This article applies to:
- Bid Managers
- Bid Masters
- Super Users
Creating a Proposal always requires the creation of a Project. A Project is made up out of one or more of the following sections (visible on the tab bar highlighted below):
Any Project Documents you may have created for this project (including Project Documents you check out after completing a Guided Cart) is saved here. From here you can also create Project Documents from a non-Guided Cart enabled template.
This tab displays all Allocation tasks and activities for each and is visible to all team members of the project. Allocations can be filtered by Contributor, Reviewer and Allocation State.
This tab displays all task activities, with due dates. This includes generic tasks, as well as contributor tasks, allocated to different team members you work with.
Any ad hoc documentation you would like to add to a specific project is stored here. An example of a supporting document could be a document you received from the prospective client.
This section displays all the people who are collaborating on a project. From here team members can also be added and Project Teams can be created.
Saves any Guided Carts you may have created for this project. From here you can also create new Guided Carts from Guided Cart enabled templates.
- For more information on Project Point, please read the articles located here.