Proposal Notes Tab
Use the Proposal Notes tab to enter a project's background or history information, including project codes, descriptions, and awards received. This tab displays only if you own the CRM Plus module for Professional Services.
Contents of the Proposal Notes Tab
The information on this tab is typically used in proposals. For example, you might have a project sheet that has a description of the project, pictures, and awards that you have won. The Project Codes categorize the project for use in government proposals and are required on proposals using the SF 330 and SF 255 standard forms for creating proposals for government contracts.
The information on lower levels of the project cannot be used in proposals, and the data in the grids can be associated with the project level only. You can view or edit phase and task level information in the grids, but only the project level can be associated with the data in the grids.
Description
Use the Description grid to add or delete descriptions of the work performed for a
project.
Click
to copy or delete a description.
Awards
Use the Awards grid on the
Proposal Notes tab to add or delete award information for a
project. You can record any recognition your company receives from industry or other organizations for work performed on a
project. You can then use this information when you create
proposals for similar
projects. Click
to copy or delete a description.
Project Codes
Use the
Project Codes grid to enter the
project codes associated with a
project.
Project codes allow you to break down the type of work you expect to do and enter estimated fees for the work. You associate a
project code with a
project when you add the
project code to the
Project Codes grid on the
Proposal Notes tab. Drag and drop to reorder
project codes to create a sequence for use in
proposals. Click
to delete a description.