How to create a proposal from an optimization record

When an optimization record is closed, you can create a proposal from this record when the recommended cloud solution is worth implementing and investigating.

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)`

After you create a proposal from an optimization record, Service Management automatically creates a relationship between the records. The proposal appears in the Related proposals tab.

Note Data domain assignments are not copied when you create a proposal from an optimization record. For more information about data domains, see Data domain segmentation.

To create a proposal from an optimization record:

Prerequisite: Make sure the optimization record is in the Complete phase.

From the main menu, select Plan > Application Portfolio > Optimizations.

Select the optimization record from which you want to create a proposal.

To filter the record list, click the Add filter button. For more information, see Filters.

Click the record identifier in the Id column to display the selected record.

At the top of the record form, click Create proposal.

The New proposal page is displayed. The proposal title is prefilled.

In Proposal details and Classifications sections, complete the required fields.

For details of the field descriptions, refer to How to create a proposal.

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.