Display the Edit Description Dialog Box

After inserting a project record into a proposal, you can insert information from the associated project record into the proposal.

  1. Add a record to the proposal.
  2. 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.
  3. Drag the Description element onto a project record.
  4. Double-click in the project description text box.