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

Create Dashboards

Create dashboards for employees on the Dashboard form.

You must have the appropriate access rights to create dashboards.

These steps do not apply when you are using Vantagepoint on a tablet or smart phone.

When you create a dashboard while logged in with a specific language, the language used when you created the dashboard is retained even when you later log in using a different language. For more information, see: Multiple Languages in Dashboards and Dashparts.

To create a dashboard:

  1. In the Navigation pane, select My Stuff > Dashboards.
  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 New Dashboard.
  4. On the Create New Dashboard dialog box, enter a dashboard name in the Dashboard Name field.
  5. Click Create.
    The Create New Dashboard dialog box closes and the new dashboard is displayed.
  6. To add existing dashparts to the dashboard, click Dashpart Library and drag dashparts from the Available Dashparts list in the Dashparts Library pane to the dashboard area.
  7. To add new dashpart to the dashboard:
    1. On the Dashparts Library pane or on the edit mode toolbar, click + New Dashpart.
    2. Complete the Add New Dashpart dialog box and click Continue.
    3. Fill in the fields and options on the displayed dialog boxes.
    4. On the Dashpart Designer form, customize the new dashpart with the available fields and options, and then click Save.
    5. On the Add to Current Dashboard dialog box, click Yes.
    6. On the Dashpart Designer form, click at the top left.
      The new dashpart is displayed in the dashboard. If you already have other dashparts in the dashboard, the new dashpart is added at the bottom of the dashboard.
  8. On the Dashboard form, you can move or resize the dashparts.
    • To move a dashpart: Click and drag a dashpart in the dashboard.
    • To resize a dashpart: Click and drag the lower-right corner of a dashpart.

      You cannot resize System dashparts, which are represented with the icon in the Dashpart Library pane.

  9. On the edit mode toolbar, click Share.
  10. On the Share this Dashboard dialog box, in the Roles field and the Employees field, select the employees and roles that can use the dashboard that you are creating.
  11. Click Save.
  12. On the edit mode toolbar of the Dashboard form, click Save.