Validating a proposal

When a Proposal is submitted, it must first be validated by a relevant Admin Console user.  Validation involves:

• Checking the Proposal has all information provided necessary for internal review and approval decisions

• Optionally completing a validation checklist (get in touch with us if you would like to implement a validation checklist)

• Viewing internal project team members and making modifications where required

To validate a proposal, open the submitted Proposal and navigate to the 'Validation' tab.  There are then 3 screens to proceed through:

• Validation intro

  • Select 'Proceed'

• Validation - checks

  • View the Proposal (PDF)

  • Undertake specified validation checks (if a validation checklist has been enabled)

  • Check whether any selected organisations require validation (see the 'Validating organisations' section at the bottom of the Organisations support article)

  • Modify the Project start date (if needed)

  • View the project budget, and modify if needed

  • Select 'Proceed' at the bottom when you have completed your checks

• Validation - contacts

  • View internal project team members

  • Add / remove internal project team members

  • Select 'Proceed' at the bottom when you have completed your checks

Once you have completed all validation checks, you will be re-directed to the 'Create and allocate reviews' page, where you can assign and dispatch reviews and approvals.