Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Set Up the PIM Integration

To set up the PIM integration, you enable the web service, set up and test the connection to PIM, and select the hubs for which you want to synchronize data.

To set up the PIM integration:

  1. In the Navigation pane in Vantagepoint, select Utilities > Integrations > PIM.
  2. On the Setup tab, select Enable PIM Web Service.
  3. In PIM URL, enter the URL for accessing PIM.
  4. In PIM Shared Secret, enter your shared secret for PIM.
  5. Click Test Connection to test the connection to the server.
    If Vantagepoint connects to PIM, Connection succeeded displays next to the button.
  6. If you work with multiple companies in Vantagepoint, you can choose the specific companies with records that will be synced to PIM.
    • To sync all companies, select Full access to all Companies.
    • To select specific companies, click Add/Remove beneath the Companies grid, add or remove the companies on the Companies dialog box, and click Apply.
  7. Select the hubs that you want to integrate with PIM.
    • For the Projects hub, you can sync projects based on the charge type specified for the projects on the Accounting tab in the Projects hub. Charge types are Regular, Overhead, and Promotional.

      If you enable syncing for projects and Vantagepoint is set up to update information on the Team tab of the Projects form automatically when timesheets or AP vouchers are posted, a PIM Project Sync process is created in the Integrations queue of Process Server to sync those Team tab changes to PIM once daily. To control what time that sync occurs and change other process settings, use the Process Server Queue Manager application (Utilities > Process Server > Queue Manager).

    • For the Employees and Contacts hubs, you can sync the employee's or contact's preferred name, if one is entered.

      If you choose to sync the preferred name but a preferred name is not specified for an employee or contact, the first name is synced to PIM instead.

      If you do not choose to sync the preferred name, the employee's first name in Vantagepoint is synced to the PIM Forename field.

    Before enabling the sync, ensure that you have properly selected the data that you want to sync to PIM as well as validated and initialized existing data. For more information, go to Validate Hub Record Information and Initialize Sync of Hub Records to PIM.
  8. Click Save.