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

Online 6/26/2017