Deltek Vantagepoint Help

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Using the Help Search
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Columns for the Activity Summary Report

You can choose both standard and user-defined columns to display on the Activity Summary report. Use the Options tab to select which information you want included on the report.

Standard Columns

General Information

Select this section to display the following columns on the report.

Field Description
Activity Owner This column displays the name of the person in your organization who is responsible for this activity. Typically, the activity owner is the person who scheduled the activity.
Client This column displays the name of the client that is associated with the activity.
Completed This Y/N column indicates whether or not the activity has been completed.
Created By This column displays the name of the user who created the activity. Typically, this is the activity owner.
Contact This column displays the identifier of the contact.
End Date This column displays the date on which the activity is scheduled to end.
Location This column displays the location where the activity occurred or will occur.
Notes This column displays additional information about the activity.
Priority This column indicates the relative importance of an activity: High, Medium, or Low.
Private This Yes/No column indicates whether or not the activity is private. If the activity is private, only the activity owner and attendees can review the activity detail. If not, all shared calendar users can view the activity detail.
Project This column displays the name of the project that is associated with the activity.
Start Date This column displays the start date for the data that is included on the report. It is based on either today's date or a specific date that you assign.
Subject This column displays a brief description of the activity such as Initial Consultation, Planning Meeting, or Follow-up Visit.

Employees

Select this section to display the following columns on the report.

Field Description
Name This column displays the full name of each employee associated with the activity.
Title This column displays the person's job title or job function.

Contacts

Select this section to display the following columns on the report.

Field Description
Contact Name This column displays the full name of the contact as a link. Click the link to display the Contact Summary report that shows additional information about the contact.
Email This column displays the record's email address.
Fax This column displays the fax number for the record.
Home Phone This column displays the record's home telephone number.
Mobile Phone This column displays the record's cellular phone number.
Pager This column displays the individual's pager number.
Phone This column displays the phone number for the record.

User Defined Columns

Activity Information

Select this section to display the following columns on the report.

Field Description
Activity Notes This column displays additional information about the activity.
Completed This Y/N column indicates whether or not the activity has been completed.
Create User This column displays the Vantagepoint user ID of the employee who created the record.
Created By This column displays the name of the user who created the activity. Typically, this is the activity owner.
End Date This column displays the date on which the activity is scheduled to end.
Location This column displays the location where the activity occurred or will occur.
Marketing Campaign This column displays the marketing campaign associated with the activity.
Owner Name This column displays the name of the person in your organization who is responsible for this activity. Typically, the activity owner is the person who scheduled the activity.
Primary Contact Name This column displays the name of the contact from the primary firm associated with the activity.
Primary Contact Title This column displays the title of the contact from the primary firm associated with the activity.
Primary Contact Business Phone This column displays the primary contact's business phone number.
Primary Contact E-mail This column displays the primary contact's email address.
Primary Firm Name This column displays the primary firm associated with the activity.
Primary Firm Market This column displays the type of primary firm associated with the activity (for example Client, Vendor, Competitor, or Government Agency).
Primary Firm City This column displays the city where the primary firm is located.
Primary Firm State This column displays the state where the primary firm is located.
Primary Firm Zip This column displays the ZIP code for the city and state where the primary firm is located.
Priority This column indicates the relative importance of an activity: High, Medium, or Low.
Private This Yes/No column indicates whether or not the activity is private. If the activity is private, only the activity owner and attendees can review the activity detail. If not, all shared calendar users can view the activity detail.
Project Name This column displays the name of the project that is associated with the record.
Recurring This Yes/No column indicates whether or not the activity is a recurring activity.
Recurrence Type This column displays the frequency of the recurring activity.
Recurrence End This Yes/No column indicates whether or not the recurring activity has a scheduled end date (a date after which it will no longer occur).
Recurrence End Date If the recurring activity has a scheduled end date, it displays in this column.
Start Date This column displays the start date for the data that is included on the report. It is based on either today's date or a specific date that you assign.
Subject This column displays a brief description of the activity such as Initial Consultation, Planning Meeting, or Follow-up Visit.
Type This column displays the type of the record.

Contact

Select this section to display the following columns on the report.

Field Description
Contact - Contact Name This column displays the name of the contact from the firm that is associated with the activity.
Contact - Contact Title This column displays the title of the contact from the firm that is associated with the activity.
Contact - Email This column displays the e-mail address of the contact from the firm that is associated with the activity.
Contact - Fax This column displays the fax number of the contact from the firm that is associated with the activity.
Contact - Home Phone This column displays the home number of the contact from the firm that is associated with the activity.
Contact - Mobile This column displays the mobile number of the contact from the firm that is associated with the activity.
Contact - Pager This column displays the pager number of the contact from the firm that is associated with the activity.
Contact - Primary Firm This column displays the title of the contact from the primary firm that is associated with the activity.

Employees

Select this section to display the following columns on the report.

Field Description
Attendees - Attendee Name This column lists the names of the employees in your organization who will participate in the activity.
Attendees - Attendee Title This column lists the titles of the employees in your organization who will participate in the activity.

Firms

Select this section to display the following columns on the report.

Field Description
Firms - Firm Name This column displays the name of the firm assigned to the activity.
Firms - Firm Name This column displays the name of the firm assigned to the activity.
Firms - Primary City This column displays the city from the firm's primary address.
Firms - State This column displays the state from the firm's address.
Firms - Zip This column displays the ZIP code from the firm's address.