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.

Video

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

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