You can add master elements to proposals and templates.
To add a master element to a template or proposal:
-
Create and save a master element.
The master element and/or icon are added to:
- The Master Elements grid in
.
- The Deltek Elements panel in
.
- The master element's name, category, and description are added to 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.
-
Drag the
Master Element onto the proposal.
The Master Elements dialog box lists the master element name, description, and category.
-
Select a master element in the list and click
Select to display it on the Proposal Builder.