Navigating in PeopleSoft Proposal Management
PeopleSoft Proposal Management provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.
Note: In addition to the PeopleSoft Proposal Management custom navigation center pages, Oracle provides menu navigation, standard navigation pages, and PeopleSoft Navigator.
Note: The icons and features that appear on your PeopleSoft Proposal Management Home page may vary based on user security access and roles.
This table lists the Custom Navigation Center pages that are used to navigate in PeopleSoft Proposal Management.
|
Page Name |
Navigation |
Usage |
|---|---|---|
|
Proposal Management Center Page |
|
Access the key areas of PeopleSoft Financials to manage your proposals. |
|
Click the My Proposal link on the Proposal Management Center page. |
Manage proposals from a personal list. |
|
|
Proposal Management Page |
Click the Proposal Management link on the Proposal Management Center page. |
Create proposals, versions, and budgets. Also inquire on existing proposals. |
|
Click the Maintain Version Estimate link on the Proposal Management Center page. |
Establish and update version project and activity estimates. |
|
|
Maintain Version Estimate Detail Page |
Click the Maintain Version Est. Detail link on the Proposal Management Center page. |
Establish and update version activity estimate details. |
|
Click the Copy Proposal link on the Proposal Management Center page. |
Copy a new proposal from an existing proposal. |
|
|
Contracts Page |
Click the Contracts link on the Proposal Management Center page. |
Enter and manage contracts, including billing and revenue recognition options. |
|
Projects Page |
Click the Projects link on the Proposal Management Center page. |
Capture and account for costs and revenue associated with a project. |
|
Reports Page |
Click the Reports link on the Proposal Management Center page. |
View and create reports. |
|
Definitions Page |
Click the Definitions link on the Proposal Management Center page. |
Define or maintain PeopleSoft Proposal Management business units and activity types. |
See the product documentation for PeopleTools: Portal Technology