Navigate to Proposals

Select Create Proposal

Input Proposal details then Select Create

Instead of starting from scratch, clone an existing Proposal with Work Packages built out already.

Select the 3 dots then Click Clone

Select Create Work Package / CTR

Complete Details such as scope, input and deliverables then Select Add

Your Work Breakdown can be multi-level as per your requirements. On every branch a child Work Package / CTR can be created. Select the 3 dots of the Work Package you wish to add a Child Work Package to then Click Add Work Package.

Complete Details of the newly created child Work Package / CTR then select Add

Select a Work Package / CTR you want the import to appear

Select the 3 dots of that Work Package / CTR then Click Import Work Package

Search the Proposal that has the Work Package(s) to import

Tick the boxes for the WP(s) to import

Tick the boxes for the resources to import with the WP(s)

Note that when importing a WP, the Proposal that the WP is from must be under the same contract as the Proposal that the WP will be imported to.

The WP will then appear as a child WP to one selected for import.

Navigate to WBS

Click the dotted square icon then drag to another position

Notes:

Within each Work Package at the lowest branch you can add resources or cost. The order of the tab is: Team Resources - Equipment Resources - Software Resources - Expenses - Purchase Costs - Markups. Essentially adding team, equipment and software resource work in the same way so below you can see how this works taking team resources as example.

Select the Team Resources tab to add labour resources

Select Add Team Resource

Complete the Resource details then Add. The information for team, equipment and software resources is pulled from your contract rate table. Find out more in this article.

Navigate to Project Resources

Select add Project Resource

Select the Cost Rate from the DDG combination

Select the Charge-out rate from the DDG combination

Navigate to Workhour builder

Enter the hours for the WP and Charge rate on the matrix

The Total Hours, Total Cost and Price will display

Navigate to the Expenses tab.

Add Expense, complete the details and select Add

Navigate to Purchase Costs tab

Add Expense, complete the details and select Add. Select 'Create a cost' if you don't have any pre-defined costs then fill in details and Add

Navigate to Team

Select Add a team member

Select a team member, complete details then Add

Select the + to add branch team members

Click the 3 dots to Edit, Delete or View Profile

Navigate to Plan

All Work Packages created are automatically populated in plan with start and end dates from the Work Package (if completed) already displayed

Navigate to the Work Package within the GANTT chart and select the bar to update start and end date for each Work Package.

All Projects available in Proteus can be accessed and selected in this section.

Navigate to Experience

Select the Projects and add to Experience list. In the search bar specific key words can be used to filter the projects in view.

Remove selected Projects via the x

Navigate to Files

Select Create File

Complete the details and choose which template you want to use or start from a blank document, then select 'Create'.

If you already have the add-in installed it will automatically open and you can place document blocks throughout the document. If you want to know more about the way Proteus integrates with MS Word, have a look at this article. And for how to setup a template text and table styles, check this article.

Select the Approver Icon on the left summary bar.

Search the approver then Add. Initially the approver is only added in draft stage so is not invited to approve / reject the proposal.

The Approver will get an email, Select Preview Proposal

The proposal will now be locked in draft until Approval is requested

Select the sent Icon to request approval

The Approver will get another email, Select Review Approval

Select either Reject or Approve

You can track who has approved, who has rejected, and who has a pending status.

When all Approvers selected have approved the proposal, the top right status will update to Approved.

Users with Role ‘Manager’ or ‘User’ need to be invited to proposal they did not create

Select the Share Icon

Search the user to add

Select the role and file permission then save. User will get an automated email notification about access granted. When file persmission is enabled please note that this may take some time for Microsoft to provision the access for new added users to the record.

Select the MS365 Icon

If a user has access it will say 'Member of site', if not it will save 'connect user to continue'.

Select

Select the drop down menu and search for your MS365 email

If the Proteus record is not connected to a Sharepoint site, try to establish a connection or manually add the Sharepoint site URL

Select Grant access when your email has connected

Select the Note Symbol

Click ‘add new note’

Select the save button to publish or the delete

Edit or Delete a note

When new note(s) is/are available on a record, a red dot appears

Select the status dropdown menu.

Update the status as the proposal progresses. Won will convert the proposal to a project and lock the proposal from further changes. All approvals need to be granted before a proposal can be converted to status Won.