Revise a Proposal

ProjectStream 365 proposal management includes the ability to revise a proposal.  When you revise a proposal, the original proposal is deactivated and copied to a new proposal with same number and an incremented Revision Number.

Procedure

  1. From an existing Proposal select Copy / Revise
  2. System will deactivate the existing proposal, make a new copy and increment the Revision Number

Still need help? Contact Us Contact Us