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

Create and Save an Expense Report Search

You can create and save a search specifically for expense reports, either for your own use or for use by your team.

To create and save an expense report search:

  1. In the Navigation pane, select My Stuff > Expense Report.
  2. On the Saved Search control (), click , scroll to the end of the list, and click + New Search.
  3. On the New Expense Report Search dialog box, create the search.
    When you are working with expense reports, the following fields are displayed by default in the grid:
    • Employee Name
    • Report Name
    • Report Date
    • Status
    • Company

    For more information, see Contents of the New Search Dialog Box.

  4. To save the search for specific users: Click Save Options on the Actions bar of the dialog box, use the Save Options dialog box to select one or more security roles that can access this search, and then click Save.
    Depending on your security rights, you can save the search for everyone (all security roles), for your role, or for specific security roles.
    • If you do not have the appropriate security rights to save searches for others, you can only save searches for yourself, which are subsequently listed in the My Searches list.
    • If you do have the appropriate security rights, the names of the searches that you make available to others are subsequently listed in the Shared Searches list.

    For more information, see Actions Bar of the New Search Dialog Box and Personal and Shared Searches.

  5. On the New Expense Report Search dialog box, click Apply All to apply your selections, close the dialog box, and return to the Expense Report form.