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

Lookups in the Browser Application

Lookups are available in certain fields and give you the ability to search for and select records from either the database or from values that were defined by your enterprise. In either case, you can enter search criteria to narrow your search and eliminate the need to scan through large numbers of records.

Lookup lists are available when the search icon displays in a field. Click the icon in a field to display a list of records that meet the filtering criteria and which your security role is allowed to access. For some fields, this list may include visual cues that provide a quick indication of a record's status. For example, project, firm, or contact lookups display inactive record icons in a lighter, grayed-out font while active records display in a normal color. In addition, some types of lookups include a different icon to indicate another type of status or a status that must be changed before you can select the record.

For example, following are the different visual cues that may display in a Contact lookup:
Icon Type Usage
Active The contact is currently active.
Inactive The contact is dormant or not active.
Lead If your firm uses CRM Plus and enables the Lead Qualification Process in Settings, the Lead icon displays to indicate that the contact is a new lead for your firm.

If you select a lead from a lookup, you are prompted to qualify the lead to make it a contact. Click Yes to open the Lead Qualification dialog box and qualify the contact before associating it to the project record on the Associations tab.

Each application area may have its own set of indicators. Refer to a specific area for additional information.

Some field lookups allow you to add multiple values from a drop-down list. When you click the symbol, the lookup displays a multiselect drop-down list showing checkboxes to the left of all values. To add values that you want included in the search, select the checkbox for each value or multiselect a range of values using the Shift+Click keystrokes. For more information, see Working with Multiselect Drop-down Lists and Lookups.

For information on configuring lookups, see Lookups in the Desktop Application.

Find Words That Sound The Same

You can enable the Find words that sound the same when performing searches preference to locate names and words that sound the same in lookups in any hub or application. This type of record search allows you to find records with variant spellings or that contain diacritical (accent) marks or special characters, as illustrated in the following name examples: Steven/Stephen or René/Renée or Smith/Smyth/Smythe.

For more information about the Find words that sound the same when performing searches preference, see Set the Preference to Find Words That Sound the Same and Find Words That Sound the Same.