Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Copy a Proposal Template

Copy an existing proposal template to use the template data as the basis for a new template. This is useful when you have multiple proposal templates with similar criteria.

This option displays if your enterprise uses CRM Plus.

To copy a proposal template:

  1. In the Navigation pane, select Proposals > Templates.
  2. On the Templates form, select the proposal template that you want to use as the basis for the new template.
  3. Click Options at the end of the template's grid row and then select Copy.
  4. On the Copy Proposal Template dialog box, define the name and category for the new template:
    • Name: Enter a unique name for the template.
    • Category: Select a category for the template. Use the categories to organize the templates by function. You can also search the templates by category. Your administrator defines proposal categories in List Settings.

    The Description field populates with the description from the original element.

  5. Click Continue to open the proposal builder and modify the proposal.