Add Details to a Proposal
You can add details of content, cost, revenue, and resources to a proposal.
To add details:
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Navigate to the Concept Design work area.
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Open the Search tab and select Proposals in the Search for field. From your search returns, choose and open a proposal.
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On the General Information tab, enter information in the Business Objectives field, as well as other fields. Click Save.
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On the Content tab, enter information into the Business Case field. Click Save.
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On the Costs tab, enter cost data:
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Click Add.
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Select values for Category, Type, and Status.
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Enter an amount and select a date by which you will incur the cost.
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Click Save.
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On the Revenue tab, add rows of revenue information:
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Click Add.
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Select values for Category, Type, and Status.
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Enter an amount and select a date by which you expect revenue.
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Click Save.
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On the Resources tab, add rows for the type of workers required, and when you require them:
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Click Add.
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Select values for Category, Pool, and Status.
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Enter values for Headcount, Start Date, and End Date.
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Click Save.
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