Deltek Vantagepoint Help

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Historical Data

Most likely, when you install and begin using Vantagepoint, you will already have a great deal of project and accounting data stored in other places. You must supply Vantagepoint with a certain amount of this historical data (such as account balances as of the installation cutoff date) for your processing and reporting to make sense.

There are three methods for loading historical data:

  • Data Migration: Use the Import utility to bring data into the Vantagepoint database.
  • Database Conversion: Convert the database from another Deltek product, including Deltek Sema4, Deltek Advantage, Deltek FMS, Deltek Award, and Deltek CRM.
  • History Loading: Use the History Loading utility to enter historical data manually.

The History Concepts help covers only concepts related to the History Loading utility.

If you choose to enter historical data through the History Loading utility, use the forms in Utilities > History Loading to enter information directly into your Vantagepoint database. You do not need to perform a separate step to post the information to your database.

Use the History Loading utility to enter data as of the end of the period prior to the installation cutoff date, which is the date on which you start processing transactions in Vantagepoint. All data that you enter in Vantagepoint after the installation cutoff date is considered transaction data.