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

Generate a Client Smart Summary

Use the Smart Summaries Tool™ tool to rapidly create client Smart Summary briefings using AI-generated technology and your client data. The Client Smart Summary preview highlights important information about your client, including recent activities, top pursuit projects, active projects, completed projects, and key performance indicators (KPIs).

Enable AI Generated Smart Summaries

To create a client Smart Summary:

  1. In the Navigation pane, select Hubs > Firms.
  2. In the Find firm quick search field at the top of the Firms form, select a client firm.
  3. On the Summary pane, do the following:
    1. In the Client Type field, verify that the firm type is a client firm.
    2. Click the button.
    IMPORTANT: The first time you generate a Smart Summary, a disclaimer message appears notifying you that generative AI is used and that all results should be verified for accuracy:

    Disclaimer: This Smart Summary is a preview feature that is generated by an artificial intelligence tool using your Vantagepoint data exclusively. It is provided subject to the Vantagepoint Smart Summary Terms. Deltek does not independently verify the accuracy of each Smart Summary. Users are encouraged to independently review and verify the accuracy of the Smart Summary. Copyright 2023 Deltek, Inc.

    You must accept the terms before generating the Smart Summary.

  4. Click the Accept and Generate button to rapidly create a client Smart Summary.
    Vantagepoint displays a Smart Summary preview that presents the following information:
    • Executive Summary: Includes general information about the client, such as the description, website, alias, and the employee that is the owner of this client
    • Recent Activities: The five most recent activities for this client, including who was involved and the subject
    • Current Pursuits: Includes KPIs, such as your previous capture rate and average days open, as well as details on the top five active pursuit projects by estimated fee
    • Active Awarded Projects: Includes KPIs, such as total backlog, Current AR, and profitability, as well as details for the top five active awarded projects by compensation
    • Top 5 Completed Projects: Includes KPIs, such as total contract value, average contract value, and profitability, as well as details for the top five inactive/dormant awarded projects by compensation
  5. Click the Copy to the Clipboard button.

    All generated client Smart Summary briefings are stored in Vantagepoint for 30 minutes. Each summary section's responses are stored separately to enable you to regenerate a section if it contains an error.