Deltek Vantagepoint Help

Using the Help Search

Actions Bar for the Projects Form

Use the Actions bar on the Projects form as a shortcut to actions that you routinely perform.

The set of options available on the Actions bar may change depending on what work breakdown structure (WBS) element is currently selected.

Commonly Used Actions

Click the buttons on the Actions bar to access commonly performed actions.

Field	Description
Edit	Click this option to switch the form to Edit mode so you can make changes to project information.
Add Touchpoint	Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Qualify Contact	This option displays if your firm uses CRM Plus and enables the Lead Qualification Process in Settings. If a contact is interested and meets your firm's business criteria for the sales cycle, select Qualify Contact make it available for pursuit. A contact must be qualified to associate it with a firm or project. When a contact is qualified, the Qualified Status field on the Summary pane updates to display Qualified. You can change this status if the contact moves to another phase in the process.

Other Actions

Click this menu to perform other tasks.

Field	Description
Copy Project	Select this option to copy the currently selected project. `Vantagepoint` displays the Copy Project form.
Copy Phase	Select this option to copy the currently selected phase.
Copy Task	Select this option to copy the currently selected task.
Add Phase	Select this option to add a phase to the project. `Vantagepoint` displays the New Phase form.
Add Task	Select this option to add a task to the currently selected phase. `Vantagepoint` displays the New Task form.
Disqualify Contact	If you decide that a qualified contact is no longer a good candidate for a project, click Disqualify Contact to disqualify the contact. This keeps the contact in the database for future use. On the Disqualify Contact dialog box, use Status Reason to specify the reason for disqualifying the contact and click Disqualify. The contact's status is automatically changed to inactive and the status reason is listed in the Contact Summary.
Create a Linked Promotional Project	Select this option to display the Create Linked Promotional Project dialog box and add a project for tracking the costs incurred in pursuing the currently selected regular project. The promotional project is linked to the regular project, but it is a separate project with its own WBS and other properties. If the project is not a regular project, already has a linked promotional project, or is assigned to a pipeline stage that is not designated as an in pursuit stage, this option is not available. If the currently selected project has more than one WBS level, this option is only available at the project level.
Add Proposal	Select this option to display the New Proposal dialog box and begin adding a new proposal for the project.
Import GovWin IQ Opportunities	Select this option to connect to your GovWin IQ instance and import one or more opportunity records from GovWin IQ as in pursuit projects in `Vantagepoint`.
Import GovWin IQ Opportunities	This option displays if GovWin IQ Integration is enabled on the GovWin IQ form (Utilities > Integrations > GovWin IQ), and if `Vantagepoint` is set up to use auto-numbering for project numbers. (If auto-numbering is not implemented for projects, this option is not available. In that case, you can only import opportunities from GovWin IQ one at a time by selecting From GovWin IQ in How to Create Project on the New Project form.)
Project Settings	Select this option to display the Project Settings dialog box. In that dialog box, you can select display options for the project search results list and the project structure.
Design	If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the in the upper right corner of a field or tab to remove it from the form.
Delete	Select this option to delete a project, phase, or task. If any records outside the Projects hub reference the project, phase, or task, you cannot delete it. Otherwise, `Vantagepoint` prompts you to confirm that you want to proceed with the deletion. If the project, phase, or task has any associated revenue forecast or planning data, `Vantagepoint` warns you that this data will also be deleted. If you delete a regular project that is linked to a promotional project or a promotional project that is linked to a regular project, the other project in the linked pair is not automatically deleted. To remove both projects, you must delete them individually.
Print Report	Select this option to print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report. See Print a Hub Report for more information.
Export All or Export Selected Rows	These options are only available when you view project data in List View. If no projects are selected in List View, select Export All to download all of the project data in the grid in a .CSV file. If you have selected some of the projects, click Export Selected Rows to download project data for those projects only.

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Actions Bar for the Projects Form

Use the Actions bar on the Projects form as a shortcut to actions that you routinely perform.

The set of options available on the Actions bar may change depending on what work breakdown structure (WBS) element is currently selected.

Commonly Used Actions

Click the buttons on the Actions bar to access commonly performed actions.

Field	Description
Edit	Click this option to switch the form to Edit mode so you can make changes to project information.
Add Touchpoint	Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.
Qualify Contact	This option displays if your firm uses CRM Plus and enables the Lead Qualification Process in Settings. If a contact is interested and meets your firm's business criteria for the sales cycle, select Qualify Contact make it available for pursuit. A contact must be qualified to associate it with a firm or project. When a contact is qualified, the Qualified Status field on the Summary pane updates to display Qualified. You can change this status if the contact moves to another phase in the process.

Other Actions

Click this menu to perform other tasks.

Field	Description
Copy Project	Select this option to copy the currently selected project. `Vantagepoint` displays the Copy Project form.
Copy Phase	Select this option to copy the currently selected phase.
Copy Task	Select this option to copy the currently selected task.
Add Phase	Select this option to add a phase to the project. `Vantagepoint` displays the New Phase form.
Add Task	Select this option to add a task to the currently selected phase. `Vantagepoint` displays the New Task form.
Disqualify Contact	If you decide that a qualified contact is no longer a good candidate for a project, click Disqualify Contact to disqualify the contact. This keeps the contact in the database for future use. On the Disqualify Contact dialog box, use Status Reason to specify the reason for disqualifying the contact and click Disqualify. The contact's status is automatically changed to inactive and the status reason is listed in the Contact Summary.
Create a Linked Promotional Project	Select this option to display the Create Linked Promotional Project dialog box and add a project for tracking the costs incurred in pursuing the currently selected regular project. The promotional project is linked to the regular project, but it is a separate project with its own WBS and other properties. If the project is not a regular project, already has a linked promotional project, or is assigned to a pipeline stage that is not designated as an in pursuit stage, this option is not available. If the currently selected project has more than one WBS level, this option is only available at the project level.
Add Proposal	Select this option to display the New Proposal dialog box and begin adding a new proposal for the project.
Import GovWin IQ Opportunities	Select this option to connect to your GovWin IQ instance and import one or more opportunity records from GovWin IQ as in pursuit projects in `Vantagepoint`.
Import GovWin IQ Opportunities	This option displays if GovWin IQ Integration is enabled on the GovWin IQ form (Utilities > Integrations > GovWin IQ), and if `Vantagepoint` is set up to use auto-numbering for project numbers. (If auto-numbering is not implemented for projects, this option is not available. In that case, you can only import opportunities from GovWin IQ one at a time by selecting From GovWin IQ in How to Create Project on the New Project form.)
Project Settings	Select this option to display the Project Settings dialog box. In that dialog box, you can select display options for the project search results list and the project structure.
Design	If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the in the upper right corner of a field or tab to remove it from the form.
Delete	Select this option to delete a project, phase, or task. If any records outside the Projects hub reference the project, phase, or task, you cannot delete it. Otherwise, `Vantagepoint` prompts you to confirm that you want to proceed with the deletion. If the project, phase, or task has any associated revenue forecast or planning data, `Vantagepoint` warns you that this data will also be deleted. If you delete a regular project that is linked to a promotional project or a promotional project that is linked to a regular project, the other project in the linked pair is not automatically deleted. To remove both projects, you must delete them individually.
Print Report	Select this option to print the associated report directly from this form or to open a dialog box on which you can specify print options before generating the report. See Print a Hub Report for more information.
Export All or Export Selected Rows	These options are only available when you view project data in List View. If no projects are selected in List View, select Export All to download all of the project data in the grid in a .CSV file. If you have selected some of the projects, click Export Selected Rows to download project data for those projects only.