Add a Vantagepoint Project from an Outlook Email

In Microsoft Outlook, you can add a Vantagepoint project that prefills with information from an email.

Prerequisites: You must have the Outlook add-in installed.

To add a Vantagepoint project that prefills some fields with information from an Outlook email:

1. In Outlook, open an email that has a recipient who is entered as a contact in Vantagepoint for whom you want to add a project.
2. Complete one of the following actions to open the Vantagepoint contact information pane:
   • In Outlook Web App: In the email, click the Vantagepoint icon, and select Open Deltek.
   • In Outlook for Windows or Outlook for Mac: On the Home tab in the Outlook ribbon, click Open Deltek in the Deltek group.
3. In the contact information pane, click + Add Project in the Project History section.
   The New Project form from the Projects hub opens on a separate browser tab or in a separate window.
4. Add the project using the normal process for creating new projects in the Projects hub. You can add it manually, from another project, or from a project template.
   Some of the default information that normally comes from the copied project, the project template, or standard project defaults is replaced by other default values from the contact information in Outlook:

   • Primary Contact defaults to the contact in the email.
   • Primary Client defaults to the contact's firm.

   In addition, Charge Type defaults to Regular.

   As always, carefully review the defaults and make changes and additions as necessary.

5. Click Save to save the new project.
   The project displays in the Project History section in the Vantagepoint contact information pane in Outlook.