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

Enable AI-Generated Summaries

You must enable the use of the Smart Summaries tool for AI generated summaries before you define role access to the tool.

Use the tool to rapidly build Smart Summary briefings using AI-generated technology and your data. For example, you can create briefings that summarize data for your clients or projects. For more information, see Using the Smart Summaries Tool.

To set up the AI Generated Smart Summaries feature:

  1. In the Navigation pane, select Settings > General > Options.
  2. In the Global Options section of the Options form, select the Enable AI Generated Summaries checkbox.
    A confirmation message is displayed. This message provides information about access and reminds you to review and verify the accuracy of each client Smart Summary that you generate.

    Disclaimer: The Smart Summary preview is generated by an artificial intelligence tool using your Vantagepoint data exclusively. It is provided subject to the terms of your Vantagepoint licensing agreement governing the use of Smart Summaries. Deltek does not represent, warrant or independently verify the accuracy of each Smart Summary. You should independently review and verify the accuracy of the Smart Summary

  3. Click Accept to confirm that you have read and understood the message and to complete activation of the Smart Summaries tool.
  4. Click Save.
    When you save, additional options related to Smart Summaries become available on the Record Access tab of the Roles form (Settings > Security > Roles).

Next Steps: You must now specify security role access to Smart Summary previews. For more information, see Access Rights Tab of the Roles Form and Set Up Role Security Access to Smart Summary Previews.