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

Add a Category to Email to Create an Activity

You can add Vantagepoint as the category type to an Outlook email and when you synchronize, the email and associated information are automatically added to Vantagepoint as an activity.

Prerequisites:

To add a category to an email and create a Vantagepoint activity:

  1. Open Outlook and enter the email's details.
  2. Right-click the email, select Categorize, and then select Vantagepoint.
    The next time that you synchronize, the email is added to Vantagepoint as an activity. This will save the email's name, associated dates, and status as a Vantagepoint activity. The notes will contain all of the text in the body of the email. It will also associate the activity to the contact, to any employees that are included in the email, to the project that was selected in the context pane, and to the project's firm. The activity will also be saved on the Activities tab in the Vantagepoint Employees hub and will be linked to your employee record.