Searching for Proposals

EnterpriseTrack allows you to specify multiple selection criteria for proposals that are displayed on the Proposals page. This allows you to find other proposals that are relevant to your own proposal so that you can benefit from them. It also allows you to locate the team members in other similar proposals.

In installations with multiple initiatives on the same system, you may be able to search for proposals by initiative. This will depend on whether initiative sand-boxing has been enabled in your system and whether you are associated with more than one initiative.

You can also use the Quick Search to enter a keyword and view a list of all proposals that match that keyword. Keywords can be matched to several fields (like Proposal name, Functional area, Notes, Tasks, Documents etc.)

EnterpriseTrack also allows you to save specific search criteria to a personalized list of searches. To view a list of proposals based on a saved search, select from the Saved Search pull down menu. Pre-defined searches are created when your system is configured.

For detailed instructions see topic Advanced Search and Saved Searches.

Related Topics

Charters/Proposals

Working with Charters/Proposals

Creating a Proposal for a Project

Working with the Statement Generator Wizard

Editing a Proposal

Associating a Proposal to a Program

Working with Proposal Finances

Copying a Proposal

Working with Team Signoffs

Approving a Proposal

Rejecting a Proposal

Re-opening a Proposal

Creating a Project from a Charter/Proposal

Putting a Proposal on Hold



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Last Published Tuesday, June 9, 2020