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

Add a Find Field to a Dashboard

Add and use the Find field to filter data displayed in each dashpart on the dashboard.

You must have the appropriate access rights to create or edit dashboards.

To add a Find field to a dashboard:

  1. In the Navigation pane, select Dashboards and then select one of these actions:
    • If no dashboards have been created, select Dashboard.
    • If one or more dashboards exist, select a dashboard under one of these submenus: My Dashboards, Personal, or All Dashboards. The submenus available depend on your role’s access rights.
  2. On the Dashboard form, click Edit Mode to enable editing.

    The Edit Mode toggle option is not enabled when you use a tablet or smart phone to access Vantagepoint.

  3. On the edit mode toolbar, click Options.
  4. On the Dashboard Options form, click the Filter field for the dashboard to which you want to add a Find lookup field and then select a record type from the drop-down list for that field.
    The selected record type is used as the default record filter for the Find lookup field of the dashboard.
  5. Click Save.
    The Find lookup field displays at the top of the dashboard when you display it.