Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Marketing Campaigns Projects Tab

You can use the Projects tab to track any projects that are associated with the marketing campaign.

Contents

This may include won projects that are underway as well as new or potential projects that were learned about as part of the marketing campaign or that were added as part of the contact qualification process. This information allows you to gauge the overall effectiveness of the marketing campaign.

Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

Projects Grid

Use the Projects grid to keep track of the projects pursued by or awarded to your firm as a result of the marketing campaign. You associate a project record with a marketing campaign record when you add it to the Project grid. Both records reflect the association.

Field Description
Name Select the project that you want to associate with the marketing campaign. Vantagepoint creates a hyperlink between the project name and the corresponding record in the Projects hub. You can then click the project name in this field to open the Projects hub.
Primary Client This field displays the name of the primary client for the selected project. Vantagepoint creates a hyperlink between the primary client and the corresponding record in the Firms hub. You can then click the primary firm in this field to open the Firms hub.
Primary Contact This field displays the primary contact that is associated with the selected project. Vantagepoint creates a hyperlink between the primary contact name and the corresponding record in the Contacts hub.
Stage This field displays the project's stage in the pipeline, such as Pending or Awarded.

This field only displays if the CRM, CRM Plus, or Resource Planning module is activated.

Status This field displays an icon representing the project's status: green for Active, gray for Inactive, and black for Dormant.
Hover over or select a row and click at the end of the row to remove the project association.
+ Add Project Click this link to add a blank row to the grid so you can associate another project with the marketing campaign.