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

Actions Bar for the Billing Terms Form

Use the Actions bar on the Billing Terms form as a shortcut to actions you routinely perform.

Commonly Used Actions

Click the buttons on the Actions bar to quickly access commonly performed actions.

Field Description
Edit Click this option to switch the form to Edit mode so you can make changes to project information.

Other Actions

Click Other Actions to perform other tasks.

Field Description
Copy From Select this option to copy the currently selected project. Vantagepoint displays the Copy Project form.
Add Touchpoint Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Add Proposal Select this option to display the New Proposal dialog box and begin adding a new proposal for the project.
Import GovWin IQ Opportunities Select this option to connect to your GovWin IQ instance and import one or more opportunity records from GovWin IQ as in pursuit projects in Vantagepoint.
This option displays if GovWin IQ Integration is enabled on the GovWin IQ form (Utilities > Integrations > GovWin IQ), and if Vantagepoint is set up to use auto-numbering for project numbers. (If auto-numbering is not implemented for projects, this option is not available. In that case, you can only import opportunities from GovWin IQ one at a time by selecting From GovWin IQ in How to Create Project on the New Project form.)
Project Settings Select this option to display the Project Settings dialog box. In that dialog box, you can select display options for the project search results list and the project structure.
Delete Billing Terms Open a project's billing terms and click this option to remove the project's billing terms. Deleting terms does not delete the project from the Projects hub. Note that you cannot bill a project that does not have billing terms defined.

When you delete a project's terms, you delete all sub-level terms that exist for that project as well. For example, if you delete project ABC Plaza's billing terms, and the project had phase and task terms defined, all three levels of terms are deleted.