Hubs
The hubs provide you with a set of tools, applications, and reports to help you manage all aspects of your business-related data. Use hubs to gather information about your projects, employees, and more. You add new records, update records, and copy or delete records and then use this information to streamline procedures, activities, and client interactions.
Because all of your key information is stored in these centralized hubs, crucial data is accessible throughout your enterprise. This means, for example, that all personnel who interact with your clients, from marketing and sales to project managers and billing staff, are working with the same information, which promotes consistency in all of your business processes.
For example, use hubs to:
- Establish the work breakdown structure for a work effort by adding projects, phases, and tasks to the Projects hub.
- Add new employees or update personnel information in the Employees hub.
- Update contact and vendor addresses in the Firms hub.
- Track the projects you are pursuing and the next steps for winning business in the Projects and Activities hubs.
- Create user defined hubs to track information that is unique to your enterprise.
- Make changes to the format and terminology of a standard hub to reflect your specific business environment.
Use security settings to control a user's access to particular hubs or to particular tabs within a hub.
Some hubs include additional tabs or fields if you track data for multiple companies or use multiple currencies.
- Related Topics:
- Hubs Basics Videos
Vantagepoint comes with a library of short videos that are focused on using the hubs. Each video is about five minutes long and focuses on a specific task or area. New videos are added regularly. - Hubs Basics (Browser)
The hubs are designed to be easy to learn and use. In a very short time, you will know your way around and be ready to use them to manage your pursuit of business projects. - Activities Hub
Activities allow you to monitor customer relationship management touches. Your activities can include phone calls, meetings, tasks, and other important business functions. - Boilerplates Hub
Boilerplates are blocks of text that can be used repeatedly in proposals and other documents. Boilerplates are useful for describing project approach or firm history. - Contacts Hub
The Contacts hub provides quick access to key information for your contacts at your clients, vendors, prospective clients, and government agencies. In this hub you enter and maintain contact names, addresses, phone numbers, related firms and activities, as well as details about future in pursuit projects. - Employees Hub
Use the Employees hub to enter and maintain information for the employees who work for your company or enterprise. - Firms Hub
Use the Firms hub to record all of the information related to clients, vendors, prospects, competitors, government agencies, professional affiliations, and any other type of external business or entity that you would like to track. - Marketing Campaigns Hub
A marketing campaign is an event or activity designed to reach new and existing clients to generate business and improve future marketing success. You can track marketing campaign costs and activities and related contacts, and projects. - Projects Hub
Use the Projects hub to enter and maintain information for the projects that your enterprise undertakes. That information includes billing, accounting, and planning information. You can also set up projects for contracts that you are pursuing to manage the pursuit process, track the costs related to the pursuit, and begin entering a project plan. - User-Defined Hubs
Your Administrator can use the Screen Designer to create and add customized user-defined hubs in Vantagepoint. - Equipment Hub
Use the Equipment hub to track asset items (capital items) for overhead projects and equipment items for regular projects. - PIM Information Zone
If your enterprise has Deltek Project Information Management (PIM) and enables the integration of Vantagepoint with PIM, you have direct access to the PIM Information Zone within Vantagepoint.