Common Tasks

Related Topics:

• Search for Records
  To locate records in Deltek, you can type search characters in the search field, select a standard search filter or a saved custom search, or create a new custom search.
• Import Records from .CSV Files
  If you have access to Utilities > Integrations and Imports, you can run an import process that adds multiple records from .CSV (comma-separated values) files into Deltek. This allows you to quickly add multiple records into the application.
• Export Records to .CSV Files
  Use the List View to export records from Deltek to a .CSV (comma-separated values) file and print associated reports as needed.
• Use the Actions Menu
  Use the Actions menu in the upper-right corner of various Deltek pages to perform actions that apply to the current page. For example, you can copy or print the current record, or add a touchpoint.
• Use List View
  You can view a record in either detail view or list view. Detail view displays a single record and is the default view that displays when you initially open records in certain sections of the application. In list view, a compilation of fields are displayed in columns in a grid rather than on separate tabs, which allows you to view multiple records at one time and evaluate record data quickly.
• Work with Grids
  Much of the information for Deltek is entered and displayed in grids on various forms. For example, when you enter a new opportunity for a contact, you add it to a grid that also contains all of the previously entered opportunities for the contact record.
• Save Your Work
  There are different methods for saving your work; in some cases, you click a save icon or Action menu item, and in others, Deltek saves your work automatically.