Deltek Vantagepoint Help

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Give a Security Role the Ability to Export Vantagepoint Data to Files

For security roles that do not have export administrator access, you can give the role access to some or all of the data export definitions for exporting Vantagepoint data to a file in the Exports utility and/or the Integrations Manager utility.

For more information about export administrator tasks and responsibilities, see Role Security for the Exports and Integrations Manager Utilities.

The instructions in this topic apply for roles that do not have export administrator access (the Export Administrator check box is not selected on the on the Access Rights tab in Roles Security).

To give a non-export administrator security role the ability to export Vantagepoint data to a file:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. On the Roles form, select a role.
  3. On the Overview tab of the Roles form, in the access-to-menu-items list, navigate to and select the following menu items to give access to those menu items:
    • Utilities > Imports & Exports > Exports
    • Utilities > Integrations > Integrations Manager
    • The hubs that are related to the data export definitions to which you are giving access (such as the Employees and Projects hubs).
  4. Click the Access Rights tab.
  5. To give the role access to the appropriate data packs, set the Functional Area option to Data Packs and then complete the fields on the Access Rights tab.
    You must give the role access to the specific data pack from which a data export definition is created.

    For specific instructions, see Give a Security Role Access to Data Packs.

  6. To give the role access to some or all data export definitions for exporting data, set the Functional Area option to Data Export Definitions and then complete the fields on the Access Rights tab.
    The data export definitions available to you are determined by the data packs that you selected in step 5. If you do not see a data export definition that you expect to see, check to be sure that you selected the corresponding data pack.

    For specific instructions, see Give a Security Role Access to Data Export Definitions.

  7. On the Record Access tab, review the settings in the Application Record Access grid for the hubs to which the role has access.
    The settings on this tab also limit the data that the role can export using the Export utility and Integrations Manager utility.
  8. If you gave the role access to a data export definition that includes labor cost rates and amounts, click the Accounting tab and review the access level for viewing and exporting labor rates and amounts in the Labor Cost Rates/Amounts field.
    This field controls the ability to export that data, as well as access that data on reports and forms. For more information, see Accounting Tab of the Roles Form.