Try It!

While your organization may have defined a different proposal approval process, submitting the proposal for approval to the next stage involves only one step.  If this is the final stage in the proposal, the system will automatically create a new project based on the proposal details.

To manage the proposal approval process:

1. Select Proposals from the site pap 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. Click the current stage.
   
   
5. Update the Stage dropdown pane.
   
   
6. Click the Next Stage/Finished button.
   
   
7. Click Save & Close.
   
   

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.}