Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Using Edit Record Layout Mode

When the proposal includes records from the hubs, the proposal must be in Edit Record Layout mode for you to make updates or edits to the proposal.

Edit Record Layout mode displays when you:
  • Create a new proposal and add hub records to it.
  • Open an existing proposal that includes hub records.
While you work in either of these modes, the Edit Record Layout pane displays on the Settings pane. This pane is active only when the proposal records are in edit mode and provides these options:
  • Save Record Layout as Draft: As you build the proposal and insert elements into one or more records, click this option to save the proposal in draft mode. While in draft mode, you can continue editing the records as a group and maintain a consistent format. Keep the proposal in draft mode until you need to edit each record individually.
  • Merge and Finalize Records: When you finish editing the proposal records as a group, you can click this option to merge the records in the proposal. This separates the records and 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 as needed. After merging records, the Export to PDF option is available to export the merged file so you can save it for reuse (printing, emailing, and so on).
  • Cancel and Revert Changes: Click this option to cancel the proposal edits and return it to the original format.
  • Manage Records: Click this link to open the Manage Records dialog box, which you use to add, rearrange, and/or remove records.

If you are working in a proposal that does not contain hub records, the Edit Record Layout pane does not display.