This chapter covers the following topics:
Proposals Administrator or Proposals User. Refer to "Setting up Users" of the Oracle Proposals Implementation Guide for more details. This is assumed for all procedures in the chapters following this one.
The Proposals page is the gateway for viewing, creating, and updating existing proposals. This is the home page for users whose responsibility has been given the Proposal Homepage Function or for those who have the Oracle Proposals User responsibility. These types of users do not have access to the Administration subtab of the application unless they have also been given the Proposal Main Menu or have the Oracle Proposals Administrator responsibility. Please see "Setting up Users" of the Oracle Proposals Implementation Guide for details.
Prerequisites
User must be a Resource in JTF Resource Manager, be logged in as a valid Oracle Proposals user, and have the Proposals Homepage Function assigned to the responsibility or have the Oracle Proposals User responsibility assigned.
The proposal administrator is a user who has the responsibility of creating and maintaining the proposal templates for a group. End users cannot create proposals until the templates exist and other administrative tasks have been performed.
Prerequisites
Users must be logged in as a valid Oracle Proposals user and have the Proposals Main Menu assigned to the responsibility or have the Oracle Proposals Administrator responsibility assigned.
Related Topics
See Chapter Configuring Oracle Proposals
The following is a summary of administrative and user proposal tasks.
The following table shows the proposal creation process for an administrator.
Steps | Task |
---|---|
1 | Determine and create dynamic fields for areas of personalization in RTF files. |
2 | Write content and register dynamic fields in RTF files. |
3 | Create components. |
4 | Create template. |
5 | Publish template. |
6 | Initiate proposal creation. |
7 | Select template. |
8 | Provide the following:
|
9 | Create proposal. |
10 | Verify proposal is created successfully. Display confirmation message. |
11 | Verify/modify proposal components, their content and order, if needed. |
The following table shows the proposal creation process for an end user.
Steps | Task |
---|---|
1 | Initiate proposal creation. |
2 | Select Template. |
3 | Provide the following:
|
4 | Create proposal |
5 | Verify proposal is created successfully. Check confirmation message. |
6 | Verify/modify proposal components, and their content and order, if needed. |