Walk through setting up security in Vantagepoint—from users and passwords to the fields that are visible in the many different hubs. Learn how to set up workflows that help your organization be more consistent and possibly more efficient. We’ll discuss how to manage saved searches and reports, too. You won’t want to miss our insider set-up tips and recommendations.
- Security –setting up users, roles, passwords; hiding fields and grids
- Workflow set-ups—user initiated and scheduled, how and when to use them
- Managing saved searches and reports—how to save and share
Darrell Aaron, Managing Consultant
Darrell is an experienced reporting analyst with 11 years of experience turning boring data into useful reports and impactful graphics. He has a passion for eliminating unnecessary efforts and getting useful information for better decision making. He has a bachelor’s degree from Cornell College and a master’s degree from Harvard University.
Derek Boren, Senior Consultant
Derek has worked with Deltek products for the past 12 years, primarily in an IT focused role. He has a particular expertise in streamlining workflows and slashing processing timeframes. His bachelor in science degree in Management Information Systems is from Iowa State University.
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