This document provides the Program Office and client users with the steps necessary to promote a SOW to a Project. This guide was created using Beeline Classic, non-client-specific configuration. Your specific setup is based on your company's configuration/visibility and may vary slightly from what is explained here.
To promote a SOW to a Project:
- Navigate to your Beeline Enterprise Home screen.
- In the My To Do quadrant, click the number link located within the alert sentence, “You have # SOW to Project tasks awaiting action.” A dialog box opens.
- Click the Action drop-down arrow next to the SOW to be promoted.
- Select View Details. The Create Project screen opens.
- Review the displayed data.
- If any adjustments are needed, click Edit SOW, then make the adjustments. Required fields are indicated by an asterisk (*).
Editing the SOW will change the status back to “Ready to Negotiate.”
- If no adjustments are needed, click Promote. The Project Promotion Status Screen appears with the status message: “The promotion process has begun. Feel free to leave this page and return at your convenience.”
- When the promotion process is complete, the Project Profile screen appears. Take note of the Project number (displayed after the Project name) for future reference.
- Click Return to exit the Project Profile and return to your Home screen.
| Persona | Module | Date Posted | Feedback? Email us: |
| Project | Services Procurement | Beeline Enterprise |