1048 New Proposal Help - pmapswebpro.comfxvwrpl]hg &uhdwh 3ursrvdo lq 3rzhu3rlqw³7klv rswlrq fuhdwhv d qhz 3rzhu3rlqw grfxphqw wkdw uhvlghv rqo\ lq wkh 30$36 dssolfdwlrq 7klv grfxphqw

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New Proposal Help 1 Rev: 1/7/2018

www.ProposalSoftware.com

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.

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.

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. Go to the Dashboard.

2. Click the New Proposal icon.

3. From the dropdown menu select 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.



4. In order to save the proposal to PMAPS, complete at least the mandatory fields (these are shaded yellow). Click the Save icon. PMAPS creates the new proposal dashboard record using a blank Word document.

5. At the prompt that confirms the proposal has been added, click Yes to go to that new proposal now.



The browser searches for the proposal in a new tab using the unique identifier and the proposal is selected automatically, indicated by a yellow background on the record. PMAPS also assigns a friendly a sequentially numbered unique ID.

Create New Proposal in Excel 1. Go to the Dashboard.


3. From the dropdown menu select 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.



4. In order to save the proposal to PMAPS, complete at least the mandatory fields (these are shaded yellow). Click the Save icon. PMAPS creates the new proposal dashboard record using a blank Excel document.




The browser searches for the proposal in a new tab using the unique identifier and the proposal is selected automatically, indicated by a yellow background on the record. PMAPS also assigns a friendly a sequentially numbered unique ID.

Create Proposal in PowerPoint 1. Go to the Dashboard.


3. From the dropdown menu select the option to Create Proposal in PowerPoint. The window will change to display the option selected and enable the Save option, as well as display the dashboard tabs.



4. In order to save the proposal to PMAPS, complete at least the mandatory fields (these are shaded yellow). Click the Save icon. PMAPS creates the new proposal dashboard record using a blank PowerPoint document.




The browser search for the proposal in a new tab (indicated by a yellow background on the record). PMAPS also assigns a friendly a sequentially numbered unique ID.

Upload an Existing Proposal Document 1. Go to the Dashboard.


3. 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 Save option, as well as display the dashboard tabs.

4. 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.



5. In order to save the proposal to PMAPS, complete at least the mandatory fields (these are shaded yellow). Click the Save icon. PMAPS creates the new proposal dashboard record using the uploaded document.

6. 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.

Link to a Proposal in SharePoint 1. Go to the Dashboard.


3. 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 Save option, as well as display the dashboard tabs.

4. Click the Browse SharePoint… icon.



5. 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.




5. In order to save the proposal to PMAPS, complete at least the mandatory fields (these are shaded yellow). Click the Save icon. PMAPS creates the new proposal dashboard record which is linked to the uploaded document.





Link to a Proposal on Your Network 1. Go to the Dashboard.


3. 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 Save option, as well as display the dashboard tabs.

4. Click the Browse… icon and navigate to the document you would like to upload, select it and then click the Open icon.






5. In order to save the proposal to PMAPS, complete at least the mandatory fields (these are shaded yellow). Click the Save icon. PMAPS creates the new proposal dashboard record using the uploaded document.





Documents

1048 New Proposal Help - pmapswebpro.comfxvwrpl]hg &uhdwh 3ursrvdo lq 3rzhu3rlqw³7klv rswlrq fuhdwhv d qhz 3rzhu3rlqw grfxphqw wkdw uhvlghv rqo\ lq wkh 30$36 dssolfdwlrq 7klv grfxphqw