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

Firm Employee Assignment and Activity Status Options Tab

Use the Options tab to select the employee-firm relationship type, colors for identifying employees and activity-related data, the date range of the data, and the types of activities to be included. For example, you could highlight in red any activities for which no client manager is assigned.

Contents

Field Description
Employee Relationship Select a description of the relationship between the employee and the firm, such as Client Manager. The report displays the name of the employee who fulfills this role for this firm.
Active Employee Assigned Select a color that will be used to highlight the names of active employees who are linked to the firm with the selected relationship.
Inactive or Terminated Employee Assigned Select a color that will be used to highlight the names of inactive employees who are linked to the firm with the selected relationship.
No Employee Assigned Select a color that will be used to highlight the field if there is no employee assigned to the firm with the selected relationship.
Less Than or Equal To Use these fields to specify the time frame that is used to generate the report and the color that is used to highlight activities that are less than or equal to the selected time frame of days, weeks, months, or years.
In Between Select a color that will be used to highlight the activity that falls in between the values specified in the Less than or Equal to and Greater than or Equal to fields.
Greater Than or Equal To Use these fields to specify the time frame that is used to generate the report and the color that is used to highlight activities that are greater than or equal to the selected time frame of days, weeks, months, or years.
Activities to Include Select the activity type to include in the report, such as email, phone call, mailing, or proposal.