Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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    Ex."system administration"
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    Ex.system + administration
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    Ex.system administration
For more information:Searching Online Help

Create a Project

The first step in the project lifecycle process is to create your project.

If you own CRM, CRM Plus, or Resource Planning, your project creation cycle typically begins at the in-pursuit, or pre-award stage of planning. You can create a regular in-pursuit project and an optional promotional project at the same time, but you can also create them independently and link them to each other later. The regular project becomes the revenue producing project and the promotional project tracks the costs related to pursuing the regular project.

If you do not own CRM, CRM Plus, or Resource Planning, you typically start by creating a regular project.

After creating the new project, you can start filling in some of the details on the Summary pane of the Projects form, such as the project status (Active, Inactive, Dormant), project type, and more. After completing the Summary pane, you can continue to enter project details on the tabs on the Project form. If you own CRM or CRM Plus, Vantagepoint includes several tabs that you can use to track information related to CRM, such as the Activities, Marketing Campaign, and Competition tabs.