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

Header Fields of the Budget Worksheet Report

The fields and options displayed in the header area above the tabs on this report are available regardless of the currently selected tab.

Contents

Field Description
Report Name You can change the default report name at the top of the form.
Actions Bar Use the actions bar to perform actions. For more information, see Actions Bar of the Reporting Form.

Expandable Header Fields

The expandable header field section located above the Report tabs is available on many individual reports and is displayed by default. Use the () or () chevron icons to show or hide the header field section. Depending on the report, one or both of these header fields may be available within the expandable header field section:

Field Description
Records/Saved Search This quick search appears within the expandable header field section for some report types. Click to view the lookup list of records or saved searches or Search. Select one of the following options from the lookup list to apply the desired records to your report:

A record: If available, choose one of the existing records in the list that can be applied to the report. When you run the report from the report form, the report will display the details for that record.

A saved search: If available, choose one of the existing record search queries in the list that can be applied to the report. When you run the report from the report form, the report will return the records as defined by the search.

Search: Choose this option to create a search based on new search criteria that will return a different set of data. You can then build a new search query based on a new subset of records. Alternatively, you can click Select Search if you decide to use one of the existing searches as a baseline for a new search. You can then modify the search criteria to return other records.

Vantagepoint displays the selected search in the Records/Saved Search field on the Reports grid of both the Reporting application form and the individual report form.

The label that displays for the Records or Saved Searches quick search field is determined by the type of quick search that you select as the default for reports. Use the Reporting Quick Search field on the Reporting Tab of My Preferences Dialog Box to specify the default search.

To search for records to include on a report, see the Select Records to Include on a Report help topic.

Create Activity This checkbox appears within the expandable header field section for some report types, such as project, employee, and contact reports. Select this checkbox to create an activity. When you run the report and create an activity, you can then track when the report was run and even printed. For employee and contact reports, creating an activity will also associate the activity with all employees or contacts included in the report.