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

Files Administration Utility

The Files Administration utility works with the external FileStream database to allow you to search for and view documents and templates that you created in Vantagepoint or uploaded in certain areas in Vantagepoint.

FileStream stores documents and templates for the following Vantagepoint areas:
  • AP vouchers, accounts payable disbursements, journal entries, unit transactions, and units by projects transactions that are entered in Transaction Entry.
  • Credit Card Reconciliation in Cash Management in the desktop application.
  • Expense reports that are entered in My Stuff.
  • Billing invoice and credit memo PDF files accessed in Interactive Billing, Draft Invoice Approvals and Invoices in the Projects hub, and AR Review in the Firms hub when you have the Store PDF of Final Invoice option set to Yes in Settings > Billing > Options.
  • Billing draft invoice PDF files that are created in Interactive Billing or Batch Billing if a project uses invoice approvals and you have the Use Markup on Draft Invoices option set to Yes in Settings > Billing > Options.
  • Purchasing
  • AP Invoice Approvals
  • Inventory Item Requests
  • Hubs
  • Vantagepoint Intelligence workbooks

If you use the Vantagepoint on-premises product, see Configuring Supporting Documents for information on configuring Transaction Document Management (TDM) and FileStream. If you use the Vantagepoint Cloud product, the Deltek Cloud Ops Team maintains TDM and FileStream for you.

For more information on using supporting documents and files with Vantagepoint, see the Supporting Documents and Files online help topic for detailed information.

The Files Administration utility also confirms if the documents are synchronized between the Vantagepoint and FileStream databases. If the FileStream and Vantagepoint databases are not synchronized, Vantagepoint provides a Databases Out of Sync dialog box to alert you of the file mismatch. Contact your system administrator for details on data synchronization.