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

Add an Employee or Contact to a Project Team

On the Team tab of the Projects form, you can add individual team members to a project team. Team members can include both your own employees who are assigned to the project and external contacts with whom you will work or are working during the life of the project. Key team members, such as the project manager, are also displayed on both the Overview tab of the Projects form.

To add a team member to a project team:

  1. In the Navigation pane, select Hubs > Projects > Project.
  2. Select the project for which you want to enter team information.
  3. Click the Team tab.
  4. If you are adding an employee to the team and want to add that employee for a specific lower level work breakdown structure (WBS) element (for example, add the employee to the team for a specific phase), click and select that WBS element in the Project Structure dialog box. (Contacts can only be added at the project level.)
  5. Click + Add Team Member below the Team Members grid to add a blank row.
  6. In Name, select the employee or contact that you want to add to the team.

    If the lead qualification feature is enabled, a contact must be qualified before you can associate the contact with a firm.

    If you want to add a contact that does not yet exist in Vantagepoint, you can click + New Contact at the bottom of the drop-down list and use the Contacts dialog box to add the contact.

    If you add a contact as a team member and that contact's firm is not yet listed in the Firms grid, it is added to that grid automatically.

  7. In Role, select the team member's role for the project (for example, Project Manager or Principal).

    A contact or employee can be in the grid more than once if they have multiple roles.

  8. In Role Description, enter any additional information about the team member's role.

    Click in this field to display the Role Description dialog box where you can see and make changes to the full text.

  9. If the team member is the primary contact for the project, click at the end of the row and click Make Primary.