The Details tab is the primary form for entering and managing all core proposal information. It is the first tab you complete when creating a new proposal and contains project metadata, dates, personnel assignments, and PERT approvals.

Page Layout

The Details tab is organised into three columns plus full-width sections at the bottom:

• Left Column — Financial gauges, general settings, status, customer information, and currency details
• Middle Column — Key dates, design information, machine rate, and customer-supplied parts
• Right Column — Proposal image, current position, comments, merge information, and audit dates
• Full Width (bottom) — Key personnel, PERT contact assignments and approvals, planned phases

Left Column

Profit Gauges

At the top of the left column (for existing proposals with financial and profit permissions), two circular gauges display:

• With Contingency — The profit percentage when contingency costs are included.
• Without Contingency — The profit percentage based on base costs only.

These gauges use colour-coded ranges to indicate whether the profit margin is healthy, marginal, or below target.

Rating

A star rating control (1–5 stars) allows you to rate the proposal. Click a star to set the rating. Click the same star again to clear the rating.

General Section

The General section contains the following checkboxes and dropdown fields:

Checkboxes

Dropdown and Text Fields

Customer Information

Adding a New Customer Contact

If the contact person for the selected customer is not in the system, you can add them directly from the Details tab:

1. Ensure a customer is selected in the Customer field.
2. Click the + button next to the Customer Contact dropdown.
3. In the dialog that appears, enter:
   • First Name
   • Last Name
   • Job Title
   • Email Address
   • Business Telephone Number
4. Click Save to create the contact. They will automatically be selected in the Customer Contact field.

Middle Column

Status & Audit

Key Dates

All date fields display the ISO week number beside the selected date, making it easy to reference calendar weeks. Each date field with edit permission includes a Today button (calendar icon) to quickly set the current date.

Pre-Project Design

Machine Rate

A free-text area for recording machine rate information relevant to the project. This is for reference purposes and does not affect cost calculations.

Customer Supplied Parts

A free-text area for noting any parts or materials that the customer will supply for the project. These items are excluded from the material costing.

Right Column

Proposal Image

You can attach a representative image to the proposal (e.g., a photograph or CAD drawing of the machine):

1. Enter an Image Caption (required if uploading an image).
2. Click the + button to select an image file from your computer.
3. The image thumbnail will be displayed.
4. To remove the image, click the x button.

Note: Saving the proposal is required after uploading or removing an image.

Current Position

A free-text area for describing the current status or position of the proposal. Use this to communicate the latest developments to colleagues.

Internal Comments

A free-text area for internal notes. These comments are not visible to customers and are intended for internal team communication.

Merge Information

If this proposal has been merged into another proposal as a sales order, these read-only fields show:

• Merged in Proposal No. — The proposal number it was merged into.
• Date Merged — The date the merge occurred.

Audit Information

• Modified By — The last person who edited the proposal.
• Modified Date — The date and time of the last modification.

Key Personnel Section

This full-width section at the bottom of the form contains dropdowns for assigning key personnel to the proposal:

PERT Contacts and Approvals

When PERT mode is active, each discipline requires a contact person to provide time estimates. The following disciplines are tracked:

1. Project Management
2. Mechanical Engineering
3. Mechanical Build
4. Electrical Engineering
5. Electrical Build
6. Software
7. Validation

For each discipline, the following fields are displayed:

Planned Phases

Below the personnel section, a data grid allows you to define project phases with milestones. See the grid columns below:

Each phase row can be expanded to show its Milestones. Milestones within a phase have the following columns:

Both the phases and milestones grids use batch editing — add or modify multiple rows then click Save in the toolbar to persist your changes.