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

Actions Bar for the Dashboard Form

Use the Actions bar on the Dashboard form of the Projects hub as a shortcut to actions you routinely perform using that form.

Actions

Click this menu to choose from the options below.

Field Description
Add Touchpoint Select this option to quickly add a touchpoint (a simple activity such as a meeting or a phone call) to a project without needing to fill out the Activity form. This option is available only if the CRM module or CRM Plus module is activated.
Create New Proposal Select this option to display the New Proposal dialog box and begin adding a proposal for the project. Enter the proposal's general information, including name, number, project, due date, and other details.
Project Settings Select this option to display the Project Settings dialog box. On that dialog box, you can select display options for the project search results list and the project structure.