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

Use List View

You can view a record in either detail view or list view. Detail view displays a single record and is the default view when you initially open records in many application areas. List view presents fields in columns in a grid, rather than on separate tabs, so that you can view multiple records at the same time and quickly evaluate record data.

After you select a view, Vantagepoint defaults to displaying this view each time that you open the application.

Video: See related video below

To use list view:

  1. Open an application.
    In most cases, detail view displays the first time you open a form and includes all tabs and fields for the record. The detail view is the format that is described in help topics in the Help system and is the view in which you can edit a record.
  2. Click to change to list view.
    Groups of fields display in columns in a grid, and multiple records display in separate rows in the grid. The search navigation controls at the top of the form determine the number of records displayed in the list view. For example, if you select a saved search with a total of 160 records, then list view displays 160 records. If you modify the saved search's record selection to include only a subset of 50 records, then list view displays only the 50 records that you selected. For more information, see Search Quick Reference and Search Navigation Controls.

    Much of the information for Vantagepoint is entered and displayed in grids on various forms. For information about using grids, see Working with Grids.

  3. While in list view, you can:
    • Use search navigation controls and their related components at the top of the active hub or application form to quickly locate specific saved searches, create ad-hoc or new searches, see the number of available search records, and find and select multiple hub records.
    • Modify a record's information.
    • Click to maximize the grid to a full-screen display. This expanded view reduces the need to scroll through long lists of records. Click it again to return to the standard grid display.
    • Click on the grid toolbar to add, remove, or change the order of the columns in the grid.
    • Click to export the grid contents to a comma-separated values (.csv) file or Excel file.
    • Click on the grid toolbar to filter the grid contents based on values in one or more of the columns.
    • Drag and drop columns to change their order.
    • Click the Grid Options icon () at the end of a row to edit, copy, or delete a list view record.
    • Scroll through the list to locate the desired record.
    • Select one, multiple, or all records. The Select All option is useful when printing reports.
    • Click Print on the Actions bar to display the Print Options menu. Select an option from the menu to print the records that you want included on the report. For more information, see the Select a Print Option to Print Records for a Report and Print Records from the Reporting Dialog Box help topics.
  4. To switch back to detail view for a record, either hover over the row and click at the beginning of the row, or select the row in the grid and click in the upper-right corner of the form.

Video

Title Description

Hub Navigation Tips and Tricks

Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies.