Proposals Dashboard

This page will display a list of active and closed proposals and provide the option to create a new one.

• Enter text in the filter criteria of either the  Active or Closed proposals content areas to restrict the active or closed proposals displayed.

• Click on the ‘+’ sign in this page to create a new proposal. A pop-up list of proposal types will be displayed. The proposal type will define the attributes for the proposal.

• Click on the ID of an active or closed proposal to view the proposal overview page.

• Click on the ID of an active proposal to open the proposal overview page. From the proposal overview page it is possible to make changes to the proposal if it is in the active state.

• Once created, proposals cannot be deleted. They can only be closed.

• Click on an existing proposal to view the proposal overview page and then select the orange ‘Close’ action button.