Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Create a New Proposal

In Custom Proposals, you can create a new proposal from scratch.

This option is available if your enterprise uses CRM Plus.

To learn the alternative procedure for creating a proposal based on a template, see Create a New Proposal from a Template.

To create a new proposal:

  1. In the Navigation pane, select Proposals > Custom Proposals.
  2. On the Actions bar of the Custom Proposals form, click + New Proposal.
  3. On the New Proposal dialog box, specify general proposal properties such as the name, number, project, and due date.
  4. To specify any additional proposal properties such as the client, organization, source, relevant dates, and notes, click Show additional properties.
  5. Click Continue to save the proposal and launch the Proposal Builder.
    The Proposal Builder opens with two pages, a cover page and a blank second page. The cover page displays the Name of the proposal and Prepared for [client name] below it. The second page is blank.
  6. Build the proposal:
    Procedure Related Information
    Format the cover page. Navigate through Sections and Pages
    Insert additional pages in the proposal. Navigate through Sections and Pages
    Add Elements to the Proposal
    Use the Proposal Builder to insert additional elements such as text, images, and so on. Work with Proposal Elements
    Add section breaks.

    Insert Section Breaks

    Define Section Properties

    Add pages and format them. Add Pages to a Proposal

    Define Page Properties

    Add Hub Records to the Proposal
    Add hub records to the proposal.

    Drag the Hub Record element onto the proposal and complete the Add Record dialog box:

    1. In Add Records From, select the hub from which you want to add the records.
    2. In Choose Records, select one or more hub records to add to the proposal.
    3. In Common Fields, you can optionally select common fields to insert.
    4. Specify the number of images you want to add to each record in the proposal.
    5. Click Add to insert each record into the proposal.

      While you are in record layout mode, any changes that you make affect all records. After you finalize the records, you can modify individual records.

    		Insert a Hub Record
    Select the specific field information that you want to include for the record:
    1. Select an existing text box or drag a new one to the appropriate location on the record.
    2. Double-click the text box and then, on the Edit Text dialog box, click Insert Fields.
    3. On the Insert Fields dialog box, use the search in the Select Fields to Add column to enter the name, or part of the name, of the field that you want to add.
    4. Select the check box for each field that you want to add and then click the right arrow to add them to the Selected fields for this proposal.

      Placeholders for each field are displayed in the proposal. These fields are populated with data when you finalize the proposal.

    		Insert Field Information into a Proposal

    Insert Fields Dialog Box

    Edit Text Dialog Box

    Some fields have options for formatting or filtering data. For example, the Education grid in an employee record displays a drop-down list that allows you to include only rows that have the Include in Proposals check box selected.

    If you select a column that is a number, currency, or date, you can specify the format for that column. Click the link to open the Format Number, Format Date/Time, or Format Currency dialog boxes.

    		Format Currency Dialog Box

    Format Date/Time Dialog Box

    Format Number Dialog Box

    Use the Manage Records dialog box to add or remove records on the proposal. Add or Remove Records on a Proposal
    Save Records as Draft or Finalize Records
    Save the record layout as a draft for editing later. This allows you to continue editing the record layout and make quick updates at one time instead of modifying individual records. It is helpful to keep the proposal in draft mode until you need to edit each record individually or until you are ready to finalize and publish.

    When you finalize records, they are no longer updated with changes from the hub. If a proposal will be used as a template, keep the records as drafts.

    		Save Record Layout as Draft
    Merge and finalize the layout of the records. This separates the records and disconnects the proposal information from the hub so that the proposal is no longer updated with changes from the hub record. You can then edit each record individually for this proposal without affecting the record in the hub. Merge and Finalize Records
  7. On the Actions bar, click Save.

You can now save the proposal as a template and export the proposal to PDF.