Roadmap for Creating a Master Element

A master element is a set of proposal elements that you group together and save for reuse. You can create a master element from scratch or by saving a group of elements from an existing proposal. Master elements help you quickly create consistent proposals. Refer to the following process for a quick summary of the steps for creating a new master element.

Step	Procedure	Related Information
Create a Master Element
1	There are three methods for creating a master element: From scratch: Create and save elements from Proposals > Templates > + Add Master Element. Continue to Step 2 of this roadmap. From an existing master element: If a new master element is similar to an existing element, open Proposals > Templates and click Options > Copy at the end of the master element's grid row. You can then edit and save the copied element to create a new master element. From a proposal: After you build a proposal in Proposals > Custom Proposals, select the elements that you want to add to a master element and click Save as Master.	Create Master Elements
2	On the Add Master Element or Copy Master Element dialog box, define the new master element's: Name: Enter a unique name for the master element. Category: Select a category for the master element. The categories allow you to organize the elements by function. You can search the elements by category and they are defined by your system administrator. Description: Enter a description for the master element. This may include the type of proposal in which the element is used, or other information that makes the element easily identifiable from the Master Elements dialog box.	Create Master Elements
3	Click Save. The master element is added to: The Master Elements grid in Proposals > Templates. The Deltek Elements panel in Proposals > Custom Proposals. 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.	Create Master Elements
Add the Master Element to a Template or Proposal
4	Drag the Master Element onto the proposal. The Master Elements dialog box displays, listing the Name, Description, and Category of each master element that is saved. From the list, select the master element that you want to add to the template or proposal and click Select. The master element displays on the template or proposal.	Add Master Element to a Template or Proposal