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

Auto Numbering

The automatic numbering feature automatically generates an identification number for new records created in many hubs.

You can define the structure of the identification numbers to match your business requirements. The hubs that use auto numbering are Projects, Employees, Firms, Marketing Campaigns, Equipment, and user defined hubs.

You enable automatic numbering for records on the Numbering form in Settings > Workflow > Numbering.

When you enable auto numbering for a hub and you enter a new record in the hub, the number field for the record prefills with [AUTONUMBER]. When you save the record, the next auto-assigned number prefills in the number field. You can change the prefilled number only if the Allow Override of Auto Number option is selected for the hub on the Numbering form and you change it before saving.

An identification number is also generated when you create a new record in any of the following ways:

  • Click New on the Dashboard.
  • Copy another record.
  • Click the New button in a different hub.
  • Use a template.

When you use automatic numbering for the Equipment hub, the automatic numbers are also assigned for equipment items that are automatically generated from Purchasing records and Accounts Payable vouchers.

If Vantagepoint is set up to create an auto number but, for some reason, is unable to generate one, a message displays stating that an auto number cannot be generated and you are prompted to enter one manually. This occurs even if Vantagepoint is configured not to allow overriding of the number.