Deltek Vantagepoint Help

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Activate Defaults

Use the Activate Defaults page to specify the industry and country in which your enterprise operates and define your coding system for projects.

Video: See related video below

During the Activation process, you can identify up to three levels of project numbering, although many firms use only one (for example, project only) or two (for example, project and phase). For example, you might identify each of your projects using a seven-character code such as 45622.01, in which the first five characters are the main project and the final two represent additional work. The two parts are separated by a period, called a delimiter.

If you already have a project numbering structure, you should probably continue using it. If you are considering a change, consult with your project management and finance teams to be sure that any changes that you make address their needs.

The project number is just one element of the work breakdown structure (WBS) that your enterprise could use. To learn more about the overall work breakdown structure, see the Work Breakdown Structure help topic.

If the Resource Planning module is activated but the Accounting module is not activated, you do not define project numbering levels as part of the Activation process. Vantagepoint creates your project structure as you import projects from the application in which you maintain them.

To activate your defaults:

  1. On the Activation menu, click Activate Defaults.
  2. From the Industry drop-down list, select the one that best matches the work that your enterprise performs and select your country from the Country drop-down list.
    Based on the industry that you specify, some settings and terminology in Vantagepoint automatically change to reflect common industry practices. For example, if you choose Architecture and Engineering Services, Vantagepoint uses a chart of accounts that is common to the A/E industry and uses terms such as "project," "project manager," and "client" throughout the user interface.

    These settings and terminology are just a starting point. After you complete the Activation process, you can review these default settings and terms and further tailor Vantagepoint to your needs. For example, you can use the Labels and Lists page in Setup to change the names of specific fields or change the options that are available in drop-down lists. Or you can use the Time page in Setup to modify the default settings for employee timesheets.

  3. Click Use Industry Defaults.
    In most cases, the WBS tab displays. This is where you specify the structure of your project numbers.

    If the Resource Planning module is activated but the Accounting module is not activated, the WBS tab does not display. Go to step 6.

  4. Click WBS Structure.
  5. Set up the work breakdown structure for the way that your enterprise manages projects.
    If you are using QuickBooks integration with Vantagepoint, you can set up work breakdown levels in Vantagepoint, but any project data from Vantagepoint that is passed to QuickBooks is passed at the work breakdown level 1 (project) only and not lower levels.
  6. Click Done Activating Defaults.

Video

Title Description

Work Breakdown Structure Basics

Learn how to set up a work breakdown structure that reflects the project numbering system that you currently use.