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

Header Fields on the All Transactions Form

Use the common fields at the top of the All Transactions form to perform tasks such as print or post the selected transaction record, change the displayed fields in the grid, or export the contents of a grid to another file.

Field Description
Transactions grid toolbar Use the actions on the Transactions grid toolbar to perform any of the following tasks.
  • Print: If the transaction records are not yet posted, select this option to print a Transaction List. If the transaction records were posted, select this option to print a posting log.
  • Post: This option displays if you have rights to post transactions records. Select this option to post transaction records.
  • Schedule to Post: This option displays if you have rights to post transaction records. Select this option to launch the Schedule dialog box and set a date and time when to post transaction records.
  • Other Actions: This drop-down contain the following option:
    • Show/Hide Report Options: Select this option to show (or hide) report options when you print a Transaction List or posting log. If you chose to show report options, you can set the set the font type, margins, orientation, page size, and other formatting options on the Options Tab . By default, the Options Tab do not display when printing Transaction Lists and posting logs.
  • : Click this icon to maximize the grid to a full screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display. For more information, see Maximize the Grid View.
  • : Click this icon to select, pin, and reorder the columns to include in the grid. The columns available for the grid include both standard fields and user-defined fields that are used in the corresponding application area. For more information see Select Columns for a Grid.
  • : Click this icon to export all the data from the grid into a .CSV (comma-separated values) file that you save in Microsoft Excel or another spreadsheet application that supports .CSV files. For more information see Exporting Data to a .CSV File.
  • : Click this icon to turn the filter row on or off in the grid. The filter row is used to quickly search for a specific value in the grid columns. For information about how the filter works, see Filter the Grid Results.