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. 



1.  From a Project Proposal, click Copy / Configure
2.  Complete the Project Configurator Dialog
      a)  Select a Template
      b)  Click Next
3.  Select multiple templates, if needed

The Configurator copies the following information from the template to the current proposal:  
  • 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

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