Associating a Proposal to a Program

To associate a proposal to a program:

  1. From the Proposal listing page, select a proposal.
  2. From the Proposal Details page, select the Edit icon next to the Associated Programs section.
  3. Select a program you want to associate with this proposal. To clear the program, delete the program name. You can use the Filter icon to narrow your search.
  4. Click Add Program to associate this proposal with additional programs. A new row is inserted.
  5. Select additional programs. To clear a program row, click the Trash icon.
  6. Click Save.

    Note: You must have the required permissions to associate a proposal to a program. You can associate a proposal to multiple programs only if the feature has been enabled by your administrator.

See Also

Charters/Proposals

Working with Charters/Proposals

Searching for Proposals

Creating a Proposal for a Project

Working with the Statement Generator Wizard

Editing a Proposal

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