Select Team Members and Employee Data to Include in a Project Section of a Custom Proposal

In a Project Info Center section of a custom proposal, you can add team members (employees) and information about employees from the Employee Info Center.

This topic applies only if you are using an Adobe InDesign merge template for the custom proposal section.

You can add all or some of the team members who are currently associated with a project. Associated team members are entered in the Employee grid on the Team tab in the Project Info Center for a project.

To select team members and specific employee data to include in a project section of a custom proposal, complete the following steps:

1. From the Vision Navigation menu, click Configuration > General > Merge Templates, and create an InDesign merge template for the Project Info Center. For complete instructions on how to create an InDesign merge template, see the "Create a Vision Merge Template with Adobe InDesign" topic.
2. When you create the merge template, add the associated employee merge code and specific employee field merge codes (such as name fields, hire date, and so on) to the merge template:
   1. On the Merge Code dialog box, select Associated Employees in the Table field.
   2. In the Select Specific Role field drop-down list in the Options section, select either:
      • All — This includes all the associated team members for a project.
      • Proposal Team — This includes only some of the associated team members for a project. You select the specific associated team members for a project on the project section tab in Custom Proposals (in step 6 below).
   3. In the InDesign active text frame, place your mouse pointer where you want to add an employee field.
   4. On the Merge Code dialog box, click the Insert Begin/End Code button. This places a begin and end code in the InDesign active text frame.
   5. Place your mouse pointer between the begin and end codes.
   6. On the Merge Code dialog box, select an employee field merge code in the Field field drop-down list, and click Insert.
   7. Repeat steps 2 e–f to add more employee field merge codes to the merge template. You must place the merge codes within the begin and end codes.
   8. When you finish, click Save and Close.
3. From the Vision Navigation menu, click Proposals > Custom Proposal.
4. On the Custom Proposals form toolbar, click Sections, and create a Project Info Center section. Assign the InDesign merge template that you created in steps 1–2 above to the project section. For more information about creating a section for a custom proposal, see the "Add Info Center Sections to Custom Proposals" topic.
5. If you selected All in the Select Specific Role field when you created the merge template (in step 2 b above), you are done. You do not need to complete step 6. All of the associated employees will be added automatically as team members for each project.
6. If you selected Proposal Team in the Select Specific Role field when you created the merge template (in step 2 b above), select team members for each project:
   1. On the Project Info Center section tab in Proposals > Custom Proposals, select a project, and click the Team toolbar icon on the project records grid.
   2. On the Select Team dialog box, click the Search button.
   3. On the Employee Info Center Lookup dialog box, select employees to add as team members for the project, and then click Select. The employees listed in the Employee Lookup dialog box are only the employees who are already associated with the project. Associated team members are entered in the Employee grid on the Team tab in the Project Info Center for a project.

      After you click Select on the Employee Lookup dialog box, you are returned to the Select Team dialog box where you see the employees (team members) that you selected.

   4. On the Select Team dialog box, click OK.
   5. Repeat steps 6 a–d for each project.