Try It!

While your organization will likely require that proposals are fully documented in proposal and business case documents, you should also create a proposal in Portfolios area to track the initiative from inception through to proposal and eventually completed project. 

The proposal and business case details ensure that all stakeholders have easy access to this high level information.

To create and maintain proposals:

Define the new proposal

1. Ensure you are in Portfolios, and click Proposals in the Intake section.
   
   
2. Click + New from the command bar.
   
   
3. Complete the Proposal pane with as much information as you have now.
   
   
4. The Proposal Name field is mandatory.
   
   
5. Similarly, complete the Business Case pane with the information currently available.
   
   
6. Click Save to create the Proposal and activate the Timeline pane.
   
   
7. Click + in the Timeline sub-ribbon and then select Note to add a note.
   
   
8. Give the note a Title and descriptive text to describe the additional proposal content.
   
   
9. Click the paper clip icon to attach a file to the proposal.
   
   

Update an existing proposal

1. Select Proposals from the site map to display the list of Active proposals.
   
   
2. Adjust the view as needed to ensure the proposal you are looking for is displayed.
   
   
3. Select the proposal to be updated.
   
   
4. Update any field on the proposal.
   
   
5. Click + in the Timeline sub-ribbon, then select Note to add a note.
   
   
6. Click Save and Close when done.
   
   

Download Job Aid: Creating and managing proposals


Tip: Refer to this extended version of the job aid for a more detailed guide on submitting project resource requests: Job Aid: Defining proposal resource requirements. 

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}