User Interface Fundamentals

When you are new to Deltek, it is a good idea to become familiar with the terminology, icons, and toolbar options that you see throughout the application.

Related Topics:

  • Access to Deltek Based on Role
    A security role that your system administrator sets up controls your access to Deltek forms, tabs, and fields. It also defines the individual records that you can display, and it specifies whether or not you can add and change those records or only view them.
  • Terminology
    If you are new to Deltek, you may find it helpful to become familiar with the terms that are used throughout the application and documentation.
  • Main Areas of Deltek for Professional Services
    Get acquainted with the basic areas of Deltek.
  • Logins and Passwords
    Each time that you log in to Deltek, you must enter a valid user ID and password.
  • Deltek Toolbar (Browser)
    Use the main Deltek toolbar to perform actions that apply globally. For example, you can view online help, view action items, specify your personal settings, or log off.
  • Deltek for Professional Services Toolbar (desktop)
    Certain options are always available in the toolbar at the top of the screen wherever you are the Deltek desktop application.
  • Custom Labels
    You can modify Deltek to use key terms that are familiar to your firm and employees.
  • Notification Center
    The Notification Center indicates your action items and notifications in the Deltek browser application.
  • Employee Card
    The Employee Card allows you to easily view employee information from various applications throughout Deltek without having to leave an application to open the Employees hub.
  • Info Bubbles and Help
    Deltek provides graphical elements that display information about certain fields and features within the application. It also provides online help that provides more detailed information about a field or function.
  • Drop-Down Lists and Lookups
    When you enter data on Deltek forms, you often can display a drop-down list or a lookup and select the value for the field or grid column.
  • Error Dialog Boxes
    An Error dialog box displays when you encounter an error while using Deltek.
  • Rich Text Editor
    Use the rich text editor to enter or review a comment, note, or description on various Deltek forms. In some cases, a note field itself provides rich text editing and formatting. In others, you can click an icon near the field to display the editor in a separate dialog box when you want a larger text entry/viewing area or when you want to apply formatting to the text.
Parent Topic: Basics