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

Select an Existing Role

You can select an existing role at any time to review its current settings or to copy the role and use it as the basis for a new one.

To find and select a role:

  1. In the Navigation pane, select Settings > Security > Roles.
  2. At the top of the Roles form, enter either a complete or partial name or number in the Find role lookup field to find and select an existing role that you want to review or copy its settings.
  3. If the currently displayed role is not the one that you want, click on the Saved Search control () to display the Saved Search (left) pane and the Record Selection (right) pane..
  4. Do one of the following:
    • To select from a list of all roles (both active and inactive), click ALL.
    • To display the roles returned by a previously saved search (such as, a standard, personal, shared, complex or ad hoc Selection search), click that search.

      The record selection list only includes roles to which your security role gives you access.

      You can also select a specific role in a saved search to review it. For more information, see Select Records for an Ad Hoc Search and Edit an Ad Hoc Selection in Saved Search.

    • To create a new search using either the basic or advanced search feature, click +New Search at the bottom of the list.
    SQL Where Clauses: If you have the appropriate security role access, you can instead use the SQL Where Clause search feature to build and edit complex searches.

    For information about creating and using searches, see the Search Vantagepoint help topics.