Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Create a Vantagepoint Activity in Outlook

After you open an email message in Outlook, you can add a Vantagepoint activity that prefills with information related to the email's contact. Because of bi-directional synchronization with Vantagepoint, the activity record will be added to Vantagepoint the next time that synchronization occurs.

Prerequisites:

To create an activity record from an email message:

  1. In the Context Pane, select one of two actions:
    • To display the Create Activity fields, click and select either Create Activity or Add Activity. Enter the details for the new activity. See the Activities hub help topics for information on the activity fields.
    • To save the email as an activity, select the email and select Log Email. This will populate the Activity form and link the activity to your employee record. The notes will contain all of the text in the body of the email. It will also associate the activity to the email contacts, the contact's firms, to any employees that are included in the email, to the project that was selected in the context pane, and to the project's firm. See the Save an Email as an Activity help topic for more information.
  2. In the Create Activity fields, specify the details for the new activity.
    You can associate email attachments with the Vantagepoint activity as file attachments.

    See the Activities hub help topics for information on the activity fields.

    Use the Calendar Invitation field on the Overview tab in the Activities hub to specify whether or not employees and/or contacts automatically receive activity invitations when you synchronize Vantagepoint with your email application. The options are: Do Not Send Invitations, Send to Employees Only, and Send to Contacts and Employees. For more information, see the Activities Overview Tab help topic.

    For proper synchronization, you must navigate to Settings > Labels and Lists > Lists and, for the Activity Type, set the Display option to Calendar. Changing the Display option to any other setting results in your meetings being removed from the calendar and Connect removing the meetings from your Outlook or Gmail calendar.