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

Work with Proposal Estimates

Use the Estimates element to incorporate a project estimate into your proposal. The estimate provides details on the potential overall cost to your client if the project is won.

Video: See related video below

The estimate may include either a summary or a detailed description of the labor, expenses, consultants, and/or units for the project. Estimate information is pulled directly from the Estimates forms in the Projects hub to ensure your project and proposal information are aligned.

This form is available if the CRM or CRM Plus module is activated, and if Enable Service Estimate is selected on the Service Estimate tab of the Estimate Settings form Settings > Projects > Estimates.

Video

Title Description

Create an Estimate for a Proposal

Learn how to create an estimate based on a pursuit project. This feature allows you to include in a proposal an estimate for your client, to information them of a project's estimated cost.