Videos about Activation and Setup

View videos on how to complete your initial activation and setup for Vantagepoint.

To view the videos, click the links below.

Title	Description
Implementation Overview	Learn about the implementation process and the steps that you take to get Vantagepoint up and running quickly.
Activation Overview	Learn how to prepare for the activation process, including the information that you should gather before you begin.
Setup Overview	Learn how to prepare for the setup process, including the information that you should gather before you begin.
Work Breakdown Structure Basics	Learn how to set up a work breakdown structure that reflects the project numbering system that you currently use.
Activate Multiple Currencies	Learn how to set up monetary currencies and enter exchange rates for them.
Activate Organizations	Learn how to set up an organization structure that reflects how your enterprise is structured and to specify whether or not you need to track multiple companies.
Set Up Labels and Lists	Learn how to set up a new custom label, edit an existing label, and edit lists and their drop-down values.
Set Up Hubs	Learn what hubs are, how to enter data into hubs manually, and how to quickly find or add a record to a hub. The video also introduces the import process, which automates the data entry process.
Set Up Accounting	Learn the steps required to complete Accounting Setup. Using Vantagepoint to control project success means keeping project management consistent with your financial records. Accounting Setup provides the options to ensure project reporting is consistent with your company's financial reporting.
Chart of Accounts	Learn how to review and modify accounts in the standard chart of accounts, to suit the needs of your organization.
Set Up Time	Learn how to set up time tracking so that employees can enter, submit, and approve timesheets.
Set Up Expense	Learn how to set up expense report tracking so that employees can enter, submit, and approve expense reports.
Time and Expense Groups and Categories	Learn how to set up and use time and expense groups and categories.
Set Up Billing	Learn how to set up Billing, including selecting options for preparing and formatting client invoices and tracking revenue and taxes.
Set Up Resource Planning	Learn how to set up the resource planning module, including selecting options for entering and viewing project, opportunity, and resource plans.