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

Create a New Role

Create a separate role for each group of people in your firm who share a distinct set of security requirements.

To create a new role:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. On the Actions bar of the Roles form, click + New Role.
  3. In the Role Name field, enter the name of the new role.
  4. On the Overview tab, grant access to applications, select the role type, and specify save rights for reports and dashboards, process queue priority, organization access, and allow access to SQL Where Clause searches, lookup limit overrides, and searching across hubs in desktop applications.
  5. On the Record Access tab, grant access to hubs and the transaction center, enable self-service in Employee Review, allow changes to logins and passwords, specify project access for timesheets, billing, and expense reports, set project creation rights, and specify workflow approval access.
    When you grant access to a hub, the new role can access only the Summary pane and Overview tab for the hub. When you make a hub tab available to a role, all fields on that tab become available. You can choose to hide fields for the role using field-level security in Screen Designer. For more information, see Change the Properties for a Field in a Hub.
  6. If your firm uses the Accounting application, use the Accounting tab to set options related to processing in prior or closed periods; establish access for labor burden rates, AR comments, and project budgets; set security options for payroll and for intercompany billing, if your firm uses multiple companies.
  7. If your firm uses the Planning application, use the Planning tab to specify options for allowing changes to baselines, overhead percentages, budget types, and rate/method tables, and specify whether or not users in the role can hard book hours.
  8. On the Access Rights tab, specify rights by functional area.
    For step-by-step procedures, see the topics in the Set Up Access Rights section.
  9. Click Save.