2. From the dropdown menu, select the type of proposal you would like to create. (Options are described below the following screenshot.

Transcription

1 New Proposal Help Add a Proposal 1. Click the New Proposal icon. A new window will open. 2. From the dropdown menu, select the type of proposal you would like to create. (Options are described below the following screenshot.) Create Proposal in Word This option creates a new Word document that resides only in the PMAPS application. This document is based on a default template and can be customized. Create Proposal in Excel This option creates a new Excel document that resides only in the PMAPS application. This document is based on a default template and can be customized. Create Proposal in PowerPoint This option creates a new PowerPoint document that resides only in the PMAPS application. This document is based on a default template and can be customized. Upload an Existing Proposal Document This option allows the user to upload a copy of a Word or Excel document that resides only in the PMAPS application. New Proposal Help 1 Rev: 5/10/2016

2 Link to a Proposal in SharePoint This option allows the user to link to a Word or Excel document that resides both in the PMAPS application and on the SharePoint server. Link to a Proposal in on Your Network This option allows the user to link to a Word or Excel document that resides both in the PMAPS application and on the user s local network. Create Proposal in Word 1. From the dropdown menu, select the option to Create Proposal in Word. The window will change to display the option selected and enable the Save option, as well as display the Dashboard tabs. 2. In order to save the proposal to PMAPS, complete at least the mandatory fields (which have a yellow background). Complete all fields as instructed by your PMAPS administrator. Click through all of the tabs to ensure all mandatory fields have been completed. Click the Save icon. New Proposal Help 2 Rev: 5/10/2016

3 3. At the prompt to confirm adding the new proposal, click Yes. The proposal will be launched in your browser and automatically selected, indicated by a yellow background on the Dashboard. Create New Proposal in Excel 1. From the dropdown menu, select the option to Create Proposal in Excel. The window will change to display the option selected and enable the Save option, as well as display the Dashboard tabs. New Proposal Help 3 Rev: 5/10/2016

4 2. In order to save the proposal to PMAPS, complete at least the mandatory fields (which have a yellow background). Complete all fields as instructed by your PMAPS administrator. Click through all of the tabs to ensure all mandatory fields have been completed. Click the Save icon. 3. At the prompt to confirm adding the new proposal, click Yes. The proposal will be launched in your browser and automatically selected, indicated by a yellow background on the Dashboard. New Proposal Help 4 Rev: 5/10/2016

5 Create Proposal in PowerPoint 1. From the Dashboard, click the New Proposal icon. 2. Click on the Please Select dropdown, and choose Create Proposal in PowerPoint. 4. Complete the attributes, and then click the Save icon. 5. At the prompt, choose an option for viewing the proposal in the dashboard results. With either option the proposal will save. a. Click Yes to automatically open a new window or tab (depending on your browser settings), and select the new proposal. New Proposal Help 5 Rev: 5/10/2016

6 b. Click No to skip automatically opening a new window or tab (depending on your browser settings). Click the Search Proposals icon to refresh the dashboard results. The new proposal should automatically be selected as the first result. TIPS For step 6 (after adding the new proposal), you may need to remove any filters and sorting, especially if you have included those with your Saved Preferences in order to view the newly added proposal record. Your company can customize the blank PowerPoint file for your instance of PMAPS. Contact your Account Manager to submit a request. Upload an Existing Proposal Document 1. From the dropdown menu, select the option to Upload an Existing Proposal Document. The window will change to display the option selected and enable the Browse and Save options, as well as display the Dashboard tabs. New Proposal Help 6 Rev: 5/10/2016

7 2. Click the Browse icon and navigate to the document you would like to upload, select it and then click the Open icon. The selected document path will display just below the upload dropdown field. New Proposal Help 7 Rev: 5/10/2016

8 3. In order to save the proposal to PMAPS, complete at least the mandatory fields (which have a yellow background). Complete all fields as instructed by your PMAPS administrator. Click through all of the tabs to ensure all mandatory fields have been completed. Click the Save icon. 4. At the prompt to confirm adding the new proposal, click Yes. The proposal will be launched in your browser and automatically selected, indicated by a yellow background on the dashboard. New Proposal Help 8 Rev: 5/10/2016

9 Link to a Proposal in SharePoint 1. From the dropdown menu, select the option to Link to a Proposal in SharePoint. The window will change to display the option selected and enable the Browse SharePoint and Save options. It will also display the Dashboard tabs. 2. Click the Browse SharePoint icon. 3. Enter your SharePoint credentials: a. In the SharePoint URL field, enter the full URL that contains your documents. If you are uncertain where the document is located, enter the highest level folder path. b. In the Username field, enter the user name you use to access SharePoint. c. In the Password field, enter the password you use to access SharePoint. d. Click the Open icon. 4. Select the document you would like to link between SharePoint and the Dashboard and then click Ok. New Proposal Help 9 Rev: 5/10/2016

10 The selected document path will display just below the upload dropdown field. 5. In order to save the proposal to PMAPS, complete at least the mandatory fields (which have a yellow background). Complete all fields as instructed by your PMAPS administrator. Click through all of the tabs to ensure all mandatory fields have been completed. Click the Save icon. 6. At the prompt to confirm linking the new proposal, click Yes. New Proposal Help 10 Rev: 5/10/2016

11 The proposal will be launched in your browser and automatically selected, indicated by a yellow background on the Dashboard. Link to a Proposal on Your Network 1. From the dropdown menu, select the option to Link to a Proposal on Your Network. The window will change to display the option selected and enable the Browse and Save options, as well as display the Dashboard tabs. 2. Click the Browse icon and navigate to the document you would like to link between network and the Dashboard, select it, and then click the Open icon. The selected document path will display just below the upload dropdown field. New Proposal Help 11 Rev: 5/10/2016

12 3. In order to save the proposal to PMAPS, complete at least the mandatory fields (which have a yellow background). Complete all fields as instructed by your PMAPS administrator. Click through all of the tabs to ensure all mandatory fields have been completed. Click the Save icon. 4. At the prompt to confirm linking the new proposal, click Yes. The proposal will be launched in your browser and automatically selected, indicated by a yellow background on the Dashboard. Now that you have logged your proposal, you are ready search for database content and insert it into your questionnaire or document. Make sure the document you want to complete is open on your desktop by doing one of the following: New Proposal Help 12 Rev: 5/10/2016

13 From the proposal dashboard, select the proposal you want to work on and click the Edit button to open it. Or, open the document on your desktop. New Proposal Help 13 Rev: 5/10/2016