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

Merge and Finalize Records

After you finish editing proposal records, you can merge the proposal records and finalize the layout of the proposal.

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

To merge and finalize records on a proposal:

  1. Hover over a hub record on the proposal and click Options > Edit Record Layout.
    The proposal builder changes to Edit Record Layout mode.
  2. Edit proposal records and elements as needed.
    When you make changes to the layout of the records, those changes apply to all records at one time.
  3. When you finish editing the proposal records as a group, click Merge and Finalize Records to merge the records in the proposal.
    This separates the records from and allows you to edit each record individually for this single proposal. It also disconnects the records from the hub so that they will no longer be updated with changes from the hub.

    When you click Merge and Finalize Records , you are prompted to confirm before proceeding.

After you merge and finalize the proposal, click Export to PDF to export the merged proposal file so that you can send it to the client.