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

Create a New Firm Hierarchy

You can create a firm hierarchy to represent, in graphical form, the parent-subsidiary relationship for firms or agencies.

Firm hierarchies are enabled by default, but your system administrator can disable the feature in Settings > General > Firm Hierarchy.

You can view a firm hierarchy regardless of your security role's access rights, but you must have edit access rights to the firm and its child firms in order to edit the hierarchy.

Video: See related video below

To create a new firm hierarchy:

  1. In the Navigation pane, select Hubs > Firms > Firms.
  2. On the Firms form, use the search field above the firm name to search for and select the firm that you want to open.
    If you need to link many firms, open the top-most firm in the hierarchy.
  3. Click the firm hierarchy icon to the right of the name and then click +Create a new Firm Hierarchy.
    On the Firm Hierarchy dialog box, the name of the parent firm displays at the top level of the hierarchy.
  4. To add a new level, click + and select the new firm.
    You can enable a maximum of 5 levels in a firm hierarchy. For more information. see Establish Firm Hierarchy Levels.
  5. To add more firms to the hierarchy, repeat step 4.
  6. To change the level of the firms in the hierarchy, use the arrow options.
  7. Click Save.

Video

Title Description

Hub Navigation Tips and Tricks

Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.