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

Proposals Actions Bar

Use the Actions bar in Proposals to edit and save proposal information or export a proposal to a PDF file.

Commonly Used Actions

Click the buttons on the Actions bar to quickly access commonly performed actions.

Field Description
Save Click this option to save the proposal record. If there are unsaved changes and you attempt to close the form, an automatic save occurs to save the current changes (at a predetermined interval).

Other Actions

Click this menu to choose other tasks.

Field Description
Export Proposal After generating a proposal, click this option to export it as a file so that you can print or email it. Depending on the file type, your browser settings determine how the file is opened. For example, if the file type is an Adobe Acrobat Portable Document Format (PDF), the PDF may open in a browser tab or in Adobe Acrobat. This option is not available if the proposal is in draft mode.
Copy Proposal Click this option to copy an existing proposal to use current proposal data as the basis for a new proposal. This is useful when you have multiple proposals with similar criteria.

On the Copy Proposal dialog, enter the new proposal's properties, such as the name, number, project, and due date. The following information is automatically copied to the new proposal: organization, proposal manager, source, type, and all proposal elements with the exception of any elements on the Clipboard.

Save as Template Click this option to save the current proposal as a template for reuse.
Save and Exit Click this option to save the proposal and exit the Proposal Builder.