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

CRM User Indicators

If the CRM module is licensed based on named users, Vantagepoint identifies CRM users, for licensing purposes, based on their access to a set of key components.

Each user whose security role provides access to one or more of the following key components counts as one user license in use for the CRM module:

Component Type Name Navigation Path
Applications Activities Hubs > Activities
Connect Sync Options Utilities > Integrations > Connect Sync Options
Reports 1 Any Activity report My Stuff > Reporting: Activity reports
Firm Employee Assignment and Activity Status My Stuff > Reporting: Firm reports
Project Hit Rate My Stuff > Reporting: Project reports
Top Bottom Performers - In Pursuit Projects My Stuff > Reporting: Executive reports
System Dashparts My Activities My Stuff > Dashboards
1 Access to reports is controlled through the Reports functional area on the Access Rights tab of the Roles form.

If a role is given access to any of these reports on the Access Rights tab, either individually or by selecting the Full Access to All Reports checkbox, you must remove those access settings if you want to exclude the role's users from the named user count for CRM. Removing access to the Reporting menu option on the Overview tab of the Roles form is not sufficient if access to these reports is granted on the Access Rights tab.