Generate and Manage a Project Proposal

This topic provides the end-to-end task flow for creating a proposal, reviewing the generated sections, editing the content, regenerating sections when project details change, saving the proposal, and publishing it.

Before you start

Ensure the project has a high-level plan, a budget, and a clear description.

Steps to Generate and Manage a Project Proposal

1. In the Project Management work area, open the project and start proposal creation from the Actions panel.
2. In the Manage Project Proposals page, click Create.
3. Review the project information on the General Info page.

4. Continue to the Proposal page and review the generated proposal. Edit the content and regenerate individual sections separately, if needed. When you regenerate the contents of a section, the assistant uses the current project details, including any recent updates.

   Section	Description
   Company Background	Displays the company background, company’s expertise, industry presence, and key capabilities.
   Executive Summary	Displays the project purpose, objectives, goals, expected outcomes, and how the project aligns with stakeholder expectations.
   Implementation Plan and Project Timeline	Displays the approach for execution, including major milestones, timelines, and estimated budget.
   Resource Plan and Budget Allocation	Displays the resource requirements, including project roles and financial allocations.

5. Edit the content as needed.
6. Regenerate individual sections if project details have changed.
7. Click Save.
8. Publish the proposal when it is ready to share.

Note: After you publish a proposal, you cannot make changes to it. When you regenerate, the assistant uses the current project details, including recent updates.