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

Set Up Your Initial Organization Structure (CRM Only)

If you have only the CRM module, you can associate employees, generic resource, and projects with organizations. To do that, you first use the Organization Structure Setup dialog box to specify properties of the structure.

Deltek strongly recommends that you carefully plan the organization structure you want before you set it up. After you set up your organizations and, in particular, after you assign employees, generic resource, and projects to those organizations, it is difficult and time consuming to change the number of levels.

The procedure below applies if your only activated module is CRM. If you have CRM Plus or any other modules, you set up and add organizations in the desktop application.

To set up your organization structure:

  1. In the Navigation pane, select Settings > General > Organization.
  2. On the Organizations form, click + Set Up Organization Structure.
  3. On the Organization Structure Setup dialog box, select Fixed in Type.
  4. Select the number of levels in your organization structure. The maximum is five.
  5. If you have more than one level in your organization structure, enter in Delimiter the character, such as a period, that you want to use to separate the levels in your organization IDs.
  6. In Number of Characters in Organization ID for each level in your structure, enter the number of characters for the ID segment for that level.
    The total number of characters, including delimiters, cannot exceed 14.
    As you make entries, the organization ID format below the grid is updated.
  7. Click Save to complete the structure setup.
  8. On the Organization form, in each of the Singular Label and Plural Label fields, enter the labels for that level of the organization structure (for example, Company/Companies, Office/Offices, and Discipline/Disciplines.)
    You can also edit these labels on the Labels form in Settings > Labels and Lists > Labels.
  9. Enter the actual names and element IDs for each level.
    For example, if the second level of the structure is Offices, the elements for that level might be Boston/01, New York/02, and Denver/03.