Creating a Proposal from the Projects Hub Quick Reference
While working in the Projects hub, you can create a proposal directly from project record. This populates the new proposal with project information and allows you to add records from the project as well as specify a template to apply. This is useful when, for example, you have known about a project for a period of time, completed the decision-making process, decided it was a "go," and created a proposal.
| Step | Procedure | Related Information |
|---|---|---|
| 1 | In the Projects hub, create the new proposal by completing one of the following actions:
|
Create a Proposal |
| 2 | On the New Proposal dialog:
|
New Proposal Dialog Box |
| 3 | Click Continue to save the proposal. The Proposal Builder opens with the template you selected or, if no template was selected, with two pages: a cover page that includes the proposal name and a blank second page. | Navigate the Proposal Builder |
| 4 | Review and edit the content. | Navigate through Sections and Pages |
| 5 | Insert additional pages. | Navigate through Sections and Pages |
| Add Elements to the Proposal | ||
| 6 | Use the Proposal Builder to insert additional elements such as text and images. | Work with Proposal Elements |
| 7 | Add section breaks. | |
| 8 | Add and format pages. | Add Pages to a Proposal |
| Add Hub Records to the Proposal | ||
| 9 | Add hub records to the proposal, or if the template you selected had records, change the records included if needed. | Insert a Hub Record |
| 10 | Select the specific fields that you want to include for the record.Vantagepoint inserts placeholders for each field in the proposal. These fields are populated with data when you merge and finalize the proposal. | Insert Fields into a Proposal |
| 11 | Some fields have options for formatting or filtering the data. For example, the Education grid in an employee record allows you to include only rows that have the
Include in Proposals check box selected.
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 Number, Format Date/Time, and Format Currency dialog boxes. |
Format Currency Dialog Box |
| 12 | Use the Manage Records dialog box to add or remove records on the proposal. | Add or Remove Records on a Proposal |
| Save Records as Draft or Finalize Records | ||
| 13 | Save the record layout as a draft for editing later. This allows you to continue editing the record layout and make quick updates at one time instead of having to make changes to each individual record. Keep the proposal in draft mode until you need to edit each record individually or until you are ready to merge and publish.
After records are finalized, they are no longer updated with changes from the hub. If a proposal will be used as a template, keep the records as drafts. |
Save Record Layout as Draft |
| 14 | Merge and finalize the layout of the records. This separates the records and disconnects the proposal information from the hub so that it is no longer updated with changes from the hub record. This allows you to edit each record individually for this proposal without affecting the record in the hub. | Merge and Finalize Records |
| Create a Proposal Template | ||
| 15 | You can save this proposal as a template and then reuse it to create new proposals with the same structure and branding. To create a template from this proposal, click . Keep records as drafts if you want up-to-date information in new proposals when this template is used. For more information, see Edit Record Layout Options. | Save a Proposal as a Template |
| 16 | Export the proposal to PDF and send it to clients. | Export to PDF |