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

Activities Files and Links Tab

Use the Files and Links tab to upload, view, and store files that are related to the current activity record. You can also add URLs, email addresses, and links to files and graphics.

Files Grid

This tab name changes from Files & Links to Links when FileStream (a Microsoft SQL Server feature) is not in use.

If you use the Vantagepoint on-premises product, the Files and Links tab applies only if Transaction Document Management is configured. For more information, see the Supporting Documents and Files online help topic.

The Files grid displays when FileStream is enabled. Use this grid to upload, view, and store files that are related to the current record. Vantagepoint attaches these files to the record for which they were uploaded. This grid supports various file types, such as image files, Microsoft document files, word processing files, drawing files, spreadsheets. When you upload a file, a copy of the file is stored in the FileStream database. You cannot upload the following file types:

  • .APPLICATION
  • .BAT
  • .CMD
  • .COM
  • .CPL
  • .EXE
  • .GADGET
  • .HTA
  • .INF
  • .JAR
  • .JS
  • .JSE
  • .MSC
  • .MSI
  • .MSP
  • .PIF
  • .PS1
  • .PS1XML
  • .PS2
  • .PS2XML
  • .PSC1
  • .PSC2
  • .REG
  • .SCR
  • .VB
  • .VBE
  • .VBS
  • .WS
  • .WSH
Field Description
Category Select a category for the attached file. This allows you to classify the types of files you attach to each hub record and provides a way to sort the files (by classification). Your system administrator defines the categories to meet your organization's specific requirements.
File Name This field displays the file name of the attached file. This file name is defined by the attached file's native program and cannot be changed.
Description When the attached file uploads, this field automatically copies and displays the name of the file that is listed in the File Name field. You can change the description of the file to something more meaningful if you like.
+ Upload File Click this option to add a file to the Files grid. When you do so, the Browse dialog box opens and you can browse to and select the file that you want to upload and attach to the current record. Or, you can use standard Windows functionality in the browser to drag and drop a file from your desktop to the grid.

When you upload a file, the file is stored in the FileStream database. If your system administrator specifies a maximum allowable file size in Settings > General > Options, an error message displays if the uploaded file exceeds the size limit.

If the specified file is an image, this image is available for reuse in Proposals.

Links Grid

Use the Links grid to add URLs, email addresses, and links to files and graphics for a hub record. When you add a file or graphic link to the Links grid, Vantagepoint stores the link so that you can copy and paste it into the file explorer. The file remains on your computer or network.

Field Description
Description Enter a brief description of the file link or URL, to help you distinguish it from other files.
Link Path This field displays one of the following:
  • The complete link path for the file.
  • The complete HTTP, FTP, email, or newsgroup address for a URL. Click the address to go to the Web, FTP, or newsgroup site, or to open and send an email.

To edit a file link path or URL, select the field and then edit it.

Graphic This check box is selected if the associated file link is a graphics file. This is selected by default if the file has one of these extensions: jpeg, jpg, tif, tiff, gif, bmp, or png. When you are using a graphics file, the image is available for reuse in Proposals. However, the link path name cannot contain any commas if you plan to use the linked graphic in certain merged proposals.
+ Add Link Click this option to add a URL to the Links grid. Use this option to link web sites, FTP sites, email addresses, and newsgroups to the current record. If a web site, FTP site, email address, or newsgroup location changes, the hyperlink in this field no longer works.