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

Connect for Outlook Prerequisites and Required Settings

Before you begin to use the Vantagepoint Connect for Outlook add-in, it is important to review the following prerequisites and required settings.

  • To use Connect, the Vantagepoint application must be exposed to the internet via a publicly facing URL. If your network or firewall is configured to allow only certain IP addresses to access Vantagepoint, it will be necessary to add Connect IP addresses to the Allow list. For a list of IP addresses, see the Exposed IP Addresses or the Troubleshoot Synchronization and Connect Add-in Issues for Outlook help topics.
  • The security role for the individual who is responsible for configuring Connect must have access to Connect. In Settings > Security > Roles, on the Overview tab, make sure that Connect is selected under Utilities > Integrations.
  • The security role for the individual responsible for configuring Connect must have the Administrator option selected for Type of Role in Settings > Security > Roles.
  • The individual who is responsible for configuring Connect (selecting the Connect option in Utilities > Integrations) must have an employee record associated with their user record in Settings > Security > Users. The employee record must also have a valid email address.
  • Each employee who will use Connect must have an employee record that includes an email address and that is associated with a user record in Settings > Security > Users.
  • If this is your first use of Vantagepoint Connect, an API Authorization with a Client ID (or consumer key) and Secret are automatically generated for Connect. You can confirm this on the API Authorization screen in Utilities > Integrations. Note that there may be other API Authorizations on that screen that are unrelated to Vantagepoint Connect. Deleting or altering those could break other integrations.
  • For on-premise deployments of Vantagepoint, using Local Active Directory for Integrated Login is supported and uses the Vantagepoint OAuth flow.
  • Using Microsoft Entra ID is also supported.