Deltek Vantagepoint Help

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After the Integration is Complete Between PIM and Vantagepoint

After integration, Project Information Management (PIM) is available for you to use directly from selected hubs in Vantagepoint, which eliminates the need to click between two different programs.

After you complete the integration between Vantagepoint and PIM, the following information applies:

Hubs

  • New projects, contacts, employees, firms, and marketing campaigns that you enter in Vantagepoint are automatically created in PIM for the hubs that you selected on the Project Information Management form in Utilities > Integrations > PIM.
  • When you make changes to the hubs that are selected to sync, only new and edited Vantagepoint records are synced to PIM.
  • For the mapped fields, changes that you make to projects, contacts, employees, firms, and marketing campaigns in Vantagepoint are synced to PIM.
  • Vantagepoint records that were previously synced to PIM after hub setting changes will remain in PIM.
  • The integration does not delete records in PIM. If you delete records in Vantagepoint and want the corresponding records deleted in PIM, you must delete them in PIM.
  • When you change a project's status in Vantagepoint, the corresponding status in PIM is automatically updated. If you have multiple levels in your project structure, this only applies for the project status at WBS Level 1.
  • Firms, contacts, and employees that you select on the Team tab of the Projects form for a project are automatically synced to PIM. In addition, if Vantagepoint is set up to add or update employees automatically on the Team tab during labor posting or to add or update firms on that tab during voucher posting, PIM is also automatically updated. These transaction-triggered updates occur if Update Project Team When Posting Labor and Update Project Vendor Association When Posting Vouchers are selected on the Transaction Settings form (Settings > Accounting > Transactions).

    In both Vantagepoint and PIM, you can specify role information for firms, contacts, and employees that are associated with a project. As part of the integration, Vantagepoint role information is sent to PIM, but the two sets of role information are not synced. Role information that originates in Vantagepoint and role information that originates in PIM continue to be stored and displayed separately in PIM. If role information in Vantagepoint changes later on, the corresponding Vantagepoint information in PIM is automatically updated, but the role information that originated in PIM is not affected.

Documents

You can access documents directly in PIM or connect using the PIM Information or Personal Zones directly from Vantagepoint.

Multiple Companies in Vantagepoint

If you have multiple companies in Vantagepoint and you selected one or more companies on the Project Information Management form in Utilities > Integrations > PIM, the following items apply when you add or update Vantagepoint records in PIM during the sync process:

  • The first level of the organization (company) that is entered for a project, firm, or marketing campaign determines the Vantagepoint records to add or update in PIM for a company.
  • The first level of the home company that is assigned to an employee in Vantagepoint determines the employees to add or update in PIM for a company.
  • Vantagepoint contacts and firms are not assigned to an organization (company), so all new and updated contacts and firms are added and updated in PIM, regardless of the companies you sync.

When you have multiple companies in Vantagepoint, all employee or firm associations for a project are synced with PIM, regardless of the home company that an employee or firm is associated with.