Deltek Vantagepoint CRM Series: Custom Proposals Introduction - Learning Video

Overview

Course Details

Learn about the features and functions of Custom Proposals, including how to create new proposals, export proposals, and save proposals as templates.

Duration: 22 minutes and 30 seconds

Course Objectives
  • Locate and navigate Custom Proposals and its screens
  • List the Custom Proposal process flow
  • Identify the types of elements that can be added to the proposal
  • Explain the methods to create a Custom Proposal
  • Demonstrate how to export the proposal to a PDF or Word file
  • Demonstrate how to save the proposal as a Template
Instructor
...

Marlaina Mandeville
Deltek Vantagepoint SME
and Sr Principal Instructor

Glossary

Override Rate A rate used instead of an otherwise specified rate.
Fee The dollar amount over and above allowable costs paid on a contract; profit
Burden An indirect cost allocation.
Ceiling An amount or percentage that a cost cannot go above.
Pool A collection of indirect costs to be allocated.

Resources

Click on the links below to download the files.

Guided Practice The Acumen Fuse Boot Camp Series Part 1: Quick Start - Guided Practice that contains the steps to the activities you can replicate on your own copy of Acumen Fuse or with the Deltek Learning Lab.
Acumen Fuse Boot Camp Series Sample File A zip file of sample projects used in this course that you can download and import into your own copy of Acumen Fuse for practice.