Proposal Panel

Access 1: Open the panel to view or edit an existing proposal.

• Click on the ID of the required idea in various modules in which proposals are listed (e.g. My Planning Objects).

Access 2: Open the panel to create a new proposal. As a result, the empty Proposal Core Data module is opened, in which the basic data of a new idea can be created.

• Portfolio Management → Create Planning Objects → Link New Proposal
• Portfolio Management → Planning and Reports → Planning Objects with Bubble Charts → Proposal → New Proposal
• Portfolio Management → Planning and Reports → Planning Objects Grouped → Create planning object button → in the dialog window Proposals

Information

• The Proposal panel contains view and editing modules for the selected or newly created proposal.
  
  • Proposals are a planning object type in PLANTA project. For further information, please seeDefinition of Planning Objects.
• Whether data in the modules can only be viewed or whether it can be edited as well depends on the rights of the logged in user.

Modules of the panel

• Proposal Core Data
• Budget
• Outline Plan
• Schedule
• WBS
• Status
• Further ...