Page Comparison

The Proposals page provides a comprehensive view of your proposals and enable you to manage them. Specifically, in the Proposals page, you may:

• View proposals by status.
• Filter proposals.
• Search for proposals.
• View the details of proposals.
• Taking actions on proposals.
• Taking actions on decision engine proposals.
• View proposals history.
• Download proposals reports.
• On the Proposals page, you can also create a new proposal.

List View allows you to view and manage proposals submitted by your providers in one easy view. Here, you can review the costs for various scopes of work — and with the Decision Engine intelligence agent, you have deeper data at your fingertips to help you make the right decisions while approving costs.

In this view you can:

• view proposals submitted by your providers;
• manage, approve and reject proposals;
• using Decision Engine intelligence recommendations to help you decide on the action to take on proposals;
• filter and search for proposals, as well as save filters for easy use; and
• download proposals reports.
  
  

1. User the proposal is assigned to. If the MLP configuration is set up for your company, you can select the View All for This Level checkbox to get the proposals of employees who are on the same level as the picked person.
2. Proposal number.
3. Work order or purchase order linked to the proposal.
4. Associated project (if this feature is enabled).
5. Priority, category, and label of the attached work order. You may choose to include the MLP suggested category by selecting the corresponding checkbox.
6. Proposal status, submission date, and trade.
7. Location the proposal was created for.
8. Provider who submitted the proposal.

1. (Optional) In the dropdown under Sort By, pick the sorting option to apply.
2. (Optional) Select the corresponding checkboxes under the dropdown if you want to retrieve only proposals with attachments or exclude proposals linked to a work order.
3. (Optional) Under Report Type, choose how you want to view the report: on a web page, as a printable report, or as an MS Excel file.
4. When ready, click Find Proposals.
   

You land on the Proposals List displaying proposals based on the filters you applied.

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You can save a proposal report and use it as a filter later. To do that, after selecting the desired filters on the page for searching and filtering proposals, enter the report name in the Save Report As field under More, and click the arrow button to confirm.

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Navigating to a Proposal from an RFP, Work Order, or Invoice

You can access a proposal from an associated RFP or work order. If the latter has been invoiced, you may navigate to a proposal from the corresponding invoice.

Click Go next to the proposal number and amount.
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1. Find the required invoice on the Invoices List.
2. Click the proposal number in the lower-left corner of the invoice details.
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You land on the Proposals List displaying the required proposal.

Sections of the Proposal List View

The Proposals List View has four sections:

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1. Status Tabs: Quickly view proposals that are in each status. By default, the statuses with the asterisk (*) appear, however, you can change this by using the Proposal Status filter.
• All*: Displays all proposals, irrespective of the status.
• Open*: Proposals that no one has taken any action on them.
• On Hold: Proposals that were marked as requiring further review before being approved or rejected.
• Approved: Proposals that were accepted.
• Reviewed: For multilevel proposals, these proposals were looked at by at least one person in the MLP hierarchy. See Configuring Multi-Level Proposals for more information.

• Rejected: Proposals that were not accepted.

2. Filters and Search: From here you can filter proposals based on desired criteria, or search for proposals. Filter selections can be saved and retrieved later.
3. Proposals List: The list of proposals matching the applied filters displays here. You can view details and take actions on proposals.
4. Additional Views / Download / Sorting:

• Additional Views: Enables to set number of proposals displayed on the page.
• Download: Download Excel and PDF reports.
• Sort: Allows you to sort the list of proposals by Date, Proposal Number, Trade, Location ID, Provider, and Status.

Details of a Proposal in the List View

Proposal information is available in the following views:

• List view: Stay on the Proposals List to view and compare multiple proposals, process them, or navigate to associated items, such as RFPs or work orders.
• Detailed view: Go Click the View Proposal button to go to the details page of a specific proposal. That enables you to view a breakdown of costs for the required service. Note that you cannot take action on a proposal from the detailed view page.

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Refer to the table below to find out what proposal details are available on the Proposals List.

The presented information may differ depending on your system configuration and the action taken on

a particular proposal.

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The information available in the proposal detailed view includes the following:

1. Find the required proposal on the Proposals List.
2. Click View Proposal under the proposal number and amount.
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