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 Integration with Ajera

You can connect your Ajera instance to Vantagepoint, to synchronize data between the two applications.

To set up integration with Ajera:

  1. Open Ajera and select the CRM tab in Company > Preferences > Integration to set up synchronization to occur automatically at regularly scheduled times.
    You can also run the synchronization process manually at any time using the Synchronize with CRM menu option.
  2. Log on to Vantagepoint.
  3. In the Navigation pane, select Utilities > Integrations > Ajera.
  4. Select the Enable Ajera Synchronization check box to enable Vantagepoint to synchronize firm, project, and contact information with the Ajera application.

    When you select this option, the following updates occur:

    • In the Firms hub:
      • On the Overview tab, a Sync to Ajera check box displays. Select this option to synchronize a client firm's Vantagepoint information with Ajera. Note that vendor-type firms cannot be synchronized.
      • On the Contacts tab, an Ajera Sync check box displays. You can select any or all contact records to synchronize with Ajera.
    • In the Projects hub:
      • On the Overview tab of the Projects form, a Sync to Ajera check box displays. Select this option to synchronize a project's Vantagepoint information with Ajera.
      • An Ajera Project Template field displays. Select this option if you are syncing the project to Ajera and have a particular template to be used when creating the project in Ajera. The template controls prefill the work breakdown structure (WBS) used on the project.
      • On the Team tab of the Projects form, an Ajera Sync check box displays. You can select a maximum of twenty contact records to synchronize with Ajera.
      • If you are using Ajera version 8.09 or later, accounting information on the following tabs in the Projects form of the Projects hub is synchronized:
        • Ajera Totals
        • Accounting
        • Dates & Costs
        • Team

          Only the employee Name, Role, and Hours fields are shown; the hours are based on timesheet entries and the date shown is the date of the first timesheet entry.

    • In the Employees hub: If you are using Ajera version 8.09 or later, employee records are synchronized.