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

Firm Hierarchy Overview

Use the firm hierarchy feature to allow users to create a hierarchy of records in the hubs for displaying parent and subsidiary relationships between multiple firms.

When you have firms or agencies that should be associated in a hierarchical relationship, you can create, view, and report firm data at both an individual and rolled-up level. This information gives you a better understanding of things like profitability or in pursuit projects award ratios for all firms in a hierarchy.

For example, you have a conglomerate named Smith Associates. There are two divisions: Johnson Enterprises and Hanneke Media. Each of these businesses also have affiliated divisions. You could set up the firm hierarchy with Smith Associates as the parent firm, and the other two businesses as levels two and three with their related businesses as sub-levels:

Smith Associates
  • Johnson Enterprises
    • Esson Corp.
      • Smith, Inc.
  • Hanneke Media
    • Westwood Technology
    • Milton Technology

When you set up firm hierarchies, you set up the number of levels for the hierarchy and a label for each level. After you set it up, the following happens:

  • When a record is created in the Firms hub, an associated hierarchy can be established.
  • If a firm record is part of a hierarchy, the blue Hierarchy icon displays on the Firms form in the Firms hub. Click this icon to view the hierarchy.
  • A toggle button displays on the Projects, Contacts, and Activities tabs and grids in the Firms hub. You can use this toggle to view either the selected firm or this firm and all lower levels of the hierarchy.