Costpoint Help

Manage Opportunity Proposals

Use this screen to create, organize, and manage proposals associated with opportunities. This screen serves as the central workspace for proposal development, allowing you to generate outlines, assign contributors, track progress, and manage proposal-related information.

You can upload solicitation documents and use them to generate a structured proposal outline with sections and annotations. From this screen, you can assign contributors and approvers to each section, monitor section status, and track overall proposal progress.

The application also integrates with the Costpoint Microsoft Word add-in, where proposal content is created and updated. Changes made in Word are synchronized with this screen, ensuring that proposal content, structure, and workflow status remain aligned.

Use this screen to review proposal details, manage assignments, monitor workflow activity, and control the proposal lifecycle from creation to completion.

For a step-by-step procedure in creating and managing proposals, see Proposal Generation Agent.

Note: This application is available only if you are licensed for CTM (Capture & Contracts) and PL (Manage Opportunity Proposals).

This screen has the following tabs:

  • Proposal Overview: Use this tab to view and maintain key proposal details, including capture stage, customer and organization information, estimated value, and proposal summary.
  • Milestone Dates: Use this tab to define and track key dates associated with the proposal, such as due dates, award dates, and other important milestones.
  • Additional Details: Use this tab to enter and manage additional proposal fields defined by your organization.
  • Complete Proposal: Use this tab to certify that the proposal is finalized and ready for submission to the requesting agency.
Note: For Costpoint Cloud, you can choose to opt in to this feature for the Costpoint 2026.3 release. When you enable this feature, this application and proposal-related fields on the other Capture & Contracts screens become available. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all users as part of a future Costpoint release. See the Manage Opt-In Features topic for more information.

Display the Manage Opportunity Proposals Screen

You access the Manage Opportunity Proposals screen from the Capture & Contracts domain.

Contents of the Manage Opportunity Proposals Screen

Use the fields and options to configure the Manage Opportunity Proposals screen.

Table Information for the Manage Opportunity Proposals Screen

Changes to the Manage Opportunity Proposals screen update several tables.

Tabs of the Manage Opportunity Proposals Screen

The Manage Opportunity Proposals screen has several tabs, displaying on the screen depending on the status of the proposal.

Subtasks of the Manage Opportunity Proposals Screen

The Manage Opportunity Proposals screen has several subtasks, displaying on the screen depending on the status of the proposal.

Proposal Generation Agent

Use the Proposal Creation Agent to create, organize, and track proposal responses for government solicitations in Costpoint. The agent uses AI and Intelligent Character Recognition (ICR) to help you turn solicitation documents into a structured proposal outline, assign contributors to sections, draft content in Microsoft Word, and move sections through review and approval until the proposal is complete.

Parent Topic:

Opportunities