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

Use List View

You can view a record in either detail view or list view. Detail view displays a single record and is the default view when you initially open records in many application areas. List view presents fields in columns in a grid, rather than on separate tabs, so that you can view multiple records at the same time and quickly evaluate record data.

After you select a view, Vantagepoint defaults to displaying this view each time that you open the application.

Video: See related video below

To use list view:

  1. Open an application.
    In most cases, detail view displays the first time you open a form and includes all tabs and fields for the record. The detail view is the format that is described in help topics in the Help system and is the view in which you can edit a record.
  2. Click to change to list view.
    A group of fields display in columns in a grid, and multiple records display on the grid. The control at the top of the page indicates the number of records displayed in the list view

    Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

  3. While in list view, you can:
    • Modify a record's information.
    • Click to maximize the grid to a full screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display.
    • Click on the grid toolbar to add, remove, or change the order of the columns in the grid.
    • Click to export the grid contents to a .CSV or Excel file.
    • Click on the grid toolbar to filter the grid contents based on values in one or more of the columns.
    • Drag and drop columns to change their order.
    • Click the Grid Options icon () at the end of a row to edit, copy, or delete a list view record.
    • Click Other Actions on the Actions bar to export the contents of the grid or to delete multiple selected records.
    • Scroll through the list to locate the desired record.
    • Select one, multiple, or all records. The Select All option is useful when printing reports.
    • Print one or more records.

    The Search field is not available while in list view.

  4. To switch back to detail view for a record, either hover over the row and click at the beginning of the row, or select the row in the grid and click in the upper-right corner of the form.

Video

Title Description

Hub Navigation Tips and Tricks

Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.