Add a DPS Activity from an Outlook Email

In Microsoft Outlook, you can add a DPS activity that prefills with information from an email.

Prerequisites: You must have the Outlook add-in installed.

To add a DPS activity that prefills with information from an Outlook email:

1. In Outlook, open an email that has recipients or a sender who is entered as a contact in DPS for whom you want to add an activity.
2. Complete one of the following actions to open the DPS contact information pane:
   • In Outlook Web App: In the email, click the DPS icon, and select Open Deltek.
   • In Outlook for Windows or Outlook for Mac: On the Home tab in the Outlook ribbon, click Open Deltek in the Deltek group.
3. In the contact information pane, click + Add Activity in the Recent Activities section. The Activity form from the Activities hub opens in a separate window and prefills with information from the Outlook email to create the activity. For example, the email subject prefills for the activity's name. The To and CC recipients from the email are added as attendees for the activity.
4. On the Activity form, review the prefilled information and change it if needed, and complete other fields on the form.
5. Click Save. The activity displays in the Recent Activities section in the contact information pane in Outlook. It also displays on the Activities tab in the Contacts hub for each activity attendee.