Configure a Proposal from a Template
Project Templates can be maintained in ProjectStream 365. Configuring a project proposal consists of copying a single project template so the salesperson can quickly estimate project costs and billable amounts.
2. Complete the Project Configurator Dialog
a) Select a Template
b) Click Next
3. Select multiple templates, if needed
- Project level data, including estimating assumptions, terms, billing information, etc.
- Project Task data including the complete work breakdown structure (WBS - Gantt Chart)
- Project Budgets
- Project Rates
- Project Fees