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

Create Dashboards

Create dashboards for employees in the Dashboard form.

Appropriate access rights are needed to create dashboards.

These steps are not applicable when you are using Vantagepoint on a tablet or smart phone.

To create a dashboard:

  1. In the Navigation pane, select My Stuff > Dashboards.
  2. On the Dashboard form, click Edit Mode to enable editing.

    The Edit Mode toggle option is not enabled when you are using a tablet or smart phone to access Vantagepoint.

  3. In the edit mode toolbar, click New Dashboard.
  4. On the Create New Dashboard dialog box, enter a dashboard name in the Dashboard Name field.
  5. Click Create.
    The Create New Dashboard dialog box closes and the new dashboard is displayed.
  6. To add existing dashparts to the dashboard, click Dashpart Library and drag dashparts from the Available Dashparts list from the Dashparts Library pane to the dashboard area.
  7. To add new dashpart to the dashboard:
    1. On the Dashparts Library pane or in the edit mode toolbar, click + New Dashpart .
    2. In the Add New Dashpart dialog box, fill in the fields in the Add New Dashpart dialog box and then click Continue.
      If you selected Favorite Report in the Dashpart Base field, the Favorite Reports dialog box displays. If you select any other dashpart base, the Select Dashpart Columns dialog box displays.
    3. In the Favorite Reports dialog box or Select Dashpart Columns dialog box, select a favorite report or columns to include in the new dashpart and then click Continue.
    4. In the Dashpart Designer form, customizing the new dashpart with the available fields and options, and then click Save.
    5. In the Add to current dashboard dialog box, click Yes.
    6. On the Dashpart Designer form, click top left of the Dashpart Designer form.
      The new dashpart is displayed in the dashboard. If you already have other dashparts in the dashboards, the new dashpart is added to the bottom of the dashboard.
  8. On the Dashboard form, you can move or resize the dashparts.
    • To move a dashpart: Click and drag a dashpart in the dashboard based on your preferred layout.
    • To resize a dashpart: Click and drag the lower-right corner of a dashpart.

      System dashparts cannot be resized. System dashparts are represented with the icon in the Dashpart Library pane.

  9. In the edit mode toolbar, click Share
  10. In the Share this Dashboard dialog box, select the employees and roles that can use the dashboard you are creating in Roles field and Employees field.
  11. Click Save.
  12. In the edit mode toolbar of the Dashboard form, click Save.