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

Upload a File to the Files Grid

Use the Files grid on the Files and Links tab to upload, view, and store documents related to the current record. Vantagepoint attaches these documents to the record for which they were uploaded.

The Files grid supports various file types, such as image files, Microsoft document files, word processing files, drawing files, spreadsheets, and so on. When you upload a document, a copy of the file is stored in Vantagepoint. You can upload and attach documents only if Vantagepoint has been configured to allow you to attach documents and the file type is an approved file type.

The Files grid displays when FileStream is enabled. Use this grid to upload, view, and store files that are related to the current record. Vantagepoint attaches these files to the record for which they were uploaded. This grid supports various file types, such as image files, Microsoft document files, word processing files, drawing files, spreadsheets. When you upload a file, a copy of the file is stored in the FileStream database. You cannot upload the following file types:

  • .APPLICATION
  • .BAT
  • .CMD
  • .COM
  • .CPL
  • .EXE
  • .GADGET
  • .HTA
  • .INF
  • .JAR
  • .JS
  • .JSE
  • .MSC
  • .MSI
  • .MSP
  • .PIF
  • .PS1
  • .PS1XML
  • .PS2
  • .PS2XML
  • .PSC1
  • .PSC2
  • .REG
  • .SCR
  • .VB
  • .VBE
  • .VBS
  • .WS
  • .WSH

If you are using the Projects hub and your firm uses multiple-level Work Breakdown Structures (WBS), the top level of the WBS has the ability to view all files and links for the project and its lower levels. However, the lower levels can only view the files and links for their level and below. In other words, the parent level can view the lower levels, but child levels cannot view the parent.

If you use the Vantagepoint on-premises product, the Files and Links tab applies only if Transaction Document Management is configured. For more information, see the Supporting Documents and Files online help topic.

This tab name changes from Files & Links to Links when FileStream (a Microsoft SQL Server feature) is not in use.

To add a file to the Files grid:

  1. Click +Upload File.
  2. On the Browse dialog box, use either of the following methods to select one or more files to upload:
    • Highlight the file(s) that you want to upload and attach to the current record.
    • Use standard Windows functionality to drag and drop the file(s) from your desktop onto the grid.

    When you upload a document, a copy of the file is stored in Vantagepoint. If your system administrator specifies a maximum allowable file size in Settings > General > Options, an error message displays if the uploaded file exceeds the size limit.

  3. Click OK.