Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Insert Fields Into a Proposal

After you insert a hub record into a proposal, you can specify the hub fields that you want to include. This option displays if your enterprise uses CRM Plus.

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

To insert fields into a proposal:

  1. In the Deltek Elements section, drag the Hub Record element to the desired location on the proposal.
    Complete the Add Record dialog box. See Insert Hub Records for more information.
  2. Select the Text Box element and drag it to the desired location on the record.
  3. Double-click the text box to open the Edit Text dialog box.
  4. Click Insert Fields and use the Insert Fields from Hub dialog box to insert placeholders for the text fields that you want to include in the proposal.
    These placeholders will be replaced with the actual information in the selected records. The Select Fields to Add column displays the hub fields and proposal properties that are available to add to the proposal.
  5. To select the fields to include in the proposal, click the + sign next to each menu item to display the sub menus or use these options to locate the fields:
    • Quick Find: Enter a part of the field name to quickly locate the field. The fields that match the data that was entered display in the Select Fields to Add column.
    • Expand All : Click to expand all field options on the menu tree.
    • Collapse All: Click to close the expanded list.
  6. Click each field to include on the proposal and click to move the selected fields to the All Selected Fields column.
    Repeat this process for all fields.

    If there are fields selected that you do not want to use, select the fields and click to move fields back to the Select Fields to Add column. You can also use the Expand All option to expand all fields and select those that you want to remove from this column.

  7. For some fields, you can further define the data that is selected for the proposal.
    For example, if you are inserting fields from the Team grid in a project record, you can select to only include firms that are included in the grid in a specific role such as a subconsultant.
    • Click the Selected Rows option if the selected field allows you to specify more information about the data. See Hub Field Placeholders for more information.
    • If you select a column that is a number, currency, or date, you can specify the format for that column. Click the link to open the Format Date/Time, Format Currency, and Format Number dialog boxes.
  8. Click Insert to display the record with all placeholders inserted.
    The tags for the selected fields display. For example, [Firms: CreateDate] [Firms: CreateUser] [Firms: ModDate] [Firms: Relationship] displays the following Firm fields in this order on the proposal: Creation Date, Created By, Modification Date, and Relationship.

    Placeholders that display in red are from the hub and placeholders in blue are from a grid. Each grid has its own section of placeholders and if you insert a return after each placeholder, each row on the grid displays in its own line. Not inserting a return results in the grid rows displaying on a single line. Press SHIFT + ENTER to make paragraph lines closer to each other.

  9. Click Merge and Finalize Records to merge the placeholder information into the proposal.