Using Pagelets Enabled by PeopleSoft Proposal Management

This chapter discusses how to:

See Also

PeopleSoft Proposal Management 9.1 PeopleBook

Click to jump to parent topicViewing Proposal Operational Summary Information

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to View Proposal Information

Page Name

Definition Name

Navigation

Usage

Proposal Operational Summary pagelet

GM_PE_PROPOSAL (narrow)

GM_PE_PROPOSAL_2 (wide)

Click the Personalize Content link on the PeopleSoft homepage.

Select Proposal Operational Summary.

View a list of proposals based on criteria specified on the Personalize Proposals Operational Summary page.

Personalize Proposals Operational Summary

GM_PE_PROPOSAL_PRS

  • Set Up Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, Proposals

  • Click the Customize icon on the Proposal Operational Summary pagelet.

Define default display information for the Proposal Operational Summary pagelet. The default personalization is initially set by the system administrator.

Maintain Proposal

GM_OPPTY_HDR

Click the link under the Proposal field on the Proposal Operational Summary pagelet.

View proposal information.

See Preparing, Generating, and Viewing Proposal Information.

Click to jump to top of pageClick to jump to parent topicViewing Proposal Summary Information

Access the Proposal Operational Summary pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Proposal Operational Summary.)

This pagelet displays proposal information based on criteria specified on the Personalize Proposals Operational Summary page. For each proposal you can view a description of the proposal, the proposal status, the confidence percent, and the date the proposal is targeted for completion. The system displays a maximum of five top proposals, which have highest proposed amount.

Confidence levels represent the proposal planner's certainty that the proposal will be approved by the customer. The system displays confidence levels as icons, with a red square representing a low confidence level, a yellow triangle representing a medium confidence level, and a green diamond representing a high confidence level. Confidence levels are set up on the Contracts BU - Confidence Level Setup page.

To view details of the proposal on the Proposal page, click the link under the Proposal field.

Click to jump to top of pageClick to jump to parent topicPersonalizing the Proposal Operational Summary Pagelet

Access the Personalize Proposals Operational Summary page. (Select Set Up Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, Proposals and click the Customize icon on the Proposal Operational Summary pagelet.)

User Preferences

Select to display proposals based on the business unit that was set up in your user preferences profile.

Specify

Select to use a specific business unit to display proposals.

My Proposals

Select to display proposals that you have designated as your own by clicking the My Proposals button on the Proposal page or by adding proposals to the My Proposal Page in PeopleSoft Proposal Management.

Proposal Status

Select a status if you want to view proposals with a specific status only. If you do not specify a proposal status, the system displays proposals with all proposal statuses.

Confidence Level

Select a confidence level if you want to view proposals with a specific confidence level only. If you do not specify a confidence level, the system displays proposals with all confidence levels.

Customer

Select a customer if you want to view proposals for a specific customer only. If you do not specify a customer, the system displays proposals associated with all customers.

Proposal Planner

Select a proposal planner if you want to view proposals for a specific proposal planner only. If you do not specify a proposal planner, the system displays proposals associated with all proposal planners.

Click to jump to parent topicViewing Proposal Revenue Pipeline Information

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to View Proposal Revenue Pipeline Information

Page Name

Definition Name

Navigation

Usage

Proposal Revenue Pipeline pagelet

GM_PE_REVEN_PIPE (narrow)

GM_PE_REVEN_PIPE_2 (wide)

Click the Personalize Content link on the PeopleSoft homepage.

Select Proposal Revenue Pipeline.

View revenue information for future periods by confidence threshold as delineated by the user.

Personalize Proposal Revenue Pipeline

GM_PE_REV_PIPE_PRS

  • Set Up Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, Proposal Revenue Pipeline

  • Click the Customize icon on the Proposal Revenue Pipeline pagelet.

Define default display information for the Proposal Revenue Pipeline pagelet. The default personalization is initially set by the system administrator.

Click to jump to top of pageClick to jump to parent topicViewing Proposal Revenue Pipeline Information

Access the Proposal Revenue Pipeline pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Proposal Revenue Pipeline.)

The Proposal Revenue Pipeline analytic shows revenue information for future periods by confidence threshold as delineated by the user. It uses the criteria entered on the Personalization page to select proposal data and display revenue for the given time period. The graph indicates total revenue amounts by confidence level for future time periods in months. The system displays data for a maximum of six months. Information contained in this pagelet can help you make more informed decisions regarding the revenue-related opportunities that your organization may want to pursue.

Click to jump to top of pageClick to jump to parent topicPersonalizing Proposal Revenue Pipeline Information

Access the Personalize Proposal Revenue Pipeline page. (Set Up Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, Proposal Revenue Pipeline, and click the Customize icon on the Proposal Revenue Pipeline pagelet.)

Business Unit

User Preferences

Select to display proposal revenue based on the business unit that you set up in the user preferences profile.

Specify

Select to use a specific business unit to display proposal revenue.

Currency

User Preferences

Select to use the currency that you set up in the user preferences profile to display proposal revenue.

Specify

Select to use a specific currency to display proposal revenue.

Revenue Pipeline

My Proposals

Select to display revenue from proposals that you have designated as your own by clicking the My Proposals button on the Maintain Proposal page or by adding proposals to the My Proposal Page in PeopleSoft Proposal Management.

Start Date and End Date

Select the beginning and ending dates that you want the system to use to graph proposal revenue. If the target due date on the proposal falls within the date range, then its revenue is included in the graph. If you do not enter any dates, the system uses the current date and then adds six months. The date range cannot exceed six months.

Status

Select a status if you want to view proposal revenue with a specific status only. If you do not specify a proposal status, the system displays proposal revenue with all proposal statuses.

Confidence Level

Select a confidence level if you want to view proposal revenue with a specific confidence level only. If you do not specify a confidence level, the system displays proposal revenue with all confidence levels.

Click to jump to parent topicViewing Proposal Resource Demand Information

This section discusses how to:

Click to jump to top of pageClick to jump to parent topicPages Used to View Proposal Resource Demand Information

Page Name

Definition Name

Navigation

Usage

Proposal Resource Demand pagelet

GM_PE_RES_DEMAND (narrow)

GM_PE_RES_DEMAND_2 (wide)

Click the Personalize Content link on the PeopleSoft homepage.

Select Proposal Resource Demand.

Learn what the demand for resources will be in a future time period. The Proposal Resource Demand analytic shows the number of days demanded for each role if all the proposals in the system meeting the confidence level criteria set by the user are sold and executed.

Personalize Proposal Resource Demand

GM_PE_REDMD_PRS

  • Set Up Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, Resource Demand

  • Click the Customize icon on the Proposal Resource Demand pagelet.

Define default display information for the Proposal Resource Demand pagelet. The default personalization is initially set by the system administrator.

Click to jump to top of pageClick to jump to parent topicViewing Proposal Resource Demand Information

Access the Proposal Resource Demand pagelet. (Click the Personalize Content link on the PeopleSoft homepage and select Proposal Resource Demand.)

Use the information generated by this analytic to learn what the demand for resources will be in a future time period. The Proposal Resource Demand analytic shows the number of days demanded for each role if all the proposals in the system meeting the confidence level criteria set by the user are sold and executed. The system displays a maximum of 10 project roles, generates a unique color for each job role, and displays a legend at the top of the page. Information contained in this pagelet can help you make more informed hiring and training decisions.

Click to jump to top of pageClick to jump to parent topicPersonalizing Proposal Resource Demand Information

Access the Personalize Proposal Resource Demand page. (Select Set Up Financials/Supply Chain, Pagelets, Enterprise Service Automation, Portal Pack Defaults, Resource Demand and click the Customize icon on the Proposal Resource Demand pagelet.)

Business Unit

User Preferences

Select to display resource demand information based on the business unit that you set up in the user preferences profile.

Specify

Select to use a specific business unit to display resource demand information.

Time Configuration

By Hour

Select to display resource demand information in hours.

By Day

Select to display resource demand information in days.

Resource Demand

My Proposals

Select to display resource demand information from proposals that you have designated as your own by clicking the My Proposals button on the Maintain Proposal page or by adding proposals to the My Proposal Page in PeopleSoft Proposal Management.

Start Date and End Date

Select the beginning and ending dates that you want the system to use to graph resource demand information. If the target due date on the proposal falls within the date range, then its resource demand information is included in the graph. If you do not enter any dates, the system uses the current date and then adds three months.

Status

Select a status if you want to view resource demand information from proposals with a specific status only. If you do not specify a proposal status, the system displays resource demand information from proposals with all proposal statuses.

Confidence Level

Select a confidence level if you want to view resource demand information from proposals with a specific confidence level only. If you do not specify a confidence level, the system displays resource demand information from proposals with all confidence levels.