Opening a Proposal

You can access these categories for a proposal.

Required access roles:

  • Baseline: Leader, Owner
  • App-specific: Contracts Manager, proposal owner


Before you begin: List the app categories for Program and Contract Management.
  1. In the navigation pane, click Program Mgmt > Proposals.
  2. Select a proposal.
  3. Use these categories in the navigation pane to view more details related to the proposal.
    Category NamePage TabsDescriptionFor More Information
    Proposal Name Schedule StatusShows the dashboard for the project's schedule status through charts and graphs.Project Management User's Guide Schedule Status Tab
    Business StatusShows the dashboard for the project's business status through graphs and charts.
    PeopleMembersLists the project's members.Project Management User's Guide Project Members Page
    Resource PlanShows the resource plan for the proposal.Project Management User's Guide Resource Plans
    Member TimesheetShows the timesheets for the members of the proposal.Project Management User's Guide Timesheets for Project Members
    Resource RequestsLists the resource requests for the proposal.Creating a Resource Request
    CollaborationDecisionsLists the decisions for the proposal.Collaboration and Approvals User's Guide Decisions Page
    DiscussionsLists the discussions for the proposal.Collaboration and Approvals User's Guide Discussions Page
    MeetingsLists the meeting related to the proposal.Collaboration and Approvals User's Guide Meetings Page
    SubscriptionsLists the subscriptions related to the proposal.
    Multiple OwnershipLists the members who have access to the contract document.
    ExecutionAssessmentsShows the current health of the proposal.Project Management User's Guide Assessments Page
    IssuesLists the issues related to the proposal and provides actions to create new issue or add an existing issue.Collaboration and Approvals User's Guide Issues
    RisksLists the risks related to the proposal and provides an action to create new risk.Project Management User's Guide Risks and Risk Factors Page
    OpportunitiesLists the opportunities related to the proposal.Project Management User's Guide Opportunities Page
    RoutesShows the project's routes and provides an action to create new route.Collaboration and Approvals User's Guide Routes Page and Routes Summary Page
    ApprovalsLists the signatures or routes related to the proposal.3DEXPERIENCE Platform Approvals Page Tab
    ExperimentsExperimentsShows the experiment projects.Project Management User's Guide Experiments
    StructureShows the project structure.Project Management User's Guide Experiment Structure
    Gantt ChartShows the project proposal's Gantt Chart.Project Management User's GuideWorking the Gantt Chart
    Contract DeliveriesDRLsLists the DRLs for the proposal.Data Requirement List
    DRL StatusDisplays the DRL Status Report, CDSSR Report, and Look Ahead Report in a graphical summary. DRL Status Page
    Deliverable ReportsAssignee WorkloadShows the workload for a user.Assignee Workload List
    DeliverablesLists the deliverables for the proposal.Deliverables List
    Bookmark ContentLists the contents of the project bookmark.Bookmark Content List
    Project Bookmark and Deliverable ContentLists the project bookmarks and the deliverable content of the project.Project Bookmark and Deliverable Content List
    Task AssigneesLists those assigned a task.Task Assignees List
    FinancialsBudgetShows the proposal budget.Project Management User's Guide Working with the Project Budget
    BenefitsShows the proposal benefits.Project Management User's Guide Project Benefits Page
    BookmarksLists the bookmarks related to the proposal and provides an action to create new bookmarks.Project Management User's Guide Bookmarks Page
    ObjectivesBusiness GoalsLists the business goals for a project.Project Management User's Guide Business Goals Page
    QualityLists the Critical To Quality (CTQs) for a project.Project Management User's Guide CTQs Page
    Governed ItemsLists the associated objects that are executed by the project.Project Management User's Guide Governed Items
    DetailsPropertiesLists the details of the proposal.Proposal Properties
    PreferencesShows the preferences related to the proposal.
    LifecycleShows the lifecycle of the program and its current state. 3DEXPERIENCE Platform Lifecycle Page
    HistoryLists details to see what has been changed, when it was changed, and who made the changes. 3DEXPERIENCE Platform Viewing History for Content
    ImagesShows any images related to the proposal.Collaboration and Approvals User's Guide Images Page
    Project RequirementsWBS (Spec)The documentation that specifies the WBS.WBS Specification List
    Common WBSELists the work breakdown structure related to the proposal.Common WBSE List
    TPMsLists the Technical Performance Measurements related to the proposal. TPMs List
    ScheduleScheduleShows the schedule of the proposal.Project Management User's Guide Working the Structured View
    Gantt ChartShows the project proposal's Gantt Chart.Project Management User's Guide Working the Gantt Chart
    MilestonesLists any milestones related to the proposal.Project Management User's Guide Milestones for a Project
    Phase GatesLists the project phases or gates defined in the project work breakdown structure.Project Management User's Guide Phase Gate View
    BaselinesShows baselines for the project.Project Management User's Guide Baselines
    Customer ExtensionsLists the additional attributes identified by a customer.