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 an Element Group

Copy an element group to use as the basis for a new element.

This option is available if your enterprise uses CRM Plus.

To copy an element group:

  1. In the Navigation pane, select Proposals > Templates.
  2. In the Element Group grid of the Templates form, select the element group that you want to copy.
  3. Click Options at the end of the elements's grid row and select Copy.
  4. On the Copy Element Group dialog box, define the following for the new element group:
    • Name: Enter a unique name for the element group.
    • Category: Select a category for the element group. Use the categories to organize the elements by function. You can also search the elements by category. Your administrator defines categories in List Settings.
    • Description: This field populates with the description from the original element or you can add a new description.
  5. Click Continue to open the proposal builder and modify the element group.