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

Projects Hub

Use the Projects hub to enter and maintain information for the projects that your enterprise undertakes. That information includes billing, accounting, and planning information. You can also set up projects for contracts that you are pursuing to manage the pursuit process, track the costs related to the pursuit, and begin entering a project plan.

The Projects hub consists of several separate applications. However, those applications are linked so that if you select a project in, for example, the Dashboard and then switch to Billing Terms, the previously selected project is selected automatically on the Billing Terms form. In addition, if you are viewing data for a lower-level work breakdown structure (WBS) element in one application and then switch to another application, data for that same WBS element is automatically displayed by the second application. (An exception to this is when you switch to an application, such as the Dashboard, that only displays data at the project level .)

The help topics for the Projects hub describe all potentially available tabs, fields, and options. The tabs, fields, and options that are actually available to you in the Projects hub depend on a number of factors, including the Vantagepoint modules your enterprise has activated, how Vantagepoint is set up, and the access rights granted to your security role. What you can do in the Projects hub is most extensively restricted if your enterprise has not activated the Accounting module (for example, if Resource Planning, CRM, or CRM Plus is the only activated module).

Upgrade to Vantagepoint 2.0 or Later

If you upgrade to Vantagepoint 2.0 or a later version from one of the Deltek Vision family of products or from Deltek for Professional Services 1.x, the Opportunities info center or Opportunities hub no longer exist, and opportunities from those products are added to the Projects hub as summarized below:
  • An opportunity that was previously linked to a project is merged with that project into a single record in the Projects hub in Vantagepoint.
  • An opportunity that was not previously linked to a project is converted to an in pursuit project in the Projects hub in Vantagepoint.

If you need additional information about this complex upgrade process, contact your system administrator.