EnterpriseTrack allows you to specify multiple selection criteria for proposals that are displayed on the Proposals page. This allows you to find other proposals that are relevant to your own proposal so that you can benefit from them. It also allows you to locate the team members in other similar proposals.
In installations with multiple initiatives on the same system, you may be able to search for proposals by initiative. This will depend on whether initiative sand-boxing has been enabled in your system and whether you are associated with more than one initiative.
You can also use the Quick Search to enter a keyword and view a list of all proposals that match that keyword. Keywords can be matched to several fields (like Proposal name, Functional area, Notes, Tasks, Documents etc.)
EnterpriseTrack also allows you to save specific search criteria to a personalized list of searches. To view a list of proposals based on a saved search, select from the Saved Search pull down menu. Pre-defined searches are created when your system is configured.
For detailed instructions see topic Advanced Search and Saved Searches.
Working with Charters/Proposals
Creating a Proposal for a Project
Working with the Statement Generator Wizard
Creating a Project from a Charter/Proposal
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Last Published Thursday, December 01, 2016