Configuring Propose

Propose for Forms is an optional component that you can select during the installation process. After installation, complete the following tasks in this chapter to configure the Propose module in Primavera Portfolio Management.

In This Section

Enabling the PPM Guest User

Granting the PPM Guest User with Access to Propose

Requirements for Forms Used in Propose

Defining a Form to be Used in Propose

Configuring Security on the Default Home Portfolio

Configuring Security for Creating Sub-Items and Submitting Documents

Obtaining the URL to Access the Form Using Propose



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Last Published Thursday, February 29, 2024