Charters or Proposals are an optional step in the path to creating a new project. Depending on the configuration of your system, you may see it displayed as either Charter or Proposal in the User Interface. New proposals can be created using the Proposal section of the UI or they can be created from an approved idea. Once created, a project proposal goes through a predetermined workflow before a final project is created from the proposal.
Note: A project created using the Create Quick Project button on the Projects page would bypass the above workflow and would launch the project directly.
Note: On the Proposal details page, click on this icon to view the current state of the proposal in the overall proposal workflow. The next possible states are also highlighted.
Creating a Proposal for a Project
Working with the Statement Generator Wizard
Working with Proposal Finances
Creating a Project from a Charter/Proposal
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Last Published Wednesday, November 30, 2016