Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Data Entry Standards for Proposals

The Proposals application automates many steps in the proposal process because it retrieves data directly from the hubs and inserts that data into the proposal form.

When data is retrieved from a hub, the data is inserted into the proposal exactly as it appears in the hub record and the Proposals application does not reformat or correct any errors in the data. Therefore, the manner in which the data is entered in the hub directly impacts how that data displays in the finished proposal. By developing and adhering to a set of data entry standards, you can ensure that all of your hub data meets the criteria that you require for your proposal text, and you can eliminate the need to modify data after you have inserted it into a proposal.

You can change or manipulate data after it has been inserted into a proposal but this does not update or reformat data in the corresponding hub.

To ensure that your company's data is suitable for use in a proposal, follow these guidelines:

  • Establish a company-wide style for each data type. This ensures that all staff members enter data in the same way. Inconsistencies can arise because, for example, the accounting staff and the marketing staff each create or update contact records in the hub and enter data differently. The company-wide style could instruct employees to enter telephone numbers in a specific phone format, such as XXX.XXX.XXXX or (XXX) XXX-XXXX. It can instruct employees to always spell out addresses and company names without abbreviations so that complete names and addresses display on proposals.
  • Because current information is important, Deltek recommends that you establish a company-wide process for keeping data current. If you must manually correct or update data when you prepare a proposal, note the changes and be sure to correct or update the data in the appropriate hub record.
  • Resumes focus on the person's job experience. Be sure that each employee is listed on the Team tab in the Projects hub for each project that you want to include on their resume. When you create resumes by category, verify that each employee's category narratives are complete and current.
  • The Proposals application draws your company's project experience data from the Projects hub. Look at the Projects hub record for each project that you want to use, to confirm that it contains the information requested and that all data is accurate. Review project descriptions and other narratives.
  • If you create a proposal from a project, the proposal form is automatically populated with data from the selected Projects hub record. Review and modify your project records before you use them to create proposals.