#5: Utilizing the Search Functionality
The search functionality is one of the most overlooked features in Deltek Vantagepoint. There are categories of searches: standard searches, my searches, shared searches, and legacy searches. Standard search has a few different types of searches, such as the selection and active search, and generally apply to a variety of the hubs throughout Vantagepoint. My searches are your personal searches that you have saved for future use. Shared searches are ones that have been shared with you by your administrator or other power users in your firm and serve to create a standardization in your searches. The last type of search, legacy searches, is one that only applies to firms that made the switch from Deltek Vision to Deltek Vantagepoint. These are read only, so they will need to be rebuilt in order to modify them.
Want to learn how to make and utilize these different types of searches effectively? Take a look at our demo here: Utilizing the Search Functionality.
#4: Redistribute Planned Project Hours
More often than not, a project’s budget and schedule change throughout its life cycle. Luckily, Deltek Vantagepoint allows users to easily adjust a project’s plan to fit their needs. The first step in this process is to change the dates for the project. After the dates are in order, the planned hours for the project should be changed. Some extra columns like contract and planned billing might be needed to determine the amount to adjust the planned hours by, so make sure to enable them when doing this step.
This function is easy to use and saves a huge amount of time for everyone! For a step by step walkthrough on redistributing planned project hours, check out our demo here: Redistribute Planned Project Hours.
#3: A Small, but Mighty Enhancement with Saved Views
In previous iterations, Deltek Vantagepoint would save the last list view that you were in when you exited the program. Then when you re-opened Vantagepoint you would be returned to that same list view. In the Vantagepoint 5.5 update, a new feature has been added that allows multiple list views to be saved. This enhancement is useful in many areas such as hubs, expense reports and even interactive billing. Take a look around and find where saved views can help you!
For a more in-depth look at how to create these lists and put them to use, watch our demo here: A Small, but Mighty Enhancement with Saved Views.
#2: Introduction to Contract Management
The contract management tool in Deltek Vantagepoint is a fan favorite. It is useful for taking all the guesswork out of compensation with detailed breakdowns of how the total amount came to be. To get the absolute most out of this feature, it is imperative that the “Project Entering Method” is set to “Lowest Level Only” and “Synchronize Contract Values to Project Compensation” is set to “Yes.” Contract Type and Contract Status should also be configured in labels and list area.
There are many more features and functions in the Contract Management tab. To hear about them all be sure to tune into our demo here: Introduction to Contract Management.
#1: CRM Contact Accessibility Directly with Outlook
Having to flip between two applications to find a contact is tedious and tiresome. Instead of wasting time trying to track someone down, connect Deltek Vantagepoint to your Outlook inbox. With this enhancement, Outlook will provide information from Vantagepoint on the contact, as well as information on related contacts. If there is no contact in the system, Vantagepoint will give the option to create a new contact and fill out the relevant fields. Projects can even be created from Outlook!
There’s more than meets the eye with this upgrade. Watch our demo to see what you’re missing out on and how it works here: CRM Contact Accessibility Directly with Outlook.
What’s Up Next?
We hope you’ve enjoyed our blogs, Deltek Vantagepoint mini demos, and other content this past year! We’ve been cooking up a bunch of new content for 2023, so keep an eye on our social media accounts for more announcements. Looking forward to another productive year with you!