The Hierarchy toolbar tool allows the user to link a series of proposals that may have been created to isolate different budget rates, tasks, personnel, or other requirements. Hierarchy is used to aggregate multiple proposals to appear as one, which is then routed and submitted as a single proposal in KC and to the sponsor.
User start with the ‘create a hierarchy’ function from an open proposal document with a budget; the tool copies all the information in the proposal to make a ‘parent’ proposal, and automatically links the initiating proposal as a ‘child.’ See the section on Hierarchy for complete instructions.
The Child Proposal - Hierarchy Toolbar window provides the following within a Child Proposal:
• Create a Hierarchy – create a parent proposal.
• Search and link to an existing parent
• Synchronize data from the child to the parent proposal.
• Unlink from the parent proposal
The Parent Proposal Hierarchy Toolbar window provides the following from the Parent Proposal:
• Search from a parent proposal and link child proposals.
• Synchronize all child proposals to the parent proposal.
See the section on Hierarchy for more details and instructions.