A project proposal may be approved after all the required fields have been entered.
If your system is configured to have a one-step workflow, you can click the Accept Proposal and Create Project from the Workflow pull-down menu.
Note: In the case of the two-step approval process, when a proposal is approved, it is locked. The Accept Proposal and Create Project button can then be clicked to create a project. Projects can be created from locked proposals, but the proposal details cannot be modified. A proposal can be re-opened for modification. Re-opened proposals must fulfill all sign-off and approval requirements before a project can be created for that proposal.
Working with Charters/Proposals
Creating a Proposal for a Project
Working with the Statement Generator Wizard
Creating a Project from a Charter/Proposal
Legal Notices
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Last Published Thursday, December 01, 2016