How to Get Started with the Proposal Add-On in Project Insight

Proposals can be useful for billing projects based on time and materials, fixed cost deliverables or scope changes throughout a project life cycle. Add proposals before you know a project plan to estimate future projects or add proposals to existing projects. To begin using proposals, make sure to first turn on the feature by navigating under Administration to "Get Add-ons" as the feature is an Add-on.

What Is the Proposal Add-On in Project Insight?

The Proposal Add-on allows teams to create proposals for future or existing projects. Proposals can include time/labor line items, expense line items, project affiliations, company information, proposal dates, descriptions, and other fields used to support billing and project planning workflows.

When Should You Use Proposals?

Use proposals when you need to estimate project work, prepare billing information, manage fixed cost deliverables, track time and materials, or document scope changes during a project life cycle.

Getting Started with Proposal Add-on

1. Under "Get Add-ons" install and configure the Proposal Add-on
   • Select Configure to enable time/labor line items and/or enable expense line items 
2. Proposals will now appear under "Add Items" 
3. Add proposals for either an existing project or future projects
   • Fill in the form and save the proposal as shown in the Proposal article

Proposal Configuration 

1. Once you've added the Proposal Add-on, it will appear under "Your Add-ons"
   • Here you can choose to enable line items on proposals
2. Customize your fields for the proposal form
   • There are fields that come as defaults but you can trim it down to the following;
     • Name, Company, Assigned To, Project Affiliation, Proposal Date, and Description
   • The default fields that you can add or remove are;
     • Billing Contact, Completion Date, Contract, Customer Contact, Invoice Date, Order #, Start Date, and Terms & Conditions
3. Enable time/labor line items on proposals
   • Checking this box will allow you to add time to the proposal once created
   • The box, "Add Time" will appear under description on the proposal form
4. Enable expense line items on proposals
   • Checking this box will allow you to add expenses on proposals 
   • The box, "Add Expense" will appear under description on the proposal form
5. Adjust the Time Deliverable and Expense Deliverable fields 
   • There are 7 optional fields that come as defaults to both but you can remove them individually
   • Time deliverables will have a resource type field whereas an expense deliverable will not

Frequently Asked Questions

How do I turn on proposals in Project Insight?

To turn on proposals in Project Insight, navigate under Administration to "Get Add-ons" and install the Proposal Add-on.

Where do proposals appear after the Proposal Add-on is installed?

After the Proposal Add-on is installed, proposals will appear under "Add Items."

Can I use proposals before a project plan exists?

Yes. You can add proposals before you know a project plan to estimate future projects.

Can I add proposals to existing projects?

Yes. You can add proposals to existing projects.

Can proposals include time and expense line items?

Yes. In the Proposal Add-on configuration, you can enable time/labor line items and/or enable expense line items.

What fields can be used on the proposal form?

Proposal fields can include Name, Company, Assigned To, Project Affiliation, Proposal Date, Description, Billing Contact, Completion Date, Contract, Customer Contact, Invoice Date, Order #, Start Date, and Terms & Conditions.

Related Articles

• Proposal
• Configuring Proposals in Project Insight
• Proposal Display Options in Project Insight
• Proposal Invoicing Options in Project Insight

Need More Help?

For more help with proposals in Project Insight, visit projectinsight.com/support .