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

Actions Bar for the Project Review Form

Use the Actions bar on the Project Review form as a shortcut to actions that you routinely perform.

The set of options available on the Actions bar may change depending on which work breakdown structure (WBS) element is currently selected.

Commonly Used Actions

Use the options on the Actions bar to access commonly performed actions.

Field Description
Update % Click Update % and select from these two options for displaying a summary of budget information, expected compensation amounts, and job-to-date (JTD) performance against budget:
  • Show Budget at Billing: Select this option to display the summary at billing rates in the Billing Summary dialog box.
  • Show Budget at Cost: Select this option to display the summary at cost rates in the Cost Summary dialog box.
In those dialog boxes, you can update overall, labor, and expense percent completes. For regular projects, you may also be able to update expected compensation amounts.

Other Actions

Click the Other Actions menu to perform other tasks.

Field Description
Find Field On the Actions bar or Other Actions menu, select this option to quickly search for any field name or database column identifier on a hub form and its tabs. The field names are the actual names that display on a hub form and its tabs. The field identifiers are the database column names for each field, which can include grids, lookups, calendars, and other selection lists.

In the Find Field, enter a partial or complete name or number and click to return all available fields. The number of matches found displays below the Find Field Caption/ID search field. For example, Files Found: 5 indicates that 5 associated fields were located.

When multiple matches are found, click or to page through the results on the hub forms and tabs. As you page through the field results, the hub form locates and then highlights either a specific form field or the grid, lookup, or drop-down list that contains the specified field record.

For more information, see Find a Field on a Hub Form.

Add Touchpoint Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Create New Proposal Select this option to display the New Proposal dialog box and begin adding a proposal for the project. Enter the proposal's general information, including name, number, project, due date, and other details.
Add Proposal Properties Select this option to display the New Proposal dialog box and begin adding a proposal for the project.
Project Settings Select this option to display the Project Settings dialog box. On that dialog box, you can select display options for the project search results list and the project structure.
Print Select this option to display the Print Options menu. Depending on which option you select, Vantagepoint displays either the Reporting dialog box or the search dialog box. You can then specify the record or record selection to be included in the report before generating and printing the report. See Select a Print Option to Print Records for a Report for more information.