PM Office Training Manual
- Call for Proposal
-alert
- Idea
-workflow
- Concept notes/Proposal
-workflow
- Agreements
-workflow
- Partner Letter of Agreement
-workflow
- Enquiries
- Call for Proposal
-Fill out the tabs as shown below
NOTE: A Call for Proposal ID will be automatically assigned by the system when you Save
-Save
NOTE: To attach a document you have to Save first and then use the Paperclip icon in the top right corner of the screen
NOTE: An e-mail alert will be send to PMOs, Project Leaders, and Project Admins informing them of the new Call for Proposal
- Idea
-Fill out all the tabs as shown below
NOTE: An Idea ID will be automatically assigned by the system when you Save
-Save
NOTE: To attach a document you need to Save first and then use the Paperclip icon in the top right corner of the screen
-To check the workflow for an Idea you need to use the Workflow Enquiry under Common
-Select the Idea element type and click on the magnifying glass to see details of the workflow
-Click on the Map button as shown below to open the workflow map
Workflow colour map:
Green – Approved
Yellow – Currently Active
Red – Rejected
Blue - Forward
No Colour – future steps
- Concept notes
-Fill out the section as shown below
NOTE: A CNP ID will be automatically assigned by the system when you Save
NOTE: To attach a document you have to Save first, and then use the Paperclip icon in the top right corner
-Save
-Check the workflow for the new Concept Note you have just created
-Select the Concept Note element type
-Click on the Map button as shown below to open the workflow map
Workflow colour map:
Green – Approved
Yellow – Currently Active
Red – Rejected
Blue – Forward
No Colour – future steps
- Agreements
-Fill out the section as shown bellow
NOTE: An Agreement ID will be automatically assigned by the system when you Save
NOTE: To attach a document click on the Paperclip icon in the top right corner of the screen and follow the instructions
-Save
-Check the workflow for the new Agreement you have just created
-Select the Agreement element type
-Click on the Map button as shown below to open the workflow map
Workflow colour map:
Green – Approved
Yellow – Currently Active
Red – Rejected
Blue - Forward
No Colour – future steps
- Partner Letter of Agreement
-Fill out the tabs as shown below
NOTE: An ID will be automatically assigned by the system when you Save
-Save
NOTE:To attach a document you have to Save first and then use the Paperclip icon in the top right corner of the screen
-To check the workflow for the newly created PLA please use the Workflow Enquiry under Common
-Select the Partner Letter of Agreement element type and click on the magnifying glass to open the list with workflows
-Click on the Map button as shown below to open the workflow map