Unexpected Proposal Creation ~ Instantis EnterpriseTrack
Last updated on DECEMBER 22, 2017
Applies to:Instantis EnterpriseTrack - Version 17.2 and later
Instantis EnterpriseTrack Cloud Service - Version 17.2 and later
Information in this document applies to any platform.
Proposal Creation when navigating to Finance Section of Proposal.
Ability to View the connected pieces of the Proposal without creation of the proposal.
1. Access as user with permission to navigate to and create proposals.
2. Select the Create Button
3. Do not add any information to the Proposal (the default required fields are Proposal Name and Calendar)
4. Select Financials Tab
5. Receive Message:
Proposal Name is required. Please provide a value .
6. Enter a Value in the Name
7. Select the Financials Tab
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