Add a Project Proposal

Add project proposals when new projects are required to go through a formal workflow process to move from the proposal stage to become approved projects in the planning stage.

Note: A workflow must be available to add project proposals. The workflow process will determine if the projects will be approved and put in a planning state or rejected.

In the object selector, select Projects, select  Add, and then select Proposal.
In the Add Project Proposal panel, enter general project proposal information, and then select Add Project Proposal.

You can also perform this task from the Projects inventory panel:

In the object selector, select  Projects, and then select View All Projects.
In the table, select the group where you want to store the project.
Note: The group may be the workspace name, or another grouping name if a Group By option is selected for the table. If the table is organized by a group other than workspace, then the new project will inherit the attribute for that group. For example, if the table is grouped by Location, then the new project will inherit the location for that group.
Select the  Add  menu, and select Proposal.

Tips

The user who adds the project proposal is automatically assigned access to the proposal with the Administrator permission set assigned. Access cannot be removed during the project proposal creation process.

Next: Project Copy Dependencies