You can also quickly edit a proposal from the main Proposals page.
You can also quickly add documents, link projects, update evaluation scores, strategy or process from main Proposals page.
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.
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.
Working with Charters/Proposals
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