Add Proposal Information to an Opportunity

Use the Proposals tab to manage proposal information related to an opportunity. The Proposals grid is where you view, add, or edit information about the proposal that you submitted. You cannot directly access or link to the proposal documents from this tab.

To add proposal information to an opportunity:

1. In the Navigation pane, go to the Hubs section and select Opportunities.
2. In Search, select a specific opportunity from the drop-down list. The Opportunities form displays details for the selected opportunity.
3. Click the Proposals tab. The Proposals tab displays both a Proposals grid and a Project Codes grid listing all the proposals and project codes currently associated with the selected opportunity.
4. Click +Add Proposal. A blank row appears at the bottom of the grid that you can use to complete proposal information.

   Deltek autopopulates the Name field with the name of the selected opportunity.

5. Complete the other fields as needed.
6. Move off the proposal's row to automatically save it.