Proposal Quick Reference Topics The Proposal Quick Reference topics provide a process overview for different key proposal functions, such as creating a new proposal or a new template. Related Topics:Creating a New Proposal Quick Reference You might find it helpful to review this quick reference list of steps as a guide when you create a new proposal. Creating a Proposal from the Projects Hub Quick Reference While working in the Projects hub, you can create a proposal directly from a project record. Doing so populates the new proposal with the project information and enables you to add records from the project, as well as specify a template. This is useful when you complete the decision-making process and decide to pursue a project. Adding Resume Information to a Proposal Quick Reference Use this list of quick reference steps as a guide for adding resume information to a proposal. Because the Employees hub and the Proposals application are integrated, you can access relevant employee information, project data, graphics, profiles, and narrative text when you generate proposals. You can quickly analyze resources and select the best candidates for your project proposals. Creating a New Proposal Template Quick Reference Proposal templates are pre-formatted to include particular styles, layouts, and information that you can use on future proposals. You might find it helpful to use this list of quick reference steps as a guide for creating a new proposal template. 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. Adding an Estimate to a Proposal Quick Reference Use this quick reference as a guide for adding estimate information to a proposal. Because the Projects and Employees hubs and the Proposals application are seamlessly integrated, you have access to relevant project data, employee information, graphics, profiles, and narrative text for use when generating proposals. Parent Topic: Proposals HomeDeltek Vantagepoint HelpProposals Proposal Quick Reference Topics
Proposal Quick Reference Topics The Proposal Quick Reference topics provide a process overview for different key proposal functions, such as creating a new proposal or a new template. Related Topics:Creating a New Proposal Quick Reference You might find it helpful to review this quick reference list of steps as a guide when you create a new proposal. Creating a Proposal from the Projects Hub Quick Reference While working in the Projects hub, you can create a proposal directly from a project record. Doing so populates the new proposal with the project information and enables you to add records from the project, as well as specify a template. This is useful when you complete the decision-making process and decide to pursue a project. Adding Resume Information to a Proposal Quick Reference Use this list of quick reference steps as a guide for adding resume information to a proposal. Because the Employees hub and the Proposals application are integrated, you can access relevant employee information, project data, graphics, profiles, and narrative text when you generate proposals. You can quickly analyze resources and select the best candidates for your project proposals. Creating a New Proposal Template Quick Reference Proposal templates are pre-formatted to include particular styles, layouts, and information that you can use on future proposals. You might find it helpful to use this list of quick reference steps as a guide for creating a new proposal template. 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. Adding an Estimate to a Proposal Quick Reference Use this quick reference as a guide for adding estimate information to a proposal. Because the Projects and Employees hubs and the Proposals application are seamlessly integrated, you have access to relevant project data, employee information, graphics, profiles, and narrative text for use when generating proposals. Parent Topic: Proposals HomeDeltek Vantagepoint HelpProposals Proposal Quick Reference Topics