Working with the Statement Generator Wizard
EnterpriseTrack can help you to create a well articulated problem or objective statement. In the Statements and Notes section of a proposal or project, certain fields may appear with the Wizard link next to them.
- Click the Wizard link to launch the statement generator wizard.
- Type your answer to each question posed by the wizard in the appropriate field. Be as specific as you can and let the sample answer guide you as you type.
- Scroll to the bottom of the page. The top field e.g. Generated Opportunity or Problem Statement field will display the statement.
- Click the Copy button to copy it to the bottom field for editing.
- To use the statement, click the Apply button.
Charters/Proposals
Working with Charters/Proposals
Creating a Proposal for a Project
Editing a Proposal
Searching for Proposals
Copying a Proposal
Working with Team Signoffs
Approving a Proposal
Rejecting a Proposal
Re-opening a Proposal
Creating a Project from a Charter/Proposal
Putting a Proposal on Hold