Proposals List

You can view the various proposals for a program or a contract.

Required access roles:

  • Baseline: Reader
  • App-specific: Project User

To access this page:

  1. Click Home .
  2. In the navigation pane, click Program Mgmt > Proposals.

This topic describes:

This page discusses:

Columns

Column NameDescription
NameThe name of the proposal. Click the name to open the proposal.
The status flags indicate whether the project proposal tasks are on schedule.

  • No flag - the task is not late.
  • Green - the task is complete.
  • Yellow - the task is not complete and not late.
  • Red - the task is not complete and late.

TypeProject Proposal is the type of object.
StatusThe current lifecycle state of the proposal.
OwnerThe user currently responsible for the proposal.
CustomerThe name of the customer connected to the proposal.
Customer Request #The customer request number connected to the proposal.
Responsible OrganizationThe company, business unit, or department responsible for the proposal.
Received DateThe date the proposal was received.
Date Due to CustomerThe date the proposal is due to the customer.
Estimated Finish DateThe date the proposal is estimated to be finished.
Actual Finish DateThe date the proposal is complete and promoted to Closed.
Created DateThe date the proposal was created.
ProgramThe name of the program connected to the proposal.
ContractThe name of the contract connected to the proposal.
DescriptionThe detailed description of the proposal.

Actions/Toolbar Commands

Action DescriptionFor More Information
Create Project Proposal The Administrator, Leader, Contracts Manager, or Proposal Manager can create a proposal, copy an existing proposal, or create a proposal from a template.Creating a Proposal
ExportThe Leader or Contracts Manager can export for the selected project.
Add Selected toThe Leader or Contracts Manager can add items to the selected object.
DeleteThe Leader, Contracts Manager, or the owner of the proposal can delete the selected proposal.
Enable Edit When enabled, the Leader, Owner, Contracts Manager, or proposal owner can modify the proposal. 3DEXPERIENCE Platform Structured Content in Edit Mode