1.  From the main menu, click Proposals.



2.  Click the New Proposal button.



3.  From the dropdown menu, Upload an Existing Proposal Document (definitions for all options are provided below the screen shot). For these instructions, we are using the Upload option.



  • Create Proposal in Word—This option creates a new Word document that resides only in the PMAPS application. This document is based on a default template and can be customized.
  • Create Proposal in Excel—This option creates a new Excel document that resides only in the PMAPS application. This document is based on a default template and can be customized.
  • Create Proposal in PowerPoint—This option creates a new PowerPoint document that resides only in the PMAPS application. This document is based on a default template and can be customized.Ÿ  Upload an Existing Proposal Document—This option allows the user to upload a copy of a Word or Excel document that resides only in the PMAPS application.
  • Link to a Proposal in SharePoint—This option allows the user to link to a Word or Excel
  • document that resides both in the PMAPS application and on the SharePoint server.
  • Link to a Proposal in on Your Network—This option allows the user to link to a Word or Excel document that resides both in the PMAPS application and on the user’s local network.
4.  Click the Browse… button.



6.  Navigate to the document to upload, select it and click the Open button.



7.  Complete at least the mandatory fields (those with a yellow background), and then click the Save button.



8.  Click Yes to quickly view the new proposal record.



9.  Click either of the Edit Proposal buttons to open the document and begin work.