How Can I Track and Manage Project Requirements in the Proposal Checklist?

The Proposal Checklist enables users to automatically find, track, and understand the specific must-haves that an issuer requires to be comprehensively addressed in your responses. 

Accessing the Proposal Checklist

To open or close the Proposal Checklist, click Proposal Checklist at the top of your Project:

Navigating the Proposal Checklist

The Proposal Checklist consists of three sections: Response Content, Supporting Content, and Additional Requirements.

Response Content

In the Response Content tab, you can view the status of all the primary question and answer requirements. As Project Entries are assigned and answered, the progress and status of the Entries will be reflected in this table. To access the proposal checklist at the top of your project

To make any changes to the status or assignment of items in the Response Content tab, close the proposal checklist and make the required changes in the project List View.

Supporting Content & Additional Requirements

In the Supporting Content & Additional Requirements tabs, you'll see other required elements such as case studies, pricing tables, or executive summaries. These items can be assigned to a team member, and their status can be tracked. You'll also have the option to add, edit, or delete any requirements.

Adding New Requirements

New requirements can be added in the Supporting Content & Additional Requirements tabs.

1. Click + Add Requirement
   
2. Fill in the required fields Requirement Name and Details, as well as any other desired fields
   
3. Click Save Requirement

Editing or Deleting Requirements

Requirements in the Supporting Content & Additional Requirements tabs can be edited or deleted.

Editing Requirements

1. Click the Actions (⋯) menu to the right of the requirement you want to edit
2. Select Edit
   
3. Make any necessary changes to the Details
   
4. Click Update Requirement

Deleting Requirements

1. Click the Actions (⋯) menu to the right of the requirement you want to delete
2. Select Delete
   
3. Click Delete Requirement

Marking Requirements Required

Requirements in the Supporting Content & Additional Requirements tabs can be marked Required.

1. To the right of the requirement name and details, click the check box for Required
   

Changing the Status of Requirements

1. Click the Status drop-down
   
2. Select a status from the available options:
   • Not Started
   • In Progress
   • Completed

Assigning and Unassigning Requirements

Requirements in the Supporting Content & Additional Requirements tabs can be assigned to a user.

Assigning Requirements

1. To the right of the requirement name and details, in the Assigned To field, search for a user
   
2. Click Confirm

Unassigning Requirements

1. Click the Actions (⋯) menu to the right of the requirement you want to unassign
2. Select Unassign
   
3. Click Unassign Requirement