Select Projects and Project Data to Include in an Employee Section of a Custom Proposal

In an Employee Info Center section of a custom proposal, you can add projects and project data from the Project Info Center for employees.

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

The projects can be associated with employees (they are entered for an employee on the Projects tab in the Employee Info Center), or they can be any project in your Vision database.

To select projects and specific project data to include in an employee 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 Employee Info Center. For complete instructions on how to create and add a merge template with InDesign, see the "Create a Vision Merge Template with Adobe InDesign" or the "Update an Adobe InDesign Merge Template in Vision" help topic.
2. When you create the merge template, add the associated project merge code and specific project field merge codes to the merge template:
   1. On the Merge Code dialog box, select Associated Projects in the Table field. This applies when you add either associated or non-associated projects for employees. Associated projects are entered on the Project tab in the Employee Info Center for an employee. Non-associated projects are any projectin the Vision database.
   2. In the Select Specific Projects field drop-down list in the Options section, select either:
      • All — This includes all the associated projects for an employee.
      • Proposal Projects — This includes only some of the associated or non-associated projects for an employee. You select the specific associated projects for an employee on the employee 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 a project 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 a project field merge code in the Field field drop-down list, and click Insert.
   7. Repeat steps 2 e–f to add more project 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 an Employee Info Center section. Assign the InDesign merge template that you created in steps 1–2 above to the employee 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 Projects field when you created the merge template (in step 2 b above), you are done. You do not need to complete step 6. All the associated projects will be added automatically for each employee.
6. If you selected Proposal Projects in the Select Specific Projects field when you created the merge template (in step 2 b above), select projects for each employee:
   1. On the Employee Info Center section tab in Proposals > Custom Proposals, select an employee, and click the Projects toolbar icon on the employee records grid.
   2. On the Select Projects dialog box, select either the Add projects with restrictions or Add projects without restrictions option. These settings determine the list of projects that you can select from on the Project Lookup dialog box in the next steps.

      Projects with restrictions are the projects that are associated with employees (projects entered on the Projects tab in the Employee Info Center for an employee). Projects without restrictions are any project in the Vision database.

   3. Click the Search button.
   4. On the Project Info Center lookup, select projects to add for the employee, and then click Select. The Project lookup closes, and you are returned to the Select Projects dialog box where you see the projects that you selected.
   5. On the Select Projects dialog box, click OK.
   6. Repeat steps 6 a–e for each project.