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

Schedule a Follow-up Activity

You can schedule follow-up activities for any existing activity via the Activities tab on many of the hubs. For example, you can schedule a follow-up phone call with a potential client.

To schedule a follow-up activity:

  1. On the Navigation menu, go to the Hubs section and select one of the Hubs.
  2. Click the Activities tab.
  3. On the Activities grid, select the activity's record row for which you want to schedule a follow-up activity and click Follow Up.
  4. Click the Copy option to create a follow-up activity that copies field information from the original activity.
    The Activity dialog box opens. Vantagepoint adds a Follow-up prefix (for example, Follow-up: Report Client Audit) to the name of the copied activity.
  5. On the Activity dialog box, you can update the field information for the follow-up activity, such as the activity's date and time(s), type, recurrence, location, and other details as needed.
  6. Click Save. Vantagepoint inserts the follow-up activity details in the Activities grid.