Proposal Creation
Proposal Creation
Select Create Proposal
Add the Proposal details:
Proposal Title - is the Proposal/Project name
Proposal Manager - is the user in charge of the proposal and who will invite further users to have access to edit the proposal.
Description - a brief description explaining the Proposal for future reference.
Company - is the client for the Proposal/Project
Company Contact - is the point of contact for the client
Both Company and Contact pulls from the Companies database. If either is missing you can do a quick add by selecting the blue plus button.
Office - is the contracting office. Only relevant if your tenant has multiple offices.
Contract Type - is whether this is a specific contract type such as call off.
Contract - is the agreed contract with the client.
Contract pulls from the Contracts database. If missing, go to Contracts and create new contract record.
Billing Type - either Reimbursable or Fixed Price.
Reimbursable has the additional options; Internal Project and Cost Plus.
The billing type determines the calculations used for Project controls (once the proposal is won).
Bid Type - either Competitive or Single source
Due Date - for the proposal bid.
Estimated Value - for the proposal.
Go/Get Probability - Go is the % probability of the Project going ahead. Get is the % probability of winning the Project.
These values determine the weighted value of the Project.
Tax to be Applied - Either VAT %, No VAT, WHT or Other.
VAT - is taken from the % added for the office in the admin console.
WHT - you will manually add the % on the details.
Select Create once all details are added