Projects Hub
Use the Projects hub to enter and maintain information for the projects that your enterprise undertakes. That information includes billing, accounting, and planning information. You can also set up projects for contracts that you are pursuing to manage the pursuit process, track the costs related to the pursuit, and begin entering a project plan.
Videos: See videos below
The Projects hub consists of several separate applications. However, those applications are linked so that if you select a project in, for example, the Dashboard and then switch to Billing Terms, the previously selected project is selected automatically on the Billing Terms form. In addition, if you are viewing data for a lower-level work breakdown structure (WBS) element in one application and then switch to another application, data for that same WBS element is automatically displayed by the second application. (An exception to this is when you switch to an application, such as the Dashboard, that only displays data at the project level .)
The help topics for the Projects hub describe all potentially available tabs, fields, and options. The tabs, fields, and options that are actually available to you in the Projects hub depend on a number of factors, including the Vantagepoint modules your enterprise has activated, how Vantagepoint is set up, and the access rights granted to your security role. What you can do in the Projects hub is most extensively restricted if your enterprise has not activated the Accounting module (for example, if Resource Planning, CRM, or CRM Plus is the only activated module).
Videos
| Title | Description |
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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. |
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Learn about the hubs used by CRM users, and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record. |