Insert Hub Records into a Proposal

While building a proposal, you can insert information from one or more Vantagepoint hub records into the proposal at the same time. You define the layout of those records so they all contain the same information and layout with a few simple clicks.

This feature is available if your enterprise uses CRM Plus.

To insert information from Vantagepoint hub records into a proposal:

  1. In the Navigation pane, go to the Proposals section and select Custom Proposals.
  2. Create a new proposal or open an existing proposal.
  3. Select Deltek Elements.
  4. Drag the Record element to the desired location on the proposal.
  5. On the Add Record dialog box, select the hub from which you want to add the records.
  6. Select one or more records from the hub to add to the proposal.
  7. Specify the number of images you want to add to each record in the proposal.
  8. Click Add to add the records to the proposal. Vantagepoint inserts each record into a separate section in the proposal.
  9. If you select the Employees, Firms, or Projects hub, there are additional field options available. See the Insert Field Information procedure for more information.
  10. Use the Proposal Builder to insert text, images, lines, and other general elements into each record as you build the proposal. See Work with Proposal Elements for more information.
  11. Click Save Record Layout as Draft to save the proposal in draft mode. This allows you to continue editing the proposal and make quick updates at one time instead of having to make changes to each individual record. It is helpful to keep the proposal in draft mode until you need to edit each record individually or until you are ready to merge and publish.
  12. When you finish editing the proposal records as a group, click Merge and Finalize Records to merge the records in the proposal. This allows you to edit each record individually. It also enables the Sections and Pages pane on the Proposal Builder, where you can select individual sections and pages of the proposal to edit.
  13. On the Actions bar, click Save to save your changes, or, to create a template from this proposal, click Other Actions > Save Proposal as Template.

    To add or remove records from the proposal, use the following options:

    • Click the X by the record name to remove a record from this list as you build the proposal.
    • Click the Manage Records link to open the Manage Records dialog and add records to the proposal.
    • Click Clear All to remove the selected hub records and start over.
Parent Topic: Working with Hub Records in Proposals