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

Contents of the Integrations Manager Form

Use the fields and options on this form to add integrations that help you manage import and export files by accounting period.

Contents

Field Description
+ New Integration Click this option to open the Integrations Task List form and create a new integration.

Integrations Grid

This grid displays the individual integrations that you created using the + New Integration option on the form.

Grid Toolbar

Field Description
Click this icon to maximize the grid to a full screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display. For more information, see Maximize the Grid View.
Click this icon to select the columns to include in the grid. The columns available for the grid include both standard fields and user-defined fields that are used in the corresponding application area. For more information see Select Columns for a Grid.
Click this icon to export all the rows in the integrations grid into a CSV (comma-separated values) file that you save in Microsoft Excel or another spreadsheet application that supports CSV files.
Click this icon to turn the filter row on or off in the grid. The filter row is used to quickly search for a report. For information about how the filter works, see Filter the Grid Results.

Grid Fields

Field Description
Integration Name This field displays the name that you assigned to a integration.
Description This field displays the description that you entered for an integration.
Date Created This field displays the date on which the integration was created.

Row Tools

Hover over a row in the grid, click , and then select one of the following options:

Field Description
Edit

Click this option to open the Integrations Task List form and do any of the following:

  • View the a list of the integration's import and export tasks that includes the status of the run and the date it was last run in the active period.
  • Edit the integration name and description.
  • Run export tasks to export Vantagepoint data to a file for all export tasks in the integration or for certain selected export tasks.
  • Run an import task to import data in a file into Vantagepoint.
Delete Click this option to permanently delete the selected integration.