Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    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

Change the Properties for a Field in a Hub

Use Screen Designer in the browser application to change the properties for user-defined and standard fields in a hub.

You can change a field's settings that determine whether the field is hidden, locked, or requires an entry by users based on their security role.

For user-defined fields and some standard fields, you can also change the default value for the field, the decimal places and minimum and maximum values for numeric fields, and the currency type for currency fields.

For some standard fields, specifying a default value may then make other fields required fields. If you use Screen Designer to specify a default value for such a field that then makes other fields required, it is recommended that you also specify default values for those other fields. This is particularly important if you use GovWin IQ integration to import multiple opportunities at one time from GovWin IQ to create new projects in Vantagepoint. The import will fail if values are not available for all required project fields.

To change the properties for a user-defined or standard fields in a hub:

  1. In the Navigation pane in the browser application, open Screen Designer in one of the following ways:
    • Go to the Hubs section and select the hub that you want to customize, or select Settings > General Ledger > Chart of Accounts to customize the Chart of Accounts. On the Actions bar of the form that displays, select Other Actions > Design.
    • Select Settings > General > Screen Designer. In the Application field at the top of the Screen Designer form, select the application that you want to customize.
  2. On the Screen Designer form, click the tab on which the field is located.
  3. On the tab, click the field whose properties you want to change.
  4. Use the Field Properties section of the properties pane of the Screen Designer form to make changes to the field:
    If you want to...Do this...
    Add a caption Enter text in the Caption field.
    Position the caption Choose a position from the Caption Position drop-down list.
    Alternate caption This field displays for search, grid header, and grid column selection fields. Use the Alternate Caption field to enter additional text that provides use-case context for the field. For example, if the Accounting tab includes two Apply Rate Method at This Level fields that can be used for different purposes, you could use the Alternate Caption field to identify that one field is for Intercompany Labor Billing Apply Rate Method at This Level and the second field is for Intercompany Labor Expense Apply Rate Method at This Level.
    Hide or display the field for users based on their security role Click in the Field Security field. On the Field Security Rights dialog box, select a security role for which you want to hide or display the field, and select Hidden or Displayed in the Secured/Hidden/Displayed field.
    Choose which user roles can view but not edit the field Click in Locked and use the Field Edit Rights dialog box to choose which user roles can make changes to the field.
    Select whether a field entry is required Choose a selection from the Required drop-down list to select whether an entry is required in this field for employees who are specified as accounting users, CRM users, or both.
    Add a tooltip Click in Tooltip and use the Tooltip dialog box to add information for the field. For example, you may want to enter more specific instructions or information about what to enter in the field.

    Note that some fields have tooltips that come with Vantagepoint. The text of these system tooltips does not display in the Tooltip field in Screen Designer because you cannot change or delete them. You can, however, use the Tooltip field to enter additional tooltip text for such fields. When a user displays the tooltip in the Vantagepoint user interface, your tooltip text displays below the system tooltip text.

  5. To change the default entry that prefills for a field:
    1. In the Field Properties section of the properties pane, click beside the Field Type field.
    2. On the Field Settings dialog box, change the entry in the Default Value field and click Save.
  6. On the Actions bar of the Screen Designer form, click Save.