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

Select Records for a Resource Management Report

You can select the records included on a Resource Management report using standard searches, custom searches, and report column filters.

To select the records included on a report:
  1. In the Navigation pane, select Resource Management > Reporting.
  2. If the report that displays by default is not the report you want, do either of the following:
    • To display a saved report, click in the field to the right of Reporting in the upper-left corner of the form, and select the saved report.
    • To display information not currently available on a saved report, select other report options as described in the steps that follow.
  3. To switch from a project-focused report to a resource-focused one, change the report type. That field is located below the Reporting form title.
  4. If the default search displayed is not the search you want, click that search name to select or create a different search. The search options field is located to the right of the report type field, below the Reporting form title.
    • Click a standard search to display the records returned by that search.
    • Click a previously saved search to display the records returned by that search.
  5. If none of the available standard searches or saved searches is adequate, do one of the following:
    • For a resources report, click Custom at the bottom of the search list to create a new custom search. Use the fields on the Custom Search dialog box to enter search values to further restrict the list of resources that the search returns.
    • For a project report, click + New Search at the bottom of the search list to create a new saved search. Use the fields on the New Project Search dialog box to restrict the projects that the search returns.
    In either case, you have the option to save the new search for future use or to apply it without saving.
  6. To apply additional filters based on values in columns displayed on the report, do the following:
    1. Click in the upper-right corner of the report.
    2. In the fields that display below the column headings, specify filter operators and values for one or more of the displayed report columns.
    3. To hide the filter fields, click again. The filters are still active when the fields are hidden, and displays next to each column heading area as a reminder that the report is filtered based on those columns.