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

User-Defined Fields and Reporting

When a report supports column selection, you can add any user-defined fields that are available for that report.

You enter user-defined fields for a hub or your chart of accounts using Screen Designer. User-defined fields that are available for a report display on the Select Columns dialog box when you click + Manage Columns in the Columns section of a Columns & Groups tab for the report. For example, if the Project hub has user-defined fields, you can select any of those user-defined fields when you build a Project List report.

For most reports, you use the Columns and/or Groups tab to select the columns that display on the report. The list of columns on the Select Columns dialog box includes all columns that are available to include on the report. Use this list to select the columns that you want to include on the report, including those that are user-defined. For more information, see Work with Columns.

For CRM Summary reports, you can also build user-defined sections (similar to sub-reports) in the User Defined Section on the Options tab. Unlike other reports, CRM Summary reports enable you to add sections of field information from several different grids. Each section can include fields that are either from the main area of a report (for example, Marketing Campaign Information for the Marketing Campaign Summary report) or from a single grid (for example, Activities, Contacts, Responses, and others). For more information, see Create Section Dialog Box.