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

Screen Designer in the Browser Application

Administrators use Screen Designer in the browser application to customize hubs and the chart of accounts, and to create user-defined hubs.

You can do the following in Screen Designer in the browser application for hubs and the chart of accounts:

  • Manage the layout of fields and grids on tabs, such as moving fields around, resizing fields, changing the order of tabs.
  • Change the name of a tab, field, or grid.
  • Hide tabs, fields, grids, or workflow buttons for certain users based on their security role.
  • Lock a field or grid from certain users based on their security role. This allows them to see the field or grid but not edit it.
  • Require an entry in fields by certain users based on their security role.
  • Add tooltips to provide more information for fields.
  • Insert labels or divider lines on a tab.
  • Add user-defined tabs, fields, grids, or workflow buttons.
  • Add user-defined hubs.
  • Add and manage user-defined fields and sections for Deltek Touch CRM.

In the browser application, you access Screen Designer in two ways:

  • Open a hub or the chart of accounts in Settings > General Ledger > Chart of Accounts and then select Other Actions > Design on the Actions bar.
  • In the Navigation pane, select Settings > General > Screen Designer. On the Screen Designer form, select a hub or the chart of accounts in the Application field.

    You can create new hubs only from Screen Designer in Settings, and only if you have the Accounting or CRM Plus application activated.

To customize the Equipment hub, see Screen Designer in the Desktop Application.