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

Select a Project in Billing Terms

Before you enter or update a project's billing terms, you must open the Billing Terms form and select the project.

If project record-level security is applied to Billing, Vantagepoint allows you to select only projects available to you based on your role's security access rights.

Billing Terms can be set up for projects if Approved for Use in Processing is not yet selected on the Accounting tab of the Projects hub. This feature allows companies to permit their project managers to establish billing terms before a project is approved by the accounting group. However, you cannot open these projects in Interactive or Batch Billing until they have been approved.

The project lookup displays all projects available to your role. If some projects do not display on the lookup, you may not have the proper access to view the missing projects. For example, if you have  Add/Modify or Full access security privileges for Billing Terms, then all projects display by default. If you have Review or Modify access, then only projects with billing terms display on the lookup. Check with your Vantagepoint administrator to determine if you have the correct access rights.

To select a project and enter its billing terms:

  1. In the Navigation pane, select Hubs > Projects > Billing Terms.
  2. Do one of the following:.
    • In the Search field of the Billing Terms form, perform a project lookup or select a saved search to select one or more projects.
    • Use the arrow icons to scroll through the records to display a project record on the form.