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

See Who Is Editing or Viewing a Record

When you open a record in Vantagepoint, you can quickly assess who is editing or view a record. You can also use these icons to communicate with the other employee either by sending an email or initiating a chat.

Employee Picture Icon

If Enable Real-Time Notifications and Interactions is selected in Settings > General > Options, employee picture icons display at the top of the form to enable you to quickly assess the record's current status.

You can also contact another employee by clicking their picture icon. Then, in the info bubble that is displayed, click the employee's email address to send an email message or click the chat icon to start a chat with the employee. For more information about this feature, see Send a Chat Message.

  • Picture with Orange Outline: When another employee is currently editing a record, that employee's picture displays with an orange circle around the icon. The active person editing the record always displays as the first picture.
  • Picture with Blue Outline: When other employees are viewing the record, their pictures display with a blue outline.

Contact an Employee

The picture icons also provide quick access to the employee's contact information. Click the employee picture icon to open an info bubble that contains additional information about the employee.
  • Email: Click the employee's email address to send an email message directly from the form. Vantagepoint opens your email.
  • Microsoft Teams Chat: Click to initiate a one-on-one chat from Vantagepoint to another employee on your team. This option displays if you select the Enable Microsoft Teams Chats from Deltek Vantagepoint option in Settings > General > Communications. See the Send a Message Via Microsoft Teams Chat help topic for more information.