Add a task selection in a proposal
- On the Proposals page, select a proposal and click More > Task Selection.
- Above the Task Selections grid, click Add.
- Enter a name for the task selection.
- Enter a description of the task selection. (Optional)
- Set up the first selection criterion. You can add more criteria after creating the task selection.
- Select the name of the task field that will be filtered. The Field Name menu lists all built-in and custom task fields in the proposal.
- Select a condition to control how the task field is filtered.
- Select or enter the task field value you want the criterion to include or exclude. The Value menu functions differently depending on the task field and condition selected.
- Click Create.
Add and test selection criteria
After you create a task selection, you can add more criteria to it. You can also run a quick test to see which tasks the criteria will select.
- At the top of the Selection Criteria area, click Add selection criteria. A new row will appear below the existing criteria.
- Select And or Or to combine the new criterion with the existing ones.
- Set up the new criterion.
- Select the name of the task field that will be filtered. The Field Name menu lists all built-in and custom task fields in the proposal.
- Select a condition to control how the task field is filtered.
- Select or enter the task field value you want the criterion to include or exclude. The Value menu functions differently depending on the task field and condition selected.
- Click Apply.
- At the top of the Selection Criteria area, click Test. (Optional)
For assistance with BOE Pro, please visit the Deltek Support Center