New Proposal MOD009A73

Access

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

Note

• This module is a macro module via which the creation of new proposals can be controlled.
  • The macro module is invisible to the end user, since after clicking on one of the above mentioned buttons or on one of the links for the new project the Proposal Core Data module is opened, in which basic data, key dates as well as other core data and parameters of the project can be recorded.
• In PLANTA standard, the creation of new proposals via this macro module is permitted for all users which have access to the buttons or links. No further authorization is needed.