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

Organization Reporting Setup Checklist

When you install Organization Reporting, you must make certain strategic decisions, such as the number of organization levels, subcode structure, and how to allocate overhead.

Decision that you need to make: See topics about:
How many organization levels will we use and what will they represent? Organization Reporting Structure
What will our subcodes be? Organization Reporting Structure
Will we maintain separate Balance Sheets for each organization? Separate Balance Sheets
How will we account for labor cross-charges between organizations? Labor Cross Charge
How will we allocate overhead among organizations? Overhead Allocation

Important: If your only activated modules are CRM and/or Resource Planning, you set up organizations in the browser application, in Settings > General > Organization. See Organizations (CRM or Resource Planning) for details.

If you have any other modules in addition to CRM or Resource Planning, you set up Organization Reporting in the desktop application, Settings > Organization. See Organization Setup for details.