SF330 Create from Project

You can create a new SF330 proposal based on a project record. However, the project record does not contain all of the information you need to fill out an SF330 form, so you must provide additional information.

To create a new SF330 proposal from a project:

  1. In the Navigation pane in the desktop application, select Proposals > SF330.
  2. On the toolbar of the SF330 Proposals form, click New > Create SF330 from Project.
  3. On the Project lookup, find the project and click Select.
    Vantagepoint opens a new SF330 proposal, including data from the selected project's record.
  4. Enter data in the other blocks on the SF330 form.
  5. Save your work.
    The project is associated with this SF330 in the Proposal Log and in the Proposals grid in the Projects hub.