click the Additional Information link on the Maintain Proposal page).

If you created a proposal from PeopleSoft CRM, you can view customer contact information and CRM-related data on this page. To access the order in PeopleSoft CRM, click the link next to the Capture ID field.

Note. The interface to your PeopleSoft Customer Relationship Management database is dependent on a URL identifier that we deliver called CRM_INTERFACE. If you are having trouble accessing your PeopleSoft Customer Relationship Management database, check the entry in the URL field on the URL Maintenance page under the PeopleTools menu navigation structure (select PeopleTools, Utilities, Administration, URLs.)

Project	Click to access the General Information page.
Pricing Method	Select a value to specify the way in which the system prices the activity. When you run the Generate process, the system passes this information to PeopleSoft Contracts. As Incurred: The as-incurred method is transaction-based. This is the only method that is used for rate-based contract lines. As Incurred applies to the contract line and to both revenue recognition and billing. Fixed: Select to use a fixed-amount contract line for a product or service for which you charge a fixed amount. Fixed-amount contract lines have a price type of Amount or Percent. For fixed-amount contract lines, you associate the contract line with a revenue recognition plan that has a revenue recognition method of Apportionment, Milestone, or Percent Complete. Fixed applies to the contract line and to both revenue recognition and billing. After you initiate the Pre-Spending or Generate process, this field is display-only.
Product	The entry in this field appears by default from the Contracts BU Setup page and is based on the value you select for the Pricing Method field. If you select a new value in the Pricing Method field, the entry in this field changes accordingly. You define products on the Product Definition pages and in PeopleSoft Contracts. The product you select here is used for billing purposes in PeopleSoft Contracts after your run the Contract Generation process. See Understanding Products.
Total Cost	Displays the total cost contained in the project for the activity.
Total Bill	Displays the total bill amount contained in the project for the activity.
Calculate Totals	Click to refresh the Total Cost and Total Bill amounts prior to saving the estimate. The system also updates Total Cost and Total Bill amounts when you save.
View Class(es)	Select to view specific Resource Classes on the Resources tab.
Create Resources Team	Select to have the system create a project team on the pages in the Project Team component in PeopleSoft Project Costing. When you save the proposal, the system creates the information in PeopleSoft Project Costing.

Unit Bill Rate	Displays the rate that you are billing for the person who is assigned to the project role.
Adjust Bill Rate	Displays the new rate based on the adjustments you made.
Flat Amount	Enter the number by which to adjust the rate, either a positive or a negative number. When you click OK and then save the page, the system adjusts the rate by the number that you enter. (Adjustment Bill Rate = Bill Rate + Flat Amount)
Percentage	Enter the percentage by which you want to adjust the rate, either a positive or a negative number. When you click OK and then save the page, the system adjusts the rate by the number that you enter. Adjustment Bill Rate = Bill Rate * ( 100 + Percentage )/100
New Rate	Enter the number that you want the system to use to calculate the proposed bill amount for the people who are assigned to the project role. You can only enter a positive number. When you click OK and then save the page, the system changes the rate to the number that you enter. Adjustment Bill Rate = New Rate
No Adjustment	Select this option if you want the system to use the original rate when it calculates the proposed bill amount for the project role.
Apply Rate to all Resource lines with same Region/Project Role	Select this option if you want to apply this rate to all the resource lines with the same region and project role in the current activity.
Apply Rate to current Resource line	Select this option if you want to apply the rate only to the current resource row.

Keyword	Select the word that you want to associate with the proposal.
	Click the Add Keyword button to access the Proposal Key Words page to enter new words that you can then associate with proposals.
Return to Maintain Version Estimate	Click to return to Resource Estimate page.

	Click the View All related Version Data button to display version information for the proposal.
Proposal	Click to access the Maintain Proposal page to view that proposal.
Alert	Displays a red square, yellow triangle, or green diamond to indicate the alert level.
Create New Proposal	Click to access the Maintain Proposal page to add a new proposal.
Version	Click to access the Resource Estimate page that is associated with the proposal.
Edit List	Click to access the Add/Remove from My Proposals page.