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

Actions Bar

Use the Actions bar in the upper-right corner of various Vantagepoint pages to perform actions that apply to the current page. For example, you can save or copy the current record or add a touchpoint.

Following are the more common options on the Actions bar and Other Actions menu; refer to the appropriate area of the online help for specific information.

Field Description
Save

Use this option to save your changes

.
Cancel

Use this option to cancel your changes.

Copy

Select this option to copy the current record; you can then modify the copy to create a new record of the same type (such as a project or employee record). Be sure to specify a unique name for the new record. When you copy a record with attached documents, Vantagepoint does not copy the documents to the new record.

Export

Select this option to export records to a comma-separated values (.csv) file format. You must be in List View to export records. The export function is disabled if you are in Detail View. You can select a subset of records or select all records for export to the file.

Design

If your security role gives you access, select this option to open the Screen Designer, which you can use to add tabs, grids, fields, and field properties. The Screen Designer is composed of two sections: a canvas area (on the left) that lets you view the design changes that you make to the form, and a list of tabs, fields, and properties (on the right) that can be defined and added to the screen. Click the in the upper right corner of a field or tab to remove it from the form.

Add Touchpoint

Select this option to add a touchpoint (a simple activity such as a meeting or a phone call) for the currently displayed record.

Delete

Select this option to delete the current record. When you delete a record, you permanently remove it from the database. The deletion cannot be undone. Verify that the record is no longer in use before you delete it.

Print

Select this option to display the Print Options menu. Depending on which option you select, Vantagepoint displays either the Reporting dialog box or the Search dialog box that allows you to specify the record or record selection you want to print before generating and printing the report. See Select a Print Option to Print Records for a Report.