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

Search for a Hub Record

When you search for a hub record while in Detail View, the hub records that match the search criteria are displayed in the Find <hub record> list. You can use this list to open a specific hub record, or a subset of hub records, that you want to review or edit.

To search for a hub record:

  1. In the Navigation pane, select a hub.
  2. Click to display the Select Searches list (this field is disabled when in list view).
    Vantagepoint displays different search options, including standard, legacy, as well as personal and shared searches.
  3. If you know the name of the search, select it from the Select Searches list.
    Alternatively, type one or more characters in the Quick Find field to quickly locate a specific search or group of searches. After pausing to allow time for the result set to refresh, the matching searches are listed in the Select Searches
  4. Choose one of the following search types that meet your business requirements:
    Search OptionDescription
    Standard The standard searches are predefined searches that are specific to the active module and cannot be modified. These are searches that you can immediately use without going through the process of creating customized searches from scratch. Standard searches are usually listed at the top of the Select Searches list and include the following options:
    • Click Active to select from a list of active records only.
    • Click All to select from a list of all records (both active and inactive).
    • Click Mine to select from a list of active records for which you are a member of the team. (You are on the team if you are listed as a team member for the record on the Team tab.)

    Depending on the hub, there may be additional standard search options listed.

    Legacy Legacy searches are imported from previous versions of the application or from legacy systems. Legacy searches are useful when the search criteria is static from one application version to another. If you want to continue to use a legacy search but need to add more criteria, you must clear the legacy criteria and create a new search in Vantagepoint. This allows you to take advantage of applying new criteria and advanced settings to the search.

    When saved, the search displays as a new search in the Select Searches list. For more information, see Create a New Search Based on a Legacy Search.

    Personal and Shared Searches Personal (My Searches) and shared searches are basic or advanced searches that you create to find the records that match your business requirements. To create a custom search, click + New Search. On the Search dialog box, add fields and use comparative operators to define a custom set of search criteria. The search locates records that match the specified data types.

    For more information, see Personal and Shared Searches, Build a Basic Search, and Build an Advanced Search.

  5. Click in Find, and then select the hub record that you want to view or edit.
    Vantagepoint displays the main hub form for that record.