The Proposals 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.
⦿ How to Access the Proposals page
- In Service Automation, click Proposals on the top navigation bar. The Proposals List View appears.
The Proposals List View has four sections:
- 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 Multilevel Proposals for more information.
Rejected: Proposals that were not accepted.
- 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.
- Proposals List: The list of proposals matching the applied filters displays here. You may view details, take actions on proposals.
- 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.
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