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Getting Started With PeopleSoft Proposal Management
PeopleSoft Proposal Management Overview
PeopleSoft Proposal Management Business Processes
PeopleSoft Proposal Management Integrations
PeopleSoft Proposal Management Implementation
Navigating in PeopleSoft Proposal Management
Navigating in PeopleSoft Proposal Management
Defining Your Operational Structure
Understanding Installation Options
Understanding Integration Templates
Understanding Business Unit Default Setup
Understanding Products
Defining PeopleSoft Proposal Management Defaults and Confidence Levels for Business Units
Securing Your PeopleSoft Proposal Management System
Understanding PeopleSoft Proposal Management Security
Structuring PeopleSoft Proposal Management
Understanding PeopleSoft Proposal Management Structure
Defining PeopleSoft Proposal Management Control Data
Understanding the Proposal Process
Understanding the Proposal Preparation Process
Understanding Project Teams
Understanding the Generate Process
Preparing, Generating, and Viewing Proposal Information
Preparing and Generating Proposal Information
Configuring Labor Defaults, Bill Options, and Security
Entering Resource Estimates
Using the My Proposals Page
Viewing CRM-Related Information
Copying Proposals, Versions, and Projects
Understanding the Copy Functionality in PeopleSoft Proposal Management
Copying Proposal Information
Copying Proposal Versions
Copying Projects
Generating PeopleSoft Proposal Management Reports
Understanding Proposal Reports
Generating Proposal Reports
Generating Pipeline Reports
Generating Labor Resource Reports
Retrieving Proposal Information
Administering Projects
Understanding How Projects are Used in PeopleSoft Proposal Management
Integrating with PeopleSoft Billing
Understanding the Billing Process
Integrating with Other PeopleSoft Applications
Understanding Integration Process Flows
Understanding the Procurement Process
Integrating with PeopleSoft Customer Relationship Management
Integrating with PeopleSoft Contracts, PeopleSoft Project Costing, and PeopleSoft Program Management
Integrating with PeopleSoft Time and Labor
Integrating with PeopleSoft General Ledger
Integrating with PeopleSoft Commitment Control
Integrating with PeopleSoft Receivables
Integrating with PeopleSoft Purchasing
Integrating with PeopleSoft Inventory
Integrating with PeopleSoft Payables
Integrating with Third-Party Systems
PeopleSoft Proposal Management Reports
PeopleSoft Proposal Management Reports: A to Z
Report Samples