Deltek Vantagepoint Help

Using the Help Search

Header Fields for the Banks Settings Form

Use the header fields above the Actions bar to search for existing bank codes, add new bank codes, or switch between list and detailed views. Header fields are generally available, whichever tab is currently selected.

Contents

Field	Description
Bank Codes Search	Use the search fields to find and select a bank code that you want to review or update. For information about creating and using searches, see the Search `Vantagepoint` help topics.
x of x	Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ New Bank Code	Click this option to add a new bank code. Enter information for the code on the tabs of this form.
	Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you switch to list view, you can click the Switch to Detail View icon to switch back to the detailed view of the form. In detail view, all selected fields are displayed on the form. This is the default view when you first open the application. Subsequently, the view that was active when you closed the application is the one that displays when you open it again. Detail view is the view that is described in the Help.
Name	Enter the name of the bank code at the upper left of the form, or click to edit an existing name. If you are using multiple companies, the name of the active company displays below the name of the record.

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Header Fields for the Banks Settings Form

Use the header fields above the Actions bar to search for existing bank codes, add new bank codes, or switch between list and detailed views. Header fields are generally available, whichever tab is currently selected.

Contents

Field	Description
Bank Codes Search	Use the search fields to find and select a bank code that you want to review or update. For information about creating and using searches, see the Search `Vantagepoint` help topics.
x of x	Use these arrow icons to scroll through the records and open a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.
+ New Bank Code	Click this option to add a new bank code. Enter information for the code on the tabs of this form.
	Click the Switch to List View icon to switch to the list view of the form. In this view, fields are displayed in columns in one grid on the form. Records are displayed in each row in the grid. This makes it easy to compare and update multiple records at one time because you do not have to open individual records. You can add, remove, or change the order of the columns in the grid by clicking to the right of the grid. This opens the Select Columns dialog box. For information about selecting columns, see Select Columns for a Grid. For more information about working in list view, see Use List View.
	After you switch to list view, you can click the Switch to Detail View icon to switch back to the detailed view of the form. In detail view, all selected fields are displayed on the form. This is the default view when you first open the application. Subsequently, the view that was active when you closed the application is the one that displays when you open it again. Detail view is the view that is described in the Help.
Name	Enter the name of the bank code at the upper left of the form, or click to edit an existing name. If you are using multiple companies, the name of the active company displays below the name of the record.