Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Contents of Edit Description Dialog Box

Enter project description information in this dialog box.

Field Description
Record List This list displays the records that were selected for the proposal. Select a record from this list to specify the resume text to use on the proposal for that record.
Edit All Descriptions Select this option to edit all project descriptions at once. The description and text formatting will apply to all projects that are listed in the Record List. After using this option, you can change a record's description code by selecting that record and choosing a different code from the Description drop-down list.
Description - Projects This list includes all description codes and associated text that were entered for the selected record in the Projects hub.

Select a description code to apply to the record. The description code's associated text displays in the Text field. A record may have multiple description code options, but each record may only have one description entry on a proposal.

If a description code is defined as the Default in the respective hub, it automatically displays when you open this dialog box. You can select a different description code from the list but you can only specify a default in the respective hub record.

Description - Resumes This list includes all resume categories and associated text that were entered for the selected record on the Resumes grid in the Employees hub.

Select a resume category for the record. The category's associated text displays in the Text field. A record may have multiple resume category options, but each record may only have one description category selected for each resume category element on a proposal.

If a category is defined as the Default in employees, it automatically displays when you open this dialog box. You can select a different category from the list.

Apply to All If multiple records have the same description code option available and you want to apply that description to those records on the proposal, click this option. This automatically selects the description code for every selected record to which it applies.

After using this option, you can change a record's description code by selecting that record and choosing a different code from the Description drop-down list.

Text The text that is associated with the category displays in this field. This is the record's actual resume text that will display on the proposal.

If changes are required and you have security access, you can click in the text box and edit the resume text directly in this field which will update the employee record as well. When you save, the resume text in the associated hub is automatically updated.

Save & Update Records Click this option to save the records and insert the descriptions into the proposal. The proposal builder returns to record layout edit mode, where you can continue inserting elements and using the Edit Record Layout options.