Deltek Vantagepoint Help

Files Administration Utility

The Files Administration utility works with the external FileStream database to enable you to search for and view documents and templates that you created in Vantagepoint or uploaded in certain areas in Vantagepoint.

FileStream stores documents and templates for the following Vantagepoint areas:

  • AP vouchers, accounts payable disbursements, journal entries, unit transactions, and units by projects transactions that are entered in Transaction Entry
  • AP Invoice Approvals
  • Final billing invoice and credit memo PDF files from Interactive Billing, Draft Invoice Approvals and Invoices (Projects hub), and AR Review (Firms hub) if you have the Store PDF of Final Invoice option set to Yes in Settings > Billing > Options
  • Draft billing invoice PDF files that are created in Interactive Billing or Batch Billing if a project uses invoice approvals and you have the Use Markup on Draft Invoices option set to Yes in Settings > Billing > Options
  • Batch Billing invoice archive files and the Batch Invoice List report file (PDFs) from the Invoice Archive tab in Batch Billing. For more information, see Batch Billing Invoice Archive Files.
  • Credit Card Reconciliation in Cash Management
  • Expense reports that are entered in My Stuff
  • Hubs
  • Inventory Item Requests
  • Purchasing
  • Vantagepoint Intelligence workbooks

If you use the Vantagepoint on-premises product, see Configuring Supporting Documents for information on configuring Transaction Document Management (TDM) and FileStream. If you use the Vantagepoint Cloud product, the Deltek Cloud Ops Team maintains TDM and FileStream for you.

For more information on using supporting documents and files with Vantagepoint, see the Supporting Documents and Files online help topic for detailed information.

The Files Administration utility also confirms if the documents are synchronized between the Vantagepoint and FileStream databases. If the FileStream and Vantagepoint databases are not synchronized, Vantagepoint displays a Databases Out of Sync dialog box to alert you of the file mismatch. Contact your system administrator for details on data synchronization.