Video Library

Vantagepoint comes with a library of short videos focused on getting you up and running quickly. Each video is about five minutes long and focuses on a specific task or area. New videos are added regularly.

The videos below are grouped by the type of Vantagepoint user for whom the videos are intended.

To view the videos, click the links below or click Help and then Videos on the toolbar.

Go to the videos for:

• All Vantagepoint Users
• Business Development and Marketing Users
• Project and Resource Managers
• Accounting Users
• Proposal Coordinators
• Administrators

For All Vantagepoint Users

Title	Description
Vantagepoint Tips and Tricks	This video includes tips to help you successfully navigate, including how to add a record, use list view, select columns, use filters, and perform a simple search. The video also discusses hierarchies.
Time for End Users	Use this video to learn how to complete and submit a timesheet using your computer or mobile device.
Hey Deltek	This video introduces Vantagepoint's Natural Language Interaction feature, also known as Hey Deltek. The video describes what it is, how to set it up, and how to use it.
Simple Searches	This video demonstrates how to perform basic searches in Vantagepoint.
Advanced Searches	This video demonstrates how to create advanced searches, including how to use conditions to filter the scope of the results.
List Reports	This video demonstrates how to create simple reports in Vantagepoint.

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For Business Development and Marketing Users

Title	Description
Get Started with CRM for Administrators	Use this video to learn how to navigate through the hubs and set up labels and lists. The video also introduces the import process, which automates the data entry process.
Use Hubs for CRM	Use this video to learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.
Import Data for CRM	Use this video to learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.
Lead Qualification	Use this video to learn how to search for, create, qualify, and disqualify leads.
Outlook Integration	Use this video to learn how to use the Outlook add-in to integrate Vantagepoint and Microsoft Outlook.
Integration with Salesforce	Use this video to learn how to use the Salesforce Integration module to integrate Salesforce and Vantagepoint. Learn how to use existing Salesforce information to create projects in Vantagepoint, how to access and report on sales data in one place, and how to use Salesforce information to create estimates.

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For Project and Resource Managers

Title	Description
Work Breakdown Structure Basics	Use this video to learn how to set up a work breakdown structure that reflects the project numbering system that you currently use.
Accounting Setup	Using Vantagepoint to control project success means keeping project management consistent with your financial records. Accounting Setup provides the options to ensure project reporting is consistent with your company's financial reporting. This video reviews the steps required to complete Accounting Setup.
Set Up Resource Planning	Use this video to learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans.
Resource Utilization by Organization Report	This video introduces the Resource Utilization by Organization report, which is available in the resource planning module. Use it to review employee utilization data
Set Up Billing	Use this video to learn how to set up billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes.
AR Review	Use this video to learn how to review accounts receivable data, by billing client, in the Firms hub. You can view invoice data at the summary or detail level, or add comments.

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For Accounting Users

Title	Description
Set Up Time	Use this video to learn how to set up time tracking so that employees can enter, submit, and approve timesheets.
Groups and Categories	Use this video to learn how to set up and use time and expense groups and categories.
Set Up Billing	Use this video to learn how to set up billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes.
Chart of Accounts	Vantagepoint includes a standard chart of accounts, which you can modify to suit the needs of your organization. This video shows how to review and modify these accounts.
Cash Management	This video shows how to specify the ways in which your organization manages cash and provides account information.
AR Review	Use this video to learn how to review accounts receivable data, by billing client, in the Firms hub. You can view invoice data at the summary or detail level, or add comments.

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For Proposal Coordinators

Title	Description
Introduction to Proposals	The Proposal application provides flexibility and a variety of elements and options that allow users to create a custom proposal for their clients, organization, project, and team. This video provides an overview of the proposal application.
Including Hub Information in Proposals	This video demonstrates how to add records from hubs in to Proposals, insert images and additional fields, and format fields and text.
Creating a Resume Template	This video demonstrates how to create a resume template. Resumes templates are helpful when submitting proposals for projects in which users want to highlight their team's background and experience. A resume template saves time by allowing users to create the layout and determine the information they want to present about their team to clients.
Proposal Document and Page Properties	This video demonstrates how to set up document and page properties in a proposal in Vantagepoint.
Proposal Templates	This video demonstrates how to create a template from a proposal.
Master Elements	This video introduces master elements used in Vantagepoint proposals. Master elements are groups of elements that can be reused over and over in proposals.

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For Administrators

Title	Description
Implementation Overview	This video introduces the implementation process and discusses the steps that you take to get Vantagepoint up and running quickly.
Activation Overview	Use this video to prepare for the activation process and learn about the information that you should gather before you begin.
Work Breakdown Structure Basics	Use this video to learn how to set up a work breakdown structure that reflects the project numbering system that you currently use.
Activate Organizations	Use this video to learn how to set up an organization structure that reflects how your enterprise is structured and to specify whether or not you need to track multiple companies.
Activate Multiple Currencies	Use this video to learn how to set up monetary currencies and to enter exchange rates for them.
Setup Overview	Use this video to prepare for the setup process and learn about the information that you should gather before you begin.
Set Up Hubs	Use this video to learn what hubs are, how to enter data into hubs manually, and how to quickly find or add a record. The video also introduces the import process, which automates the data entry process.
Get Started with CRM for Administrators	Use this video to learn how to navigate through the hubs and set up labels and lists. The video also introduces the import process, which automates the data entry process.
Import Data for CRM	Use this video to learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.
Set Up Labels and Lists	Use this video to learn how to set up a new custom label, edit an existing label, and edit lists and their drop-down values.
Accounting Setup	Using Vantagepoint to control project success means keeping project management consistent with your financial records. Accounting Setup provides the options to ensure project reporting is consistent with your company's financial reporting. This video reviews the steps required to complete Accounting Setup.
Set Up Time	Use this video to learn how to set up time tracking so that employees can enter, submit, and approve timesheets.
Set Up Expense	Use this video to learn how to set up expense report tracking so that employees can enter, submit, and approve expense reports.
Groups and Categories	Use this video to learn how to set up and use time and expense groups and categories.
Set Up Billing	Use this video to learn how to set up billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes.
Set Up Resource Planning	Use this video to learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans.
Integration with Salesforce	Use this video to learn how to use the Salesforce Integration module to integrate Salesforce and Vantagepoint. Learn how to use existing Salesforce information to create projects in Vantagepoint, how to access and report on sales data in one place, and how to use Salesforce information to create estimates.
Outlook Integration	Use this video to learn how to use the Outlook add-in to integrate Vantagepoint and Microsoft Outlook.

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