Adding a new proposal category

May 3, 2014 1:36 pm

Proposal categories let you organize and group the proposals your organization is involved with so you can view and update them more easily. Note that to add a new project, you must specify a predefined category.

To add a proposal category, take the following steps:

  1. Click on the Categories tab at the top of the screen.
  2. Click on the Add a New Category button.
  3. In the New Category field, enter a unique name for the new category.

To add a new category as you a need a new project, click on the green Add button next to the Category dropdown list and follow the on-screen prompts.