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 tax in the admin console.
WHT - you will manually add the % on the details. Make sure your charge rates in the contract include the WHT % as well as WHT % will be deducted from the invoice values.
Select Create once all details are added
Proposal Details and Actions
Proposal Details and Actions
Proposal details can be changed at anytime while in draft, Select the blue 3 dots
Then edit details (See Proposal Creation for further descriptions)
Select update once complete
The status determines what stage the proposal is. There are 8 stages of proposal status:
Draft, Started, Approved, Sent, Won, Lost Cancelled, Deactivated.
The other available Proposal Actions are:
Approvers - Assign approvers for the proposal, this will prevent the proposal from being able to progress to a project without approval. Proposal approvers are setup within the admin console.
Share - The project manager can invite other users to have access and collaborate on the Proposal. There are 3 invite permission roles; Viewer, Editor and Manager.
Notes - Write messages to other users invited to the record.
Update Rates/Costs - If a change has been made to the contract or Average cost then select the respective update so that the changes are reflected on this Proposal.
Proposal Excel Report - Download a proposal excel report of all details.
MS365 - Check/Verify/Update users MS365 connection to this record. This will inform you which invited users are able to access MS365 on this Proposal.
Proposal Team
Proposal Team
Select the Team tab then Select add team member
The Created Team Organogram is available as a document block via the Proteus add-in on a word document.
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, this can be done on the details of each wp
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)
