Deltek Vantagepoint Help

Using the Help Search

Terminology

If you are new to Vantagepoint, you may find it helpful to become familiar with the terms that are used throughout the application and documentation.

Contents

Field	Description
Browser and Desktop Applications	The `Vantagepoint` user interface provides most functionality in a web-based browser interface. The payroll, purchasing, asset management, and inventory applications are provided through a desktop (Smart Client) interface. In cases where functionality is accessed through the desktop application, this is indicated in the help topics.
Navigation Pane	The Navigation pane is located on the left side of the `Vantagepoint` screen. It provides access to all of the applications in `Vantagepoint`. When you click an application in the Navigation pane, the application opens on the right side of the screen. Use the Find Application search tool to quickly locate an application instead of scrolling through a long list of applications. The applications that are available to you depend on the security role assigned to you. For more information, see Find an Application. To hide or display the Navigation Pane, click in the `Vantagepoint` toolbar.
Search Navigation Controls	The Search Navigation Controls are located at the top of most hub and application forms. Use these controls and their related components to quickly locate specific saved searches and hub records, page through records, create ad-hoc searches or new searches, view search records in list view or detail view, or select and edit hub records when creating or updating selections for ad-hoc searches. For more information, see Search Navigation Controls, Search Quick Reference, and Components of a Search.
Records	A record is a collection of data pertaining to an individual item (such as a project, employee, or contact). Information about the record is collected on various forms. For example, each project is a record that contains data from the Overview, Team, and other tabs in the Projects hub. Depending on your security role, you can modify, copy, or delete an existing record. You can add new records at any time if you have security rights. You create and maintain records in the hubs.
Tabs	`Vantagepoint` applications are organized in a tabular format. The tabs in an application may contain fields and/or grids on which you enter or modify information.
Dialog Boxes	Dialog boxes display as pop-up windows when you click certain Navigation menu options as well as certain toolbar and field-level icons. Dialog boxes may contain fields and grids for entering information.
Fields	Fields display on tabs and dialog boxes. Use fields to enter and maintain data for a record or transaction. Some fields are display-only; you cannot enter or edit data in these fields. These fields are shaded (grayed out) on your screen.
Grids	Grids display on tabs of forms and on dialog boxes. A grid is essentially a table-like collection of fields arranged using columns and rows. Use grids to enter, maintain, and view data for a record or transaction. Grids make it easy for you to sort and organize data. You can sort data in most grids by clicking a grid column heading to establish a sort order (ascending or descending). Click the column heading again to reverse the sort order.
Drop-down Lists	Drop-down lists display on forms, tabs, and dialog boxes and consist of values used by multiple records or a variety of grids across a number of applications. Use drop-down lists to set attributes for a record. The symbol displays in fields and grid cells that have a drop-down list. In some cases, you can also hover over the field, click , and enter or select the value. Typically, drop-down lists are configured by your system administrator.
Lookups	Lookups display on forms and tabs. Use lookups to search for and select records from either the database or from a list of values that were defined by your enterprise. Lookup lists are available when the search icon displays in a field. Some lookups may search entries from your database while others are options that are defined by your system administrator. In either case, you can enter search criteria to narrow your search and eliminate the need to scan through large numbers of records. Click the search icon in a field to display a list of records that meet the filtering criteria and which your security role is allowed to access. For some fields, this list may include visual cues that provide a quick indication of the record status. For more information, see Lookups in the Browser Application.
Options	Options are selections or choices that appear on a menu or form. Options are typically displayed in drop-down lists.
Settings	In addition to standard system setup options, `Vantagepoint` offers a variety of ways for you to change the look and feel of the application, such as renaming tabs and labels, adding new tabs, and reformatting your Dashboard. For more information, see Settings.

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Terminology

If you are new to Vantagepoint, you may find it helpful to become familiar with the terms that are used throughout the application and documentation.

Contents

Field	Description
Browser and Desktop Applications	The `Vantagepoint` user interface provides most functionality in a web-based browser interface. The payroll, purchasing, asset management, and inventory applications are provided through a desktop (Smart Client) interface. In cases where functionality is accessed through the desktop application, this is indicated in the help topics.
Navigation Pane	The Navigation pane is located on the left side of the `Vantagepoint` screen. It provides access to all of the applications in `Vantagepoint`. When you click an application in the Navigation pane, the application opens on the right side of the screen. Use the Find Application search tool to quickly locate an application instead of scrolling through a long list of applications. The applications that are available to you depend on the security role assigned to you. For more information, see Find an Application. To hide or display the Navigation Pane, click in the `Vantagepoint` toolbar.
Search Navigation Controls	The Search Navigation Controls are located at the top of most hub and application forms. Use these controls and their related components to quickly locate specific saved searches and hub records, page through records, create ad-hoc searches or new searches, view search records in list view or detail view, or select and edit hub records when creating or updating selections for ad-hoc searches. For more information, see Search Navigation Controls, Search Quick Reference, and Components of a Search.
Records	A record is a collection of data pertaining to an individual item (such as a project, employee, or contact). Information about the record is collected on various forms. For example, each project is a record that contains data from the Overview, Team, and other tabs in the Projects hub. Depending on your security role, you can modify, copy, or delete an existing record. You can add new records at any time if you have security rights. You create and maintain records in the hubs.
Tabs	`Vantagepoint` applications are organized in a tabular format. The tabs in an application may contain fields and/or grids on which you enter or modify information.
Dialog Boxes	Dialog boxes display as pop-up windows when you click certain Navigation menu options as well as certain toolbar and field-level icons. Dialog boxes may contain fields and grids for entering information.
Fields	Fields display on tabs and dialog boxes. Use fields to enter and maintain data for a record or transaction. Some fields are display-only; you cannot enter or edit data in these fields. These fields are shaded (grayed out) on your screen.
Grids	Grids display on tabs of forms and on dialog boxes. A grid is essentially a table-like collection of fields arranged using columns and rows. Use grids to enter, maintain, and view data for a record or transaction. Grids make it easy for you to sort and organize data. You can sort data in most grids by clicking a grid column heading to establish a sort order (ascending or descending). Click the column heading again to reverse the sort order.
Drop-down Lists	Drop-down lists display on forms, tabs, and dialog boxes and consist of values used by multiple records or a variety of grids across a number of applications. Use drop-down lists to set attributes for a record. The symbol displays in fields and grid cells that have a drop-down list. In some cases, you can also hover over the field, click , and enter or select the value. Typically, drop-down lists are configured by your system administrator.
Lookups	Lookups display on forms and tabs. Use lookups to search for and select records from either the database or from a list of values that were defined by your enterprise. Lookup lists are available when the search icon displays in a field. Some lookups may search entries from your database while others are options that are defined by your system administrator. In either case, you can enter search criteria to narrow your search and eliminate the need to scan through large numbers of records. Click the search icon in a field to display a list of records that meet the filtering criteria and which your security role is allowed to access. For some fields, this list may include visual cues that provide a quick indication of the record status. For more information, see Lookups in the Browser Application.
Options	Options are selections or choices that appear on a menu or form. Options are typically displayed in drop-down lists.
Settings	In addition to standard system setup options, `Vantagepoint` offers a variety of ways for you to change the look and feel of the application, such as renaming tabs and labels, adding new tabs, and reformatting your Dashboard. For more information, see Settings.