Granting Proposal Management Access

Access the Proposal Management Security page (Set Up Financials/Supply Chain, Security, Proposal Management Security, Proposal Management Security).

For each user ID, enter the proposal security tree SetID, tree name, and the effective date of the tree. On the lower section of the page, enter the departments and an appropriate access code. You can enter as many departments as needed.

This is one step in a multistep security process that is described in detail in the PeopleSoft Proposal Management product documentation.