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

Send an Email Message

When you enter an email message, you can include records, reports, links to data, and other details.

Pre-requisite: From one of several applications, access the Email dialog box. Available settings and options depend on the application you are working in and how your system is configured.

To create and send an email message:

  1. On the Email dialog box, if you have email templates shared with your role or saved for personal use, you can select from the Select Email Template drop-down list to use a template as the basis for the new email message.
  2. In the Recipient Options section, do any of the following to identify who will receive the email message:
    • Use the Select Attendees From field to refine the list of recipients that you can choose from in the Email Recipient grid. For example, if you select Role and then specify a security role, the individuals that are included in that role will receive the email message.

      After you make a selection, you can specify additional options to create a mixture of recipients. For example, after you specify a security role, you can also select contacts; both members of the selected security role and the contacts you specify will receive the email message.

    • Use the Email Recipient grid to select individual recipients for the email message.
    • Enter an email address in the To, CC, or BCC field. Press ENTER on your keyboard to add another email address in the field.

      If you used the Select Attendees From field or the Email Recipient grid to select the recipients, click the + To, + CC, or + BCC option to add their email addresses in the fields.

  3. In the Subject field, enter the subject for the email message.
    If you are sending a report, the subject is autopopulated with the name of the report. You can edit this field.
  4. In the Message field, enter the text for the email message.
    To enable the Text Editor, click in the upper-right corner of the field.
  5. If you want to add fields from the selected application to your email message, click the Insert Field option by the Subject and Message fields.
    For each field, Vantagepoint inserts a field code as a placeholder and replaces the code with actual information from the database record when the message is sent.
  6. If you are attaching a file to the email, use File Type to select the type.
    The allowed file types are: Adobe PDF, Rich Text Format (RTF), Microsoft Word Document, Microsoft Excel Spreadsheet, Tagged Image File Format (TIFF), Comma-separated Values File (CSV), XML, HTML, and HTML with link to report archive.
  7. If the file type includes a link, the Archive Hours field displays and you can enter a number of 0 or greater.
    This is a number field with no decimals. You must schedule a report in order to archive it from this dialog box. You set the thousands separator on the My Preferences dialog box.
  8. If you are sending an email message from Reporting, you can click Preview File to generate and preview the report before you send it.
  9. Click Send.