Deltek Vantagepoint Help

Using the Help Search

Header Fields for the Self Service Form

Use header fields to search for expense reports, create new ones, or review expense report status and payment status.

Header Fields

Field	Description
Find employee	If you have the appropriate security role to access payroll information for other employees, enter a partial or complete name or number in the Find employee lookup field to find and select an existing employee to review their payroll wages and withholding deductions, expense checks, and other payroll data. The employees listed in the drop-down list can include active, inactive, and dormant employees. If your security role does not have the appropriate record access to view pay-related information for other users, the Find employee lookup field will not return any employee records. If this is the case, then you can only review the details of your own payroll data on the Self-Service form. The Limit User's Access to Only Their Own Data in Self Service setting on the Record Access tab in the Settings > Security > Roles determines your access to other users payroll data on the Self Service form. Your current record selection will be preserved if you switch to another application and then return to this form. For information about creating and using searches, see the Search `Vantagepoint` help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most `Vantagepoint` hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, and find and select multiple hub records. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex, as well as an ad hoc search Selection. Available search types vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter Records.
Saved Searches List	To filter the list of employees, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. Active: Display a list of all active employees. All: Display a list of all employees (both active and inactive). Mine: Display a list of employees whom you supervise (these employees have your name entered in the Supervisor field on the Summary pane of the Employees hub). My Searches: Display a list of employees based for your personal use. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Display a list of employees shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Display a list of employees based on SQL Where Clause query statements and advanced search settings. Use these complex searches to locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. + New Search: Select this link to create a new search for employees. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Activities hub grids and fields (including, standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. For more information about Search Navigation Controls, see Search Quick Reference and Components of a Search. For step-by-step instructions related to searches, see Search `Vantagepoint`.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.

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Header Fields for the Self Service Form

Use header fields to search for expense reports, create new ones, or review expense report status and payment status.

Header Fields

Field	Description
Find employee	If you have the appropriate security role to access payroll information for other employees, enter a partial or complete name or number in the Find employee lookup field to find and select an existing employee to review their payroll wages and withholding deductions, expense checks, and other payroll data. The employees listed in the drop-down list can include active, inactive, and dormant employees. If your security role does not have the appropriate record access to view pay-related information for other users, the Find employee lookup field will not return any employee records. If this is the case, then you can only review the details of your own payroll data on the Self-Service form. The Limit User's Access to Only Their Own Data in Self Service setting on the Record Access tab in the Settings > Security > Roles determines your access to other users payroll data on the Self Service form. Your current record selection will be preserved if you switch to another application and then return to this form. For information about creating and using searches, see the Search `Vantagepoint` help topics.
Search Navigation Controls	The Search Navigation Controls display to the right of the Find lookup field at the top of most `Vantagepoint` hub and application forms. Use these controls and their related components to quickly locate a saved search, create ad hoc or new searches, page through records, and find and select multiple hub records. On the Saved Search control (), click to display the Saved Searches (left) pane and Record Selection (right) pane. Most search types include standard, personal (My Searches), shared, and complex, as well as an ad hoc search Selection. Available search types vary, depending on the active hub or application form. For more information about Search Navigation Controls, see Search Quick Reference, Components of a Search, and Use Search Navigation Controls to Filter Records.
Saved Searches List	To filter the list of employees, select one of the following search types: Quick Find: Use this field to locate a specific search or group of searches in a long list of searches. Enter one or more characters in this field and then pause to allow time for the results set to refresh. The records returned for the search are listed in the Records Selection pane. Selection: If available, this ad hoc search appears in the Saved Search control and also in the Saved Searches list. This type of search is based on an existing search in the Saved Searches list and, typically, comprises a portion of all the available hub or application records that were included in the saved search. Use this type of search to quickly view a specific subset of records for a standard search. Only one ad hoc Selection is available at any given time and will remain unchanged until you either update it or create a new ad hoc search. For more information, see Select Hub Records for an Ad Hoc Search and Edit an Ad Hoc Search Selection. Active: Display a list of all active employees. All: Display a list of all employees (both active and inactive). Mine: Display a list of employees whom you supervise (these employees have your name entered in the Supervisor field on the Summary pane of the Employees hub). My Searches: Display a list of employees based for your personal use. Click the icon to display the Edit Search dialog box. You can then update your personal search for future use. Shared Searches: Display a list of employees shared with other team members and roles. Click the icon to display the Edit Search dialog box. You can then update the shared search for future use. SQL Where Clause Search: Display a list of employees based on SQL Where Clause query statements and advanced search settings. Use these complex searches to locate records across multiple hubs, applications, or databases. You must have the appropriate security role access to use this advanced search functionality. + New Search: Select this link to create a new search for employees. Use both basic and advanced search features on the New Search dialog box to refine search criteria. Use the Advanced Settings feature to search by all available Activities hub grids and fields (including, standard and user-defined grid fields), based upon your field level security. The Add a Field drop-down includes all standard and user-defined grid fields associated with the hub or application. You can type part of the field name to find it or use the drop-down to locate the desired field. Fields in grids are organized under the grid name in bold. For example, when you select Projects, a list of all grid fields associated with Projects hub is displayed. For more information about Search Navigation Controls, see Search Quick Reference and Components of a Search. For step-by-step instructions related to searches, see Search `Vantagepoint`.
x of x	Use these arrow icons to scroll through the records in the search results and display a different record on the form. The numbers indicate which record you are viewing out of the total number of records in the search results.