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Create a proposal

Office 2007

Updated: December 20, 2007

 

Topic Last Modified: 2007-12-15

Use this procedure to create a project proposal in Project Web Access. Project proposals can be created by any Project Web Access user with the Create New Proposal or Activity global permission. All Microsoft Office Project Server 2007 default security groups allow this permission.

Before you perform this procedure, confirm that:

  • You have read Work with proposals in Project Server 2007.

    ImportantImportant:
    The Create new proposal or activity global permission in Project Server, or equivalent, is the minimum required to complete this procedure.

A proposal can be created in two ways:

  • Create a new proposal   Create all the work details for the proposal in Project Web Access.

  • Create a proposal from an imported SharePoint list   Import all the work details from an existing SharePoint list, such as a Task list. By using this method, you can submit ideas for proposals through a SharePoint list and thus not need to be a Project Web Access user. You can then create the proposal in Project Web Access by importing the SharePoint list by using the URL of the list.

At the end of either procedure, you will have a proposal that is ready to be saved for later use or published for immediate entry into the prescribed workflow.

Create a new proposal
  1. On the Project Web Access home page, click Activities and Proposals.

  2. On the Activities and Proposals page, click New, and then click Proposal.

  3. On the New Proposal page, click Summary Information.

  4. In the New or Import section, select New.

  5. In the Name and Description section, in the Name field, type a name for the new proposal. In the Description box, type text describing the new proposal. In the Start Date field, enter a start date or click the calendar icon to select one.

  6. In the Plan Owner section, in the Plan Owner list, select the name of the manager who should own the proposal.

    NoteNote:
    Only Project Server users with the Create New Proposal or Activity global permission will be available in the drop-down list.
  7. In the Project Custom Fields section, the proposal workflow will automatically assign the State value of Proposed. You will not be able to access the State field if your proposals are workflow-enabled.

  8. Click Save.

  9. On the Work Detailed page for the new proposal, add tasks for the new proposal. Use the toolbar options to assist you in adding tasks:

    • Outdent   Moves a task from a subtask level to a higher level.

    • Indent   Moves a task to a subtask level from a higher level.

    • Link Tasks   Creates a dependency between two or more tasks.

    • Unlink Tasks   Removes a dependency between two or more tasks.

    • Link Document   Links a document, such as a progress report, to a task.

    • Build Team   Adds resources to use for tasks in the proposal. Resources added through the Build Team page will be available for each task in the Resource Name field.

    • Resource Plan   Creates a resource plan that describes time allocated for resources used for the proposal. Note that the booking type for a resource can be either Proposed or Committed.

    • Delete Task   Removes a task from the proposal.

    • New Task   Adds a task to the proposal.

  10. Click Save to save the proposal without publishing it. The proposal will not appear to team members in Proposals and Activities page. Click Save and Publish to save and publish the proposal. If proposals are workflow-enabled, the proposal's state will automatically be changed to Proposed, and proposal reviewers will be requested to review it.

Create a proposal from an imported SharePoint list
  1. On the Project Web Access home page, click Activities and Proposals.

  2. On the Activities and Proposals page, click New, and then click Proposal.

  3. On the New Proposal page, click Summary Information.

  4. In the New or Import section, select Import from SharePoint list, and then click Select SharePoint list.

  5. On the Import from SharePoint list Web Page dialog page, in the Type the address of the SharePoint list you want to import box, type the URL of the SharePoint list that you want to import. To verify that the URL is valid, click Validate URL. A Windows Internet Explorer message box will appear stating whether the URL appears to be valid. Click OK.

  6. Click Get List. The property fields of the SharePoint list will appear (for example, Task Title, Start Date, Percent Complete).

  7. For each property field, the box next to it shows the name for the property after it is imported to the proposal (for example, Task Title will be named Title in the proposal). Other available names to which the property can be renamed can be selected from the drop-down menu for that property. For example, the Resource property can be renamed Assigned To, Created By, or Modified By.

  8. If you do not want to import a property from the list, click the drop-down list next to the property name and click Do Not Import.

  9. If your SharePoint list includes a Priority property, you can assign values for each priority level. For example, you can assign a value of 600 for all (1) High priority levels. Click the Add Mapping buttons to add additional levels.

  10. Click OK.

  11. The Work Details page appears with all the data from the imported SharePoint list and with any changes that you specified in the Import from SharePoint list Web dialog page.

  12. Click Save to save the proposal without publishing it. The proposal will not appear to team members in the Proposals and Activities page. Click Save and Publish to save and publish the proposal. If the proposal is workflow-enabled, the proposal's state will automatically be changed to Proposed, and proposal reviewers will be prompted to review it.

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