As a member of the LinkedIn Vantagepoint Upgrade Group, you’ve earned exclusive access to this page. Each week we’ll post a new tip or shortcut in a different tab from one of our Vantagepoint-certified expert consultants’ favorites. Stay tuned and look for our LinkedIn posts.
Vantagepoint Tip #1: How to Open VP Applications in Separate Browser Tabs
With the Navigation Pane open, you’ll see menu items that are direct links to Applications (Activities, Boilerplates, Contacts). You’ll also see other links that open an Application with sub-menus indicated by the arrow (Clients > and Projects >).
Press and hold down the CTRL key, then LEFT click the direct link application you want to display. A new browser tab will open. For Applications that have sub menus, you will need to open that Application first, Then use CTRL+LEFT Click to open additional. Applications from the sub menu, or return to the main menu to access other Applications.
Vantagepoint Tip #2: Stop time-consuming searching and navigating
Stop time-consuming searching and navigating. Simply type what you’re looking for in the “Find Application” box. Filtering on the fly is a game-changer.
Vantagepoint Tip #3:
When navigating through different input fields in Vantagepoint, the change is saved when you leave that field. You may wish to edit multiple fields at one time and then save the group of changes when you’ve finalized all edits. By clicking on the “Edit” button, you can edit all fields on the record at once.
In “Edit” mode:
Vantagepoint Tip #5: How to Enlarge Text
If the text is a bit too small and you’d like to enlarge it temporarily, hold CTRL and use the mouse scroll wheel to zoom in and out on any page in Vantagepoint.
Vantagepoint tip #6
In Plans, Gantt charts can be exported to use in proposals.
Use Custom Search options instead of Floor Check.
Floor check also populates all Time Periods, even if the time period is closed, which creates a long, annoying list. Floor check also does not display Rejected Timesheets. (Screenshot below).
Custom Search can allow you to save a search for all Rejected Timesheets for relative dates (i.e., last week, last month, last 3 months) or for specific dates (i.e., start date, end date that may or may not match a timesheet period). Plus, Custom Searches are sharable to other roles when you access Save Options.
With Vantagepoint, you no longer have to preview an invoice to see the Fee billing amount. You can see it directly from your interactive billing screen:
Vantagepoint Tip #10: Admin Users, don’t forget your login.
Set your Username and Password in My Preferences within the Desktop Application, and Deltek will auto fill your Login and Password when using the Online Help Deltek Support Center from the Web Application!