Once a proposal is approved, a project can be created from the proposal. An approved proposal will have an Accept Proposal & Create Project button on the Proposal Details page. Click the Accept Proposal & Create Project button on this page to create a project.
When a project is created from a proposal, the proposal is removed from the Proposals page and an active project is added to the list of projects displayed on the Projects page. The following actions are carried out by the system within the context of that particular project:
Working with Charters/Proposals
Creating a Proposal for a Project
Working with the Statement Generator Wizard
Working with Proposal Finances
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Last Published Wednesday, November 30, 2016