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 an Existing Role

You can select an existing role at any time to review its current settings or to copy the role and use it as the basis for a new one.

To find and select a role:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. Use the Find role search field at the top of the Roles form to enter the name of the role you want to review or copy its settings.
  3. If the currently displayed role is not the one that you want, use the Saved Search control () to select a standard, personal, shared, complex or ad hoc search from the Saved Searches list:
    • To select from a list of all roles (both active and inactive), click ALL.
    • To display the roles returned by a previously saved search, click that search.

      You can also select a specific role in a saved search to review it. For more information, see Select Records for an Ad Hoc Search and Edit an Ad Hoc Selection in Saved Search.

    • To create a new search using either the basic or advanced search feature, click +New Search at the bottom of the list.
    SQL Where Clauses: If you have the appropriate security role access, you can instead use the SQL Where Clause search feature to build and edit complex searches.

    For information about creating and using searches, see the Search Vantagepoint help topics.

    The search list only includes roles to which your security role gives you access. Click to display the list of roles returned by the current search.
  4. Select the role from the search results list.