The Proposals Table is a list of all the selected officer's (or officers') currently open proposals or any proposal that has been closed in the selected fiscal year. In the Platform, open proposals are any proposals with a status mapped in the Code Mapping tool to either “In Development” or “Submitted/Pending.” The data displayed in the Proposals Table is provided from your institution in the nightly file that is received by Fundraiser Performance Management. On the top right of the Proposals Table, you will see the gear icon that allows you to interact with the table. There is also an Export option in the gear icon that allows you to export all proposals into an Excel file. In addition, you will see the Proposal Search that allows you to search for proposals within the selected fiscal year (and for a specified officer if you’ve made that selection) by Proposal ID, Entity Name(s), or Proposal Name. This search will filter the results in the Proposal Table, but will not impact any of the viewports. On the top of the Proposals Table, you will see Navigation that allows you to click through the different pages of proposals.
You can sort the content of the Proposals Table by the different available columns. Just click on the column header and select to sort. One click will sort a-z, two clicks will sort z-a.
The columns of information in the Proposals Table include the following: