Deltek Vantagepoint Help

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Insert Hub Records into a Proposal

While building a proposal, you can insert information from one or more hub records into the proposal at the same time. You define the layout of those records so that they all contain the same information and layout with a few simple clicks.

Video: See related video below

Prerequisite: In the Navigation pane, select Proposals > Custom Proposals and then create a new proposal or open an existing proposal.

To insert information from hub records into a proposal:

  1. In the Deltek Elements section of the Proposal Builder, drag the Hub Record element to the appropriate location on the proposal.
  2. On the Add Hub Record dialog box, select the hub from which you want to add records.
  3. Select one or more records from the hub to add to the proposal.
  4. Specify the number of images that you want to add to each record in the proposal.
  5. Complete any additional field options that may be available for the selected hub.
    For example, for the Projects hub, select the Project Stage for the projects that you want to include.
  6. Click Add.
    Vantagepoint inserts each record into a separate section in the proposal.
  7. If you select the Employees, Firms, or Projects hub, there are additional field options available when you add records to the proposal.
    For more information, see Insert Field Information.
  8. Use the Proposal Builder to insert text, images, lines, and other general elements into each record as you build the proposal.
    For more information, see Work with Proposal Elements.
  9. Click Save Record Layout as Draft to save the proposal in draft mode.
    This allows you to continue editing the proposal and make quick updates at one time instead of having to make changes to each individual record. Keep the proposal in draft mode until you need to edit each record individually or until you are ready to merge and publish.
  10. When you finish editing the proposal records as a group, click Merge and Finalize Records to merge the records in the proposal.
    This 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.
  11. On the Actions bar, click Save to save your changes, or, to create a template from this proposal, click Other Actions > Save Proposal as Template.

    To add or remove records from the proposal, use the following options:

    • Click the X by the record name to remove a record from this list as you build the proposal.
    • Click the Manage Records link to open the Manage Records dialog and add records to the proposal.
    • Click Clear All to remove the selected hub records and start over.
Video
Title Description

Including Hub Information in Proposals

Learn how to add hub records to proposals, insert images and additional fields, and format fields and text.