Overview
After Creating a Proposal and entering all the information associated with the project within the proposal stage, you can execute the proposal as a 'Win' to create a Project, streamlining the transition from planning to execution while maintaining data accuracy.
Prerequisites
Only Admins and Project Executive account types can create a new project. Project Managers can also create projects if an Admin enables this preference in Company Settings. Employees without these account types must be assigned to the proposal or project after it has been created. To check your account type, refer to the Employees module.
Process
Select the Proposal that you want to transition into a project from the proposal tab located in the lefthand navigation.
Once you have selected the proposal that has at least the first 2 steps completed (up to Services Scope of Work), click the vertical ellipsis in the upper righthand corner > click Start Project
Note: Selecting Start Project changes the status of the proposal to 'Won' and transfers all of the data entered up to this point over to the newly created project.
See Also