Business Document Properties

You can view the Business Document properties from the list of Business Documents or from the list of Proposals for a project.

If you click the document name, the small tile slides to the left and the Id card and property details of the document display. The properties include these details:

Property NameDescription
TitleThe title of the document.
OwnerThe person who delivered the document.
TypeBusiness Document. This is the only document type used for Proposals.
ModifedThe date the document was most recently modified.
DescriptionA detailed description of the purpose or contents of the document.
OriginatedThe date the document was created. This is the date the document was checked in as a deliverable.
Target Launch DateThe target date for launching the Services Product as proposed by the document.
Proposed InvestmentThe proposed investment (shown in your preferred currency) for the product being proposed by the document.
Projected RevenueThe projected revenue for the product being proposed.