Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Create an Element Group from a Template or Custom Proposal

You can create an element group from a group of elements that are added to a proposal or from the Element Groups grid.

Important note about hub records: If you create an element group that contains hub records, the records are saved as either drafts or final merged records, depending on their state at the time that you create the element group. If you want the records to continue to be updated from the hub, then leave the records as drafts when creating the element group. This ensures that changes that are made in the hub are reflected in the element group.

To create and save an element group:

  1. Select one of two approaches:
    To base the element group onStart with these steps
    A template
    1. In the Navigation pane, select Proposals > Templates.
    2. On the Templates form, click + Add Element Group below the Element Groups grid.
    A custom proposal
    1. In the Navigation pane, select Proposals > Custom Proposals and create a new proposal or open an existing proposal.
    2. Insert elements into the proposal.
    3. Press and hold the CTRL key and click each individual element that you want to include in the element group.
    4. Click Save as Element Group.
  2. On the Add Element Group dialog box, define the following for the new element group:
    • Name: Enter a unique name for the element.
    • Category: Select a category for the element. Use the categories to organize the elements by function. You can also search the elements by category. Your administrator defines categories in List Settings.
    • Description: Enter a description for the element. This may include the type of proposal in which the element is used, or other information that makes the element easily identifiable on the Element Group dialog box.
  3. Click Save.
    The element group is added to:
    • The Element Group grid on the Templates form.
    • The Deltek Elements panel on the Proposal Builder form.
    • The Element Group dialog box, which provides a list of all element groups that are available when an element group is added to a proposal.