How to edit a proposal

This tab includes the following sections:

• Proposal details

  Field	Description
  Title	The title of the proposal.
  Description	A description that captures the details of the proposal.
  Start date	The start date of the proposed project.
  End date	The end date of the proposed project.
  Business objective	Select a business objective that the proposal is aligned with from the list, or type a few characters to search for the name.
  Business unit	Select a business unit to which this idea applies from the list, or type a few characters to search for the name. You can select only business units that are in the Organizational group.
  Target service	Select a service name from the list to which the selected proposal applies, or type a few characters to search for the name. You can select only services that are in the Operate phase.
  Owned by	Select the user who is responsible for tracking and updating the proposal from the list, or type a few characters to search for the name.
  Sponsored by	Select the user who sponsors the proposed project from the list, or type a few characters to search for the name.
  Created by	Select the name of the user for whom you are creating the proposal from the list, or type a few characters to search for the name.
  Program	The program, if any, to which the proposal belongs. A proposal cannot belong to both a program and a portfolio at the same time.
  Portfolio	The portfolio, if any, to which the proposal belongs. A proposal cannot belong to both a program and a portfolio at the same time.
  Created from	Select the source of this proposal: Idea: The proposal is created from an idea. This option is automatically selected if the proposal is created from an idea. Change: The proposal is created from a change record. Service request: The proposal is created from a service request. Optimization: The proposal is created from a Project Management optimization. None: The proposal is created directly. This option is automatically selected if there is no source associated with the proposal.
  Creation time	The time that the proposal was created.

• Review

  Field	Description
  Planned cost	The estimated cost of the proposal.
  Business value	Enter the estimated value of this proposal to the business.
  Currency	Specify the currency that you used when inputting the business value. By default, USD (US dollars) is selected.
  Risk rating	Enter an integer from 0 to 100. 100 indicates the highest risk, while 0 indicates the lowest. The risk rating is also displayed in the proposal analytics view. Proposals with lower risk might be considered and implemented first.
  Priority	From the drop-down list, select one of the following options: Critical High Medium Low When resources are limited, proposals with critical or high priority may be reviewed and implemented first.
  External object URL	Displays the link to the project record in PPM.
  Sync status details	Displays the synchronization status.
  Review decision	Select one of the following options from the drop-down list: Approve: The proposal is approved by the proposal reviewer. Reject: The idea is rejected by the proposal reviewer. Need more information: More information is needed for this proposal. The proposal will be automatically transitioned back to the Compose phase if this option is selected. Create a change: One or more change records will be created from the proposal.
  Review feedback	Enter review feedback that supports your review decision.

  You must fill in the planned cost, business value, and risk rating fields to properly manage the proposal's finances in the Financial planning tab. For more information, see Financial planning tab.

This tab lists resources that are assigned to the proposal for each month of its time span.

To add resources to a proposal

1. Click New.

2. From the drop-down list, select the resource type that you want to assign to the proposal.

3. Specify the number of that resource type that will be assigned to the proposal.

4. Click  Save on the toolbar.

This section visually displays the tasks that are required to fulfill the proposal.

In general, you can add, edit, or delete a task plan for proposals in the Compose or Review phase.

For more information about the task plan, see How to build a task/approval plan.

This tab displays a detailed financial picture for the proposal.

• Overview

  Service Management displays a chart of the total budget for the portfolio, by year, quarter, or month, for each relevant calendar year. The following chart shows an example of financial information by month.

  

• Cost plan details

  Service Management lists the cost of each item in the proposal, per month, during the time span of the project.

  To add the cost of an item

  1. Click New.
  2. From the drop-down list, select either CAPEX or OPEX.
  3. In the line for that item, click underneath Description and enter an explanation of the cost or the name of the expense.
  4. In the line for that item, click underneath each month for which you want to add a cost and enter the amount of the cost.
  5. Click Save on the main toolbar.

• Financial benefit details

  Service Management displays the total planned financial benefit for the proposal.

  To add the amount of a benefit

  1. Click New.
  2. From the drop-down list, select Avoidance, Revenue, or Savings.
  3. In the line for that item, click underneath Description and enter the reason for the benefit.
  4. In the line for that item, click underneath each month for which you want to add a benefit and enter the amount of the benefit.
  5. Click Save on the main toolbar.

The records displayed are those that are the causes of the current record, and those that are the effects of the current record.

1. In each section, the default sort order is first by record type, then by phase. You can click a column heading to reverse the sort order in any column.

   Field	Description
   Id	The identifier of the record. Click the ID value to link to the record.
   Title	A short description provided by the end user.
   Phase Id	The current phase of the current record in the workflow.
   Priority	The priority is a value based on urgency and business impact values.
   Creation Time	The time that the record was created.

2. In the appropriate section, do one of the following:

   • Click  Add to create a relationship between the current record and another record.

     The Add related record dialog appears. The dialog box displays a list of potential related records. If you select an individual record, Service Management displays the contents of that record in the right pane.

     • If you want to search for more records, you can use the Search box at the top of the dialog box.

     • Find each record that you want to link, and click Add to select it.

     • When you have selected all the records that you want to link, click OK.

     • Click  Save on the toolbar.

   • Click  Remove to delete the relationship between the current record and the selected record.

     • Click OK to confirm the action.

     • Click  Save on the toolbar.

     This action removes the relationship only. It does not delete either record.

For more information about related records, see  How to relate change records.

This tab is where you design, create, and edit the approval plan for the proposal. The number in parentheses on the tab is the number of approvals.

For more information about the task/approval plan, see How to build a task/approval plan.

You can also create an approval plan definition, so that it can be used as an approval plan template for all new proposals.

To create an approval plan definition:

1. From the main menu, select Administration > Configuration > Records.

2. In the records module, select the Proposal record type.
3. Click the Approval definitions tab.
4. Click Add.

5. Provide a title and a description for the approval plan definition.

6. Build the approval plan definition as described in How to build a task/approval plan.

7. Save the approval plan definition.

After you create a new proposal record, you can find the new approval plan on the Approval tab of the proposal record.