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 Search Navigation Controls to Filter and Refine Records

You can use search navigation controls at the top of most hub and application forms to filter and refine the records that are returned by a search.

In the Navigation pane, you can either select a hub or application from the list or follow these steps to Find an Application.

To filter search results records:

  1. In the Saved Search Control () at the top of most hub and application forms, click to display the Saved Searches (left) pane and the Record Selection (right) pane.
    Vantagepoint displays a number of search options that you can use to filter the search results.
  2. To filter the list of records, select a search type:
    • Quick Find: Enter one or more characters in this field and then pause to allow time for the results set to refresh.
    • Selection: If available, use an ad hoc search to view a subset of records for a standard search. For more information, see Select Records for an Ad Hoc Search.
    • All: Display a list of all records (both active and inactive).
    • My Searches: Display a list of searches that you have saved for your own use.
    • Shared Searches: Display a list of searches shared with other team members and roles.
    • SQL Where Clause Search: Display a list of searches based on SQL Where Clause query statements and advanced search settings.
    • + New Search: Select this link to create a search to retrieve the relevant hub or application records.

    Other search options may be available depending on the hub or application form you selected.

  3. Optional: To further refine the list of records returned by a search:
    1. In the Saved Searches pane, select a search type.
      In the Quick Find field on the Saved Searches pane, enter a partial name or number to locate a specific search or set of searches and select the search you want to use. To include only active records in the selected quick search, click the Active Only toggle () on the Record Selection pane.
    2. In the Find in list field of the Record Selection pane, enter a complete or partial name or number to refine long lists of search records.
    3. In the Record Selection pane, select the checkbox for each record that you want included in the ad hoc Selection search. (Records with cleared checkboxes are excluded from the ad hoc Selection search.) When no record checkboxes are selected, you can click the Select All button to select all checkboxes and then click Done to include all records in your ad hoc search.
      If you have not selected any record checkboxes, you can quickly route directly to a hub record's form by clicking to the right of a record's checkbox.
    When you execute a search, Vantagepoint displays only those records that meet your search criteria and filters and for which you have security access.