Search Vantagepoint
The Search feature allows you to use pre-defined and custom-created searches to locate the exact information that you need.
Video: See related video below.
Choose from the following types of searches:
- Standard searches: Use a standard, pre-defined search to search the database for a specific type of record. For example, in the Contacts hub you can use the standard Active search to locate all active contacts. Standard search options vary and are specific to the active hub or application. You cannot change the criteria used in a pre-defined, system search. For more information, see the Standard (Predefined) Searches topic.
- Personal and Shared Searches: Personal (My Searches) and shared searches are basic or advanced searches that you create to find the records that match your business requirements. These searches can include comparative operators that search one or more data types: string, date, number, memo, check box, and employee.
- Complex searches: Use the Advanced Search feature to build and edit legacy and SQL Where Clause searches:
- Legacy searches are carried over from previous applications, such as Vision, and are useful when the search criteria is static from one application release to another. If you want to continue to use a legacy search but need to add more criteria, you can create a new search based on the legacy search.
- SQL Where Clause searches allow you to build SQL queries to find records across multiple hubs, applications, and databases, as well as to compare rows, fields, or associated records in grids. You must have the appropriate security role access to SQL Where Clause searches. For more information, see Set Up Access to SQL Where Clause Search or contact your Deltek administrator.
Videos
Title | Description |
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Learn how to perform basic searches. |
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Learn how to create advanced searches, including how to use conditions to filter the scope of the results. |
- Related Topics:
- Search Vantagepoint Quick Reference
This quick reference card provides an overview of Vantagepoint's standard and advanced searches. - Components of a Search
There are several different components of the Vantagepoint Search feature. The components that display depend on the application you are working in when you initiate the search. - Standard Searches
Vantagepoint includes standard, pre-defined searches that you can immediately use without going through the process of creating searches from scratch. You can select standard searches at the top of the Searches list, but you cannot modify them. - Personal and Shared Searches
Personal and shared searches are saved searches that you create to reuse and apply the same search conditions to search for records quickly. These searches can be saved for personal use or shared with team members. - SQL Where Clause Searches
SQL Where Clause searches are complex searches that allow you to find and compare records across multiple hubs, applications, and databases, as well as compare rows, fields, or associated records in grids. Use the Advanced Search feature to update existing SQL Where Clause searches or build new ones. - Search Examples
Review examples of different types of searches that may be useful in Vantagepoint. - How to...
You can create new searches, or update existing searches, to search across most hub records, reports, and standard and user-defined fields in lookups and grids. - Fields and Options
To create and edit new search criteria for Hub records, reports, and other Vantagepoint applications, use the New Search dialog box.
Parent Topic: Deltek VantagepointSM Help