Proposal

Proposals are the financial counterpart to your project plan. Add a proposal to a folder first to create a project and invoice, or add a proposal to existing projects to track changes in scope. Use a single proposal and invoice based on individual line item(s) or reference multiple proposals to invoice change orders. Your PM sees an accurate record of customer/stakeholder requests and changes.

Add a proposal for a future project

1. If the proposal comes prior to creating a project, add the proposal to a folder
2. Complete the information in the form
• The information presented may vary based on your organizations use of optional custom data fields
• If the proposal is assigned to another user, that user is notified
3. Save the new proposal
• When ready to proceed with the work, navigate to the Proposal's detail page and select the "[Create Project]" link
• This will launch the Project Add/Edit form to build a project like any other (including using a template)
• Launching a project this way links the Proposal to this Project for reporting and comparing planned vs actuals

Add a proposal to an existing project

Proposals on existing projects are used to propose changes and record the acceptance of those changes

1. View existing project proposals
• Use the Views option for Invoice Records & Approvals
2. Click the Add button under Proposals
3. Complete the proposal form
• If the proposal is assigned to another user, that user is notified
• The proposal form will auto-populate data from the project
4. Save the new proposal

Comparing Proposal $$$ vs Actual $$$ vs Invoiced $$$

1. Use the Views option for Invoice Records & Approvals
2. Check out the graph that displays Proposed Totals, Billable Totals, and Invoiced Totals
• Proposed Totals come from the proposals' totals
• Billable Totals come from the billable hours entered (multiplied by their rates)
• Invoiced Totals come from the Invoice Records' totals
3. Create invoices from this screen
• Use the "[Create New Invoice]" from the Proposal table to invoice based on the line items from the proposal
• Use the Invoice Records table and Add button to invoice based on Time Entries or Expenses