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

CRM Project Summary Options Tab

Use the Options tab to select the currency to display. Use the Standard and User Defined sections to choose which options appear on the report.

Reporting Amounts

Field Description
Report In

Select the currency in which to display amounts on the report:

  • Project Currency: Choose this option to use the currency specified in Project Currency on the Overview tab of the Projects form in the Projects hub.
  • Presentation Currency: Choose this option to use the currency that you specify for the corresponding Presentation Currency option.

Standard Section

Use these options to display various types of information on the summary report. By default, Vantagepoint includes one or more of the available sections depending on the type of summary report. Use the toggle to the left of each standard section, to either show () or hide () the information that you want for the report.

User Defined Section

Use the user defined sections to open the Create Section dialog box and customize your summary reports. You can create and structure information as you want it presented on the report. As you create user defined sections, the grid updates to list all the user defined sections and fields that are shown on the report.

Other Section

Use this section to specify additional formatting options for the report, including adding indents and/or page breaks between the sections of a report.