How to create a proposal

Search for	Example	Results
A single word	`cat`	Topics that contain the word "cat". You will also find its grammatical variations, such as "cats".
A phrase. You can specify that the search results contain a specific phrase.	`"cat food"` (quotation marks)	Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase.

Search for	Operator	Example
Two or more words in the same topic	`AND` `and` `+` (plus symbol) `&` (ampersand)	`cat AND dog` `"cat food"+milk` `"cat food"&"dog food"`
Either word in a topic	`OR` `or` `\|` (pipe)	`cat OR dog` `cat \| dog`
Topics that do not contain a specific word or phrase	`NOT` `not` `!` (exclamation point)	`NOT cat` `! dog`
Topics that contain one string and do not contain another	`^` (caret)	`cat ^ mouse`
A combination of search types	`( )` parentheses	`cat + (dog \| mouse)` `cat \| dog + (! mouse)`

Create a proposal when you want to propose a candidate project and ask for the stakeholder’s review and approval. A proposal can be created from an idea, a service request, a change record, or created directly in Service Management.

From the main menu, select Plan > Idea & Proposal > Proposals. Service Management displays a list of proposals.

Click New icon New. Service Management displays a New proposal dialog box to gather basic information. Service Management does not assign an ID until you save the proposal.

Complete the following fields:

Field	Description
Title	Enter the title of the proposal.
Description	Enter a description for the proposal.
Start date	Enter the start date of the proposed project.
End date	Enter 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 the name of the business unit from the list to which the proposal applies, 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. Note The target service is automatically copied when you create a project or a program from a proposal.
Owned by	Select the name of the user who is responsible for tracking and updating the proposal. You can select the name from the drop-down list or type a few characters to search for the name. By default, your name is selected.
Sponsored by	Select the name of the user who sponsors the proposed project. You can select the name from the drop-down 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. You can select the name from the drop-down list or type a few characters to search for the name. By default, your name is selected.

In Attachments, add any supporting files by clicking Add.

Note

The following file formats are supported: jpg; jpeg; gif; png; doc; docx; ppt; pptx; xls; xlsx; pdf; txt; xml; zip; msg; sql; gz; rar; tar; 7z.
The maximum file size of an attachment is 10 MB.
If the Attachments field has been defined as encrypted for this record type and you are a member of an encryption domain, click Add encrypted attachments to attach an encrypted file to the record.
Attachments are not visible in the Service Portal.

Click

Save when you are finished.