The Project Details page serves as your command center for managing all aspects of your project. From updating basic information and tracking progress to managing the Primary/Supporting documents and Collaborators, this interface provides comprehensive control over your project's lifecycle.
On creating a Project or selecting a Project from the Project List View, you will be redirected to the Project Details page.
Project Summary
The main view of the details page displays a comprehensive Project summary showing progress across Sections and Questions, helping teams track content development and identify areas needing attention. The summary includes completion percentages, status breakdowns, and helps you view and manage the primary document. For detailed information about tracking progress, see Project Summary.
Managing Project Status
Keep your team aligned on project progress by managing its status through different stages. The status dropdown in the top-left allows you to transition your project through various phases:
- New: Fresh Project creation
- In Progress: Active work ongoing
- In Review: Under final review. For this stage, a Reviewer should be assigned who can review the primary document and submission before giving the approval
- Approved: Content approved
- Completed: Project finished and submitted
Once a project reaches completion, you can further mark it as Won or Lost to track your proposal outcomes.
Editing Basic Details and Collaborators
Basic project details can be modified directly from the main view. Click into fields to:
- Edit project description
- Update due date
- Modify priority level (High/Medium/Low)
- Managing Collaborators
Team collaboration is crucial for project success. The right panel provides quick access to manage your project team.
Core team:
- Project Owner: User with the overall Project responsibility. Typically the Account Executive for the deal
- Delivery Manager: User with the responsibility of getting the questionnaire filled and reviewed. Typically the Bid / Proposal Manager or Solutions Engineer.
- Reviewer: User with the responsibility and authority to review the primary document before submission.
Collaborators: Team members contributing to responses
Click the Collaborators icon in the top-right to add or remove team members and manage their document access permissions.
Managing Supporting Documents
Keep all project-related materials organized in one place using the Supporting Documents tab. From instructions and other documents sent by the prospect - to architecture diagrams, infosec policies and other supporting material required for submission. This centralized document repository helps ensure nothing gets overlooked during submission.
Adding Documents:
- Click "Upload documents" to add files. (Upto 20 files at a time can be uploaded, each under 1 GB and in the supported format)
- Use "Add link" to include reference URLs
- Organize documents with searchable names
Deleting a Project
Projects can be deleted using the delete icon in the top-right corner. A confirmation modal will appear to prevent accidental deletions.
To learn about tracking your project's progress and content status, see Project Summary.