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Proposal Actions


Proposal Actions page
Proposal Development Document, Proposal Actions Layout

The Proposal Actions page is where you will submit your proposal document after you have completed all of the other pages of information and attached all required additional documentation. The Proposal Actions page also allows you to check for errors or missing information by running the Data Validation tool, as well as other document options to connect this proposal to other OSP documents, copy the information to a new proposal document, and view the approval routing.

Section

Description

Data Validation

This section allows you to check the whole proposal for any missing data or attachments and to fix each error.

Proposal Hierarchy

This section allows you to link this proposal document to other OSP documents.

Copy to New Document

This section allows you to duplicate the information in the proposal development document to create another proposal using the same details.

Route Log

This section displays each step of the approval process for this proposal - with the actions taken previously, and the pending future actions for this proposal.

Ad Hoc Recipients

This section allows you to add other recipients who should view or approve the proposal.

Subtopics