Proposal settings: Configuration

The Configuration tab helps you customize different parts of your proposal, such as the sort order of tasks and the name of your proposal breakdown structure (PBS). You can also create more fields for task and resource information, and you can pick a BOE text template from the library.

Proposal Breakdown Structure
Label	The PBS label is required. It can contain up to 20 characters. The default label is WBS which stands for work breakdown structure. The label is the proposal breakdown structure name that appears on the Estimates page. When you change the PBS label, make sure it's unique. The label will not be applied if it's already used as the task name label, proposal description, proposal start date or end date, or a custom task field name.
Sort Order	The PBS sort order is required. It determines how PBS elements with the same hierarchical position are organized in the structure. Alphabetic: List the PBS elements in ascending order according to the first letter in each element name. Numeric: List the PBS elements in ascending order according to the first number in each element name.

Proposal Breakdown Structure

Label

The PBS label is required. It can contain up to 20 characters. The default label is WBS which stands for work breakdown structure.

The label is the proposal breakdown structure name that appears on the Estimates page.

When you change the PBS label, make sure it's unique. The label will not be applied if it's already used as the task name label, proposal description, proposal start date or end date, or a custom task field name.

Sort Order

The PBS sort order is required. It determines how PBS elements with the same hierarchical position are organized in the structure.

Alphabetic: List the PBS elements in ascending order according to the first letter in each element name.

Numeric: List the PBS elements in ascending order according to the first number in each element name.

Tasks
Task Name Label	The task name label is required. It can contain up to 20 characters. The default label is TASK ID. The task name label appears on the Estimates page when tasks are created or edited, and when task information is viewed.
Sort Order	The task sort order is required. It determines how tasks are organized in the grid on the Estimates page. Alphabetic: List the tasks in ascending order according to the first letter in each task name. Numeric: List the tasks in ascending order according to the first number in each task name.
Custom Task Fields	Click to create and view proposal-specific custom task fields and values. You can select custom task fields for a proposal individually, or you can select them all simultaneously. When every desired field is selected, click Accept to assign them to your proposal.

Tasks

Task Name Label

The task name label is required. It can contain up to 20 characters. The default label is TASK ID.

The task name label appears on the Estimates page when tasks are created or edited, and when task information is viewed.

Sort Order

The task sort order is required. It determines how tasks are organized in the grid on the Estimates page.

Alphabetic: List the tasks in ascending order according to the first letter in each task name.

Numeric: List the tasks in ascending order according to the first number in each task name.

Custom Task Fields

Click to create and view proposal-specific custom task fields and values.

You can select custom task fields for a proposal individually, or you can select them all simultaneously. When every desired field is selected, click Accept to assign them to your proposal.

Resources
Custom Resource Fields	Click to create and view proposal-specific custom resource fields and values. These are separate from the library custom resource fields in the Pricing proposal settings. You can select custom resource fields for a proposal individually, or you can select them all simultaneously. When every desired field is selected, click Accept to assign them to your proposal.

Resources

Custom Resource Fields

Click to create and view proposal-specific custom resource fields and values. These are separate from the library custom resource fields in the Pricing proposal settings.

You can select custom resource fields for a proposal individually, or you can select them all simultaneously. When every desired field is selected, click Accept to assign them to your proposal.

SOW/BOE Text
Link SOW/BOE To	Linking the SOW/BOE to the PBS level or task level is required. It determines where SOW and BOE text can be added in the proposal. If text has already been added at the selected level, then the setting cannot be changed to the other level. Task: SOW text can be added to PBS elements and tasks, and BOE text can be added to tasks. PBS: SOW and BOE text can be added to PBS elements, but no text can be added to tasks.
Default BOE Text Template	The default template you select is used every time someone adds BOE text to a PBS element or task in the proposal. At that point, the default text can be modified with task-specific or PBS element-specific information.

SOW/BOE Text

Link SOW/BOE To

Linking the SOW/BOE to the PBS level or task level is required. It determines where SOW and BOE text can be added in the proposal. If text has already been added at the selected level, then the setting cannot be changed to the other level.

Task: SOW text can be added to PBS elements and tasks, and BOE text can be added to tasks.

PBS: SOW and BOE text can be added to PBS elements, but no text can be added to tasks.

Default BOE Text Template

The default template you select is used every time someone adds BOE text to a PBS element or task in the proposal. At that point, the default text can be modified with task-specific or PBS element-specific information.