This feature was introduced in the Summer 20 release. A Training Enablement Pack is available for this feature here.
The Alternative Proposals feature enables you to create multiple Proposals against an Account for the same project. This enables you to compare different project approaches in more detail within Kimble and take advantage of Modelling, Resourcing, and other features, instead of working out the alternatives externally and then loading the final version into Kimble.
You could use Alternative Proposals, for example, when deciding between a T&M or a Fixed Price approach, or between On- and Off-Shore.
Alternative Proposals only apply for new business: you cannot create them for Change Elements.
The first Proposal you create is the “Preferred” Proposal by default, the other Proposals are all “Alternatives”. The Preferred Proposal is used in all forecasts. In Connected Organizations, the Preferred Proposal follows the Status and Close Date of the Opportunity. In Standalone Organizations, you can only update the core details, such as Account, Business Unit, and Acceptance Date, on the Preferred Proposal.
Alternative Proposals do not affect Performance Analysis and reporting. Winning a Proposal automatically loses all of the Alternatives. After winning one of the Proposals, you can no longer update the lost Alternatives.
You can create an Alternative Proposal by cloning the original one and modifying the details, or by creating a new Proposal based on a different Proposition. Cloning a Proposal copies over any Child Products associated with the original Proposal, typically those in the same scope as the Primary Product
Risks and Other Cloned Items
Cloning a Proposal also copies all Risks captured during the Sales stage. The way Risks are copied depends on your “Risk Reference Format”. If you have Kimble configured to autogenerate Risk references in “sequence”, any cloned Risks are given new references continuing the sequence. If you do not have the Risk Reference Format set to “sequence”, and manually enter Risk References, the references are cloned with the rest of the Risk.
For example, if you had five Risks on the original Proposal, with the following autogenerated references: R000001 to R000005, in the Alternative Proposal they would be R000006 to R000010.
A Proposal captures the services you are offering to the prospective customer, including cost, revenue, and timescale projections.
The Preferred Proposal is the Proposal you currently plan on using. It is used by Kimble when forecasting Cost and Revenue. By default, the first (or original) Proposal you create when using Alternative Proposals is the preferred one. It is only flagged as the Preferred Proposal when Alternative Proposals exist.
Alternative Proposals are additional Proposals you create when planning a project if you want to compare different approaches to it. An Alternative Proposal can be a clone of the original or a new one based on a different Proposition.
Propositions describe the high-level bundles of products and services that your organization offers to its customers. To create a Proposal, you select a Proposition that then defaults in the Engagements and Elements that are attached to it.
Enabling Alternative Proposals
To set your Organization up for Alternative Proposals, toggle the following Kimble Config setting on:
“Enable Alternative Proposals”
Creating an Alternative Proposal
To create an Alternative Proposal:
Navigate to the Proposal for which you want to create alternatives.
From the Proposal burger menu, select Create an Alternative Proposal.
In the Create an Alternative Proposal window:
Change the Short Name to reflect the new Alternative Proposal.
If required, enter the details in the Description field.
Select the Creation Mode:
Copy Proposal Items clones the current Proposal.
Cloned items might not immediately appear. If not, wait until all Jobs are complete and refresh the page.
Select Proposition enables you to select a new Proposition and create a completely new Proposal.
If you are creating a new Proposition, select it from the drop-down list.
This defaults in all Engagements and Elements attached to the Proposition.
Comparing Proposals and Changing the Preferred Proposal
When you create additional Proposals, the original Proposal is marked as “Preferred” by default, and the others are marked as “Alternative”. Performance Analysis and reporting only use the Preferred Proposal.
When viewing the Preferred Proposal, a note appears in the Proposal Scope indicating that it is the Preferred Proposal. Click the note to review the alternatives:
When viewing an Alternative Proposal, a note appears in the Proposal Scope indicating that it is an Alternative Proposal. Click the note to compare the Preferred Proposal and all other alternatives:
The Compare Proposals screen displays the financial and resourcing details for all Alternative Proposals. The Preferred Proposal is indicated by a green star and the word “Preferred”. A Red-Amber-Green traffic light system next to the financial details indicates the best and worst performers.
To review and compare the Preferred and Alternative Proposals:
On the Proposal Scope page for the Preferred or an Alternative Proposal, click the yellow box that says “Click here to review the alternatives”.
The Proposals' financial and resourcing details appear.
To swap the Preferred Proposal, click Make Preferred in the required Proposal column.
You can also click the Proposal burger menu in the Proposal Scope screen and select Make Preferred there.
When prompted, click OK to confirm.
The page refreshes and the selected Proposal becomes the Preferred Proposal. All Cost and Revenue forecasts update to include the values from this Proposal, and you can now report on it in Performance Analysis. The previous Preferred Proposal that is replaced becomes an Alternative Proposal, and no longer propagates out into the rest of Kimble.