Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Use Text Editor to Format an Estimate Table

After inserting hub records into a proposal, you can use the Proposal Text Editor to insert an estimate table directly into the record and use the Text Editor's features to format the table.

Prerequisite: Use the advanced method to add an estimate to a proposal estimate.

To use the Text Editor to format an estimate table:

  1. 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.
  2. 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.

  3. 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.
  4. Click the Table toolbar button to insert the blank table that will be used to build the estimate.
  5. Right-click on the table and use the Table Properties dialog to format the fields on the table.
  6. Click in each field and use the properties options to format the table:
    Property Function
    Rows, Columns Enter the number of rows and columns for the table.
    Width, Height Set the height and width of the table. Alternatively, you can drag and drop an edge of the table to change the table size.
    Headers Define the header properties.
    Border Size Define the weight or style of the table borders.
    Cell Spacing Specify the amount of space between cells.
    Cell Padding Specify the amount of space between the text and the perimeter of the cell.
    Alignment Define the alignment of the table.
    Caption Enter a title for the table.
    Summary Enter a summary for the table.
  7. Use the Advanced tab to enter style and language information for the table.
  8. Click OK to save your changes.