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

Add an Activity

You create a new activity in the Activities hub. You can link the new activity to contacts (both qualified and leads), firms (client and vendor), projects, marketing campaigns, employees, and user-defined hubs.

To add a new activity:

  1. In the Navigation pane, select Hubs > Activities.
  2. On the Activities form, click + New Activity next to the search field.
    This option is available only if you have access rights that allow you to add records.
  3. On the Overview tab, in the Enter Activity Name field, specify a name for the activity.
  4. Enter additional information about the activity, including the start and end dates, time frame, recurrence options, a reminder, the activity location, the type of activity, the priority level, and any pertinent notes.
  5. In the Stakeholders and Attendees sections, add related attendees, firms, projects, and marketing campaigns.
  6. On the Files and Links tab, add documents, media files, and URLs that are related to the activity.
    You can include presentations, reports, proposals, or other documentation relevant to the activity.
  7. Click Save.
  8. When the activity is completed, click the Mark Complete checkmark at the top of the form.
    This action disables the Follow Up button.