Contents of the Options Form in General Settings

Use the Options form to enter various system-wide and company-specific settings.

Field	Description
Save	Click this button to save your changes on the Options form.

Global Options Section

The options in this section do not change when a user switches companies.

Hey Deltek

Field	Description
Enable Hey Deltek! Natural Language Interaction Feature	Select this checkbox to allow users to easily interact with Vantagepoint using natural language and common commands.
Smart Summary	Click this button to rapidly build Smart Summary briefings using AI-generated technology and your most current data. For more information, see Using the Smart Summaries Tool. The client Smart Summary preview highlights important information about your client, including recent activities, top pursuit projects, active projects, completed projects, and key performance indicators (KPIs).You can build Smart Summary briefings for both client firms and projects. For more information, see Contents of the Client Smart Summary Preview. Disclaimer: The Smart Summary preview is generated by an artificial intelligence tool using your Vantagepoint data exclusively. It is provided subject to the terms of your Vantagepoint licensing agreement governing the use of Smart Summaries. Deltek does not represent, warrant, or independently verify the accuracy of each Smart Summary. You should independently review and verify the accuracy of the Smart Summary. Vantagepoint stores all generated client Smart Summary briefings for 30 minutes. Also, each summary section's responses are stored separately to enable you to regenerate a section if it contains an error.

Activity Settings

Field

Description

Number of Seconds to Poll for Alerts

Activity alerts are designed to remind you of calendar events, tasks to be assigned or approved, and the need to submit timesheets, expense reports, and project budgets. The polling interval that you specify determines how often Vantagepoint checks for alert activity. Enter the polling interval in seconds. The value you enter must be greater than 0. Deltek recommends a value of 6; however, it can be higher if needed.

Employees

Field

Description

Restrict Terminated Employees from Being Reactivated

Select this checkbox to restrict employees with a terminated status from being reactivated. If you select this restriction checkbox and then, on the Summary pane in the Employees hub, set the Status option to Terminated (cannot reactivate), two things happen: The Status option in the Employees hub becomes non-editable. A banner displays on the employee's photograph to indicate that the employee has been terminated and cannot be reactivated.

Export Report as Files

The following export options enable you to save reports, including invoices, on the Vantagepoint application server or a server of your choice.

Field	Description
Export Report as Files	Select the type of export process, if any, that you want to apply to reports, including Billing invoices: Allow Reports to be Exported to Application Server: This option displays in the drop-down list only if you use the Vantagepoint on-premises product. Select this option to export reports to a file on the application server. The export process occurs when the Export Reports as Files When Printing option is selected on the Print Setup dialog box, where you can define the format for saving the report. For example, you might want to save an invoice file on the application server when the invoice is final printed but not when the draft invoice is created. Allow Reports to be Uploaded via SFTP: Select this option to use Secure File Transfer Protocol (SFTP) to export and save invoices to an application server of your choice. When you choose to upload via SFTP, you also specify the SFTP Host Name, User Name, and Password to ensure that your files are securely transferred to the appropriate location. The export process occurs when the Upload Reports via SFTP when Printing option is selected on the Printer dialog box, where you can define the format for saving the report. For additional information on implementing SFTP with Microsoft IIS, see: http://www.iis.net/learn/publish/using-the-ftp-service/using-ftp-over-ssl-in-iis-7. If you do not use Microsoft IIS for SFTP, refer to your vendor's documentation for additional information. Do Not Allow Reports to be Exported: Select this option if reports will not be exported.
SFTP Host Name	If you set the Export Report as Files option to Allow Reports to be Uploaded via SFTP, use this field to specify the name of the SFTP host.
SFTP User Name	If you set the Export Report as Files option to Allow Reports to be Uploaded via SFTP, use this field to specify the SFTP username.
SFTP Password	If you set the Export Report as Files option to Allow Reports to be Uploaded via SFTP, use this field to specify the SFTP password.

FileStream File Size

Field

Description

Number of Megabytes Upload Limit

This field displays if Vantagepoint is configured to allow employees to upload documents for transactions, templates, and hubs. When you upload a document, a copy of the file is stored in Vantagepoint. To control the size limit for each file, enter the maximum allowable file size in megabytes (MB). If the uploaded file exceeds the allowable limit, Vantagepoint displays an error message and includes the impacted file names. You must enter a number in this field. You cannot leave it blank.

Text Editor Defaults

Specify the default font and size that the Text Editor uses whenever someone enters text in a memo, comment, note, description, or proposal field. The default settings are also used in reports that include these fields. Changing the default font and size does not change formatting for any existing text. The new font and size apply only to text that you enter after you make the change.

Field	Description
Font	Use this field to select the default font.
Size	Use this field to select the default size.

Calendar

Field	Description
Allow Users to Share Their Calendars	Select this checkbox to allow calendars to be shared and viewed among Vantagepoint users.

Active Directory

Field	Description
Tenant Domain Name	Enter a domain name in this field, based on the type of directory that you are using: For an on-premises active directory, enter the domain name ending with .com. For example: abcengineering.com. For Microsoft Entra ID, enter the name of your Microsoft Entra ID tenant domain. For multiple tenant domains, specify the name of the primary tenant domain.
Client ID	Enter the Application ID that was generated when you added and configured the Vantagepoint (Client) application in Microsoft Entra ID.
Server Client ID	Enter the Application ID that was generated when you added and configured the Vantagepoint application in Microsoft Entra ID.
Secret Server Key	Enter the key value that was generated when you added and configured the Vantagepoint application in Microsoft Entra ID. Historically, the maximum duration of the Secret Server Key was two years. However, Microsoft has expanded the duration to allow the administrator to specify an unlimited timeframe so that the key never expires. If you do not specify an unlimited duration, you must track the expiration date and reset the Secret Server Key before the expiration date. This will prevent login errors. If the date for the Secret Server Key expires, you will receive an access denied (401) error when you launch the application and you will not be able to log in to the application.

Internet Authentication

Field	Description
Domain	If your company requires credentials for Vantagepoint to make an Internet (HTTP) call, enter the authentication domain name.
Username	If your company requires credentials for Vantagepoint to make an Internet (HTTP) call, enter the authentication username.
Password	If your company requires credentials for Vantagepoint to make an Internet (HTTP) call, enter the authentication password.

Real-Time Notifications

Field	Description
Enable Real-Time Notifications and Interactions	Select this checkbox to enable real-time notifications. This enables users to see all users who are updating or viewing the same record in Vantagepoint from hubs or across multiple applications. This feature provides immediate delivery of notifications.

Workflow

Field	Description
Enable Workflow Troubleshooting Log	Select this checkbox to enable the Workflow Troubleshooting log. The log records the progress of each user-initiated workflow, such as when events start and when individual actions succeed, fail, or are not executed because defined conditions are not met. You set up user-initiated workflows in Settings > Workflow > User Initiated Workflows. Warning: Use this log only as a short-term troubleshooting tool to determine why workflows do or do not work correctly. If you leave the log enabled for extended periods of time, it may result in Vantagepoint performance degradation. To view the log, open the WorkflowLog table in the Vantagepoint database using a direct connection to the SQL database or using ODBC access. After you enable the log and then you disable it, all the data in the log is cleared automatically. When you upgrade Vantagepoint to a new release, the Enable Workflow Troubleshooting Log checkbox is cleared automatically, and all the data in the log is cleared.
Number of Seconds for Web Service Timeout	Use this field to prolong the duration before web service timeout. The default duration for web service timeout is 100 seconds. To make the duration infinite, enter 0 or leave the field blank.
Number of Minutes for Application Session Timeout	Enter the amount of idle minutes after which a user will be prompted to log back into Vantagepoint. The minimum value is 5 and the maximum is 1440.

Desktop Lookups

Field	Description
Allow Users to Automatically Retrieve Records in Lookups	If you select this checkbox, Vantagepoint controls whether or not records are automatically retrieved when users open lookups. If the option is not selected, Vantagepoint does not retrieve records automatically on lookups. You can determine whether Vantagepoint retrieves records automatically when you open a lookup. To do this, click > My Preferences on the title bar. On the General tab of the My Preferences dialog box, select the Automatically retrieve my record in Employee Hub and Self Service option. If your company has a large database, you may decide against selecting this option because retrieving records may take some time.
Use Lookup Limits	Select this checkbox to control the number of records displayed at one time in the results grid in a lookup dialog box. This setting affects all lookups. If your enterprise has a large database, you may want to limit the number of records displayed because retrieval may take some time. When you select this checkbox and enter a number in the Maximum Number of Records field, the following items display on a lookup dialog box after you click the Search button: Show Results (x-xx) displays above the results grid on the right side of the lookup. It helps to know your place in the list of records because you cannot see or scroll through them all at one time. Use the right or left arrow beside this text to scroll through and view the next or previous set of retrieved records in the lookup grid. Get Total Rows displays in the lower-right corner of the lookup. Click the text to display the total record count for the search results. The Get Total Rows text is replaced with Total Rows.
Maximum Number of Records	If you selected the Use Lookup Limits checkbox, enter the maximum number of records to display at one time in the results grid of a lookup.

<Company Name> Section

The options in this section apply only to the currently selected company. Use this section to establish your company's name and address and set the default address format. Name and address information displays at the top of screens, on your invoices (if you use Billing), and in the headings of reports.

Field	Description
Firm Name	Enter your company's name, which displays at the top of screens, on your invoices (if Billing is installed), and in the headings of all reports.
Byline	Enter the byline of the firm.
Company Email	Enter your firm's email address.
Company Phone	Enter your firm's phone number.
Default Address Format	Select the default format for the Address fields. If the Country field is blank on a record, the setting in this field determines which address format is used in reports.
Enable Payroll Module	If your company purchased the Payroll application, select this option to enable Payroll in the Vantagepoint desktop application.
Address Line 1 - 4	Enter address information.
Country	Select the country associated with the firm's address.
Company Title Bar Color	Use this option to change the title bar color for the currently selected company. This visual indicator makes it easier for those users who need to work with data for multiple companies. You can use the color picker in these ways: Click and drag the slider on the color spectrum bar to select a hue and click and drag within the color field to select the desired shade of the color. The HEX color and its associated code are displayed in the field. If you know the HEX color code of the color, enter the value below the color palette. Vantagepoint displays the color and its associated HEX code in the field. The color change takes effect the next time that you log in.

Phone Formatting

The options in this section apply only to the active (currently selected) company. Use this section to establish your company's default phone formats.

Field	Description
Allow No Format	Select this checkbox to allow users to choose Do not format when they enter a phone number. This gives them the option to enter a phone number in a format other than one of the defined formats.
Default Country	Select the country associated with the phone number format that you want to use as the default. This drop-down list contains all countries for which you have defined one or more phone number formats on the Lists form (in Settings > Labels and Lists > Lists).
Default Description	If more than one format exists for the country specified in Default Country, select the format that you want to use as the default for phone number fields for the active company.

Enabled Languages Section

Use these options to specify the languages that are available for selection in Vantagepoint. This includes the Language option on the Vantagepoint login screen, as well as the Language options on various forms throughout the application.

If more than one language is in use, you can specify a primary language for new employee records. This is the language that displays when a user logs in to the browser initially, as well as the default language for email and workflow notifications.

If only one language is specified, that language is used when you log in, and the Language option does not display on the Login screen.

If no primary language is specified, the language most recently used at login time is used. If that language is not available, the language that is specified for the browser settings is used. If that language is not detectable, Vantagepoint defaults to the first available allowed language in the list.

Field	Description
Language	This column displays the names of the languages that are currently enabled. To enable more languages, use the + Add Language option to open the Language lookup and select from the languages that are available for your role. The languages that you enable are then available for selection in the Language options in the Employees hub and Settings > Workflow.
Primary Language	Select the language that is used as the default language for a new employee record. This is the language that displays for the employee upon initial login, as well as the default language for email and workflow notifications.