Set Up Proposal Requests

Use the following guidelines to set up projects so that internal and external Project Center users can use proposal requests in Project Center and Info Exchange.

You must be a Project Center administrator to perform this procedure.

Initial configuration

To make proposal requests available in Project Center

If you are not already there, open the Project Center Administration activity center (shown below) by clicking Project Center Administration from the Tasks panel of the My Project Center activity center, or from the Activities list.

Click the Projects tab.

Select the project you want to configure from the list, then click Edit Settings from the Tasks panel to open the Edit Project Settings dialog box.

Click the Activities tab.

Move Proposal Requests to the Activities column (if it is not already there), as shown here, which will make the Proposal Requests activity center available in the project.

Click OK to save the changes.

Click  from the Project Center Toolbar and select Project Home Contents to open the Edit Project Home Contents dialog box, shown here, to place Proposal Requests where you want it to appear in the Project Home activity center.

If it is in the Hidden Activities column, move it to one of the Activities columns.

Place it in the location in which you want it to appear in the Project Home activity center and the Activities list.

Apply the customized Project Home activity center and Activities list to all users. See the To apply the customized Project Home activity center to all users section of the Customize the Project Home Activity Center and Apply It to All Users topic for information on how to do this.

Click Save Changes.

Continue with the sections below.

 

Info Exchange configuration

Add the project and activity center to Info Exchange. See Make a Project and Its Activity Centers Available on Info Exchange for information on how to do this. After you add the project and activity center to Info Exchange, you must assign permission sets to internal and external users.

Assigning permission sets to internal and external users

Refer to the Project Center Administration Activity Center Permission Sets tab and Assign Permission Sets to Users topics for more information.

 

Licensing

Users must be assigned Professional User and Contract Manager roles (shown below) to use proposal requests. Refer to the Modify User Roles topic to assign roles to users.

To enable the contract management features, the Newforma Contract Management option must be selected in the Add-On Features section of the Project Center Administration Activity Center Licensing tab, as shown here:

 

Project team

Add users to the project team so they have full access to the project. Go to the Project Team activity center and click either Add Team Members > From Contacts or Add Team Members > From Company from the Tasks panel depending on how you want to add team members to the project.

If the project is confidential, users will not be able to see it unless they are administrators or on the project team, depending on the confidentiality setting in the Edit Project Settings dialog box.

 

Getting started

Go to the Proposal Requests activity center and create a proposal request.