Proposal Creation
Proposal Creation
Select Create Proposal
Add the Proposal details then Create
Work Package Summary*
Work Package Summary*
Proposal Team
Proposal Team
Select the Team tab then Select add team member
The Created Team Organogram can be added to the proposal document via a document block (Proteus Add-in)
Proposal Plan
Proposal Plan
Navigate to Plan on the Proposal
Project Schedule
To create the initial plan you must first enter the start and end date for each Work Package
You can view the Plan on a Weekly, Monthly or Quarterly basis from the top right
Past Project Experience
Past Project Experience
Select the Experience tab then click 'add to proposal' for the projects to include
The Project Experience is a way to show past projects similar to the current bid that can be referenced onto the proposal document via a document block (Proteus add-in)
