When you click into a specific Idea, Proposal, or Project, the Module Level Menu is shown as the right most item on the left part of the Top Navigation bar. The specific item (Idea, Proposal etc.) with its item number is shown in the menu.
Idea Module Menu
From the Idea module menu, you can do the following:
- Create a document or an aligned strategy, scorecard, or process.
- Edit details or assign owners.
- Delete an idea.
- Perform workflow actions that move the idea to the next stage in its workflow.
Proposal Module Menu
From the Proposal module menu, you can do the following:
- Go to pre-project versions.
- Create documents, linked projects, strategy, process, scorecard, and portfolio.
- Edit various specifics of this proposal: details, classification, resources, organization, alignment, project justification, finances/currency, dates/durations, evaluation, confidentiality, documents, linked projects, custom fields, and sign-offs.
- Delete and copy proposals.
- Save as a PDF file.
- Perform workflow actions: The available actions are specific to the current state of the proposal and to the configured workflow for your system. These can include manage team sign-offs, reject or hold proposals.
Project Module Menu
You can expand and collapse the Project Module menu from the Left Navigation Bar. From the Project module menu you can do the following:
- Navigate to various pages of the project: the project basics, dates, project plan, documents and finances, issues, linked projects, sample templates, notes, reports, settings, alignment, resources, change requests, discussions, risks, QA plan, and the associated pre-project.
- Create various objects associated to the project: documents, issues, linked projects, non-WBS items (change requests, discussions, and risks) metrics, notes, status reports, team members, finance snapshots, strategy, and portfolios.
- Edit the various objects associated to the project: basic details, classification, organization, confidentiality, project justification, start dates, project dates, shift plan dates, initial finances/currency, finance settings, keywords, and custom fields.
- Export to MS Excel, MS PowerPoint, and MS Project.
- Delete, copy, cancel and hold projects.
- Close phase and change the project plan.