Type | The type is Project Proposal. |
Project Number | The number given the project proposal. |
Policy | The policy that governs the lifecycle of a proposal. |
Proposal Owner | The user currently responsible for the proposal. Ownership can be transferred to another user. |
Brief Description | A detailed description of the proposal. |
Proposal Status | The current lifecycle state of the proposal. |
Visibility | A proposal's visibility can be Company or Members. If Company is selected, then all user's in the proposal owner's company can view the proposal. If Members is selected, then only users added as proposal members can view the proposal. |
Creation Date | The date the proposal was created. |
Company Name | The name of the company that created the proposal. |
Responsible Organization | The organization responsible for the proposal. |
Program | The program connected to the proposal. |
Contract Reference | The contract connected to the proposal. |
Default Vault | The default value is eService Production. |
Approver Selection | The user who can approve the proposal; for example, the Resource Manager or the Project Lead. |
BidNoBid | Determines whether a bid response will be made. |
Complexity | The level of complexity: Low, Medium, High, or N/A |
Currency | The type of currency used for the proposal. |
Customer Name | The name of the customer connected to the proposal. |
Customer Request # | The customer request number related to the proposal. |
Date Due to Customer | The date the proposal is due to the customer. |
Default Constraint Type | The default task constraint type for proposals is As Soon As Possible or As Late As Possible. |
Effort Submission | Efforts are submitted at the Phase or Task level. |
Pricing Type | The type of pricing: Cost Plus, Firm Fixed-Price, or Unassigned. |
Priority | Level of priority: Low, Medium, High, or N/A. |
Priority Complexity Weighting | A numerical value for the level of complexity. |
Proposal Type | The type of proposal: RFI (Requests for Information), RFP (Request for Proposal), RFQ (Request for Quote), ROM (Rough Order of Magnitude), or Unassigned. |
Received Date | The date the proposal is received. |
Resource Plan Preference | The resource plan preference sets the default value for the page view to either Phase or Timeline. |
Schedule Based On | Tasks for the proposal will be scheduled based on either the Actual or Estimated date. |
Task Constraint Date | The default task constraint date for proposals is As Soon As Possible or As Late As Possible. |
Schedule From | Tasks for the proposal will be scheduled either from the Project Start Date or Project Finish Date. |