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

Contents of the Enable Phases/Tasks Form (Key Conversions)

You use the fields and options on this form to enable phases or tasks.

Action Bar

Note the following:
  • If you enable phases or tasks when the Include in Fees checkbox is selected for contracts for a project on the Contract tab of the Contract Management form, Vantagepoint may, in some cases, need to clear this checkbox for one or more contracts so that you can reallocate contract amounts to lower-level work breakdown structure (WBS) elements in the Contract Details grid. In those cases, a message displays when you make this WBS change to notify you that the checkbox has been cleared. Once you have completed the allocations, you can reselect the checkbox.
  • If you enable phases or tasks when Use Revenue Forecasts is selected as the allocation method for a project on the Estimated Fee tab of the Contract Management form, the existing revenue forecast information at the previous lowest WBS level is moved down to the new lowest level and the revenue forecast start and end dates from the parent WBS level are assigned to the new level.
Field Description
Run Click this option to enable the selected phases and/or tasks that are in the fields of the form.
Warning: If your company uses an on-premises deployment of Vantagepoint, Deltek strongly recommends that you create a backup copy of your database before running the utility. There is no way to undo this process without a backup database.

If your company has an on-premises deployment of Vantagepoint, your company manages your database backup. If your company has a cloud-based deployment of Vantagepoint, coordinate with Deltek about your database backup.

Schedule Click this option to display the Schedule dialog box, on which you can configure options that schedules when the enabling the phases and/or tasks that are in the fields of the form is processed.

Grid Columns

Field Description
Existing Project Number Use this field to select the project number of the project with phases or tasks to be enabled.
Existing Name Project Name This field displays the name of the selected project based on the Existing Project Number field.
Existing Phase Number This field activates after you select a project in the Existing Project Number field. Use this field to select the phase number from the selected project to be enabled.
Existing Phase Name This field displays the name of the selected phase from the Existing Phase Number field.
New Phase Number This field activates after you select a project in the Existing Project Number field. Enter the new phase number to be enabled for the project.
New Task Number This field activates after you select a phase in the Existing Phase Number field. Enter the new task number to be enabled for the phase.
New Phase/Task Name This field activates after you select a record in the Existing Project Number or Existing Phase Number field. Enter the new phase/task name for the task.

Grid Options

Field Description
+ Add Project Click this option below the grid to add a blank row in the grid. Use the blank row to enter the contribution code information in the respective columns. Add more blank rows to combine more records.
X Click this icon at the end or a row to delete the row.