Deltek VantagepointSM Help
Welcome to the Vantagepoint online help. In the online help, we strive to answer your questions and provide information to make your job easier.
The help provides the following:
- Quick access to the field and option descriptions for any form or dialog box you have open
- The ability to use different types of searches to find topics throughout the help
- How-to and concept topics
- A Table of Contents that groups help topics by application
- An easy way to send constructive feedback to Deltek about any help topic
- Short, focused videos on how to use Vantagepoint applications
- Links to the Deltek Support Services website and the Deltek Learning Zone
To get the most value from the help, we recommend that you review the following help topic: Using Online Help.
- Related Topics:
- Using Online Help
Launch the help by clicking in the upper right corner of any screen in the software. - What's New - Release Notes
Find out what's new in Vantagepoint. - Vantagepoint Information Center
The Information Center page provides links to supporting documentation, videos, release notes, and other important information for the current Vantagepoint release. - Accessing Videos
You can view videos from multiple locations. - Basics
Vantagepoint is designed to be simple to learn and simple to use. After reviewing the basics, you will know your way around the application and be ready to manage your pursuit of business opportunities. - Concepts
Before you implement and use Vantagepoint, it is important to understand the fundamental principles of the application. The Concepts documentation gives you a basic understanding of the principles behind the transactions, processes, and activities that are vital to the work that you perform. - Search Vantagepoint
The Search feature allows you to use pre-defined and custom-created searches to locate the exact information that you need. - Hey Deltek!
Using natural language and common commands, you can easily work with Vantagepoint through its virtual personal assistant called Hey Deltek! - My Stuff
Use applications in My Stuff to create a personalized view of your business world. For example, this is where you customize your dashboard, set up calendars, and fill out or approve timesheets and expense reports. - Reporting
Reporting offers a wide range of reports that present information about all aspects of your data, including projects, firms, contacts, and employees. - Hubs
The hubs provide you with a set of tools, applications, and reports to help you manage all aspects of your business-related data. Use hubs to gather information about your projects, employees, and more. You add new records, update records, and copy or delete records and then use this information to streamline procedures, activities, and client interactions. - Reporting (Desktop)
Reporting provides an extensive selection of standard reports. Each set of report description topics includes an overview topic and topics that describe any custom options specific to that report. The reports that are included in the Desktop version of Vantagepoint include Data Export, Equipment, Payroll, Purchasing, and Inventory. - Resource Management
The Resource Management application supports and enhances several key planning functions. - Proposals
Project proposals are the principal tools that you use to sell your firm's services and win new business. Proposals contain all the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract. - Billing
Use the Billing application to create, process, approve, print, and email billing invoices to your clients. - Transaction Center
Use the Transaction Center to enter and maintain data for transactions such as disbursements, expenses, invoices, and vouchers. - Cash Management
Use the Cash Management application to track and manage your firm's vouchers, invoices, payments and accounts receivable. - Accounting
Use the Accounting application to track your firm’s day-to-day financial activity. You can also generate reports that help you assess project and firm-wide financial performance. - General Ledger
Use the General Ledger application to manage all aspects of your general ledger and consolidated budgets. - Payroll
In Payroll, you process your company's payroll for all posted timesheets, or for timesheets posted within a particular date range, and then generate paychecks and direct deposits for employees. - Purchasing
Use the Purchasing application to keep electronic records of both internal and project-related procurement and receiving of services, materials, supplies, and capital items. - Asset Management
Asset Management is an optional application that you use in conjunction with the Equipment hub to track and process depreciation or amortization for asset items that you capitalize. - Inventory
Use the Inventory application to control and track the items marked as inventory. - Utilities
Use the utilities in the Utilities application to perform maintenance tasks, data importing, key conversions, report and file administration, and other functions in your Vantagepoint database. - Settings
Use Settings to establish fundamental information such as security settings, password policies, user records, and so on. You specify most settings in the browser application, while you set others in the desktop application. - Vantagepoint Connect Add-In
Use the Vantagepoint Connect add-in with Vantagepoint CRM to set up two-way synchronization of your contacts and calendar items with your email application. - QuickBooks Integration with Vantagepoint
When you own both Intuit® QuickBooks® Online and the Deltek Vantagepoint Front Office Package, you can set up integration between the two products. - Talent Management Integration with Vantagepoint
Integrate Vantagepoint with Deltek Talent Management to easily and securely transfer data between the two systems. - Xero Integration with Vantagepoint
With Deltek Unionpoint, you can integrate and connect a new Vantagepoint PSA database with an existing Xero database so that your project accounting is managed in Vantagepoint and your general ledger is managed in Xero. - Data Dictionary
The data dictionary provides information about all of the data tables, columns, and indexes in the database Vantagepoint. - Developer Resources
Deltek provides APIs to build custom applications that interact with Vantagepoint and Web services you can use to perform custom validation and set up workflow criteria. - Cloud Administrator's Help System
If you are the Vantagepoint administrator for your company, use the Cloud Administrator's Help System to learn about your role and responsibilities.