Contents of the Custom Proposals Form

Use this form to enter proposal details.

Field	Description
Find proposal	At the top of the Custom Proposals form, enter a partial or complete name or number in the Find proposals lookup field to find and select the proposal record that you want to view or edit. Your current record selection will be preserved if you switch to another application and then return to this form.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most Vantagepoint hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, find and select multiple hub records, and view selected hub or application records in () Detail View. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex searches, as well as an ad hoc search Selection. Available search types vary, depending on the active hub or application form. When you add new records in most hub and application forms, you can easily group and track them from the Search Navigation Control in detail view. On the active form, click the + New <record> button, complete the required information for each new record, and then click Save. Vantagepoint displays both a saved confirmation message and the New Records label () that appears in the Saved Search control. As you add new records, Vantagepoint orders the records sequentially. You can use the paging control to review and edit each new record on the active hub or application form. When you access a different field or search on the hub or application form or navigate away from the form, you lose the ability to view and track the new records. The New Records label then reverts to the Saved Search control (). For more information about Search Navigation Controls, see Components of a Search, Use Search Navigation Controls to Filter and Refine Records, and Use Search Navigation Controls to Track New Records.
Saved Searches list	To filter the list of proposals, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search displays in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create an ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. All: Select this option to display a list of all custom proposal records (both active and inactive). Click Legacy Searches: Select this option to display a list of custom proposals based on a search from previous versions of the application or from legacy systems. Although you cannot modify a legacy search, you can build a new search based on a legacy search. Click the icon to display the Edit Search dialog box. Click Delete and Start Over to build a new search based on the legacy search. My Searches : Select this option to display a list of custom proposals based on your personal search. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Select this option to display a list of custom proposals based on a search shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. + New Search: Select this link to create a search for custom proposal records. Use both basic and advanced search features on the New Search dialog box to refine search criteria. If a proposal is inactive or dormant, the search results list displays the record in gray to indicate the status. You can hover over the indicator to display the status. For information about how to filter and refine search records, see the Use Search Navigation Controls to Filter and Refine Records task topic. For information about creating and using searches, see the Search Vantagepoint help topics.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ Add Proposal	Click this option to open the Proposal Builder and add a new proposal record. This option is available if your security role has the access rights required for adding records.

Proposals Grid

Field	Description
Name	This column displays the name of the proposal. If the name is too long to display completely, hover over it to see a tooltip containing the full name. To edit the name, hover over it and click .
Due Date	This column displays the proposal's due date.
Proposal Manager	This column displays the proposal manager.
Status	This column displays the proposal's status.
Client	This column displays the proposal's associated client.
Organization	This column displays the proposal's organization.
Number	This column displays the proposal's number.
Date Advertised	This column displays the date on which the proposal was advertised.