Putting a Proposal on Hold
To place a proposal on hold:
- Click on the Proposals link in the left navigation bar and, or select Go To> Proposals from the Top Navigation bar and select the proposal.
- Click the Workflow > Hold button on the Proposal details page.
To remove the hold:
- From the Proposal Details page select Workflow > Remove Hold to and make the proposal available again.
Notes:
- On Hold in the Status column of the Proposal List indicates that a proposal has been placed on hold.
- If you are unable to place a proposal On Hold, you may not have the necessary permissions. Contact your administrator for details.
Charters/Proposals
Working with Charters/Proposals
Searching for Proposals
Creating a Proposal for a Project
Editing a Proposal
Working with the Statement Generator Wizard
Working with Proposal Finances
Copying a Proposal
Working with Team Signoffs
Approving a Proposal
Rejecting a Proposal
Re-opening a Proposal
Creating a Project from a Charter/Proposal