Select Team Dialog Box
Use this dialog box to add project team members (employees) to a Project Info Center section of a custom proposal.
Possible team members are the associated employees who are entered in the Employee grid on the Team tab in theProject Info Center for a project.
The Select Team dialog box applies when you use either an Adobe InDesign or Microsoft Word merge template for the project section.
You select team members on this dialog box only if you also added a merge code for associated employees, a proposal team, and employee data in the merge template that you created for the project section of a custom proposal. In the merge template, if you selected the option to include all associated employees (instead of Proposal Team), then you do not need to select employees on this dialog box.
Location
To display the dialog box, complete the following steps:
- From the Vision Navigation menu, click .
- On the Custom Proposal form toolbar, click Sections, and set up a section for the Project Info Center. After you set up and save a section for the Project Info Center, a tab for it displays on the Custom Proposal form.
- Open the tab, and click Team on the project grid toolbar.