Editing a Proposal

Contents

1. To edit a proposal, click on the Proposals link in the Left Navigation bar, or select Go To > Proposals from the Top Navigation bar.
2. Locate the proposal you wish to edit and click on the Actions column and select Edit.
3. Make the required changes. Oracle recommends that you use the guidelines that can be accessed by clicking the Proposal Fields Help link while entering information into the various fields. For details on each subsection, you can also refer to the proposal details section in the online help.
4. Click Save to save your changes.

Using Quick Edit

You can also quickly edit a proposal from the main Proposals page.

1. From the Proposals page, click on the Actions column next to the Proposal and select Quick Edit.
2. Make changes on the grid and click the Save button.

You can also quickly add documents, link projects, update evaluation scores, strategy or process from main Proposals page.

1. From the Proposals page, click on the Actions column next to the Proposal and select Create > Documents, Linked Projects, Strategy, Scorecard, or Process.
2. Make the necessary changes click the Save button.

Editing Proposal Sign-offs

EnterpriseTrack allows you to build in specific sign-off requirements for proposals. If a proposal has sign-offs that are required, users will not be able to create a project for that proposal until all the required sign-offs have been acquired.

Based on permissions, users can edit the sign-off requirements by clicking the Edit Team Sign-Offs button on the Proposal Details page.

Deleting a Proposal

If you have the appropriate permissions, you will be able to delete a proposal. Click the Delete button on the Proposal Details page. If a project has already been created from the proposal, you will have to delete the project before you delete the proposal.