After inserting a project record into a proposal, you can insert information from the associated project record into the proposal.
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Add a record to the proposal.
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On the Add Record dialog box, complete the following fields:
- Add Records From: Select the Projects hub.
- Choose Records: Click the drop-down list to continue to add project records, one by one, to the proposal.
- Images: Specify the number of images that you want to add to each record in the proposal.
- Add: Click this option to add the records to the proposal.
Vantagepoint inserts each record into a separate section within the proposal. You can add text, images, lines, and other general elements into each record as you build the proposal.
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Drag the
Description element onto a project record.
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Double-click in the project description text box.