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

Sample Commands

Review sample commands to learn how to converse with Hey Deltek! effectively.

As in any conversations done over chat, Hey Deltek! can understand requests even when no article is used. (See the last four or five sample commands of the following tables.)

Add activities

Request Sample command
Create Activity (General) "Add an activity called review leads"
Create Email Reminder "Remind me to email Derek and Liz about the kickoff at 4pm today"
Create Phone Call Reminder "Remind me to call Joe on Friday at 2pm"
Create Meeting Reminder "Remind me to set a meeting with Acme Inc. tomorrow"
Log Mail "Log mailing for all prior clients"
Log Email "Log email to Mike Hannon"
Log Phone Call "Log call to Daniel Green"
Log Meeting "Log meeting with Herculean Consulting"

Create hub records

Request Sample command
Create Boilerplate "Create a boilerplate record called Company Overview"
Create Client "Create a client named John Smith"
Create Vendor "Add a vendor named Acme Inc."
Create Competitor "Create a competitor called Nemesis"
Create Government Agency "Add an agency called Land Registration"
Create Employee "Create employee with name Lillian James"
Create Contact "Add contact named Thomas Henderson"
Create Lead "Add lead named Christopher Ridden"
Create Marketing Campaign "Add campaign named 100 for 1000"
Create Project "Create new project with name Market Analysis for GVL Bridge"

Open hub records

Request Sample command
Open Boilerplate "Take me to the boilerplate record called Company Overview"
Open Client "Open the client record named Elijah Adams"
Open Vendor "Retrieve the vendor record named Universal Supplier"
Open Competitor "Open the competitor record called Archrival"
Open Government Agency "Show me the agency record called Land Registration"
Open Employee "Open employee named Samuel Smithington"
Open Contact "Take me to contact record named Elijah White"
Open Lead "Open lead named John Smith"
Open Marketing Campaign "Retrieve campaign named 100 for 1000"
Open Project "Show me project called Bridge Analysis"

When you ask Hey Deltek! to open a specific hub record that yields multiple results, Hey Deltek! responds with the results displayed in a list, to allow you to choose the exact record that you need. For example, you say, "Retrieve the vendor record named Universal Supplier," and Hey Deltek! responds with the following message:

Multiple records were found. Click the correct one below:
  1. Universal Supplier North
  2. Universal Supplier East

For requests that yield more than 5 results, Hey Deltek! takes you to the corresponding record hub, populates the Search field with the results, and displays the following message:

Multiple records were found. Select one from the drop-down list.

Respond to greetings, niceties, and questions

Request Sample command
Say a greeting "Hello there"
Respond with a nicety "Thank you"
Ask a simple question "What time is it?"

Get help information

Request Sample command
Help with entering billing terms "How do I enter billing terms?"
Help with setting up role security "How do I set up role security?"
Help with setting up revenue generation "How can I set up rev gen?"
Help with adding invoices "Help me add invoices"
Help with billing terms "Help with billing terms"
Help with finding key employee fields "Help me find the key employee fields"

If you are asking where do I find, how do I, or can I questions and you mention a hub record, Hey Deltek! takes you to the corresponding record hub for you to do the action on the form. However, if you do not mention any hub record, Hey Deltek! takes you to the corresponding Vantagepoint Online Help topic that you need.