Proposal Listing

Based on your filters, this report displays all proposals in the system. Some of the columns that can display on your report include: external ID, initiative, proposal ID, name, status, project type, roadmap, organization levels, manager, planned start date, actual start date, planned project close date, initial forecast benefits, initial forecast cost, and the evaluation score.

Note: Depending on your configuration, the Project Request Listing is the same as Charter Request Listing Report label.

Filter Parameters

You can filter on initiative, proposal basics (Status, Name, and ID), proposal dates, classification fields, organization hierarchy, finances, proposal custom fields, program, and program organization hierarchy.

Output Parameters

You can select the output columns to display, the report format, primary column to sort by, sort direction, number rows to display per page, maximum number of rows to display per report, and if the output should be compressed.

The output choices are CSV and HTML.

Sample Report

See Also

Listing Reports

Idea Listing Report

Project Listing

Last Modified Date Report

Project Listing Report with Activity List

Resource Listing

Project Status

Resource Status

Activity Detail Report

Metrics Listing Report

Project & Metrics Template

Non-WBS Activity Report

Status Report Listing

Alignment Tree Report

Pipeline Report

Deleted Records Report

Program Listing

Field Change History Report

Linked Projects

Proposal Team Listing

Program Eval Report

Program Non-WBS Activity Report



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Last Published Tuesday, June 9, 2020