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

Marketing Campaigns Tab of the Projects Form

Use the Marketing Campaigns tab to associate one or more marketing campaigns with the project. The Marketing Campaigns tab is only available if the CRM Plus module is activated.

Contents

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

Reorder columns and sort record rows in a grid to suit your viewing preferences. Changes that you make to the order of columns and rows are remembered from session to session. For information about how to reorder columns and sort records in a grid, see Sort Grid Row Order and Select Columns for a Grid.

Field Description
Marketing Campaign

Select a marketing campaign that is associated with the project. Click the name of the marketing campaign to display an info bubble containing details about the marketing campaign. Click More... in the info bubble to display the full marketing campaign record on a separate browser tab.

Marketing Campaign Manager This column displays the name of the employee who is assigned the role of Campaign Manager for the marketing campaign.
Type This column displays the type of marketing campaign (for example, Webcast or Tradeshow).
Stage This column displays the marketing campaign stage (for example, Planning, In Progress, or Completed).
Status This column displays a color indicator of the marketing campaign's status:
  • Green (Active): An active marketing campaign is currently in use.
  • Gray (Inactive): An inactive marketing campaign is currently not in use and does not display in the marketing campaign lookup lists.

Click this icon to filter the grid contents based on column values. For information about how the filter works, see Filter the Grid Results.

+ Add Marketing Campaign To associate another marketing campaign with the project, click + Add Marketing Campaign below the grid, and enter the marketing campaign information in the empty row that displays.