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

Log In to Vantagepoint Connect

While using Vantagepoint with Outlook, you can log in to the Vantagepoint Connect Add-in. When you do so, a Context Pane displays so that you can access your Vantagepoint information from the context of client emails in Outlook.

When you select an Outlook email message and open Connect, the Context Pane displays contacts and associated details, the contact's firm and associated details, and any projects related to the contact.

Depending on your setup, the steps that you use may differ slightly. This procedure describes using Office 365.

Prerequisite: Install the Vantagepoint Connect Add-In

To log in to Vantagepoint Connect:

  1. Open the Outlook application and select an existing email message or create a new draft email message.
  2. On the email preview window, click and then select Vantagepoint > Open Vantagepoint.
  3. On the Context Pane, in the Deltek URL field, enter your Vantagepoint browser URL; make sure that this URL does not end in "client" or "app."
    For example, enter: https://Yourcompanyname.deltekfirst.com/Yourcompanyname.
  4. Enter the user ID and the password that you use to log in to Vantagepoint.
  5. If you have more than one Vantagepoint database for the URL that you entered in the Deltek URL field, use the Deltek Database field to specify the database to which you are connecting Outlook.
  6. If you want the Outlook add-in to use your Microsoft Windows username and password instead of your Vantagepoint credentials for logging in, select the Windows Authentication checkbox.
    This checkbox displays only if your user record in Settings > Security > Users has the Windows Authentication checkbox selected.
    The application version displays below the Windows Authentication checkbox.
  7. Click Sign In.

Post-requisite: Open and pin the Connect Context Pane.