Based on your filters, this report displays a list of proposal team members with their approval information, or the initial project team members with their allocation information. From the Output tab, you can also choose to display detail efforts. If detail efforts were added to a proposal, this report displays one row for each effort entry for the resource instead of the total effort for the resource.
Some of the columns that can display on your report include: proposal ID, proposal name, initiative, role, member, login ID (column displays only if you have the permission Allow user to view/search login ID), team type (specifies Charter Team or Initial Project Team), team member ID, approval type (displayed for proposal team members), approval status (displayed for proposal team members), proposal status, proposal last updated date, updated by, project ID, and external ID.
When displaying a report of initial project team members, the following additional columns are displayed: allocation ID, allocation type, allocation status (displays N/A if approval is not needed), allocation start date, allocation end date, percent allocation (shows the default allocation percent if no allocation percent is present), allocation efforts (shows detail efforts or the total effort), planned start date, and planned completion date.
Notes: The Initial Project Team option displays only if the Initial Project Team is enabled.
Filter Parameters
You can filter on initiative, proposal basics, proposal dates, classification fields, organization hierarchy, finances, proposal custom fields, program, and program organization hierarchy.
Output Parameters
You can select the report format, primary column to sort by, sort direction, number rows to display per page, maximum number of rows to display per report, display report for proposal team or initial project team, and to display initial project team details efforts.
The output choices are CSV and HTML.
Sample Report (Proposal Team)
Sample Report (Initial Project Team)
