Format Project Experience Dialog Box

Use this dialog box to format how the project experience is displayed on the resume. After you make a resume format, you can save it to use later.

Each user can specify one default format for custom proposals.

Location

To display the dialog box, complete the following steps:

From the Ajera CRM Navigation menu, click Proposals > Custom Proposal.
Open an Employee Info Center section tab.
On the grid toolbar, click Build Resume > Add Project Experience or Build Resume > Add Project Experience to Selected Records.
On the Project lookup, select the projects whose records you want to query, and then click OK.

Field	Description
Grid Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "`Drag a column header here to group by that column`," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Add Selected Field	Click this button after you select a field in the Available Fields list. The selected field are added to the text box on the right. After you add a field, you must add two spaces before the next field in the text box. If you add a comma, add the second space after the comma. If you select a state, currency or date field, a formatting dialog box shows options for formatting the selected data. To have a proposal merge properly when a field is empty in your database, see the Resume by Query Preceding Separator Statements help topic.

Field

Description

Grid Drop-down

Click the drop-down arrow on a grid header to complete any of the following actions:

To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Add Selected Field

Click this button after you select a field in the Available Fields list. The selected field are added to the text box on the right.

After you add a field, you must add two spaces before the next field in the text box. If you add a comma, add the second space after the comma.

If you select a state, currency or date field, a formatting dialog box shows options for formatting the selected data.

To have a proposal merge properly when a field is empty in your database, see the Resume by Query Preceding Separator Statements help topic.

Field	Description
Available Fields	This column displays all `project` data fields from which you can build a resume. Click a field to select it and then click Add Selected Field.
Table	This column displays the database table where the available field is stored.

Field	Description
Format Name	This is the unlabeled field to the left of the Save Format button. To save a format with a new name, enter the name here and then click the Save Format button. To use a format that was previously saved, select a format from the drop-down list.
Default Format	This check box is enabled when you select a format in the Format Name field. Select this check box to use the selected format as your default format. You can specify two default formats—one for custom proposals and one for SF255 proposals.
Save Format	Enter a name for the format you have created and click this button to save the format for future use.
Delete Format	Select a format from the Format Name drop-down list and click this button to discard the format.
Text Box with the Resume Content	This text box contains the `project` data fields that you selected from the Available Fields list. Click the Edit icon to open the resume content and format in the `Ajera CRM` Text Editor.