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

Contents of the Import from CSV Dialog Box

Use the fields and options on this dialog box to select the .CSV file that contains the data you want to import, to map the fields in the .CSV file to Vantagepoint fields, and to start the import process.

The Import From CSV dialog box first prompts you to select your .CSV file.

Field Description
Browse Click Browse, navigate to and select the .CSV file, and click Open.
Next Click Next to go to the next step in preparing for the import process.

After you select the .CSV file and click Next, the Import From CSV dialog box displays a different set of controls so you can map the fields in the .CSV file to Vantagepoint fields and start the import process.

Field Description
Do not import duplicate records If you do not want the import process to update any information for a record that already exists in Vantagepoint, select this option.
Update duplicate records If you want the import process to update fields in Vantagepoint for a record that already exists, select this option. If a field in the existing record is blank or contains information that is different from information in the mapped field in the .CSV file, the field in the existing record is updated with the information from the .CSV file.
Delete existing records and import

if you want the import process to delete all existing records in Vantagepoint of the type that you are importing and then import the contents of the .CSV file, select this option. This option is useful if the .CSV file always contains a complete set of the records of that type.

This option is only available for some of the imports.

Source File Field

This column contains the field names from your .CSV file.

Vantagepoint assumes that the first row of the .CSV file is a header row and that the values in that row are the field names.

Deltek Field

Use the fields in this column to select the Vantagepoint field that corresponds to each of the .CSV file fields that you want to import. The drop-down list contains all standard and custom fields for which you can import data. Grid fields are not listed; you cannot import data for those fields.

If the .CSV file contains fields that you do not want to import, select Do not import for those fields.

The first time you display this dialog box, it attempts to provide default field mappings based on the field names in your .CSV file and the field names in Vantagepoint. Review those default mappings and change any that are incorrect. Thereafter, your previous field mappings display by default.

Sample Value This column displays the value for each field from the first data row in your .CSV file.
Records to be imported This field displays the number of records that your .CSV file contains.
Import

To start the import process, click this button.

The import process does the following:
  • If you selected Delete existing records and import, it deletes all existing records of the type you are importing that are currently in Vantagepoint.
  • It adds a record in Vantagepoint for each record in the .CSV file that does not already exist.
  • If you selected Update duplicate records, it updates mapped fields in Vantagepoint based on the information in the .CSV file for any records that already exist in Vantagepoint.
Cancel To close the dialog box without running the import process, click this button. If you mapped fields, you will have to do the mapping again if you decide to run the import at a later time.