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

Creating an Element Group Quick Reference

An element group is a set of proposal elements that you group and save for reuse. You can create an element group from scratch or by saving a group of elements from an existing proposal. Element groups help you quickly create consistent proposals. Use this quick reference as a summary of the steps for creating a new element group.

Step Procedure Related Information
Create an Element Group
1 There are three methods for creating an element group:
  • From scratch: Create and save elements by clicking Proposals > Templates and then clicking + Add Element Group. Continue to Step 2.
  • From an existing element group: If a new element group is similar to an existing element, open Proposals > Templates and click Options > Copy at the end of the element group's grid row. You can then edit and save the copied element to create a new element group.
  • From a proposal: After you build a proposal in Proposals > Custom Proposals, select the elements that you want to add to an element group and click Save as Element Group.
Create Element Groups
2 On the Add Element Group or Copy Element Group dialog box, define the following for the new element group:
  • Name: Enter a unique name for the element group.
  • Category: Select a category for the element group. The categories allow you to organize the elements by function. You can search the elements by category and they are defined by your system administrator. The same categories are used for both Element Groups and Proposal Templates.
  • Description: Enter a description for the element group. 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 Groups dialog box.
Add Element Group Dialog box

Copy Element Group Dialog Box

3 Click Save. The element group is added to:
  • The Element Groups grid in Proposals > Templates.
  • The Deltek Elements panel in Proposals > Custom Proposals.
  • 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.
Add an Element Group to a Template or Proposal
4 In the Navigation pane, select Proposals > Custom Proposals and create a new proposal or open an existing proposal. Create a new proposal

Open an existing proposal

5 Drag the Element Group onto the proposal. The Element Groups dialog box displays, listing the Name, Description, and Category of each element group that is saved.

From the list, select the element group that you want to add to the template or proposal and click Select. If the element group's page properties are different than the page that you drag it onto, you are prompted to either keep the existing page properties or to use the page properties saved with the element group.

The element group displays on the template or proposal.

Add an Element Group to a Template or Proposal