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Technical Proposals Workflow

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Technical Proposals

Technical Proposals provide a structured workflow for submitting, reviewing, and approving technical decisions within a project context.

Workflow

  1. Draft — Author creates and refines the proposal content
  2. Under Review — Submitted for review by designated reviewers
  3. Approved — Proposal is approved and its backing article is verified
  4. Rejected — Proposal is rejected with documented reasons
  5. Superseded — Replaced by a newer revision

Backing Article

Each proposal automatically creates a backing knowledge article in the project's Knowledge Space. This ensures all proposal content is searchable, versionable, and exportable as PDF.

Revisions

Use Create Revision to create a new version of an approved or rejected proposal. The original is marked as superseded, maintaining a complete audit trail.