Build a Project Proposal [PLACEHOLDER- IS THIS NECESSARY?]

To build a proposal using project data:

1. In the Navigation pane, go to the Proposals section and create a new proposal or open an existing proposal.
2. Add a record to the proposal by dragging the Record [ICON] onto the proposal builder. The Add Record dialog box displays. See the Insert a Record into a Proposal help topic for procedural information on adding a record.
3. Add a record to the proposal by dragging the Record [ICON] onto the proposal builder. On the Add Record dialog box, complete the following fields:
   • Add Records From - Select the Projects hub.
   • Choose Records - Click the drop-down list to continue to add project records, one by one, to the proposal.
   • Images - Specify the number of images you want to add to each record within the proposal.
   • Add - Click Add to add the records to the proposal. Vantagepoint inserts each record into a separate section within the proposal. You can add text, images, lines, and other general elements into each record as you build the proposal.
4. To add a description to each project, drag the Description [ICON] to the desired location inside the record on the proposal. The description placeholder is added to each project record on the proposal.
5. Double-click inside the description placeholder to open the Edit Description dialog box. Use this dialog box to select the description that you want to pull from the Projects hub for each record.
6. From the Description drop-down, select a description code to apply to the record. The description code's associated text displays in the Text field. A record may have multiple description code options, but each record may only have one description entry on a proposal. If a description code is defined as the Default in the Projects hub, it automatically displays when you open this dialog box. You can select a different description code from the list but you can only specify a default in the respective hub record.
7. Review the text in the Text field. The text that is associated with the selected description code displays in this field. This is the record's actual description that will display on the proposal. If changes are required, you can click in the text box and edit the description text directly in this field. Upon saving, the description in the hub record is automatically updated.
8. If multiple records have the same description code option available and you want to apply that description to those records on the proposal, click Apply to All. This automatically selects the description code for every selected record to which it applies. After using Apply to All, you can change a record's description code by selecting that record and choosing a different code from the Description drop-down.
9. Click Save & Update Records to save the records and insert the descriptions into the proposal.

   The proposal builder returns to edit mode, where you can continue inserting elements and using the Edit Record Layout options.