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

Create a Proposal

If you have CRM Plus, you can create proposals to sell your firm's services and win new business. Proposals contain all the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract.

You can use the Vantagepoint graphical Custom Proposals application to design and create custom proposals tailored specifically to individual customers and business opportunities.

While working in the Projects hub, you can create a proposal directly from project record. This populates the new proposal with project information and allows you to add records from the project as well as specify a template to apply. This is useful when, for example, you have known about a project for a period of time, completed the decision-making process, decided it was a "go," and created a proposal. You can use the Proposals tab of the Projects form to track awards, project codes, and proposals that are associated with the project.