Deltek Vision

Deltek Vision ®

Deltek Vision is a very powerful, high-end business utility.

Consulting services include:

• Set-up, configuration, training and installation service.
• Configure information centers.
• Create work flows.
• Modify labels, tables, and data fields.
• Load, input and migrate project/accounting history.
• Guide Accounting setup for: reporting, revenue generation, budgeting, billing, payroll and all operations.
• Focused Project management and accounting training.
• Technical advisement and security configuration.
• Database cleanup and utilities.
• Restoration of databases.
• Re-Installation of software.
• Remote and on-site support plans.

Modules include: Accounting Project Management CRM / Calendar / Activities Center Proposals Planning Billing

Payroll Time & Expense Purchasing Inventory Resource Planning

New Features From Advantage To Vision: Browser-based interface Integrated Security for logging in to Vision Dashboard Contacts Enhanced Excel output Customer Relationship Management Module Resource Planning Module Vision Alerts Enhanced Security Enhance Period Setup Utility Enhanced Reporting and Lookup features (including Performance Reporting) Workflow Management Three-level Work Breakdown Structure (WBS) for Projects

Project Review screen Customizable Info Center (tabs, grids) New “Effective Date” fields Labor Rate Tables Labor Category Tables Labor Code Tables Labor Override Tables Accounts Receivable Invoice Review Paychex Interface Vision e.Reporting Library – uses third party tool called Actuate e.Report Designer (replaces Advantage Reporting Toolkit) User Activity Utility SQL Reporting Services

Dashboard

Time & Expense

Reports

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