Project Proposal Generation

Create a comprehensive project proposal that covers project objectives, scope, timeline, budget estimates, and staffing plans, using Oracle AI during project planning. Project managers can easily edit and finalize the proposal, saving time and improving efficiency. For example, when starting projects from advanced sales opportunities, use the project proposal to clearly communicate the project's goals, scope, and expected outcomes to stakeholders, securing the required funding and resources.

Project managers can efficiently create detailed project proposals from the Project Management work area through the action panel under Manage Project Proposals, reducing manual effort and improving accuracy.

As part of the proposal generation, quickly review the project details and make necessary adjustments before generating a complete proposal with a single click.

Proposal Structure

The generated project proposal consists of four independently created sections, each designed to provide clear and comprehensive insights:

  1. Company Background - Introduces the company, highlighting its expertise, industry presence, and key capabilities.
  2. Executive Summary - Provides a concise overview of the project purpose, objectives, goals, expected outcomes, and how the project aligns with stakeholder expectations.
  3. Implementation Plan - Details the approach for execution, including major milestones, timelines, and estimated budget.
  4. Resource Plan - Details the resource requirements, including project roles and financial allocations.

Each section is fully editable, allowing users to update content as needed. Additionally, sections can be regenerated individually for further customization.

Implementation Plan and Project Timeline on Generated Project Proposal

Implementation Plan and Project Timeline on Generated Project Proposal

Managing Proposals

Save a proposal for later revisions, or publish instantly. Access both draft and published proposals from the Manage Project Proposals page, and download them as PDF or Word documents to share with stakeholders.

Manage Project Proposals Page

Manage Project Proposals Page

The business benefits of this feature are:

  1. Significantly reduces proposal creation time, minimizing manual errors and improving efficiency.
  2. Quickly generate tailored project proposals that align with specific client requirements by updating the automatically generated proposal.
  3. Allows project stakeholders to make informed decisions faster, helping secure the necessary funding and resources without delays.
  4. Enables organizations to respond rapidly to advanced sales opportunities, increasing their chances of winning projects by presenting well-defined plans to clients.

Here's the demo of these capabilities:

Steps to Enable

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Project Financial Management

Tips And Considerations

  • To use this generative AI-powered feature, both new and existing customers need to opt-in. Once opted-in, you can immediately start generating project proposals.
  • The system will automatically generate the project proposal in your preferred language if it's one of the languages mentioned under Author/Summarize section here. For other languages, the summary will be provided in English.
  • For accurate and impactful project proposals, ensure the project includes a high-level plan, budget, and clear description.

Access Requirements

To use this feature, you need the following functional and data privileges:

  • Manage Project Proposal (PJF_MANAGE_PROJECT_PROPOSAL_PRIV)
  • Manage Project Proposal Data (PJF_MANAGE_PROJECT_PROPOSAL_DATA) 

The privileges listed above are included in the following predefined job role:

  • Project Manager (ORA_PJF_PROJECT_MANAGER)

If you use custom roles instead of the predefined job role above, you must assign the Manage Project Proposal privilege to your custom roles to use this feature.