Add a Master Element to a Proposal or Template

You can add master elements to proposals and templates.

To add a master element to a template or proposal:
  1. Create and save a master element.
    The master element and/or icon are added to:
    • The Master Elements grid in Proposals > Templates.
    • The Deltek Elements panel in Proposals > Custom Proposals.
    • 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.
  2. Drag the Master Element onto the proposal.
    The Master Elements dialog box lists the master element name, description, and category.
  3. Select a master element in the list and click Select to display it on the Proposal Builder.