Include Resume Text in a Proposal

The Employees hub and Proposal application seamlessly integrate to give you access to relevant employee resumes, project experience data, graphics, profiles, and narrative text for use when generating proposals. This information allows you to quickly analyze resources and select the best candidates for your project proposals.

Prerequisite: Create a new proposal or open an existing proposal.

To include text from the Resumes grid in a proposal:

1. In the Deltek Elements section, drag the Record element to the desired location on the proposal.
2. On the Add Record dialog box, complete the following fields:
   • Add Records From - Select the Employees hub.
   • Choose Records - Click the drop-down list to continue to add employee records, one by one, to the proposal.
   • Images - Specify the number of images you want to add to each record within the proposal.
   • Add - Click Add to add the records to the proposal. Vantagepoint inserts each record into a separate section within the proposal. You can add text, images, lines, and other general elements into each record as you build the proposal.
3. To add text to each employee resume, drag the Resume Text element to the desired location inside the employee record on the proposal. The description placeholder is added to each employee record on the proposal.
4. Double-click inside the resume text placeholder to open the Edit Resume Text dialog box. Use this dialog box to select the description that you want to pull from the Employees hub for each record. The Description list includes all description codes that were entered for the selected record.
5. On this dialog box you can choose to edit all resumes at once or select employee names and edit their individual resume text.
   • If multiple records have the same description option available and you want to apply that description to those records on the proposal, click Edit all Resumes. The Edit all Resumes fields display in the right pane. Select a Description code, Font, and Font Size for the resume text. The description text displays in the Preview field. A record may have multiple description code options, but each record may only have one description element on the record. To add more descriptions, drag additional description elements onto the record. If the description is defined as the Default for this employee, it automatically displays when you open this dialog box. Click Save to save your changes.
   • To edit one employee resume at a time, select the name of the employee in the Resumes list. Select a Description code to apply to the record. The description text displays in the Text field. This is the record's actual resume description that will display on the proposal. If changes are required and you have security access, you can click in the text box and edit the resume text directly in this field. Note that changes made to the text here will update the employee record. If you would like to make changes to the text for this one proposal only, do not edit the text here – you will get a chance to do that later.
6. Review the text in the Text field. The text that is associated with the selected description code displays in this field. This is the record's actual resume description that will display on the proposal. If changes are required and you have security access, you can click in the text box and edit the resume text directly in this field. Note that changes made to the text here will update the Resumes grid for the employee record in the Employees hub. If you would like to make changes to the text for this one proposal only, do not edit the text here – you will get a chance to do that later.
7. If multiple records have the same description option available and you want to apply that description to those records on the proposal, click Edit All Records. This automatically selects the description for every selected record to which it applies. After using Apply to All, you can change a record's description by selecting that record and choosing a different description from the Description drop-down.
8. Click Save & Update Records to save the records and insert the descriptions into the proposal.

   The proposal builder returns to the record layout mode, where you can continue inserting elements and using the Edit Record Layout options.