Search Vantagepoint

The Search feature allows you to use pre-defined and custom-created searches to locate the exact information that you need.

Video: See related video below.

Choose from the following types of searches:
  • Standard searches: Use a standard, pre-defined search to search the database for a specific type of record. For example, in the Contacts hub you can use the standard Active search to locate all active contacts. Standard search options vary and are specific to the active hub or application. You cannot change the criteria used in a pre-defined, system search. For more information, see the Standard (Predefined) Searches topic.
  • Personal and Shared Searches: Personal (My Searches) and shared searches are basic or advanced searches that you create to find the records that match your business requirements. These searches can include comparative operators that search one or more data types: string, date, number, memo, checkbox, and employee.
  • Complex searches: Use the Advanced Search feature to build and edit legacy and SQL Where Clause searches:
    • Legacy searches are carried over from previous applications, such as Vision, and are useful when the search criteria is static from one application release to another. If you want to continue to use a legacy search but need to add more criteria, you can create a new search based on the legacy search.
    • SQL Where Clause searches allow you to build SQL queries to find records across multiple hubs, applications, and databases, as well as to compare rows, fields, or associated records in grids. You must have the appropriate security role access to SQL Where Clause searches. For more information, see Set Up Access to SQL Where Clause Search or contact your Deltek administrator.

Videos

Title Description

Basic Searches

Learn how to perform basic searches.

Advanced Searches

Learn how to create advanced searches, including how to use conditions, to filter the scope of the results.