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

Intelligence

Use the options in Intelligence settings to upload, download, refresh, or delete Vantagepoint Intelligence workbooks.

Viewing Vantagepoint Intelligence Workbooks in Dashboards

After you upload Vantagepoint Intelligence workbooks in Intelligence settings, you can view the workbooks in My Stuff > Dashboards as dashparts of any dashboard with the proper settings assigned in Settings > Security > Roles.

To view your workbooks in Dashboards, create a Vantagepoint Intelligence dashpart, select your workbook, and then add the dashpart to a dashboard. The process of creating or editing dashparts and dashboards is not possible on a tablet or smart phone.

Upgrading from Vision

When you upgrade from Vision, you must re-upload your existing Performance Management workbooks to Vantagepoint through Intelligence settings so that you are able to use them in Vantagepoint. Deltek recommends that you check the contents of the workbooks before re-uploading them to Vantagepoint, as the Vantagepoint database is different from the Vision database, and these differences could impact the workbooks. Checking the contents also makes it possible to validate those contents after you re-upload the workbook.

After you re-upload a workbook, you can use My Stuff > Dashboards to create a dashpart for viewing the workbook and then add that dashpart to a dashboard.