How to...
These help topics provide step-by-step instructions for basic tasks that you will perform while working in the different hubs.
Related Topics:
- Work With Records
While using the Hubs you can enter new Deltek records or review and update existing records. - Work with Boilerplates
Boilerplates are blocks of standardized text that do not change often and can be reused over and over in proposals. For example, you can create boilerplates that describe a project approach or plan, or an opportunity, or a campaign, or a specific firm's history, or a contact's expertise. - Enter Phone Numbers
Because phone number formats vary from country to country, you can specify a format each time you enter a phone number. Every phone number field has a default format. For a blank field, that is the default format specified for your company. For a field that already contains a phone number, that is the format selected for that phone number. - Upload a File to the Files Grid
Use the Files grid on the Files and Links tab to upload, view, and store documents related to the current record. Deltek attaches these documents to the record for which they were uploaded. - Add a Link to the Links Grid
Use the Links grid to link one or more external text files, graphics files, or email messages to a hub record. When you add a file link to the Links grid, Deltek creates a hyperlink between the link path specified in the Link Path field on the grid and the file.
Parent Topic: Hubs Basics (Browser)