Search for a DPS Record in Microsoft Outlook

In Outlook, you can search for and view information that is entered in DPS for any contact, firm, project, and opportunity.

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

To search for a DPS record from Outlook:

1. In Outlook, open an email that has a recipient who is a contact in DPS.
2. Complete one of the following actions:
   • 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 DPS contact information pane click on the toolbar.
4. In the DPS search pane, enter part or all of a DPS record's name or number in the Search field. For contacts, you can also enter part of the firm name. Contacts, firms, projects, and opportunities that match your search terms display in the results list below the Search field.

   For more information about the search results and an example, see Contents of the Search Pane.

5. Click a record in the search results list for more information about the record.
   • When you click a contact in the list, the contact displays in the DPS contact information pane in Outlook.
   • When you click a firm, project, or opportunity in the list, the record opens in the DPS hub in a separate window.