You may want to view the history of submitted proposals. On the Proposal History page, you can see proposals in all statuses sent over the specified time period — the last 3, 6, or 12 months — but cannot take action on them. To process a proposal, go to the Approve Proposals page.
- In the hamburger menu, click View Proposal History.
You land on the Proposal History page. By default, the page shows proposals in all statuses sent over the last 3 months. See Viewing Proposals in Dashboard 2.0 to learn more about the proposal details available here and find out how to sort proposals and filter them by submission time.
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Viewing the History of Actions Taken on a Proposal
Both on the Approve Proposals and the Proposal History page, the color of the info icon in the History column allows you to identify which proposals have a history of actions performed on them:
- A red icon
denotes there is no history of actions for the proposal. - A blue icon
suggests there were actions taken on the proposal.
- On the proposals list, locate the proposal for which you want to view the history of actions.
- Click the blue info icon
in the History column.
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On the page that opens, you can view all actions taken on the proposal. See the table below for details.
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Column | Description |
---|
Created Date | Date when the specified action was performed |
Status | Status assigned to the proposal upon performing the action or the action itself |
Created By | User ID of the employee who took the action. If the MLP configuration is set up, the action may be triggered by an automatic MLP process, so you see a name of the system action instead of a user ID in this column. |
Level | Level in the MLP hierarchy the proposal is at before the action is taken — if the MLP configuration is enabled |
Assign To | Level in the MLP hierarchy the proposal is moved to upon performing the action |
Comment | Comment on the action performed |