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

Actions Bar for the Estimates Form

Use the Actions bar on the Estimates form as a shortcut to actions you routinely perform using that form.

Actions

Field Description
Add Touchpoint Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Add Proposal Select this option to display the New Proposal dialog box and begin adding a new proposal for the project.
Import GovWin IQ Opportunities Select this option to connect to your GovWin IQ instance and import one or more opportunity records from GovWin IQ as in pursuit projects in Vantagepoint.
This option displays if GovWin IQ Integration is enabled on the GovWin IQ form (Utilities > Integrations > GovWin IQ), and if Vantagepoint is set up to use auto-numbering for project numbers. (If auto-numbering is not implemented for projects, this option is not available. In that case, you can only import opportunities from GovWin IQ one at a time by selecting From GovWin IQ in How to Create Project on the New Project form.)
Project Settings Select this option to display the Project Settings dialog box. In that dialog box, you can select display options for the project search results list and the project structure.
Print Report Select this option to display the Reporting form so you can generate a Service Estimate report or other report.