Deltek Vantagepoint Help

Using the Help Search

Hubs Basics (Browser)

The hubs are designed to be easy to learn and use. In a very short time, you will know your way around and be ready to use them to manage your pursuit of business projects.

The first time that you open a hub, Vantagepoint displays an introductory message explaining the hub's functionality and the available options.

Videos

Title	Purpose
Set Up Hubs	Learn what hubs are, how to enter data into hubs manually, and how to quickly find or add a record to a hub. The video also introduces the import process, which automates the data entry process.
Hub Navigation Tips and Tricks	Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.
Use Hubs for CRM	Learn about the hubs used by CRM users and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.
Import Data for CRM	Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.

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Hubs Basics (Browser)

The hubs are designed to be easy to learn and use. In a very short time, you will know your way around and be ready to use them to manage your pursuit of business projects.

The first time that you open a hub, Vantagepoint displays an introductory message explaining the hub's functionality and the available options.

Videos

Title	Purpose
Set Up Hubs	Learn what hubs are, how to enter data into hubs manually, and how to quickly find or add a record to a hub. The video also introduces the import process, which automates the data entry process.
Hub Navigation Tips and Tricks	Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.
Use Hubs for CRM	Learn about the hubs used by CRM users and how to enter data into hubs manually, import data from outside sources, and quickly find or add a record.
Import Data for CRM	Learn how to separate CRM contacts from personal contacts, locate duplicates and remove them, and import contacts from outside sources.