Create a Project Proposal from an Approved Idea

After an idea has been approved, if you are using the default workflow, you can create a project proposal directly from the approved idea.

Note: Project proposals cannot be created in Primavera Cloud unless an approve project proposal workflow has been set. To set a project proposal workflow, see Configure the Approve Project Proposal Workflow Action.

To create a project proposal:

In the object selector, select an idea.
In the sidebar, select  Home.
Select the Action  menu, and then select Create Project Proposal.
Complete the form.

Tips

As idea owner, you can also create a project proposal at the same time that you approve an idea. To do this, select the Action  menu, and then select Accept and Create Project Proposal.
You can also do this from the Idea List page. Select the  Context menu, and then select Create Project Proposal.

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