Connect to Collaboration

If your firm has implemented integration of Vantagepoint with Deltek Collaboration, use the My Preferences dialog box to connect to Deltek Collaboration.

If you are associated with the integrated Collaboration account, you can connect to that account on the My Preferences dialog box in Vantagepoint and then access Collaboration spaces for projects. You can also create Collaboration tasks for touchpoints related to projects.

To connect to Deltek Collaboration:

  1. On the toolbar, click and select My Preferences.
  2. On the General tab of the My Preferences dialog box, click Connect next to Deltek Collaboration.
    If your firm has not implemented the Collaboration integration, this option is not available.
  3. On the Log In dialog box, enter the email address and password that you use to access Collaboration and click Log In.
    The connection is established and related information displays on the My Preferences dialog box.
  4. Close the My Preferences dialog box.
    You remain connected until you click Disconnect on this dialog box.