You can add element groups to proposals and templates.
To add an element group to a template or proposal:
-
Create and save an element group.
The element group and/or icon are added to:
- The Element Groups grid in
.
- The Deltek Elements panel in
.
- The element group's name, category, and description are added to the Element Groups dialog box, which provides a list of all element groups that are available when an element group is added to a proposal.
-
Drag the
Element Group onto the proposal.
The Element Groups dialog box lists the element group name, description, and category.
-
Select a element group in the list and click
Select to display it on the Proposal Builder.