Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Edit Record Layout Pane

When you add hub records to a proposal or modify existing records, you can format and save the records that are included with the proposal. This pane is available when you work in edit mode.

When you insert one or more records from the Deltek Elements panel into a proposal, Vantagepoint switches the proposal builder to draft mode and an Add Record dialog box displays. This dialog box prompts you to select the hub from which you want to add the records, and then one or more hub records to include in the proposal.

Vantagepoint then inserts the records into the proposal, and as you format the layout and add text boxes and images, the elements are automatically inserted into every hub record that is included on the proposal.

For example, you want to add one text box and three images to each record that will be included on a new proposal. If there is one hub record on the proposal, the text box and images are inserted only into that record on the proposal. However, if there are six hub records on the proposal, the text box and images are inserted into each of the six records on the proposal. This allows you to create consistently formatted proposals with multiple records at one time. Vantagepoint groups the records and each change you make to one record is made to all records until the proposal is merged.

As you build the proposal, the following Edit Record Layout options are available:
  • Draft Mode: As you build the proposal and insert elements into one or more records, click Save Record Layout as Draft to save the proposal in draft mode. While in draft mode, you can continue editing the records as a group and maintain a consistent format. Keep the proposal in draft mode until you need to edit each record individually.
  • Merge and Finalize Records: When you finish editing the proposal records as a group, you can click this option to merge the records in the proposal. This separates the records from being a group and allows you to edit each record individually. It also enables the Sections and Pages pane on the Proposal Builder, where you can select individual sections and pages of the proposal to edit as needed. After merging records, the Export to PDF option is available to export the merged file so you can save it for reuse (printing, emailing, and so on).
  • Cancel and Revert Changes: Click this option to cancel the proposal edits and return it to the original format.
  • Manage Records: Click this link to open the Manage Records dialog box and add, rearrange, and/or remove records from the proposal.