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

Components of a Search

There are several different components of the Vantagepoint Search feature. The components that display depend on the application you are working in when you initiate the search.

Searches List

The Searches List includes all searches that are available for the active module. This list is composed of different components, depending on where the Search is accessed.

For more information, see:Select Searches List.

Quick Find

Use Quick Find to enter part of a record's information, such as a name or number. If the information that you enter matches only one record in the database, the record opens. If the information produces more than one result, a list of all matching records displays.

For more information, see: Use a Quick Find.

Standard Searches

Standard searches are predefined searches that are specific to the active module. They are usually listed at the top of the Searches List. For example, in the Contacts hub, the standard searches are Active, All, and Mine.

You cannot modify a standard search.

For more information, see: Standard Searches.

SQL Where Clause Searches

SQL Where Clause searches can include legacy searches imported from previous versions of the application or from legacy systems, as well as any other complex search involving comparisons of data and cross hub or application record searches.

For more information, see: SQL Where Clause Searches.

My Searches and Shared Searches

My Searches (personal searches) and Shared Searches are standard or advanced searches that you create to match the specific business requirements for you or your team. You can also use the Organize Searches feature to create custom folders for your personal or shared searches.

When you select additional roles in the Save For field on the Save Options dialog, the search is automatically added under the Shared Searches folder.

For more information, see: Personal and Shared Searches, Build a Basic Search, Build an Advanced Search, and Organize Searches.

Search Dialog Box

Use the Search dialog box to create a new search or update criteria for an existing search. Depending on the application in which you are working, this dialog box displays when you select + New Search or when you click Search in the Searches List or a lookup.

For more information, see: Search Dialog Box and Build a Basic Search.

Multiselect Drop-Down Lists

Use multiselect drop-down lists to quickly build complex searches throughout Vantagepoint. Multiselect drop-down lists allow you to add, delete, copy and paste, and filter long lists of values using Search in hubs and other applications.

Each multiselect drop-down list includes a check box to the left of each value in the list. These check boxes act as toggles for selecting and clearing (de-selecting) values.

To do this Take this action
Select or clear one or more values. Click a value's check box to select it.

Click the value's check box a second time to clear it.

Select or clear multiple non-contiguous values. Use CTRL + click.
Select or clear multiple contiguous values, or all the values. Use SHIFT + click.

For more information, see Working with Multiselect Drop-Down Lists.

Advanced Settings

Select the Advanced Settings toggle to enter additional criteria that limits the data retrieved by the search. This type of search may include the use of comparative operators that locate multiple types of data.

For more information, see: Search Dialog Box and Build an Advanced Search.

Search Results Grid

After building a search on the Search dialog box, you can select the Show Preview toggle to view the returned search results on the Search Results grid.

For more information, see: Preview Search Results.