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.
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.
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.
See Chapter Configuring Oracle Proposals
|1||Determine and create dynamic fields for areas of personalization in RTF files.|
|2||Write content and register dynamic fields in RTF files.|
|6||Initiate proposal creation.|
|8||Provide the following:
|10||Verify proposal is created successfully. Display confirmation message.|
|11||Verify/modify proposal components, their content and order, if needed.|
|1||Initiate proposal creation.|
|3||Provide the following:
|5||Verify proposal is created successfully. Check confirmation message.|
|6||Verify/modify proposal components, and their content and order, if needed.|