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

Contents of the Proposals Properties Dialog Box

Use this dialog box to define the properties of the proposal.

Proposal Properties

Field Description
Name Enter the proposal name. This becomes the proposal title on page one.
Number Enter an identification number for the proposal.
Project Select the project that is associated with the proposal. The projects that are available for selection have a stage that means it is in pursuit. Projects with stages that mean it was won, lost, or do not pursue are not available for selection. After you select a project, Vantagepoint populates some of the proposal fields with information from the selected project.
Due Date Select the date on which the proposal must be sent.
Template To apply a template with pre-defined settings for the proposal, select the name of the template. When you save the proposal, the template's fields will be applied.
Client Use the firm lookup to select the client to whom you are sending the proposal. This field is automatically populated from the project, if one was selected.
Organization Use the organization lookup to select the organization in your firm that is responsible for the proposal. This field is automatically populated from the project, if one was selected.
Proposal Manager Use the employee lookup to select the employee who has the primary responsibility to send this proposal. This field is automatically populated from the project, if one was selected.

Show Additional Properties

Click this link to show the additional fields. This link toggles to display Show/Hide Additional Properties, which you can click to show or hide the fields as needed.

Field Description
Source Select the source for the proposal, such as Client Reference or Marketing Campaign.
Status Select the status that most accurately describes the current stage of your proposal, such as In Progress or Submitted. Your administrator defines the values in this list.
Fee Enter the fee for the proposal.
Type Select a type as a means to categorize the proposal; for example, it is a letter of interest or a statement of qualification. Your administrator defines the values in this list.
Date Advertised Select the date on which the proposal was advertised.
Submittal Date Select the date on which the proposal was submitted.
Awarded Date Select the date on which the project was awarded.
Notes Enter any additional notes for the proposal. To format the text, click the drop-down arrow to open the text editor.