Deltek Vision

Deltek Vision ®

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

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

Are you wondering what to expect when you migrate and upgrade your Advantage data to Vision?

Migration seems like a long, scary process, and in some respects this is true. It works best when you have a leader to know where you’re going, even if you think you’ve been there many times.

Firms choosing to upgrade from Advantage to Vision should expect a smooth result in respect to data migration. We have a solid understanding of data mapping and we know how to interpret the fields in the software to match up with the codes and tables of the migration tools.

After you migrate to utilize your new software features, you may to need to correct and clean your data. And you will discover that certain functionality within the modules has changed to such an extent that you will need to rebuild your saved reports and security.

DMC Systems Group is knowledgeable in these areas, and we can help you through your migration without risk of losing your data, and having performed hundreds of migrations in the past, we know the best ways in which to move your data into the new software smoothly and accurately.

For more information about Deltek products visit http://www.deltek.com/

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