Deltek Vantagepoint Help

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Advanced Method to Add an Estimate to a Proposal

As you build a proposal, you can add one or more estimate tables to help track the potential costs if the project is won.

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

When you add a record to a proposal, you can use the Edit Text dialog to quickly build an estimate as well. This advanced method allows you to customize the tables and their respective data.

To use the advanced method to add an estimate to a proposal:

  1. In the Deltek Elements section of the Proposal Builder, drag the Hub Record element to the appropriate location on the proposal.
    The Edit Estimate Table dialog box displays.
  2. On the Add Hub Record dialog box, select Projects in the Add Record From field.
  3. Select one or more project records from the hub to add to the proposal.
    These are the hub records from which you will pull data into the estimate tables.
  4. Complete any additional field options that you want to include for the project.
    For example, select the Project Stage for the projects that you want to include.

    See the Add Hub Record dialog box help topic for more information.

  5. Specify the number of images that you want to add to each record in the proposal.
  6. Click Add.
    Vantagepoint closes the dialog and inserts the record(s) into the proposal.
  7. On the Proposal Builder, double-click within the record that was inserted on the proposal.
    The Edit Text dialog box displays.
  8. Click the Insert Fields button to open the Insert Fields from Project dialog where you can select fields from the Projects hub to add to the estimate table.
    Vantagepoint populates the proposals form with data that is pulled from the project record. See the Insert Fields from Hub dialog box help topic for more information.
  9. Use the Select Fields to Add column to select the columns and fields that you want to add to the estimate table.
    This list includes summary fields for consultants, estimates, expenses, labor, and units from the Projects hub record.

    As you select columns and fields for the estimate table, they are moved from this column to the All Selected Fields column. You can move the fields back and forth between these columns as you add and remove them.

  10. If you select a column that is numeric, currency, date, or date/time, you can specify the format for that column.
    Click the link to open the Format Date/Time, Format Currency, and Format Number dialog boxes.
  11. Click Insert to insert the fields onto the proposal.
    The Edit Text dialog displays with the inserted field codes in a text box.
  12. In the text box that contains the merge codes, click the Enter key to add blank space in the box, either before or after the merge codes.
    This area is where the table will be inserted.
  13. Click the Table toolbar button to insert the blank table that will be used to build the estimate.
  14. Right-click on the table and use the Table Properties dialog to format the fields on the table.
  15. Build the estimate by entering column labels in each row on the left side of the table.
  16. Copy and paste each field ID into the column on the right side of the table for the respective label.
  17. Click Save to save your changes.
    The table is inserted into the proposal.