Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

SF330 Contents of the SF330 Preferences Form

Enter default settings for new proposals, such as a default template and preferred font, on this form.

Field Description
Default Template Select the merge template set to use in merging the SF330 proposal.
Name This field shows the font used in the merge template.
Size This field shows the font size used in the merge template.
Font Click this button to open the Preferred Font dialog box, where you specify the font type and size.
Employee Name - Name Format Use this field to specify the formatting in Block 4 of the Point of Contact's name, the employee’s name in Sections F and G, the Signor’s name in Block 33, in Section H, and the Signor’s name in Block 12c, Part II.

Vantagepoint uses [First][Last] as the usual format unless you select a different format from the drop-down list.

Role from Project Use this field to specify the role of the employee whose data Vantagepoint uses to populate Blocks 4 through 8, when you use New > Create SF330 From Project to create an SF330 proposal.

Select from the drop-down list the role that Vantagepoint uses as the criterion to identify an employee on the project record.

Section E Personnel Degree Separator Select the separator to use between the degree and year of graduation.
Registration Separator Select the registration separator to use between the state issuing the license or registration, and the license or registration type). For example, you could select a slash to have the employee's registration information appear as CA/Professional Engineer.
Space after Separator Select this check box to enter a space after the separators used in the degrees and registrations. If the separator is a comma, you must select this option to enter a space after the comma.
Include Institution Select this check box to include the name of the institution for each degree.
Include Date Earned Select this check box to include the date when the degree was earned.
Space before Separator Select this check box to enter a space before the separators used in the degrees and registrations.
Include Year Earned Select this check box to include the year the registration was earned.
Include Registration Num. Select this check box to include the registration number.
Brief Project Description Use this field to specify the description category used in Block 19(3).
Role Description Format Use this field to specify how the employee's project role is formatted.
Other Prof. Qualifications Use this field to specify the resume category used in Block 18.
Section F Projects Default Description Select the description to show in Section F, Block 24 when you select the project in Section F using the shortcut menu option Add Projects.
Default Owner Select the firm to show as the project's owner in Section F, Block 23a when you select the project in Section F using the shortcut menu option Add Projects.
  • Primary: Vantagepoint uses the primary client for the project, as specified on the Overview tab in the Projects hub.
  • Owner: Vantagepoint uses the client whose project role is Owner, as specified in the Projects hub.
Default Contact Select the contact whose name and telephone number are shown as the project's contact in Section F, Blocks 23b and 23c when you select the project in Section F using the shortcut menu option Add Projects.
  • Primary: Vantagepoint uses the Primary Client for the project, as specified on the Overview tab of the Projects hub.
  • Owner: Vantagepoint uses the client whose project role is Owner, as specified in the Projects hub.
Section G Include all Project Associations This check box controls how data is entered into the Section G matrix:
  • When this check box is cleared, Vantagepoint populates Section G with exact matches between Section E employees, their Block 13 role on the proposed project, and their role in the Section F project.
  • When this check box is selected:
    • Employees and asterisks are shown in the Section G matrix for any projects on which the employee had any role, and
    • Clicking on an asterisk opens the Section G roles dialog box, where you can select a project role for the employee and change the asterisk to an X.