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

Settings and Reporting

Many options in other areas of Vantagepoint affect both the data that you see in Reporting and the options available to you for working with the data.

General Settings

Use General (Browser) Settings to establish settings for all users. You can restrict access to these options in Security settings. Among the general configuration options that affect reports are the following.
User or Role Settings Action Settings Location
System Administrator or Admin or Manager role May view, edit, and cancel scheduled reports that you or other users have scheduled. May grant other users view and edit access to manage scheduled reports.
  • To apply this role, select Settings > Security > Roles in the Navigation pane and, on the Overview tab, select the Administrator checkbox in the Type of Role section.
  • To select and manage the processing server's queue and its options, navigate to Utilities > Process Server > Queue Manager.
  • To modify report access by security role, navigate to Settings > Security > Roles and, on the Access Rights tab, select Reports in the Functional Area drop-down list.
System Administrator or Admin or Manager role May change labels for report columns, lookup search types, or grouped data. Settings > General > Screen Designer
System Administrator or Admin or Manager role May establish global calculated fields for reports for which you can select columns. Settings > General > Calculated Fields
System Administrator or Admin or Manager role May implement auditing for hubs, security, and exchange rates. If auditing is implemented, you can see a listing of changes made to records, along with the user names of the employees who made the changes. Settings > General > Audit Trail

Security Settings

Vantagepoint security settings are by role (user group). In Security Settings, your system administrator sets options that control your access to reports and control what data you can see. If you have any questions about your access to reports, contact your system administrator.

Accounting Settings

Your system administrator selects Accounting Settings and Advanced Accounting Settings that directly affect Reporting. For example, options in Settings control whether cash-basis reporting is available and whether reports calculate labor and expense amounts using billing rates or cost rates.

My Preferences

Use the My Preferences dialog box to personalize your reports. On the Vantagepoint toolbar, click the gear icon () to display My Preferences and then select Reporting to define your own reporting preferences. You can specify page size, margins, and the type of search filter that you want to use when you conduct a search in the Reporting application. For example, you can specify saved searches, which have specific result sets, or individual records. Your report preferences prefill as default settings on the Layout tab of the report. When you generate a report, you can either keep the settings that you established in My Preferences or use the Layout tab of the report to modify the settings for an individual report.