Deltek Vantagepoint Help

Using the Help Search

Contents of the Create Section Dialog Box

Use the Create Section dialog box to build customized CRM summary reports by creating user defined sections. You can assign report columns to each user defined section and specify the number of columns and types of information that will appear on the columns in the grid.

Contents

Field	Description
Section Name	Use this field to enter a heading name that describes the user defined section that you created.
Show Section Heading	Use this toggle to show () or hide () the heading name for the new user defined section.
What To Include in Section	This drop-down lists the available types of information to be included in the User Defined Sections. Depending on the type of report, the options available in the drop-down list will vary. Click and select an information type (for example, Employee Information, Activities, Projects, or others) that you want included in the User Defined Sections.
Columns	Use this field to select the number of columns (ranging from 1 through 5) that will appear on the Section Content grid. The default is 2.

Section Content

This grid allows you to add rows and select fields for the user defined section. Depending on which type of information you choose in the What to Include in Section, Vantagepoint displays different options in the Section Content area.

Field	Description
+New Row	This link appears in the Section Content grid if you selected the option at the top of the What to Include in Section drop-down list (such as, Employee Information, Project Information, and others). For example, if you are customizing the Employee Summary report, select Employee Information to add columns found in the grid on the Employees form. Click+New Row to enter a new row for the grid. The number of columns displayed are based on the number you selected in the Columns field. Click on each column to select the field information that you want included on the report. You can add additional rows as needed.
+Calculated Field	Use the +Calculated Field to add calculated field information to the user defined section. For more information, see Add a Calculated Field to a Report.
+Manage Columns	This link appears in the Section Content grid if you selected one of the other options (for example, Activities, Links, Projects, and others) in the What to Include in Section. Based on your selection, `Vantagepoint` locates this information in other hubs and applications. Click +Manage Columns to display the Select Columns dialog box, and then add the columns that you want to appear on the report. For more information, see Select or Remove Columns.

Additional Field Formatting

This grid allows you to select the label, format, and alignment of all fields in the section.

Field	Description
Name	This field shows the name of the field that you selected.
Label	By default, the label displays the name of the field. To change the label, click the field and enter a new label.
Format	For date, currency, number, and memo fields, the Format column displays the format in which the report presents the column value. To change the format, click in Format and click the blue hypertext link to open the Format dialog box.
Alignment	Click in the Alignment field to specify how you want the data aligned in the column: left justified, centered, or right justified.

Column Widths

Field	Description
Column Widths	Enter the width of the column in either inches or millimeters based on the Unit of Measure field on the Layout tab. If you select inches, enter fractions using decimals (for example 1.00, 1.5, and so on).

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Contents of the Create Section Dialog Box

Use the Create Section dialog box to build customized CRM summary reports by creating user defined sections. You can assign report columns to each user defined section and specify the number of columns and types of information that will appear on the columns in the grid.

Contents

Field	Description
Section Name	Use this field to enter a heading name that describes the user defined section that you created.
Show Section Heading	Use this toggle to show () or hide () the heading name for the new user defined section.
What To Include in Section	This drop-down lists the available types of information to be included in the User Defined Sections. Depending on the type of report, the options available in the drop-down list will vary. Click and select an information type (for example, Employee Information, Activities, Projects, or others) that you want included in the User Defined Sections.
Columns	Use this field to select the number of columns (ranging from 1 through 5) that will appear on the Section Content grid. The default is 2.

Section Content

This grid allows you to add rows and select fields for the user defined section. Depending on which type of information you choose in the What to Include in Section, Vantagepoint displays different options in the Section Content area.

Field	Description
+New Row	This link appears in the Section Content grid if you selected the option at the top of the What to Include in Section drop-down list (such as, Employee Information, Project Information, and others). For example, if you are customizing the Employee Summary report, select Employee Information to add columns found in the grid on the Employees form. Click+New Row to enter a new row for the grid. The number of columns displayed are based on the number you selected in the Columns field. Click on each column to select the field information that you want included on the report. You can add additional rows as needed.
+Calculated Field	Use the +Calculated Field to add calculated field information to the user defined section. For more information, see Add a Calculated Field to a Report.
+Manage Columns	This link appears in the Section Content grid if you selected one of the other options (for example, Activities, Links, Projects, and others) in the What to Include in Section. Based on your selection, `Vantagepoint` locates this information in other hubs and applications. Click +Manage Columns to display the Select Columns dialog box, and then add the columns that you want to appear on the report. For more information, see Select or Remove Columns.

Additional Field Formatting

This grid allows you to select the label, format, and alignment of all fields in the section.

Field	Description
Name	This field shows the name of the field that you selected.
Label	By default, the label displays the name of the field. To change the label, click the field and enter a new label.
Format	For date, currency, number, and memo fields, the Format column displays the format in which the report presents the column value. To change the format, click in Format and click the blue hypertext link to open the Format dialog box.
Alignment	Click in the Alignment field to specify how you want the data aligned in the column: left justified, centered, or right justified.

Column Widths

Field	Description
Column Widths	Enter the width of the column in either inches or millimeters based on the Unit of Measure field on the Layout tab. If you select inches, enter fractions using decimals (for example 1.00, 1.5, and so on).