Fields and Options
To create and edit firms, you work with the fields and options on the tabs, forms, and dialog boxes in the Firms hub. If custom fields display on a tab, be sure to complete any that are marked as required.
- Related Topics:
- Firms Form
Use the Firms form and its tabs to enter, view, and edit information for each firm that your company or enterprise wants to track. - Firms PIM Form
If your enterprise has Deltek Project Information Management (PIM) and has set up the Vantagepoint integration with PIM to include the Firms hub, you have direct access to the PIM firm information and related documents on this form. - Firm Hierarchy Dialog Box
The firm hierarchy is a graphical representation of the parent and subsidiary relationships between multiple firms or agencies. Use this dialog box to create, vew, or edit a hierarchy of firm records. - Activities Dialog Box
Use the Activities dialog box to add or edit activities that are entered on the Activities tab for the currently selected hub record, for the calendar, or the active report. New activities entered here are also added to your calendar and dashboard.
Parent Topic: Firms