Display the Welcome Pane in Microsoft Outlook

This Vantagepoint pane displays in Microsoft Outlook.

Prerequisites: The Outlook add-in must be installed.
  1. Display the welcome pane in one of the following ways:
    • When you open Outlook the first time after you install the Outlook add-in, the Welcome pane displays automatically.
    • After you enter and save the connection information in the Welcome pane, to access the Welcome pane again to change the connection information:
      1. Open an email that has a recipient or sender who is entered as a contact in Vantagepoint.
      2. Complete one of the following:
        • In Outlook Web App: Click the Vantagepoint icon in the email, and select Open Deltek > Settings > Account Information.
        • In Outlook for Windows or Outlook for Mac: In the Deltek group on the Home tab in the Outlook ribbon, click Settings > Account Information.
      3. In the Account Information pane, click the Disconnect button.

        The Welcome pane displays automatically.