Opportunities Proposals Tab

Use the Proposals tab on the Opportunities Form to track proposals and project codes associated with an opportunity. For any one opportunity, you may need to submit more than one proposal.

Contents

Much of the information for DPS is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Reorder columns and sort record rows in a grid to suit your viewing preferences. Changes that you make to the order of columns and rows are remembered from session to session. For information about how to reorder columns and sort records in a grid, see Sort Grid Row Order and Select Columns for a Grid.

Proposals Grid

This grid displays the proposals that are associated with the opportunity. To add information about a new proposal, click + Add Proposal below the grid. Click on a proposal row to edit the fields.

Field	Description
Proposal Name	This field shows the name of the proposal associated with the opportunity. To modify the proposal name, click in the text field and enter the name of the proposal that you want to link to the opportunity record.
Number	This field shows the Number associated with the proposal. Enter the number of the proposal that you want to link to the opportunity record.
Type	Click to select the proposal type from the drop-down list, such as Letter of Interest or Statement of Qualifications. Your administrator sets up the Proposal types in the Settings > Labels and Lists area.
`Organization`	In this lookup, select the `organization` that is sending the proposal. You can drill down into a multiple company organization to select a level within it, such as an regional office or business unit.
Person Responsible	Use this lookup to select the employee who is coordinating the proposal. The name appears as a link to an info bubble that contains contact and status information for the employee.
Source	Use this drop-down to specify the way in which your company heard of the Request for Proposal. This proposal source can differ from the source of the opportunity that is connected to this proposal. On the Navigation pane, click Settings > Labels and Lists to set up proposal source options in the Proposal Source List.
Status	Use this drop-down to select the status of the proposal, such as Won or Pending. The proposal status can differ from the status of the opportunity to which the proposal is connected. On the Navigation pane, click Settings > Labels and Lists to set up status options in the Proposal Status List.
Date Advertised	Enter a date, or click the Calendar icon to select the date of the notice for the Request for Proposal.
Submittal Date	Enter a date, or click the Calendar icon to select the date on which the proposal was sent or the date on which you plan to submit it.
Award Date	Enter a date, or click the Calendar icon to select the date on which you expect the project to be awarded by the client.
Fee	Enter the fee you will receive if the client accepts your proposal.
Notes	Enter notes about the Opportunity's proposal.
	Click this icon to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.
+ Add Proposal	At the bottom of the Proposal Grid, click this link to add a blank proposal row. Complete the empty fields to create a new proposal that is associated with the opportunity.

Project Code Grid

Use the Project Codes grid below the Proposals grid to enter the project codes associated with an opportunity. Project codes are used in Government proposals that use the SF 330 form and allow you to enter estimated fees for the work by project code. To associate a project code record with an opportunity record, add it to the Project Codes grid.

Field	Description
Project Codes	Click the Project Code drop-down arrow to select a project code from the list. In addition, the Description, SF330 Code, and Fee fields are autopopulated if they are directly related to the project code that you selected. You define project code options in Settings > Labels and Lists.
SF330 Code	If there is an SF330 code associated with the project code that you select, the SF330 code displays in this field. You associate SF330 codes with project codes set up in Settings > Labels and Lists.
SF255 Code	SF255 is the "Architect-Engineer and Related Services Questionnaire for Specific Project" form and it is also a supplement to the SF254 form. Its purpose is to provide additional information regarding the qualifications of interested firms to undertake a specific federal government project. If there is an SF255 code associated with the project code that you select, the SF255 code displays in this field. You associate SF255 codes with project codes via the Settings > Labels and Lists.
Description	The description for the project code displays in this field.
Fee	Enter the total fee, in a whole monetary amount with no decimals for the work associated with the selected project code.
	Click this icon to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.
Notes	Enter notes about the Opportunity's proposal. The Notes field shows up to 1 line of text. To view or enter additional text, click .
	The row options (vertical ellipsis) appear at the end of each project code row. Click and select Copy to copy all information associated with a specific project code. The copy of that project code appears on the next row below. Select the Delete option to remove the project code from the grid.
+ Add Project Code	At the bottom of the Project Code grid, click this link to add a blank project code row. Complete the fields to create a new project code that is associated with the opportunity.