Accessing the PGS Deal Approval Database

Accessing the PGS Deal Approval Database

Document number: 18901

To access the Deal Review Database, follow the instructions below:

Open Internet Explorer and log in to Planet PeopleSoft.
Under PlanetNavigator, click PGS Navigator.
Under PGS Navigator, click Selling Solutions.
Click Deal Approval (PGS). The Deal Approval homepage will appear.

The Deal Approval Homepage layout is very similar to Project Central. It has menu items on the title bar and a row of pagelets on the left side of the page that allows the user to select from a number of functions and easily access deal approval documents that have already been created. The right side of the homepage is a work area that displays available documents for list views and will also be the work area for any deal approval documents that are opened by the user. Even when working on a particular deal approval document, the menu items and pagelets always remain viewable on the left side of the page.

Access to Deal Approval Documents is similar to the access provided to opportunities in Customer 1. Only personnel that are directly involved in the deal approval process are granted access to view and/or edit these documents. See Deal Approval Access below for more information.

The quickest way to access a deal approval document that has already been created is by using one of the available pagelet views on the left side of the deal approval homepage. These pagelets are user-specific and will display information based on the Planet PeopleSoft login/password used to access the database.
Pagelet views are meant to provide easy access to deal approval documents that are pending workflow actions and thus only display deal documents only for "Draft" or "In Process" documents. A deal can be accessed from any pagelet by simply clicking on the hyperlink for the deal which is based on the Opportunity ID entered for that deal approval document.

Pagelet views only present the most recent documents available for a particular user. If there are other deals that need to be accessed, the user can click on the "All Documents" hyperlink present in each pagelet view to see a more complete list of available approval documents.

If a deal does not appear in one of the pagelet views as a result of it's processing status or the need for the user to take immediate approval action on the document, user's can also access deals using the menu items on the tope of the page. (Note: Deals are accessible only to authorized users based on the security rules configured in the database. Any deals the user is not authorized to see will be invisible to the user).

From the Deal Approval homepage, you can perform the following actions (click the action to see detailed instructions):
- View your prospective deals (drafts)
- View your submitted deals
- View deals in your pipeline
- View deals waiting your approval
- Create a new deal
- Browse deals
- Search for a deal

Deal Approval Access

Action\Document Type	Opportunity Review	Deal Review
View	Deal Owner, All specified approvers, specified Deal Stakeholders, Database Administrators	Deal Owner, All specified approvers, specified Deal Stakeholders, Database Administrators
Ability to "add" view access to deal documents	Deal Owner, Database Administrators	Deal Owner, Database Administrators
Edit	Deal Owner, All specified approvers, specified Deal Stakeholders, Database Administrators	Deal Owner, All specified approvers, specified Deal Stakeholders, Database Administrators
Approve	All Active Approvers ("Awaiting Approval")	All Active Approvers ("Awaiting Approval")
"Cancelled" Status Change	Deal Owner, Database Administrator	Deal Owner, Database Administrator

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