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

Prepare the Import File

Before you import a comma-separated values (CSV) file, ensure that the file is ready for import.

To prepare a file for import:

  1. Export data from the source application to a CSV file.
  2. Open that file in Microsoft Excel® or another compatible application and do the following:
    1. Verify that the first row of data in the file is a header row that contains field names, not actual data. The import process assumes that the first row contains field names and uses those field names during the field mapping step of the import process.
    2. Update the import file header row captions to match the column captions used by Vantagepoint.
    3. Review the records in the file and delete any that you do not want to import into Vantagepoint.
    4. Carefully review the data in the CSV file to make sure that it is correct.
    5. Check that the data items in the CSV file are separated by commas. If the value of a data item contains a comma (for example a client name such as Forsberg Dynamics, Inc.), add quotation marks around the data to indicate that the comma is part of the data and not a separator (for example, "Forsberg Dynamics, Inc.").
    6. If you are importing records that include a note, comment, or other longer text string, make sure that the text does not include any line feeds. Import data could include a line feed if, in the source application, you press ENTER to force subsequent text to start on a new line, and then you export that text as part of your import file. The only line feeds in the CSV import file should be those at the end of each row of the file.