Proteus

James Gold

How to create and manage a standard Opportunity

How to create, manage and conclude a Bid Evaluation

How to Clone, Filter view and add a Proposal to your dashboard

How to create a proposal and the key sections within a Proposal

How to create a WBS/CTR including Team resources, Assets, Expenses, Purchases, deliverables and markups

How to create Project team resources and assign them to the Workhour builder

How to Approve and Convert a Proposal to Project

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