Add a Master Element to a Template or Proposal

Master elements can be added to both templates and proposals.

To add a master element to a template or proposal:

1. Create and save a master element. The master element and/or icon are added to:
   • The Master Elements grid in Proposals > Templates.
   • The Deltek Elements panel in Proposals > Custom Proposals.
   • The master element's name, category, and description are added to the Master Elements dialog box, which provides a list of all master elements that are available when a master element is added to a proposal.
2. Drag the Master Element onto the proposal. The Master Elements dialog box displays, listing the master element's:
   • Name
   • Description
   • Category
   When there are a large number of master element records in a grid, you can filter the results to further refine the records that display. In the desired column's Search field, type one or more characters that you are searching for.
3. Choose a master element from the list and click Select. The element displays on the Proposal Builder.