Vantagepoint User Interface Fundamentals
User Interface Fundamentals
AREA
DESCRIPTION
Notification Center (browser)
The Notification Center provides a central location for you to view notifications and take action on items that require your attention.
My Stuff (browser)
Use My Stuff to access your daily activities, including your calendar, timesheets, expense reports, and approval requests.
This is also where you'll find Reporting, which offers you a wide range of reports that present information about all aspects of your business.
Dashboard (browser)
The Dashboard is your "portal" into Vantagepoint, enabling you to create a personalized view of your business world.
Hubs (browser)
Use hubs to enter and manage your business-related data, including basic information about activities, contacts, projects, employees, and firms.
Resource Management (browser)
Resource Management is designed to guide resource and project managers in constructing and monitoring plans for projects.
Proposals (browser)
Project proposals are the principal-in-charge tools that you use to sell your firm's services and win new business. In Proposals, you specify the information about your firm, your employees, and your previous work that prospective clients want to know before they award a contract.
Billing (browser)
Billing lets you bill labor, expenses, fees, and units in all industry-standard formats. This is where you process, modify, accept, and print invoices and generate billing-related reports.
Transaction Center (browser)
Use the Transaction Center to enter and post various types of transactions, including disbursements, expenses, invoices, and vouchers.
Cash Management (browser)
Use the Cash Management application to track and manage your firm's vouchers, invoices, payments and accounts receivable.
Accounting (browser)
Perform accounting processes here, including accounts payable, accounts receivable, budgeting, and employee expense processing.
General Ledger (browser)
Use the General Ledger application to manage all aspects of your general ledger and consolidated budgets.
Purchasing (browser and desktop)
Purchasing enables your firm to automate its procurement processes for items, services, and capital items.
Asset Management (desktop)
Asset Management works with the Equipment hub to track and process depreciation or amortization for asset items that you capitalize.
Utilities (browser and desktop)
Utilities are maintenance activities that you use to keep your Vantagepoint implementation running optimally.
Settings (browser and desktop)
Settings is where you make decisions about how you want Vantagepoint to work for your firm, including choosing the features, settings, and security features that you want to use.
HOW IS MY ACCESS DETERMINED ON VANTAGEPOINT?
Access to Vantagepoint is based on Role. A security role that your system administrator sets up controls your access to Vantagepoint forms, tabs, and fields. It also defines the individual records that you can display, and it specifies whether or not you can add and change those records or only view them.
The Vantagepoint help system describes all available forms, tabs, and fields, and provides instructions for performing all tasks. However, because of restrictions defined for your security role, some components of the user interface described here may not be available to you, and you may not be able to perform some of the procedures included in the help.
If you have questions about your Vantagepoint access rights, contact your system administrator.
Learn tips for successfully navigating hubs, including how to add a hub record, use list view (select columns and use filters), and perform a simple search. The video also discusses hierarchies: Hub Navigation Tips and Tricks
Learn shortcuts that will assist you in finding menu items, creating more screen real estate to work with, navigating the toolbar, and accessing online help and learning aids. Menu Navigation Overview
The Search feature allows you to use pre-defined and custom-created searches to locate the exact information that you need.
Choose from the following types of searches:
- Standard searches: Use a standard, pre-defined search to search the database for a specific type of record. For example, in the Contacts hub you can use the standard Active search to locate all active contacts. Standard search options vary and are specific to the active hub or application. You cannot change the criteria used in a pre-defined, system search. For more information, see the Standard (Predefined) Searches.
- Personal and Shared Searches: Personal (My Searches) and shared searches are basic or advanced searches that you create to find the records that match your business requirements. These searches can include comparative operators that search one or more data types: string, date, number, memo, checkbox, and employee.
- Complex searches: Use the Advanced Search feature to build and edit legacy and SQL Where Clause searches:
- Legacy searches are carried over from previous applications, such as Vision, and are useful when the search criteria are static from one application release to another. If you want to continue to use a legacy search but need to add more criteria, you can create a new search based on the legacy search.
- SQL Where Clause searches allow you to build SQL queries to find records across multiple hubs, applications, and databases, as well as to compare rows, fields, or associated records in grids. You must have the appropriate security role access to SQL Where Clause searches. For more information, see Set Up Access to SQL Where Clause Search or contact your Deltek administrator.
- Learn how to perform basic searches: Basic Searches
- Learn how to create advanced searches, including how to use conditions, to filter the scope of the results: Advanced Searches
You open the Notification Center from the Vantagepoint menu bar.
To open the Notification Center:
- Click in the menu bar.
- The number on the button indicates how many active notifications are available.
- To close the Notification Center, click anywhere outside the Notification Center dialog box.