Vantagepoint Toolbar (Browser)

Use the main Vantagepoint toolbar to perform actions that apply globally. For example, you can specify your personal settings, view action items, view online help, or log off.

Contents

Field Description
Click this option to hide or display the Navigation pane.
Company The current company displays on the toolbar. If your security role gives you access to more than one company, you can change your active company at any time. Click the company name to select the company that you want.
Period Ending <date>/Prior Period Ending <date>

This applies if you have the Accounting or Resource Planning module installed.

The ending date for the accounting period that you are working in displays on the toolbar. When you log in to the Vantagepoint browser application, you are automatically logged in to the latest open accounting period by default. If you have multiple companies in Vantagepoint, you are automatically logged in to the latest open accounting period for the active company that you logged in to.

You can change the accounting period by clicking the period ending date on the toolbar. This opens the Period Selection dialog box.

A Period Ending label displays on the Vantagepoint toolbar above the period ending date when the period that you are working in is the latest accounting period.

A Prior Period Ending label (with a brown background) displays on the toolbar above the period ending date when you are working in an accounting period that is not the latest accounting period. Example: The latest accounting period is December 2018. When you are working in the December 2018 accounting period, the label on the toolbar is Period Ending. When you are working in accounting periods prior to December 2018, such as November 2018, the label on the toolbar is Prior Period Ending.

For more information, see Changing the Accounting Period.

Ask Dela

This feature is available if Enable Ask Dela (A Generative AI Feature) is selected in Settings > General > Options.

Click to interact with Vantagepoint using natural language for querying hub record information.

Notification Center The Notification Center button displays the number of active action items and notifications for your current instance. Click the button to view your list of action items and notifications. You can open an item from this list.
Options Use options on this menu to do the following:
  • My Preferences: Set the date format and then select decimal and digit grouping symbols.
  • Log Out: Log out of Vantagepoint and return to the login page.
Help Use the options on this menu to do the following:
  • Help: Display the online help.
  • About: Display the Vantagepoint version number, the database to which you are connected, and the user ID that you used to log in. Other information provided includes lists of installed components and applications, software licensing and copyright information, and additional miscellaneous system information.