Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Add a Proposal for a Project

Proposals are useful for winning new business. They contain all of the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract. As an alternative to using the Custom Proposals form (Proposals > Custom Proposals), use the Proposals tab on the Projects form to enter a project's background or history information, including project codes, descriptions, awards received, and associated proposals.

The Proposals tab displays only if the CRM module or the CRM Plus module is activated. You can only use the tab to add proposals if the CRM Plus module is activated. If the CRM module is activated but CRM Plus is not, the Description and Awards grids are available, but the Project Codes grid and the Proposals grid are not.

Video: See related video below

To add a proposal for a project from the Projects hub:

  1. In the Navigation pane, select Hubs > Projects > Project.
  2. Select the project for which you want to add a new proposal.
    Note that the relationship between the current project and any associated proposals is reflected in both the Projects hub and Custom Proposals.
  3. Do either of the following:
    • On the Projects form Actions bar, click Other Actions > Add Proposal. (Note: This Add Proposal option is also available on some other Projects hub forms.)
    • Click the Proposals tab, and click +Add Proposal below the Proposals grid.

    The New Proposal dialog box displays with some entries defaulted from the project record.

    Proposal information applies to the project as a whole. If you navigate to a lower work breakdown structure (WBS) level, you can still make updates to proposal information, but those updates are not specific to the currently selected lower level WBS element.

  4. Complete the entries on the New Proposal dialog box, and click Continue to open the Proposal Builder.

    For more information, see Contents of the New Proposal Dialog Box.

  5. Use the Proposal Builder to further define proposal contents, and assemble and save the proposal document.

    For more information, see Proposal Builder Basics and related topics.

    The proposal is added to the Proposals grid in Projects > Proposals. Click on the proposal link to open the Proposal Builder.

Video
Title Description

Introduction to Proposals

Learn basics about the Proposals application, which provides flexibility and a variety of elements and options that you use to create a custom proposal for clients, organizations, projects, and teams.