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. |
