Enter Project Proposal

Entering a project proposal in ProjectStream 365 captures the scope of work, pricing, milestones, terms, and customer requirements needed to present a formal offering to a prospective customer. Proposal records help sales and project teams manage the estimating process, maintain consistency across submissions, and track opportunities from initial pricing through customer acceptance. Based on the structure of the ProjectStream 365 help article Enter an Opportunity.

✅ Goal

Create a project proposal by entering project, customer, location, and sales information. Proposal records provide a central location for estimating, budgeting, scheduling, document management, and proposal development before work begins.

📍 When to Use

Enter a project proposal when a customer has requested pricing, a project opportunity has moved into the estimating phase, or a formal proposal is required before contract negotiations begin.

Use proposals to:

Develop project pricing and estimates
Define project scope and deliverables
Document assumptions and exclusions
Present formal pricing to prospects and customers
Track proposal revisions and approvals
Support opportunity management and forecasting
Convert approved proposals into agreements or projects

🚶‍➡️ Step-By-Step Guide

📋 Procedure

1. Navigate to Projects

2. Change the screen view to "Open Proposals"

3. Click +New

4. Enter Proposal Header Info

● Enter a Proposal Name

● Select Project Type = Proposal

● Select a Project Class

5. Note: The selected project class will determine the fields on the full Proposal entry screen.

6. Enter the remaining Proposal General Information:

● Site (Project location)

● Account

● Address

● Contact

● Start Date

● Target Completion Date

● Price List

7. Enter Project Description and Address Info

8. Click Save

✅ Result

After saving the configuration:

Project scopes are established for the project.
Estimates can be organized by scope.
Budgets and costs can be tracked at the scope level.
Resources and production activities can be planned using the defined scope structure.
Project reporting can be summarized by scope and phase.

💡 Tips

Create scopes that reflect how the project will be estimated and managed.
Keep scope names clear and standardized across projects.
Avoid creating unnecessary scope levels that add complexity.
Use consistent scope structures for similar project types to improve reporting.
Review scopes before beginning estimating activities to ensure all work is represented.
Update scope definitions early in the project lifecycle to minimize downstream rework.

➡ Enter a Project Proposal
➡ Configure Project Budgets
➡ Enter Project Estimates
➡ Configure Project Rates
➡ Configure Project Fees

🧭 What Happens Next?

Once project scopes have been configured, estimators can begin developing project estimates, budgets can be established for each scope, and project teams can use the scope structure to support scheduling, resource planning, production management, and project reporting.