How to...
You enter and maintain core project management and accounting information on the Projects form in the Projects hub.
Many of the procedures that you use in the hubs are similar across all hubs (for example, Copy a Record). For detailed information, see Hubs Basic Procedures.
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- Create a Project Manually
Use the New Project form to create a new project manually. The new project contains only default data initially, and you edit that data as necessary to set up the project. - Create a Project from a Project
If you want to create a new project that will be similar to an existing project in work breakdown structure (WBS), billing terms, or other properties, you can specify the existing project, and Vantagepoint will default much of the information for the new project record based on the existing project record. - Create a Project from a Template
Use the New Project form to create a new project from a project template. - Create a Project by Importing a Single Opportunity from GovWin IQ
Use the New Project form to import a new project from a GovWin IQ opportunity record. Each opportunity becomes a new project in Vantagepoint. - Create Projects by Importing Multiple Opportunities from GovWin IQ
If the CRM module or CRM Plus module is activated and Vantagepoint has been integrated with GovWin IQ, you can connect to GovWin IQ and import opportunity records. Each opportunity becomes a new project in Vantagepoint. - Create a Project When Qualifying a Contact
When you qualify a contact in the Contacts hub, you have the option to create a project associated with the contact as part of the process. - Create a Linked Promotional Project for an Existing Project
When you add a new regular project in Vantagepoint for a contract that you are pursuing, you can add, at the same time, a linked-but-separate promotional project to track pursuit costs. If you do not do that and later decide to add a linked promotional project, you can do that using the Create Linked Promotional Project dialog box. - Link a Regular Project to an Existing Promotional Project
Use the Linked Project field to link a regular project to an existing promotional project. - Remove the Link Between a Regular Project and a Promotional Project
If you link a regular project and a promotional project by mistake or for some other reason you do not want the projects to be linked, use the Linked Project field for the regular project to remove the link. - Add Phases or Tasks from a Project or Template
You can add multiple phases or tasks to a project's work breakdown structure (WBS) by selecting them from a list of the phases and tasks assigned either to another project or to a project template. - Add a Phase or Task Manually
You can manually add a phase or a task to a project's work breakdown structure (WBS). The new phase or task contains only default data initially, and you edit that data as necessary to set it up the way you want it. - Display Data for Phases or Tasks
If a project has more than one level in its work breakdown structure (WBS), you can view the phases or tasks in the Projects hub to see data specific to those WBS elements. You can also view data for lower-level WBS elements in the linked promotional project for the project, if one exists. - Copy a Phase or Task
You can add a phase to the work breakdown structure (WBS) for a project by copying an existing phase for that project. You can also add a task to a phase by copying an existing task for that phase. - Change a Project's Stage
As you actively pursue a new project, you can track its progress through your pipeline by changing the project stage (for example, from Qualified to Proposal Created to Proposal Submitted). Eventually, you end the pursuit process and assign the project to a stage, such as won or lost, that is not designated as an in pursuit stage. - Collaborate Using Deltek Collaboration
If the Collaboration integration with Vantagepoint is enabled, project teams can respond to Deltek Collaboration conversations from within the Projects hub in Vantagepoint. - Enter Information About Your Competition for a New Project
You can add and review information about firms that are competing with you for a new project that you are pursuing. - Add a Firm to a Project Team
On the Team tab of the Projects form, you can enter information about the firms that have a role in a project, such as the project owner (your client's client), your client, and key subcontractors. - Add an Employee or Contact to a Project Team
On the Team tab of the Projects form, you can add individual team members to a project team. Team members can include both your own employees who are assigned to the project and external contacts with whom you will work or are working during the life of the project. Key team members, such as the project manager, are also displayed on both the Overview tab of the Projects form. - Add a Proposal for a Project
Proposals are useful for winning new business. They contain all of the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract. As an alternative to using the Custom Proposals form ( ), use the Proposals tab on the Projects form to enter a project's background or history information, including project codes, descriptions, awards received, and associated proposals.
Parent Topic: Projects