Connecting Deltek VantagePoint

Sync projects and team members from Deltek VantagePoint into Cogram automatically, and invite your organization's users in bulk.

Cogram connects to Deltek VantagePoint to automatically import projects and team members, keeping both systems in sync without manual entry.

Just added to Cogram? Your projects are already there — see below. The rest of this page is for administrators setting up the integration.

If you were just added to Cogram

No action required. Your projects from VantagePoint are already in Cogram. Open the project list and you will see them — no setup, no import, nothing to configure.

Every member of your organization with a Cogram account sees the same synced projects automatically.

Project names and labels

Synced projects appear with their VantagePoint project code prepended to the name:

00005167.00 - Skyrise Office Complex

The number is VantagePoint's WBS project code. Each synced project also shows a VantagePoint source label so your team can distinguish imported projects from ones created directly in Cogram.

Read-only fields

Core project fields — name, client, address — are managed in VantagePoint and updated automatically on each sync. Your team cannot edit these fields in Cogram. If a field needs correcting, update it in VantagePoint and it will reflect in Cogram on the next sync. All other Cogram features (meeting notes, email filing, field reports, drawings) work normally.

Email filing

If your administrator has email filing enabled, emails sent or received on your VantagePoint projects are automatically filed to the matching Cogram project — no setup needed on your end. You can review and adjust filed emails from the Email Management tab on any project.

Changes in VantagePoint flow to Cogram automatically

If a project is renamed, a team member is added, or a project is archived in VantagePoint, Cogram updates on the next daily sync — you don't need to do anything. Your meeting notes, filed emails, and other Cogram data on those projects are unaffected.

Filtering by source

All projects — synced and manually created — appear together in your project list. To narrow to VantagePoint projects only, filter by source and select VantagePoint projects.

Next steps

• Projects — how synced projects appear and work in Cogram

• Emails — how to review and manage filed emails

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How it works

VantagePoint is your project registry. Cogram is your collaboration workspace. The integration keeps them in sync — one way, from VantagePoint into Cogram.

Cogram does not write back to VantagePoint. Changes made in VantagePoint (renamed project, new team member) appear in Cogram on the next sync. Changes made in Cogram (meeting notes, filed emails, drawings) stay in Cogram only.

What this integration does

• Imports projects from VantagePoint into Cogram, one Cogram project per top-level VantagePoint project.

• Assigns project owners based on the Project Manager email in VantagePoint, or a fallback owner you configure.

• Syncs team members per project so you can see who is assigned where.

• Invites internal users to Cogram directly from the integration settings — no CSV export required.

• Enables email filing for newly synced projects automatically (optional).

Prerequisites

• You must have the Owner or Admin role in your Cogram organization. Organization Settings are only visible to users with these roles.

• You need API credentials for a Deltek VantagePoint user account:

  • Base URL (your VantagePoint API endpoint)

  • Username and password

  • Database identifier

  • Client ID and Client Secret — generated in VantagePoint under Settings > API. Your VantagePoint administrator can create these if they do not exist yet.

• Which projects get imported depends on the VantagePoint user you configure. Cogram only imports projects that user has access to — if a project isn't visible to them in VantagePoint, it won't appear in Cogram. For organizations with many projects, consider creating a dedicated VantagePoint user with access scoped to only the active projects you want — this keeps your Cogram project list focused and avoids importing archived work.

Step 1: Open integration settings

1. Go to Organization Settings > Integrations.

2. Click Deltek VantagePoint.

Step 2: Enter your credentials and configure sync options

Fill in each field using the credentials provided by your VantagePoint administrator:

Field	Description	Example
Base URL	Your VantagePoint REST API endpoint. Ends with your company path, no trailing slash. Ask your admin for the exact URL — it differs between hosted and on-premises.	https://acme.vantagepointfirst.com/Acme/Api
Username	VantagePoint user account — only projects this user can access will be imported	cogram_api
Password	Password for that VantagePoint user	—
Database	VantagePoint database identifier	C000012345P_1_ACME00
Client ID	API client ID from VantagePoint Settings > API	—
Client Secret	API client secret from VantagePoint Settings > API	—

Organization Settings > Integrations > Deltek Vantagepoint — credentials and sync options on a single form

Also configure these two options before starting the sync:

Fallback project owner

Select a Cogram user who will be assigned as the owner of any imported project where no match is found. Cogram assigns owners in this order:

Enable email filing for new projects

When on (default), Cogram automatically enables email filing for every project imported from VantagePoint. Turn this off if you prefer to configure email filing manually per project.

Step 3: Start syncing

Click Start syncing. Cogram validates your credentials, connects to VantagePoint, and begins the initial import. The initial sync may take several minutes depending on the number of projects and team members in your account.

When the sync completes, the page shows:

• A green Vantagepoint Integration Active banner

• The timestamp of the last successful sync

• The count of projects and users imported

From this point, VantagePoint projects sync automatically once per day. To pull in changes immediately at any time, click Sync now. The banner shows "Currently syncing..." while a sync is in progress.

After setup: managing synced users

Once the first sync completes, scroll down to the VantagePoint Users section. It lists every employee pulled from your VantagePoint projects, with controls to invite them to Cogram.

User types

Badge	Meaning
Internal	Email domain matches your organization's registered domain — this person is part of your firm.
External	Email domain does not match — a consultant, client, or subcontractor.

Status

Status	Meaning
Has Account	This person already has a Cogram account in your organization.
Invited	An invitation has been sent; they have not yet accepted.
Not Invited	No invitation has been sent.

Inviting users

To invite an internal user to Cogram:

1. Locate the user in the table. Use the Search field or filter by Internal Only and Not Invited to narrow the list.

2. Click Invite next to their name.

Cogram sends an invitation email to the address from VantagePoint. The status updates to Invited.

To resend an invitation, click Resend Invite next to any user showing Invited status.

Only internal users with a known email address can be invited. External collaborators appear in the table for visibility but cannot be invited through this flow.

Updating credentials

If your VantagePoint credentials change:

1. Go to Organization Settings > Integrations > Deltek VantagePoint.

2. Update the relevant fields. You do not need to re-enter the password or client secret unless they have changed — leave those fields blank to keep the existing values.

3. If sync was stopped due to a credential error, click Start syncing. If sync was already running, it will resume automatically after you save.

Stopping the sync

Click Stop syncing to disable the integration. Existing Cogram projects and their data are not deleted — they remain intact. The daily automatic sync stops until you re-enable the integration.

Troubleshooting

Sync error — amber banner with "Check your credentials"

Cause: VantagePoint rejected the login. Credentials may have expired or been rotated.

Fix: Update the affected credentials fields and click Start syncing. If the error persists, confirm the API user account is active in VantagePoint and has not been locked.

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Projects not appearing after sync

Cause: Cogram only imports top-level VantagePoint projects — entries at WBS level 1, where Phase and Task are blank. Phase- or task-level entries are intentionally excluded to avoid duplicates. It's also possible the configured VantagePoint user does not have access to those projects.

Fix: Confirm in VantagePoint that the expected projects are top-level entries, and that the configured user has access to them.

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Project owner shows as the fallback user instead of the project manager

Cause: The Project Manager email in VantagePoint does not match any Cogram user account.

Fix: Invite the Project Manager to Cogram using the VantagePoint Users table (or through normal user management). On the next sync, Cogram will assign them as owner automatically.

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"Invite" button not visible for a user

Cause: The user is classified as External, or does not have an email address on record in VantagePoint.

Fix: External users cannot be invited through this flow. If the classification is wrong, the user's email domain in VantagePoint does not match your organization's domain. Contact [email protected] to verify or update your organization's registered domains.

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No users appearing in the VantagePoint Users table

Cause: The integration has not yet completed a successful sync, or the sync returned no team members.

Fix: Click Sync now and wait for it to complete. If the table remains empty after a successful sync, confirm that your VantagePoint projects have team members assigned.

Next steps

• Projects — how synced projects appear and work in Cogram

• Emails — how email filing works and how to review filed emails

• Outlook Add-In: Email Filing — configure email filing for your team

• Single Sign-On (SSO) — enforce SSO login for invited users