Business Planning: Proposal Process

  Thursday, November 19, 2020 - 10:00AM - 12:00PM ET

In this session, we’ll cover the different approaches for creating and building a proposal. We will start by creating a Planned Contract through to Planned jobs that will be used for a proposal. We will include using various planning levels such as employee vs labor category vs cost element. Additionally, we will discuss the use of a proposal specific set of indirect rates. We will also review running reports.

By participating in this session you will be able to:


  • Create and Use Planned Contract through Planned Jobs

  • Attach Documentation

  • Convert Proposal upon award

  • Determine Planning Levels

  • Determine Revenue Method

  • Apply unique Indirect Rates

  • Leverage existing data for proposal use

  • Correct without recreating process

  • Create Proposal versions

  • Generate Reports

 JAMIS Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

JAMIS Contact

Tel: (800) 655-2647

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