Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Save Record Layout as Draft

While building a new proposal or working with an existing proposal that includes hub records, saving it in draft mode allows you to continue editing the proposal until you are ready to publish.

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

To save a record's layout as draft:

  1. Hover over the hub record on the proposal and click Options > Edit Record Layout.
    The proposal builder changes to draft mode and displays (Editing record layout) at the top of the form.
  2. Add elements to the proposal.
    While in draft layout mode, the edits that are made to the proposal occur to all records as a group, which maintains a consistent format. Keep the proposal in draft layout mode until you need to edit each record individually.
  3. Click Save Record Layout as Draft to save the draft layout of the proposal.

    While in draft layout mode, you can continue editing the records as a group and maintain a consistent format. Keep the proposal in draft layout mode until you need to edit each record individually or you are ready to send the proposal to the client.

    If you will be saving this proposal as a template, you should keep the records as drafts if:
    • You would like to change the selected records for proposals created from it. For example, you build resumes for Mary and Joe in the template. If you want to be able to change the employees to John and Grace for a new proposal then you should keep the records as drafts.
    • The records should be updated with changes from the hub for new proposals. For example, if Mary’s title changes, the new proposal should be updated with that change from the hub.