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

Add a New Record from a Lookup

If you do not find the desired record while using a lookup, you can use the +New [record] feature to add a new record on the fly. For example, after meeting a new contact, you can enter the contact record in the Contacts hub and then use the Associations tab to add the associated firm and in pursuit project records on-the-fly. This allows you to enter all of a contact's information without requiring you to open three different hubs in the process.

If Vantagepoint detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new record from a lookup:

  1. In the Navigation pane, select a Hub.
  2. Use the Find [record] field to select the hub record that you view or edit.
    For more detailed information, see the Select a Record to View or Edit online help topic.
  3. Enter the record's information.
  4. In any lookup on a tab or grid, if you do not find the results you need, click the + New [record] option at the bottom of the lookup dialog box.
    The respective new record dialog box displays. For example, if you click +New Contact the Contacts dialog box displays.
  5. Enter the new record's information in the dialog box and save.
    You are returned to the previous screen and the record is added to the associated tab or grid in the current hub as well as in the related hub. For example, adding a new contact record to the Firms & Contacts tab in the Employees hub also adds the contact to the Contacts hub.