A business line is a part of your organization that bids on its own kind of work, such as "Infrastructure Engineering" or "Cybersecurity Services". Assigning assets and proposals to business lines keeps the right CVs and projects in front of the AI for each bid.
Create a business line
Creating and editing business lines needs the admin or manager role. Deleting one needs the admin role.
- Open Business Lines in the sidebar.
- Select New Business Line, or Create Business Line when you have none yet.
- Enter a Name and, optionally, a Description.
- Select Create Business Line.
Each name can be used once. A second line with the same name is refused with a message saying it already exists. Settings links here too, through Manage Business Lines on its Integrations tab.
The business line cards
Each business line appears as a card with its name and description, and three figures:
- Profile Completion: how many of the profile's eight fields are filled in, weighted, out of 100%. Overview, Key Capabilities, Typical Projects and Target Clients count 15% each; Differentiators, Team Expertise, Certifications and Success Metrics count 10% each. A list counts once it has one entry. A text field counts once it holds more than 20 characters, or 10 for Success Metrics. The figure measures how much is written, not whether it is accurate or persuasive.
- Assets: the number of assets assigned to the line, counting each asset once.
- Capabilities: the number of entries under Key Capabilities.
A line with nothing in its profile shows 0% in red. Any other figure is shown as neutral progress.
Fill in the profile
The profile tells the AI what this part of your organization does. When a proposal belongs to the line, the AI reads the profile while it drafts each section.
- Select Edit Profile on the card, or the pencil icon beside its name.
- In Edit Business Line Profile, fill in Overview, Key Capabilities, Differentiators, Typical Projects, Team Expertise, Certifications, Success Metrics and Target Clients. For Key Capabilities, Typical Projects and Certifications, put each entry on its own line.
- Watch the completion figure at the bottom update as you type.
- Select Save Profile.
Write the profile in the words your customers use. Name real capabilities and projects that your assets can back up, because the AI treats the profile as a description of your organization.
Assign assets
An asset can belong to several business lines. Assign them in the asset library:
- Automatically at upload. When you upload a CV, project sheet, past proposal or certificate, Propivix links it to the business lines its analysis rates as strong matches. See Uploading Assets.
- One asset at a time. In the asset's detail pane, choose a line under Add business line…. See Asset details.
- Many at once. Select assets in the library and choose a line under Assign business line… in the bulk bar. See The asset library.
The library's folder tree shows each business line as a folder. Assets with no business line appear in the "Unassigned (no business line)" smart folder, which is a good place to check after a large upload.
How business lines are used
- RFPs: when an RFP has no business line and its analysis matches one of yours strongly enough, the RFP is assigned to that line. See Analyzing RFPs.
- Proposal wizard: the Strategy step requires a Business Line. Assets from that line are listed first on the Assets & Team step, and Run AI Match considers that line's CVs, falling back to all your CVs when the line has none. See Creating a Proposal.
- Drafting: sections are drafted from assets in the proposal's business line, and the AI reads the line's profile. See AI Proposal Generation.
Business lines do not change requirement evidence. That check reads your whole library, whatever line you choose; see Requirement evidence on assets.
Delete a business line
Select the bin icon on the card and confirm. Propivix refuses while any asset has the line as its main business line, with "Cannot delete business line with existing assets. Please reassign or delete assets first."
Tips
- Keep the number of lines small. A line with few assets gives the AI little to draw on.
- Put company-wide assets, such as a corporate overview, in every line where you want them used.