Cookie Management Now Available

Vantagepoint cookie consent complies with various data and privacy laws as well as Deltek's updated cookie policy. The Cookie Consent dialog box displays when you first log into Vantagepoint after an upgrade. You can also change your cookie consent settings at any time using the Cookie Settings link on the login screen. For details, see Cookie Consent.

Document Templates

Document Templates are now available for Projects in Vantagepoint. With this feature, you can create documents and reports that include real-time project information using Microsoft Word, Excel, and PowerPoint. For example, you can create a project initiation sheet in Microsoft Word or a client presentation to illustrate your team’s project approach. To create a document template, click Settings » General » Document Templates. After a template is created, you must give users access to it in Settings » Security » Roles before they can create documents using the template from the Projects hub. This feature is available if you have the CRM Plus module. You can choose to opt in to this feature for the Vantagepoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled. See the Opt-In Features Overview for more information.

Fiscal Year Option Added to Grouping Options Dialog Box

The Fiscal Year option is now available in the Start field of the Grouping Options dialog box that you can access in the Dashpart Designer for chart dashparts. The Fiscal Year option is now also a sub-option under the First Day of option in the Start field.

Use the Fiscal Year option to select the current fiscal year as the basis for the selected date range parameter. Additional options are available to select the previous or future fiscal years based on the current fiscal year.

The Start field displays when you select the Date Range option for the Group By field, and the First Day of option displays if the dashpart has an applicable dashpart column. The available fiscal years for this new start date option are based on the configured fiscal periods in the Period Setup Utility.

Fiscal Year Option Added to Date Ranges Dialog Box

The Fiscal Year option is now available in the Start and End fields of the Date Ranges dialog box that you can access in the Dashpart Designer for applicable dashpart columns. Use the Fiscal Year option to select the current fiscal year as the basis for the selected date range parameter. Additional options are available to select the previous or future fiscal years based on the current fiscal year.

The available fiscal years for this new start date option are based on the configured fiscal periods in the Period Setup Utility.

Get Notified About New Releases and Opt-in Features

The Deltek Learning Hub includes two new pages that enable you to stay notified about updates to releases and opt-in features. When you register with the Learning Hub and "watch" the Get Notified About New Releases and the Opt-In pages that are available from the What's New tile, you will receive email notifications whenever changes are made to these pages.

Absence Request Approval Feature in Mobile Time & Expense

The Absence Request Approval feature enables managers to approve employee absence requests directly from their mobile device. The new menu item for Absence Request Approvals is located between Time Approvals and Expense Approvals. It includes a new Absence Request Approvals screen, with groups for submitted and approved requests. This streamlines the approval process, making it more efficient for managers. If the assigned manager is not available, this feature enables the manager to reassign multiple approvals at once from either the Absence Request Approval list or the Absence Request Summary screen, ensuring timely approval of absence requests.

A number bubble notification displays in the Absence Request Approval menu, ensuring managers are promptly alerted to any requests that require their attention. They can also view detailed information about absence requests directly from the list and approve or reject absence requests with or without a comment. This information includes the type of absence, request dates, submission date, comments, hours requested, remaining balance for the type of leave, and the state of the request. This enables managers to make more informed decisions when approving or rejecting absence requests.

Vantagepoint 2025.2 Opt-In Features

The following features are available on the Opt-In Features form in Vantagepoint 2025.2:

• Customs Proposal: Aspose - Proposals

• Document Automation: Project Document Templates

For more information, see Opt-In Features Overview in the Vantagepoint Online Help.

Performance Improvement When Saving Projects or Importing Project Structure

Vantagepoint has improved the processing time when you save newly created or copied projects or when you import project structure to an existing project.

Aspose Now Used to Export Custom Proposals

Vantagepoint now uses Aspose when exporting custom proposals to guarantee consistent formatting between original proposals and the generated Word and PDF files. The exporting process remains unchanged.

You can opt in to this feature for the Vantagepoint 2025.2 release. The ability to opt in is temporary and will be removed when the feature becomes automatically enabled for all Vantagepoint users as part of a future release. For more information, see Opt-In Feature Overview.

Choose Project Level or Lowest WBS Level for Project Forecast Reports

The Project Forecast report now includes the Use Project Level Compensation Amounts and Milestone Dates to Allocate Revenue on Awarded Projects checkbox on the Columns & Groups tab.

Select this checkbox to report compensation amounts at the project work breakdown structure (WBS) level or clear it to report at the lowest WBS level. Amounts are allocated using the associated milestone dates for awarded projects.

The checkbox setting does not apply to awarded projects if:

• The project's Allocation Method is Use Revenue Forecasts on the Estimated Fee tab in Hubs » Projects » Contract Management and the report's Fee Allocation option is set to Use Allocation Method of Project on the Options tab of this report. In this case, the dates and amounts from the Revenue Forecast application are allocated and reported for the WBS level.

• The project's Allocation Method is Use Fee Allocation Grid with Specific Dates. In this case, the dates and amounts are allocated only for the WBS1 level; however, the other compensation-related amount columns are affected by the checkbox setting.

Awarded projects with no lower WBS levels work the same regardless of the setting of this checkbox. This checkbox does not apply to In Pursuit projects.

For more details, see Project Forecast Columns & Groups Tab.

User-Defined Document Column

You can now add user-defined Documents columns to custom grids in a hub.

In a hub where you can add a custom grid (for example, the Employees hub), set Actions to Design to launch the Screen Designer application. On the Screen Designer form for the hub, add a new document column to a new or existing grid.

New Documents Option in Grid Settings

The Documents option has been added to the Type column on the Grid Settings dialog box.

On the Grid Settings dialog box, select + Add Column and enter information for the new column. Select the Documents option from the drop-down menu and then save the changes in the grid and in the hub.

New Document Column Dialog Box

A new document column dialog box, which reflects the name of the user-defined document column, has been added so that you can associate documents with the record. You can also download or delete a file from this dialog box.

Click to launch the document column dialog box and then select files to upload or drag and drop files to the Associated Documents grid. For information on supported file types, refer to the Files and Links topic in the Vantagepoint Online Help.

On the document column dialog box, click the link in the FileName column to download the file or click to delete the file.

Associated Documents in the Files Administration Form

Documents that were added using the user-defined document column also display in Utility » Files Administration. If you have administrator rights, you can download the document to open it or save it to another location.

Replace SMTPClient with MailKit for Improved Email Support and Performance

 

Microsoft .NET no longer supports the SMTPClient protocol. Deltek recommends replacing SMTPClient with MailKit for broader protocol support and improved performance. When you enable the MailKit Opt In feature, please test outgoing email scenarios from Vantagepoint to track and validate that your email set up is working correctly.

Defect 1846543: This issue applies if you use invoice approvals and you submitted or rejected an invoice multiple times. The comment from the first draft invoice that was submitted incorrectly displayed in the invoice email notification for any additional resubmittals or rejections.

Defect 2023819: When you used two different existing dashpart calculated fields in a new quick calculation, the "Invalid column name" error message displayed.

Defect 2174489: When your role had Record Level View access rights that was configured with a pre-defined search filter, an error message was displayed when you accessed a hub application.

Defect 2208294: When you populated the State field before the Country field in the Firm Address or Other Address field of the Overview tab, the value in the State field was cleared if there was no country defined in your My Preferences. 

Defect 2220310: This issue occurred when the Contract tab was set as the first tab on the Contract Management form. When you displayed the form from Project Review, Plan, or Dashboard in the Projects hub, the Contract Status and Contract Type fields displayed codes instead of the correct text values.

Defect 2210974: When you used an API to create project records, some legacy tables were added in the database that could only be deleted with a script. 

Defect 2139275: When you updated an already approved project, and the PreAward field and Project field had the same value, the Assign New Project Number dialog box still displayed when it should not. 

Defect 2202696: When you ran a bulk update and to remove the Primary Client Address field from the Selected Fields in the Project Edit dialog box, an error message displayed indicating that no records were updated.

Defect 2205697: When you hovered over the Linked Project field (PR.SiblingWBS1) in the Overview tab, the tooltip that was setup in Screen Designer did not display.

Defect 2252997: When you navigated between rows in Project List View, the application unnecessarily called on the Billing Client, even if it wasn't selected in the grid, causing performance issues.

Defect 2331347: In list view, when you clicked View on the toolbar of the list view grid, the drop-down list did not display saved views.

Defect 2206415: When you used dark mode, and selected Change Duration in the Reschedule Revenue Forecast Dates dialog box, the suboptions appeared grayed out as though they were disabled.

Defect 2254171: When you entered a duplicate record number for a field in a user defined hub, the error message displayed the wrong duplicate record name.

Defect 2210121: In Vantagepoint Help, when you were unable to access the Project Earnings report concept topic and, instead, you received a 404 Error message.

Defect 2311766: When a project has multiple user-defined values, the user-defined grid fields of the Project List report displayed in a random order.

Defect 1716153: When exporting a custom proposal to Microsoft Word, the font size was 21.5 rather than the 22pts selected in Custom Proposals.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 1922722: When exporting a custom proposal to Microsoft Word, random spaces were appearing in the proposal.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 1937913: When exporting a custom proposal to Microsoft Word, bullets displayed as image files in the Word document.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 1959238: When exporting a custom proposal to Microsoft Word, if the proposal template used an image in the header, the header on the first page of the document displayed outside of the header area.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 2067100: When exporting a custom proposal to Microsoft Word, in some parts of the document the font format may have appeared more condensed or expanded.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 2112285: When exporting a custom proposal to Microsoft Word, if the proposal contained a text element that was copied from somewhere else, like a website, the font for the copied text element was not changed to the default font used in Word.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 2127813: When exporting custom proposals to Word, the formatting of proposals did not always match the formatting selected when using the proposal generator.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 2145008: In Custom Proposals, when exporting a resume to Microsoft Word there were random collapsible sections in Word that did not follow the formatting selected in Proposals.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 2277279: When exporting a custom proposal to Microsoft Word and then you enabled the Paragraph marks, the paragraph marks were not showing in some of the rows of information.

To see the fix for this defect you need to enable the opt-in feature called Aspose – Proposals. The opt-in feature will be enabled for all customers in 2025.3. For more information, see Opt-In Feature Overview.

Defect 2198636: When you attempted to run a search in Resource View, an 'Incorrect syntax near '<' error message displayed instead of the search results.

Defect 758674: This issue occurred if you applied either the Is Me or Not Is Me operator to an existing employee field on a saved search. As result, when you ran the search, the returned search records defaulted to the user who saved the search, instead of returning search records based on your user role.

Defect 2191835: In the quick search field at the top left of a hub form, if you entered a value to locate a record quickly, then pressed Enter on your keyboard, but then paused and added additional alphanumeric values to that value, Vantagepoint displayed the original value entry only, instead of the updated value.

For example, if you typed the project number 1212 in the Find a project field, pressed Enter on your keyboard, paused, and then added 20 to 1212, the only result displayed was for the 1212 project, not project 121220. 

Defect 2218342: When you created a copy from a saved search that was shared globally, and your role was configured with Save For My Role access rights for searches, the "You do not have access" error message displayed. 

Defect 2226271: This issue occurred when you selected records for a search in one hub and then switched to a different hub. For example, if you added records to a search in the Employees hub, then switched to the Contacts hub, when you returned to the Employees hub to edit the search, the search field value displayed a code value (Employee Number=122) instead of a description value (Employee Name: John Smith). As a result, you had to select the description value again from the drop-down list.

Defect 2263887: On the Save Options dialog box, when you updated a shared search in which you removed all roles except for Myself, and then saved it, the search did not update from Shared to Private.

Defect 2272135: When you set projects to Read Only with Record Level View access in Role Settings under Security, all project information, except the Project Number, displayed as an asterisk in project search/lookup in Expense Reports, Hubs, and Reporting.

Defect 2222822: This issue occurred on the Record Access tab of the Roles form when you tried to filter on a partial name on the Reports for this Role grid and also on the Available Reports section of the Reports dialog box. As a result, sometimes custom reports were not listed, and you had to manually select the reports.

Defect 2303271: When you used Bulk Update in list view to modify the Windows Authentication field, you received the following error message: "Field Integrated Checkbox Does Not Exist."

Defect 1959225: This occurred for hubs with auto numbering enabled and the Expression Configuration dialog box had the following settings: 

• Charge Type was set to Regular-Not Approved for Use in Processing.

• Starting Sequence Number had a value.

When you changed the existing value in the Starting Sequence Number field, and then created a new hub record, the system used the previous value in the Starting Sequence Number field as the basis for the new hub record number.

Defect 2225043: When you ran the key conversion utility to disable a phase/task, an error stating "Cannot Insert the Value NULL into column UntCostRate table PNUnit/RPUnit" displayed.

Defect 2335232: When you ran the Key Conversion utility for projects, the error message 'Invalid column name 'AuditKeyValuesDelete'' was displayed. 

Defect 2164438: Information on who started or stopped a process and when it was done was not logged in the database table for Queue Processes.