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 the PIM Integration

To set up the PIM integration, you enable the web service, set up and test the connection to PIM, and select the hubs for which you want to synchronize data.

To set up the PIM integration:

  1. In the Navigation pane in Vantagepoint, select Utilities > Integrations > PIM.
  2. On the Project Information Management form, select Enable PIM Web Service.
  3. In PIM URL, enter the URL for accessing PIM.
  4. In PIM Shared Secret, enter your shared secret for PIM.
  5. Click Test Connection to test the connection to the server.
    If Vantagepoint connects to PIM, Connection succeeded displays next to the button.
  6. If you work with multiple companies in Vantagepoint, you can choose the specific companies with records that will be synced to PIM.
    • To sync all companies, select Full access to all Companies.
    • To select specific companies, click Add/Remove beneath the Companies grid, add or remove the companies on the Companies dialog box, and click Apply.
  7. Select the hubs that you want to integrate with PIM.
    • For the Projects hub, you can sync projects based on the charge type specified for the projects on the Accounting tab in the Projects hub. Charge types are Regular, Overhead, and Promotional.
    • For the Employees and Contacts hubs, you can sync the employee's or contact's preferred name, if one is entered.

      If you choose to sync the preferred name but a preferred name is not specified for an employee or contact, the first name is synced to PIM instead.

      If you do not choose to sync the preferred name, the employee's first name in Vantagepoint is synced to the PIM Forename field.

  8. Click Save.