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

Use List View

You can view a record in detail view or list view. Use detail view to see information for a single record displayed on one or more tabs of a form. Use list view to display fields in columns in a grid, so that you can view multiple records at the same time and quickly evaluate your data.

After you select a view, Vantagepoint defaults to using that view each time that you open the application.

Depending on which hub you select, list view has a distinct set of actions available, including Delete and Print.

Video: See related videos below

To use list view:

  1. Open an application.
    In most cases, detail view displays the first time that you open a form. This view includes all tabs and fields for the record. The detail view is the format that is described in the Help system and is the view in which you can edit a record.
  2. To switch to list view, click .
    In list view, fields display in columns in a grid, with multiple records displayed in separate rows in the grid. This view can make it easier for you to compare and analyze data.

    The search navigation controls at the top of the form determine the number of records displayed. For example, if you select a saved search with a total of 160 records, the list view displays 160 records. If you modify the record selection of the saved search to include a subset of 50 records, list view displays data for those 50 records. For more information, see Search Quick Reference and Search Navigation Controls.

    You enter and display most information in grids on various forms. For information about using grids, see Working with Grids.

  3. While in list view, you can take any of the following actions.
    To do this Take this action
    Find saved searches, create ad-hoc or new searches, see the number of available records, or find and select multiple records. Use search navigation controls and related components at the top of the active form.
    Edit record information or copy a record. Click the Grid Options icon and select an option.
    Delete one or more records. Select the records and click the Delete option on the Actions bar.
    Reduce scrolling. Click to maximize the grid to a full-screen display (click this icon again to return to the standard display).
    Add columns, remove columns, or change the order of the columns in the grid by dragging and dropping them. Click on the grid toolbar and select an option.
    Export the grid contents to a comma-separated values (CSV) file or Excel file. Click on the grid toolbar and select an option.
    Filter grid contents based on values in one or more columns. Click on the grid toolbar and select the columns.
    Select all records. Click the Select All option; this can be useful when generating reports.
    Add, view, and track new records. Add one or more new records to a selected saved search or ad hoc search and use the New Records control () to track and view the new records.

    For more information, see Use Search Navigation Controls to Track New Records.

    Update information for multiple records quickly.

    Update grid columns for multiple records in list view. When you finish, click Save to save your changes.

    Your administrator activates the Explicit Save in List View (Opt-In Available) feature in Settings > General > Opt-in Features). See Enable the Explicit Save in List View Opt-In Feature.

    For more information, about saving record updates in Vantagepoint, see Saving Your Work.

    Display the Print Options menu. Click Print on the Actions bar to display the Print Options menu and then select an option.

    For more information, see the Select a Print Option to Print Records for a Report and Print Records from the Reporting Dialog Box help topics.

    Update information for multiple records at one time. In list view, use the Bulk Update option to update multiple hub records at the same time.

    For more information, see the Bulk Updates help topic.

  4. To switch back to detail view for a record, either hover over the row and click at the beginning of the row, or select the row in the grid and click at the upper-right corner of the form.

Video

Title Description

Hub Navigation Tips and Tricks

Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.

Explicit Save in Hubs

Learn how to use the Explicit Save feature in list view and detail view in hubs and understand what happens if you receive error messages when you save your changes.