Full Sail Partners Blog

Connecting your HR system to Deltek Vantagepoint isn't about automation as a concept. It's about stopping the duplicate entry, preventing the slow data drift you don't notice until it's a problem, and eliminating the quiet reconciliation work that eats an hour here and two hours there every payroll cycle.

When firms start looking at integrating ADP, Paylocity, BambooHR, or UKG with Deltek, the questions are usually pretty practical: What's actually supported? What's real-time? What breaks? What happens when something fails? And how much of what vendors say is engineering versus marketing?

We had many great questions from firms during our webinar on the topic, How to Successfully Integrate Your HCM and HRIS Systems with Deltek. We’ve gathered those, along with additional common questions we receive, to create a resource where we have the opportunity to help you better understand how the Blackbox Connector can simplify your world.

So, here are your answers. 

What We Support Today

These platforms are running in active production environments right now: ADP, Paylocity, BambooHR, and UKG Pro (via Reports-as-a-Service / RaaS).

When we say "supported," we don't mean we've read the documentation. We mean authentication has been validated, the relevant endpoints are known, data models have been mapped, multi-company logic has been handled, and batch behavior has been tested under real failure conditions — not hypothetical ones. We've seen what breaks. We've already built around it.

What Can Be Built (But Needs Scope First)

Paycom and UKG Direct API (non-RaaS) are technically viable but we’ve not had the opportunity to work with a client yet to build connectivity to these solutions.

For these, we follow the same process we use for any custom connector: review the API documentation, confirm authentication methods and required scopes, identify the data objects that actually matter (employees, orgs, PTO, deductions, direct deposit), work out the transformation requirements inside Deltek, and then build and test deliberately. High-level review first. Endpoint validation next. Proof-of-concept only after viability is confirmed.

If the API holds up, we build it. If it doesn't, we find out before anyone wastes money.

A Note on UKG Specifically

UKG RaaS and UKG Direct API are not the same thing, and we won't lump them together on a bullet list just to make a slide look cleaner.

RaaS is report-driven — structured, predictable, and stable. It works well for employee and payroll synchronization. Direct API opens more flexibility, but it requires deeper endpoint validation, a closer look at authentication, and sometimes more back-and-forth with UKG's own support teams. The technical lift is meaningfully different and want our clients to know that upfront.

"Real-Time" Isn't Always What It Sounds Like

Take Paylocity webhooks as an example. Webhooks are often incomplete — they tell you something changed, but they don't always include every changed field in the payload.

So rather than trusting the webhook blindly, we treat it as a trigger. It fires, we pull the full authoritative employee record via API, validate and transform it, and push only what actually needs updating to Deltek. That approach prevents the subtle drift that tends to show up in fields like supervisor assignments, org changes, or status updates — the stuff that quietly causes problems downstream.

You can also run scheduled syncs or trigger a full on-demand sync inside Deltek whenever something needs correction. That combination of scheduled automation and manual override is intentional. When payroll calls with a discrepancy, you shouldn't have to wait until midnight.

PTO: Where It Lives vs. Where It's Needed

In most firms, PTO accrues in the HRIS but resource planning and approvals happen in Deltek. If those two systems aren't aligned, someone is manually reconciling balances — probably more often than they'd like to admit.

A properly designed connector pulls PTO balances from the HRIS and reflects them in Deltek so planning and approvals are always working off current numbers. The goal isn't to duplicate data. It's to make ownership clear and visibility consistent.

Bidirectional Sync: When It Makes Sense

Integration doesn't have to move in one direction. Some firms need Deltek's employee numbers or company assignments pushed back into the HRIS to stay aligned across multi-company environments.

The question isn't really "can it go both ways?" Most things can. The real question is who owns each field. Once that's defined, direction is just a technical detail.

Employee Transfers Between Companies

When someone moves from one company to another, most firms don't want to terminate them, rehire them, and rebuild their history. That creates artificial breaks in reporting and headaches that show up months later.

A well-built integration respects Deltek's architecture — creating new EMCompany records via API and preserving continuity without manufactured disruptions. This is exactly where sloppy integrations create long-term accounting pain.

What Happens When Batches Fail?

Most vendors skip this part entirely.

Integrations post and update in batches. When a batch fails, every record in that batch stays queued for retry. That's not a workaround — that's the design. Future runs re-attempt those records until they process successfully. The goal is zero silent data loss.

If you're evaluating integration vendors, ask them directly how they handle partial failures. The answer will tell you quickly whether you're looking at a durable system or a polished demo.

When the API Isn't Clean

APIs are ideal. Not every system cooperates.

When necessary, we support secure file-based transfers via SFTP and staged processing. The pattern stays the same regardless: fetch, stage, validate, transform, commit in controlled batches, retry when needed. Boring is good. Predictable is better.

The Part That Actually Matters

A successful HRIS-to-Deltek integration isn't defined by which logos appear on a capabilities slide. It's defined by whether failed batches retry cleanly, whether data ownership is actually defined, whether multi-company logic is handled properly, whether you have an on-demand option when something needs correction, and whether security — especially around payroll and banking data — is treated seriously.

Get those things right and integration becomes operational infrastructure. Get them wrong and you feel it every single payroll cycle.

Let’s Get Your Systems Talking

Whether you’re using Paylocity, ADP, Paycom, or another HRIS platform, the Blackbox Connector for Deltek Vantagepoint is the fastest, most secure way to unify your HR and ERP data.

👉 Want to explore what’s possible for your firm? Contact our team at Info@Blackboxconnector.com

Enterprise Resource Planning (ERP) systems play a crucial role in managing business processes in an integrated manner. When functioning optimally, they streamline operations, enhance decision-making, and improve productivity. However, as organizations evolve and their needs change, so too must their ERP systems. Here are five signs that indicate it may be time for an ERP tune-up.

1. Slow System Performance

A noticeable decrease in performance speed is one of the first indicators that your ERP system may need attention. When your ERP system becomes sluggish, it can lead to significant delays in transaction processing, hampering sales and customer service responses. Users may encounter longer load times for reports and dashboards, resulting in frustration and decreased productivity.

Slow performance is a clear sign your ERP needs a tune-up. For Deltek Vantagepoint clients, consider checking if routine database maintenance is being overlooked—re-indexing and updating statistics can prevent queries from scanning large tables. Additionally, purging or archiving oversized audit-trail tables and ensuring proper SQL Server configuration (including memory allocation, throttling, query plans, I/O, and lock monitoring) are essential steps. Setting report servers and transactional databases to the Simple Recovery model can also help alleviate log-file write issues. Moving to the cloud can address many on-premise bottlenecks, as modern cloud ERPs often automate indexing and statistics updates, scale resources on demand, and manage recovery, allowing your system to remain fast without extensive manual tuning.

2. Integrations Fail Quietly

Another critical sign that your ERP may require a tune-up is the quiet failure of integrations. Although systems may connect seamlessly, jobs run, and dashboards look green, warning signs often reveal underlying issues when:

• Data requires double-checking.
• Numbers are reconciled in spreadsheets.
• There’s an uneasy feeling about accuracy.

When automation seems to work but lacks trust, the problems often stem from earlier decisions that weren’t clearly defined, such as data ownership during disagreements, responses to broken timing assumptions, and the lack of practical error handling. Over time, companies develop compensatory mechanisms, which can lead to the emergence of spreadsheets and the normalization of manual checks.

Most integration failures are rooted not in technical issues, but in decision-making failures that manifest later as data inconsistencies. To improve integration outcomes, organizations should focus on proactively designing solutions for ambiguity, failure, and change. This approach fosters trust in the systems from the outset. If your ERP doesn't provide a unified view of operations, it can result in misinformation and hinder effective decision-making. Deltek Vantagepoint offers one source of truth throughout the project lifecycle for finance, project managers, marketing, and sales. Meanwhile, Full Sail Partners’ Blackbox Connector solutions are pre-built but configurable to adapt to your firm’s unique data needs.

3. User Adoption Challenges

If your employees are reluctant to use the ERP system or struggle with its features, it may indicate that the software requires an update or a comprehensive tune-up. User adoption is vital for any ERP system's success. When users find the system difficult to navigate, they may revert to outdated practices or manual processes, undermining the advantages of an integrated approach.

Gathering user satisfaction through surveys and feedback can provide invaluable insights. Enhancing training and support resources is essential to ensure a more user-friendly experience. After all, continuous training is imperative. Full Sail Partners addresses this by offering monthly events, including mini demonstrations, client stories, webinars, and livestreams, to keep clients informed about the latest features and trends.

4. Inaccurate Reporting

Inaccurate or inconsistent reporting signals that your ERP system may be experiencing underlying issues that need attention. A dependable ERP should generate reports reflecting real-time data to enable informed decision-making. Frequent discrepancies can lead to poor strategic choices and wasted resources.

Most reporting inaccuracies stem from data entry errors or gaps in data. Implementing workflows can alert employees to the need for additional data as a project progresses, ensuring critical information is added in a timely manner. Firms that assign individuals to oversee data entry are more likely to maintain accurate reporting. Regular audits of your data and reporting processes can help identify and rectify these issues, equipped with the aim of providing decision-makers with the most accurate insights possible.

In the future, we can envision AI assisting with this manual process, ultimately enhancing the quality and reliability of reports, which is crucial for maintaining the integrity of your organization’s decision-making processes.

5. Increased Manual Processes

An increased reliance on manual processes or spreadsheets is a significant sign that your ERP might be falling short. This reliance often arises not from carelessness but from a system that fails to align with reality. When integrations can’t handle exceptions, timing mismatches, or “almost right” data, employees create spreadsheets not to undermine the system but to protect it.

These spreadsheets act as a buffer between the ideal world the system presents and the actual workflow. The real danger arises when these manual tools quietly become the source of truth. If a spreadsheet is trusted more than the ERP itself, it indicates deeper design flaws rather than just a tooling problem.

Continuous reliance on manual interventions signals that the ERP isn’t meeting the team's needs effectively, leading to errors, inefficiencies, and unnecessary strain on your workforce. Furthermore, if employees lose faith in the ERP's capabilities, the implications for productivity and morale can be significant.

Instead of asking, “How do we get rid of spreadsheets?” organizations should focus on understanding the essential work these tools perform that the system doesn’t currently support. By identifying these gaps and limitations within your ERP, you can enhance workflow and improve overall operational efficiency.

Empower Your Organization

Recognizing these signs early empowers organizations to take swift action in addressing limitations in their ERP systems. If any of these indicators resonate within your organization, consider consulting with a professional for a Navigational Analysis.

Full Sail Partners offers consulting services tailored to identify and address ERP challenges. Our expert team can assist you in optimizing your ERP system, ensuring it effectively meets your organization’s evolving needs. Don’t let inefficiencies linger, reach out to Full Sail Partners today to discuss your ERP requirements and how we can help!

In today's rapidly advancing project management landscape, effective decision-making hinges on the availability of critical insights and data. Deltek, a leader in project-based solutions, has recognized this necessity and is excited to introduce enhanced dashboard functionalities within its Vantagepoint platform, particularly in version 2025.3. These innovative features aim to empower users with deeper insights into their operations and optimize performance through the integration of the annual Deltek Clarity Report.

For the first time, key metrics from the Deltek Clarity Architecture & Engineering Industry Study are now accessible directly within Vantagepoint dashboards. This groundbreaking enhancement allows users to benchmark their key performance indicators (KPIs) against industry standards, ensuring that their operations remain aligned with best practices. By incorporating Clarity benchmarks into daily workflows, organizations can identify opportunities for optimization and growth, driving improved decision-making and strategic outcomes.

The Importance of Dashboards in Project Management

Dashboards are more than just visual aids; they are integral to a project manager's toolkit. By consolidating key metrics and performance indicators into a single, comprehensible view, dashboards transform complex data into actionable insights. The latest enhancements in Deltek Vantagepoint enable users to access tailored insights that are essential for effective project management.

User-Defined Hubs: Customization at Its Finest

One of the standout features in this latest update is the introduction of User-Defined Hub Dashpart Bases. This functionality allows users to craft customized dashparts tailored to their specific needs. Here's a closer look:

1. Enable the Right Modules:
   First, users must enable the Accounting and CRM Plus modules to access user-defined dashparts.
2. Creating Dashparts:
   Users can select a user-defined hub in the Dashpart Base field within the Add New Dashpart dialog box, allowing for flexible configurations as tables, charts, or KPIs.
3. Editing and Configuring:
   The Dashpart Designer provides full access to essential functions, enabling effortless customization according to distinct requirements.
4. Role-Based Access Rights:
   To enhance data security, users can configure role-based access rights on the Access Rights tab, determining who can view or interact with these customized dashboard components.

New Predefined Dashparts

Deltek is also enhancing user experience with several new predefined dashparts that further enrich dashboard functionality. When the relevant modules are enabled, users gain immediate access to critical financial metrics, such as:

• Accounts Payable Detail by Vendor: Displays invoices for all active vendors, simplifying expense tracking.
• AP Outstanding: Provides a snapshot of the total outstanding balance for vendor invoices.
• AP Overdue Invoices: Quickly identifies overdue invoices, aiding workflow management.
• Payables Due Next 30 Days: Highlights outstanding invoices due within the next month, assisting teams in prioritizing payments.
• Vendor Invoice Aging: Visualizes unpaid invoices by days outstanding to enhance cash flow management.

redefined dashparts streamline data management by eliminating manual entry while offering clear, critical insights into accounts payable information.

Expanded Project Dashpart Base

Significant upgrades to the Project Dashpart Base now include new columns that facilitate sorting and grouping dashparts. These enhancements deliver vital metrics for tracking projects throughout their lifecycle, which can significantly aid future forecasting and analysis:

• Year Opened
• Year Won/Lost
• Year Won
• Year Lost
• Quarter Opened
• Quarter Won/Lost
• Quarter Won
• Quarter Lost
• Month Opened
• Month Won/Lost
• Month Won
• Month Lost

Predefined Dashboards: Instant Access to Insights

This update also features new predefined dashboards designed to streamline access to essential accounts payable and key metrics sourced from the Deltek Clarity Study:

• AP Detail Dashboard: This dashboard consolidates all accounts payable data, featuring various predefined dashparts such as AP Outstanding and Vendor Invoice Aging.
• Deltek Clarity Dashboard: Users can view key metrics from the latest Deltek Clarity Study, fostering critical industry comparisons. Depending on enabled modules, the dashboard displays performance metrics such as average collection periods and utilization rates.

Key Performance Indicators: Measuring Success

In addition to the predefined dashparts, new Deltek Clarity predefined KPI dashparts now provide users with insights from the latest Deltek Clarity Study. These critical metrics include:

• Clarity Average Collection Period
• Clarity Capture Rate
• Clarity Net Labor Multiplier
• Clarity Operating Profit on Net Revenue
• Clarity Overhead Rate
• Clarity Total Payroll Multiplier
• Clarity Utilization Rate
• Clarity Win Rate

With these KPIs, firms can benchmark their performance against industry standards, allowing for strategic adjustments as necessary. This latest update, based on 2024 fiscal year data, streamlines the process of integrating industry benchmarks into dashboards. The dashpart's format is also future-proof, utilizing the Deltek Clarity Year date range option to ensure real-time updates with minimal effort.

Conclusion

The new dashboard functionalities in Deltek Vantagepoint represent a significant leap forward in enhancing visibility and operational efficiency for project managers. By combining customizable user-defined hubs, predefined dashparts, and vital metrics from the Deltek Clarity Study, Deltek equips organizations with the necessary tools to excel in a competitive business landscape.

As technology advances, adapting and leveraging these new dashboard features is essential for project management teams. By embracing these insights, firms can foster improved decision-making, drive better performance, and achieve their operational goals more effectively. Whether you're focusing on financial metrics, managing vendor relationships, or assessing project performance, the enriched data provided through these dashboards will undoubtedly lead to enhanced success in today's project-based environment.

As we kick off 2026, it's the ideal time to reflect on enhancements in operational efficiency for project-based firms through Deltek Vantagepoint. Ful Sail Partners has identified the most viewed blogs over the past year to highlight trends and insights that our clients found most valuable. This recap aims to provide you with strategies to optimize your processes and overcome common challenges, ultimately setting the tone for a productive year ahead.

1. Solve Common Problems with Deltek Vantagepoint AP Voucher Lookup

In her insightful blog, Senior Consultant Rhiannon Schaumburg highlights the essential function of the Accounts Payable (AP) voucher in tracking supplier invoices. Many accounting professionals frequently encounter challenges, such as duplicate entries and incorrect amounts, leading to multiple vouchers for a single invoice. To mitigate these issues, Deltek Vantagepoint’s Voucher Lookup feature allows users to edit existing vouchers, thus correcting errors without the need to recreate them. This feature simplifies vendor reviews and streamlines payment processing, making accounts payable far more efficient.

For a deeper dive into this topic, check out Rhiannon’s blog: Solve Common Problems with Deltek Vantagepoint AP Voucher Lookup.

2. Understanding Project Budgets in Deltek Vantagepoint

Principal Consultant Matt McCauley offers a detailed overview of updates to the Deltek Vantagepoint Project Budgeting tool in his blog. The tool has been moved to the Project Hub as a standalone menu item, with a new look that maintains core functionalities. Matt emphasizes the importance of a more streamlined drop-down menu for cost and billing options, along with customizable Grid Settings for personalization.

The Project Budget itself is crucial, serving as the manager's estimate for total spending that encompasses labor, expenses, and consultants, which underscores the importance of regular budget updates. The enhanced capabilities of the Project Planning and Resource Management module are also discussed, facilitating improved financial tracking and strategic staffing insights.

For full insights, read Matt’s blog: Understanding Project Budgets in Deltek Vantagepoint.

3. The Ultimate Checklist for a Smooth Vision to Vantagepoint Upgrade

In her informative blog, Relationship Manager Cate Phillips stresses the significance of proper preparation for firms making the transition from Deltek Vision to Vantagepoint. The blog provides a comprehensive checklist aimed at ensuring a seamless upgrade. Key steps include exploring resources available on Full Sail Partners’ website, scheduling consultations, obtaining personalized readiness reports, and reviewing necessary system requirements.

Cate emphasizes critical actions such as data cleansing, backing up the current system, testing in a sandbox environment, and training teams on the new system. Leveraging expert support during the live upgrade and adhering to best practices afterward are also recommended for maximizing operational efficiency.

Check out Cate’s insights: The Ultimate Checklist for a Smooth Vision to Vantagepoint Upgrade.

4. Underused Accounting Features of Deltek Vantagepoint

Senior Consultant Jenny Labranche elaborates on several underutilized applications within Deltek Vantagepoint in her blog. Key features such as Labor Cross Charge, Consultant Accruals, and Overhead Allocation can significantly fortify project health assessments and enhance overall firm performance.

Jenny explains how Consultant Accruals account for the discrepancies between what firms bill clients and what subconsultants invoice. Meanwhile, Overhead Allocation helps assign indirect costs to revenue-generating projects, allowing for more accurate profitability measurement. Understanding these features is critical for maximizing investment in Vantagepoint.

Explore Jenny's perspective here: Underused Accounting Features of Deltek Vantagepoint.

5. Deltek Vantagepoint’s Versatile Billing System: Streamlined Invoicing Solutions

In her engaging blog, Senior Consultant Cynthia Fuoco emphasizes the importance of efficient project billing for project-based firms. She outlines the adaptable billing system within Deltek Vantagepoint, which facilitates multiple billing formats without necessitating numerous invoice templates. This flexibility includes formats such as Fixed Fee, Percentage of Completion, and Hourly billing consolidated into a single invoice.

Cynthia discusses the potential pitfalls of this flexibility, such as lengthy and complex invoices, and presents a streamlined invoice format developed by Full Sail Partners that combines various billing types into a single block. Ultimately, this approach enhances efficiency and readability while maintaining necessary billing details.

Read more about this innovative approach in Cynthia’s blog: Deltek Vantagepoint’s Versatile Billing System: Streamlined Invoicing Solutions.

6. How These Microsoft Office Integrations Make Deltek Vantagepoint Even More Powerful

In her insightful blog, Senior CRM Consultant Stephanie Socha explores how integrations between Deltek Vantagepoint and Microsoft Office—especially Outlook and Teams—can enhance project management. She introduces the Vantagepoint Connect Add-in for Outlook, which streamlines tasks such as adding contacts, logging emails as activities, and scheduling meetings directly from the inbox.

Furthermore, Stephanie discusses Teams integration, which facilitates real-time communication and collaboration by enabling users to initiate chats directly from the records they’re working on in Vantagepoint. These integrations not only save time and reduce email clutter but also ensure data integrity by documenting all project interactions within Vantagepoint.

Discover these powerful integrations in Stephanie’s blog: How These Microsoft Office Integrations Make Deltek Vantagepoint Even More Powerful.

7. 5 Ways Deltek Vantagepoint Simplifies Billing, Time, Expense, and Transaction Entries

Principal Consultant Lisa Ahearn investigates various process efficiencies offered by Deltek Vantagepoint in her blog. She highlights features such as a user-friendly time entry system that allows flexibility through multiple submission methods. The enhanced expense entry process utilizes Intelligent Character Recognition (ICR) for quicker submissions, and automated Accounts Payable invoice approvals help alleviate paper shuffling.

Lisa also discusses how the Accounts Receivable process can accelerate billing and cash flow by generating draft invoices and streamlining communication with clients. She encourages the utilization of tools like ICR and Vantagepoint Connect to automate data entry and enhance efficiency across workflows.

For further insights, check out Lisa’s blog: 5 Ways Deltek Vantagepoint Simplifies Billing, Time, Expense, and Transaction Entries.

8. The Ultimate Vantagepoint Efficiency Toolkit: 15 Features You’re Probably Not Using—But Should Be

In her blog, Principal Consultant Lisa Ahearn also discusses how Deltek Vantagepoint can significantly enhance efficiency for project-based firms by highlighting 15 essential features designed to streamline workflows and automate repetitive tasks. She emphasizes tools such as the Outlook Add-in, bulk updates for multiple records, auto-population of timesheets, and the AI assistant Dela, which makes project data management easier.

Lisa also addresses the significance of dashboards for real-time insights, urging users to dive into these features to reclaim valuable time in their daily operations. She even invites readers to attend her on-demand webinar to witness these functionalities and learn tips for maximizing Vantagepoint’s utility.

For a comprehensive review, read Lisa’s blog: The Ultimate Vantagepoint Efficiency Toolkit: 15 Features You’re Probably Not Using—But Should Be.

Leveraging Insights

As we move forward into 2026, leveraging the insights shared in these blogs can be instrumental in fine-tuning your firm's operational efficiency and addressing common pain points. By exploring the capabilities of Deltek Vantagepoint, your firm can not only optimize performance but also set the foundation for sustained growth.

Here’s to a productive New Year filled with new efficiencies! 🎉

For project-based firms, financial clarity isn’t just a “nice-to-have” — it’s the foundation for confident decision-making, clean audits, and smooth cash management. And at the heart of that clarity sits one foundational accounting practice: bank reconciliation.

It’s a basic procedure every accounting team knows they should do consistently… yet many firms still rely on spreadsheets, manual matching, or outdated processes that make reconciliation feel tedious, time-consuming, and prone to error.

But here’s the truth:

When your bank accounts aren’t reconciled regularly (and accurately), your financial picture could be missing vital elements. As we accountants know, every cash entry also affects another balance sheet or income statement account. Therefore, an error in cash causes an error somewhere else.

Deltek Vantagepoint’s Bank Reconciliation feature changes that. It brings automation, consistency, and visibility to a process that is essential — but doesn’t need to be painful.

Why Bank Reconciliation Is Essential for Your Firm

Bank reconciliation is the practice of comparing your internal cash records to the transactions reported by your bank, making sure the two align. Done timely and consistently, it helps firms:

✔ Prevent errors and discrepancies
Misposted or unposted entries, duplicate records, and unauthorized transactions surface quickly when accounts are reconciled regularly.

✔ Maintain accurate general ledger balances
Your cash position drives everything — payroll, vendor payments, project spending, and forecasting. Reconciliations ensure the GL reflects reality.

✔ Improve cash flow visibility
Leaders make better decisions when they can rely on accurate, up-to-date financial data.

✔ Prepare for clean audits
Reconciled accounts reduce questions, adjustments, and the time an auditor needs to work through your books.

✔ Strengthen internal controls
Consistent reconciliation helps firms identify unusual or unexpected activity early.

In short: Bank reconciliation is a small habit that prevents big problems.

Where Many Firms Get Stuck

Even though reconciliation is foundational, many project-based firms still struggle with:

• Manually downloading bank statements
• Keying transaction details into spreadsheets
• Matching line items one by one
• Sifting through long lists of posted entries
• Repeating the same tedious steps each month

The process becomes slow, reactive, and frustrating — which leads to inconsistent results or long lags between reconciliations. And that lag can snowball into larger financial risks. Preparing reconciliations monthly allows accounting to make any necessary adjustments in the proper accounting period.

Deltek Vantagepoint solves this with purpose-built automation.

How Deltek Vantagepoint Streamlines the Bank Reconciliation Process

Vantagepoint’s Bank Reconciliation tool allows firms to import bank transactions directly into a statement, eliminating the need to manually compare transactions on the bank statement to those posted in Vantagepoint making it easier to compare.

With Vantagepoint, your team can:

Two Options to Easily Import Transactions
Connect your bank directly to Vantagepoint to pull transaction details into the reconciliation screen daily. Alternatively, transactions downloaded from your bank can be physically imported into the statement on your own timetable. Either way, no more spreadsheets and no more ticking and tying.

Automatically Match Records
Vantagepoint intelligently pairs imported bank activity with posted GL transactions, significantly cutting down on the time it takes to review and confirm matches.

See Discrepancies Immediately
Unmatched items stand out clearly, helping your team identify errors, omissions, or timing differences quickly.

Reconcile With or Without Importing
Even firms that prefer a more traditional approach can benefit from Vantagepoint’s structured process and reconciliation interface.

Close Each Statement With Confidence
Once reviewed and matched, statements can be closed — keeping the books clean, accurate, and audit-ready.

Deltek built this feature to reduce manual work, minimize errors, and give accounting teams back valuable time every month.

Coming Soon: Automating Bank Reconciliation in Deltek Vantagepoint Mini Demo

If your firm hasn’t fully adopted Vantagepoint’s reconciliation tools — or you're still doing most of the work manually — our upcoming mini-demo is a must-attend.

In just a few minutes, you’ll see:

✨ How to import bank transactions directly into Vantagepoint

✨ How automated matching works behind the scenes

✨ How firms use this feature to speed up month-end

✨ How reconciliation syncs with your GL for complete financial clarity

This is one of the fastest wins your accounting team can implement — and we’ll show you exactly how it works.

👉 Save your seat for the Bank Reconciliation Mini-Demo

Sign up now and be the first to see the process in action.

As we embark on a new year, it’s the perfect time to optimize processes and enhance productivity. With January's theme of "New Year, New Efficiency," we’ve realized that not everyone stays updated on our content. To help you catch up on last year's new features, Full Sail Partners analyzed our website to identify the most visited landing pages on our website. These pages highlight the tools and insights most sought after by our clients. Here’s a recap of the top 10 landing pages that exemplify our dedication to enhancing efficiency and streamlining workflows for project-based firms.

1. Smarter Project Docs in Minutes with Vantagepoint’s New Document Automation

Creating polished, client-ready documents has never been easier. With Deltek Vantagepoint’s Document Automation, users can eliminate tedious copy-pasting between multiple applications. In a mini-demo led by Senior CRM Consultant Wesley Witsken, viewers learned how to:

• Build compelling case studies in Word.
• Generate boilerplate agreements and proposals.
• Access team matrices to track contributions by Team members.
• Produce on-brand project documents in mere minutes.

This feature significantly reduces manual effort while maintaining high-quality standards in documentation.

Revisit this mini-demo here. 

2. Mastering Vantagepoint Connect Add-In for Outlook CRM Success

Led by Senior CRM Consultant Stephany Socha, this demo highlights how the Vantagepoint Outlook Connect Add-In enhances CRM functionality directly within Outlook. Users discovered how to:

• Gain visibility of firms, projects, and activities in their inbox.
• Manage contacts with ease to eliminate duplicate entries.
• Log activities and set reminders effortlessly.
• Synchronize calendars between Outlook and Vantagepoint.

This integration promises to streamline workflow and foster better communication within teams.

Watch it again here. 

3. From Pursuit to Award Without the Handoff Hassle

Winning new work is just the start. Presented by Principal Consultant Matt McCauley, in this demo, attendees were shown how Deltek Vantagepoint simplifies the transition from pursuit to award with project planning tools. Key features include:

• Seamless conversion from generic roles to named resources.
• Automatic assignment pushes to employee timesheets.
• Alert and dashpart activation to eliminate handoff challenges.

This functionality ensures that teams remain informed and aligned from day one. You can find it here. 

4. From Pursuit to Project: A Custom Vantagepoint Solution for Master Agreements

Managing Master Service Agreements (MSAs) efficiently is crucial. Principal Consultant Amanda Roussel led a walkthrough of a custom Vantagepoint hub designed to simplify MSA management, featuring:

• Tracking of MSAs, bonds, and associated projects.
• Linking pursuits to parent agreements.
• Real-time metrics on revenue and contract status.

This solution streamlines complex contracts, enhancing transparency for operations and project management teams.

See it in action here. 

5. What’s New in Deltek Vantagepoint 2025.3

Terri Agnew, Principal Consultant, unveiled the latest updates in Deltek Vantagepoint 2025.3, focusing on usability and efficiency improvements. Highlights include:

• Enhanced contract tracking features.
• New dashboard insights with user-defined hubs.
• Simplified billing management processes.

These upgrades empower users with greater control and insight, enhancing overall efficiency.

Learn more here. 

6. Upgrades, Imports, & Mergers – Navigating Data Migrations with Confidence

Data migration can make or break an ERP implementation. Join Jennifer Stevland as she covers the four types of migrations, sharing key insights on:

• Best practices for smooth data transitions.
• The importance of hiring expertise to avoid pitfalls.

This session serves as a valuable resource for firms planning upgrades or optimizing data management.

Watch it here. 

7. How HR Green Unified Marketing with HubSpot and Deltek Vantagepoint

Discovering ways to unify marketing and CRM systems is vital for seamless operations. This webinar featured a mini-demo on the new Blackbox Connector for HubSpot presented by Senior CRM Consultant, Wesley Witsken within Deltek Vantagepoint. Then Partner, Sarah Gonnella interviewed Gail Maldonado, CRM Database Manager at HR Green to highlight the game-changing impact the Deltek Vantagepoint HubSpot Connector had on HR Green’s marketing and CRM processes. Key benefits include:

• Targeting contact lists in Vantagepoint to sync with HubSpot.
• Tracking email campaign metrics in real-time.
• Enhancing visibility into marketing activities for project teams.

This integration enables a closed-loop marketing system that enhances collaboration.

8. Seamlessly Sync Employee Data Between Deltek Vantagepoint and ADP Workforce Now

The ADP Workforce Now Connector simplifies employee data management by eliminating duplication and errors. Joel Slater, Client Solutions Manager, showcased this powerful connector, emphasizing:

• Automated data sync between systems.
• Simplified onboarding processes for new hires.
• Enhanced reliability and accuracy for employee information.

This tool significantly reduces manual data entry efforts.

Learn more about this integration here.

9. Deltek Vantagepoint’s Timesheet Assistance

Managing timesheets can be cumbersome, but the Timesheet Assist feature in Deltek Vantagepoint 7.0 offers timely suggestions to help users stay on track. Presented by Consultant Amanda McClain and Senior Consultant Jenny Labranche, this mini-demonstration focuses on how Vantagepoint empowers firms to make data-driven decisions effortlessly. With real-time insights and robust analytics, organizations can pivot quickly and respond to challenges effectively.

This demo demonstrated how Timesheet Assist:

• Provides reminders based on past projects.
• Allows quick additions of suggestions to timesheets.
• Helps ensure accurate timekeeping across business processes.

Watch the 5-minute demo here.

10. How Deltek Dela Is Revolutionizing the Entire Project Lifecycle

Deltek Dela™ is an AI-powered assistant within Vantagepoint that transforms how project-based firms operate. Jake Lucas, AI Developer, presented how Dela:

• Provides smart summaries for quick insights.
• Answers questions instantly with "Ask Dela."
• Utilizes prediction tools to identify potential issues early.

This tool aids various teams, enhancing efficiency and project outcomes.

Watch again to start using it today.

Conclusion

As we kick off 2026, these top landing pages not only highlight what clients are interested in but serve as a reminder of the importance of efficiency in project management. Deltek Vantagepoint continues to evolve, offering innovative solutions that empower firms to work smarter, not harder. By integrating these tools and insights, organizations can position themselves for success in the year ahead.

So, you are moving to the Cloud!  Your company has made the move, and you have been assigned as the SaaS Administrator.  You may find yourself wondering, “What does this mean to me?  What do I need to do first? Where do I start?”  At first the task may seem overwhelming as you receive welcome letters, guides and instructions on “How to get started.”  We at Full Sail Partners want you to know that you are not alone. We have put together answers to some of the most frequently asked questions we get when a client moves their database to a cloud solution.

What do I need to do first?

As the SaaS Administrator, you will receive a welcome letter that contains links to your test environment as well as a lot of other information.  The most important task to perform at this time is to click the live link (sample above) to the Deltek SaaS Administrator Guide.  It will be your MVR (most valuable resource) during your transition to the cloud.

What is the next step after I familiarize myself with the SaaS Administrators guide?

The second most important task as the SaaS Administrator is to set up your Deltek Customer Care Account.  This is where most communication takes place between you and Deltek. It is where you perform all SaaS Administrator functions, open support tickets, and keep up to date on the latest happenings at Deltek. If you are an existing Deltek client and will be migrating data from an existing Vision database or a prior Deltek product, this portal will be the first stop in the process of transferring your files to the cloud. 

Can’t I just have Full Sail Partners set up my account?

Because of the importance placed on security, only the Saas Administrator can submit service requests on behalf of your firm.  These requests can only be submitted via your account on the Deltek Customer Care portal.  The SaaS administrator will work closely with Full Sail Partners on the implementation process.  However, only the SaaS Administrator can make service requests. These requests include database uploads, administrator password resets, request backups, database refreshes, or request a sandbox; they will also receive all system maintenance communications.  

How do I keep up with announcements regarding scheduled maintenance or service-related issues?

These communication emails will be sent from: Deltek Support Services <deltekss@deltek.com> Please work with your internal IT team to ensure this is a trusted email address and they aren’t filtered out by your firm’s spam filter. </deltekss@deltek.com>

As the primary person responsible, what if I am not available? Can a second Administrator be added?

Absolutely! Deltek encourages all clients in the Cloud to have at least one additional SaaS administrator assigned to their account.  You, as the SaaS administrator, can assign the rights to an additional SaaS administrator via the Deltek Customer Care Portal.  Once you are logged into Customer Care simply click on the Administer section, click on Manage Company Contacts, if the person has never had a customer care account, add them here by clicking ‘Add Contact’, if the person already has an account simply scroll down and click on their name and these select the correct radial buttons:

You may even assign Full Sail Partners as your second Administrator.  This will give us the ability to upload databases and custom files directly for you.  Your Full Sail Partners account manager can provide assistance if you decide to assign our firm as an additional SaaS administrator.

How do I add graphics to my firm's invoices?

Absolutely, just follow these quick steps:

You can upload any standard picture file format, such as PNG, JPG, BMP, or GIF. Uploading a large image file could slow down the upload process or cause a time-out error.

1. To upload an image:
2. In the Navigation pane, select Settings > Billing > Invoice Template Editor.
3. On the Actions bar of the Invoice Template Editor form, click Other Actions > Manage Images.
4. On the Available Images dialog box, click Upload Image.
5. On the Select Image to Upload dialog box, browse to the image file and click Open.
6. Click OK.

My firm has experienced a serious event that has created the need for our database to be restored to a specific point in time. Can this be done?

If you require a restore from a specific point in time, you may send the request through Deltek Customer Care indicating the past time frame you need for the restore.  You must also include the time that you would like for the restore to take place as your system will be unavailable while the restore is performed.  See below for Deltek’s current Backup and Retention Policy:

Is there any additional information I should review?

Being the SaaS Administrator is a very important assignment.  Keep in mind, you are the keystone for communication between your firm and Deltek.  Being informed by familiarizing yourself with the SaaS Administrator Guide is essential to your success as the SaaS Administrator for your firm. You can access the guide by typing: Vantagepoint Cloud Administrator’s Help System into the search box on Deltek’s Customer Care website.

Ready to take the next step?  Empower your employees through training!

Deltek now offers tons of training and learning opportunities at no cost to its clients by clicking the following link: https://learning.deltek.com/ From here you can personalize the learning hub and even create learning paths for your employees to follow.

Still have questions and not sure where to turn, don’t hesitate to reach out to your Full Sail Partners Account Manager, we are happy to assist you in this journey.

Denver did not disappoint. Between the mountain views, the packed keynotes, the nonstop conversations, and the surprise announcements (hello, Elevate 2027 👀)…this year’s ProjectCon was easily one of the most energizing yet.

Our Crew came home buzzing with insights, inspiration, and a whole lot of renewed excitement for where Deltek Vantagepoint is heading. Here’s what stood out most.

🚀 ProjectCon Becomes Elevate — and Moves to 2027

Shared by Sarah Gonnella

The biggest announcement of the week: Deltek ProjectCon is officially rebranding to Deltek Elevate and will next be held March 8–10, 2027 in Nashville, TN.

Cue the confetti. 🎉

For years, users have requested two things:
✔️ A name that sounds more modern and inspiring
✔️ A date that isn’t during the craziest time of year
Deltek listened.

“I love the name Elevate. And I love that the new date gives clients an entire year to focus on moving from Vision to Vantagepoint,” Sarah shared. “This change genuinely reflects Deltek paying attention to what firms need.”

We couldn’t agree more.

🤖 AI Isn’t the Future—It’s Right Now

AI took center stage this year, and each of our Crew members walked away with something different.

Human-Centric Marketing in an AI World

Lindsay captured one of the keynote’s biggest takeaways:

“2026 will be the year of AI agents, but marketing will actually become more human-centric. More authenticity. More in-person events. More small-group connection.”

This aligns perfectly with what we see across AEC firms: technology is accelerating, but relationships still drive results.

Overcoming AI Intimidation

Scott arrived hesitant about AI…but left empowered.

“Before the conference, AI was intimidating. But after hearing it in almost every session, I feel a lot more comfortable—and our clients will too.”

From a fear factor to a confidence boost. That’s the magic of ProjectCon.

New AI Innovations Inside Vantagepoint

Wesley, our CRM and proposal automation expert, was fired up about what’s coming:

“I’m excited about the AI advancements in Go/No-Go, potential proposal generation directly in Vantagepoint, and new updates to document automation—especially for creating resumes in the Employee Hub.”

Proposal people everywhere just exhaled. 😅

📊 Data at Your Service: A Big Win for Large Firms

Shared by Sparsha Muppidi

One of the most talked-about tech previews was Data at Your Service, Deltek’s new offering that connects Vantagepoint to a Snowflake data warehouse and then to any third-party tools.

Sparsha summed it up perfectly:

“It’s really exciting—especially for firms with 250+ employees. This gives clients new options to analyze data and make better business decisions.”

More data freedom = more business intelligence = more confident leadership.

Yes, please.

⛷️ Lessons in Resilience from Lindsey Vonn

Shared by Sarah Gonnella

Olympic legend Lindsey Vonn brought the inspiration this year. When asked how she manages risk on the slopes, she said:

Focus on what you can control. Prepare for what you can’t. Learn from every run. And release the rest.

It’s a message every project-based firm needs tattooed somewhere visible.

Projects are unpredictable. Clients shift. Staffing changes. Scope evolves. But preparation + mindset = resilience.

Lindsey could have been talking about project management.

🤝 The Best Part of ProjectCon? Easy: The People.

Shared by Kim Stamps

Amid all the announcements and innovations, Kim reminded us of the heart of this conference:

“My favorite part is seeing the clients I talk to all year. I love meeting them, hugging them if they’re huggers, shaking their hand, and just connecting face to face.”

If you stopped by our booth, chatted with us in the hallways, or joined us at the Mile High Mixer — thank you. Getting to connect in person is what keeps us coming back year after year.

📈 Wrapping Up: What This Means for 2026 & Beyond

This year’s ProjectCon was a turning point.

Here’s what we’re taking into the new year:

✨ AI will accelerate—but human connection will matter more than ever
✨ Data access and visibility are getting better for firms of all sizes
✨ Vantagepoint is becoming smarter, more automated, and more flexible
✨ The industry is shifting, and Deltek is shifting with it
✨ And in 2027, we’ll all be reuniting at Elevate with a full year of transformation behind us

Our Crew will be sharing their favorite sessions, tools, stats, and strategies in upcoming posts from now until the end of the year—so stay tuned.

Denver, you were incredible.

ProjectCon, you outdid yourself.

Elevate, we’re coming for you. 🏔️✨

In our “Get Ready for 2026!” series, we explored various aspects of Vantagepoint and how firms can optimize their processes related to their pipeline, contracts, resource planning, and dashboards. One effective approach is conducting Mini Navigation Analyses, which provide insights into specific areas of a firm’s operations, helping clarify one piece of the larger puzzle. However, when it becomes essential to evaluate multiple facets of a firm’s systems and processes, a two-day Navigational Analysis is the recommended path.

As discussed in our webinar on November 19th, upon completing the initial phases of this analysis, namely the fact-finding mission and needs assessment—firms receive a tailored efficiencies report. This report serves not just as a document but as a crucial action plan intended to help firms maximize their investment in Vantagepoint.

Let’s say your firm decides to complete the Navigational Analysis – then what? The real value lies in what you do next!

Why is Taking Action Important?

Taking action after completing a Navigational Analysis is crucial for several reasons:

1. Realization of Potential: The main objective of a Navigational Analysis is to identify opportunities for improvement within a firm’s systems and processes. Without taking action, firms may fail to capitalize on the insights and recommendations provided in the analysis, leaving potential efficiencies and enhancements untapped.
2. Implementation of Recommendations: The report generated from the analysis includes detailed recommendations across various areas, such as data cleanup, project lifecycle improvements, and reporting enhancements. Implementing these recommendations not only streamlines operations but also fosters a more efficient use of resources.
3. Achieving Goals: When firms initiate a Navigational Analysis, they typically aim to achieve specific goals—such as improved efficiency, better process understanding, and maximization of system capabilities. Action is necessary to ensure these goals are met; without them, the purpose of conducting the analysis may be undermined, and the firm may revert to inefficient practices.
4. Accountability and Engagement: Taking action fosters a culture of accountability within the organization. Engaging key stakeholders in the implementation process encourages teamwork and enhances communication, leading to a more cohesive effort towards achieving common objectives.
5. Continuous Improvement: The recommendations from the Navigational Analysis serve as a foundation for continuous improvement. By actively addressing the suggested changes, firms can establish a feedback loop that promotes ongoing optimization of processes and systems.
6. Enhanced Decision-Making: Implementing findings from the analysis enables firms to make informed decisions based on data and insights rather than intuition alone. This leads to better long-term planning and resource allocation.
7. Avoiding Complacency: Firms that do not act may fall into a pattern of complacency, relying on outdated practices rather than adapting to the latest information and technology. Taking steps based on the analysis helps a firm remain competitive and responsive to changing market conditions.

In summary, acting after a Navigational Analysis is essential for maximizing the benefits of the analysis, achieving defined goals, and fostering a culture of continuous improvement and accountability within the firm.

Managing the Report

To effectively utilize the recommendations, firms should follow a structured approach:

1. Deep Review: Key stakeholders should thoroughly review the report, which typically averages around 80 recommendations and spans over 20 pages.
2. Prioritization: Identify which findings require immediate attention versus those that can be addressed later.
3. Task Division: Discuss which recommendations the firm can tackle independently, and which may need external assistance.
4. Timing: Set a timeline for implementation, ensuring that tasks are completed in a cohesive and organized manner. 

Successful Client Case Studies

Several of our most successful clients have effectively acted on their Navigational Analysis reports. Below are just a few examples of this.

• One firm established departmental goals with specific, measurable initiatives incorporated into staff development plans for the upcoming year. These initiatives included implementing approval processes and transitioning data tracking from external spreadsheets to standardization within Vantagepoint.
• Another client formed a “Deltek Vantagepoint Optimization Team,” meeting regularly to divide tasks among departments, fostering accountability by reviewing progress in each session. This collaborative effort also enhanced inter-departmental understanding and support.
• A third client divided their report into four primary categories: CRM & Project Lifecycle, Transactional Accounting (AP, AR, Billing), Reporting/Dashboards, and Corporate Accounting. They established a defined scope in collaboration with our team, focusing on tier-one goals for the first-year post-analysis. An overall project manager was appointed to ensure team cohesion and alignment with the firm’s objectives.

The common thread among these examples lies in the importance of having a defined plan, setting realistic expectations, fostering accountability, and emphasizing teamwork. These firms have achieved notable success, seeing significant improvements in their systems and processes.

Call to Action! That is the point – right?

What is your firm’s next move? Does it need a mini-Nav focused on a specific area like CRM or Billing? If your team has experienced turnover or insufficient training, this could be an opportune moment for a full Navigational Analysis to assess overall system effectiveness.

Are you prepared to embark on the fact-finding mission in response to the common sentiments of “we don’t know what we don’t know,” or “this seems to take too long, but it’s the way we’ve always done things”?

Although year-end is quickly approaching, the time is now to plan your goals for 2026. Reach out to Full Sail Partners so we can discuss the best options to assist your firm in enhancing its operational efficiency. “The Road Ahead” starts with today’s action!

As your firm gears up for 2026, now’s the time to make sure your data isn’t just collected — it’s connected.

This blog is part of Navigate November: Get Ready for 2026!, our five-part series designed to help project-based firms perform their own mini Navigational Analysis and ensure their Deltek Vantagepoint system is ready for the year ahead.

In this installment, Senior Consultant Theresa Bowe explores how Deltek Vantagepoint Dashboards give firm leaders the complete visibility they need to make confident, informed decisions. When pipeline, contract, and planning data come together in one place, you don’t just get numbers — you get clarity, accountability, and a clear path forward.

In the professional services industry, leaders cannot afford to make decisions based on outdated reports, siloed spreadsheets, or disconnected systems. Growth, profitability, and operational success depend on complete visibility across the entire project and business lifecycle—from identifying opportunities to winning contracts to planning work and delivering results.

Deltek Vantagepoint Dashboards provide that full picture, transforming raw data into actionable intelligence. When pipeline, contract performance, resource planning, and financial metrics are all visible in one place, firm leaders gain clarity, accountability, and confidence in every decision they make.

Breaking Down Silos with Connected Dashboards

Traditionally, business development, project management, and resource planning teams operate using separate tools or data sources. As a result, executives often struggle to answer critical questions such as:

• Do we have enough pipeline to sustain our revenue goals?
• Are our ongoing projects performing to budget and margin expectations?
• Do we have the right resources available to deliver upcoming work?

Vantagepoint Dashboards break these silos by consolidating data into intuitive visualizations that reflect real-time firm performance. Dashboards provide a single source of truth that enables leaders to proactively identify risks, spot opportunities, and assign accountability across departments.

Learn how to build role-based views with calculated fields and conditional formatting in our Dashboards & Calculated Fields Mini-Demo.

Connecting Pipeline Data to Future Growth

A firm’s pipeline is more than a list of opportunities—it is the lifeblood of future revenue. Deltek dashboards allow leaders to see how opportunities are progressing, how close they are to conversion, and what their revenue impact will be if won. Key widgets such as Opportunity Stage Funnels, Forecasted Revenue by Month, and Win Rate Trackers enable leaders to immediately gauge whether the firm’s pipeline supports upcoming workload demands. These dashboards help business development teams stay focused on high-value pursuits, prioritize key clients, and measure performance over time.

For example, if the dashboard indicates that opportunities are heavily concentrated in early stages with few nearing contract award, it signals a potential future revenue gap. Leaders can act early, working with teams to accelerate pursuits or identify new markets.

Gaining Real-Time Control Over Contracts and Project Financials

Once an opportunity becomes a contract, dashboards shift focus to project delivery and profitability. Deltek Vantagepoint offers real-time visibility into contract utilization, fee burn, earned value, and margin performance—empowering Deltek Vantagepoint Dashboards: Turn Pipeline, Contracts, and Planning Data into Strategic Action  to take action before issues escalate. Widgets such as Budget vs. Actuals, Remaining Fee Alerts, and Margin Trend Charts allow firms to track contract health from day one.

Instead of reacting to problems after financial reports are issued, project managers can see warning signs in real time. If labor is trending above plan, or if actual costs are outpacing earned revenue, dashboards flag those metrics immediately. This creates accountability and ensures the firm remains on track to deliver profitable work.

Aligning Planning and Resource Management with Business Priorities

Planning is where the future becomes operational reality. Firms need to know if they have the right people, with the right skills, available at the right time to deliver current and future work. Deltek Vantagepoint dashboards integrate resource planning data with pipeline and contract information to show staffing demand versus capacity. Leaders can see where workload will exceed resources, where individuals may be underutilized, and how project timelines will impact staffing needs.

For example, a Resource Utilization Gauge may reveal that a specific department is projected to exceed capacity in the next quarter due to several upcoming project starts. With this insight, leadership can make proactive staffing decisions—whether reallocating work, hiring, or engaging subcontractors—before utilization issues impact project delivery or employee morale.

Driving Accountability Across Every Level of the Firm

Deltek Vantagepoint Dashboards are role-based, ensuring each stakeholder sees the metrics that matter most to their responsibilities:

• Executives review firmwide performance indicators such as revenue forecasts, profit margins, utilization rates, and backlog health.
• Project Managers track budgets, schedules, contract performance, and profitability on a project-by-project basis.
• Business Development Teams monitor pursuits, client engagement activities, win rates, and expected revenue contributions.
• Resource Managers view future staffing demands, availability, and allocation trends across the organization.

By aligning each role to measurable outcomes, dashboards foster a culture of accountability. Everyone knows what success looks like—and how their performance contributes to the firm’s overall goals.

From Data to Decisions: A Strategic Advantage

What sets Deltek Vantagepoint apart is not just the ability to display data, but the power to turn data into decisions. With connected dashboards, leaders are no longer guessing or reacting. They are anticipating, planning, and executing with precision. Pipeline insights inform staffing plans. Contract performance informs margin protection strategies. Resource data informs business development focus.

This level of visibility not only supports better decision-making—it gives firms a competitive edge. Those that can see the complete picture can act faster, stay ahead of risks, and capitalize on opportunities long before their competitors.

The Bottom Line

Deltek Vantagepoint Dashboards empower firm leaders with integrated visibility across pipeline, contracts, and planning functions. By providing real-time performance insights and aligning accountability across departments, these dashboards enable firms to operate with clarity and control. In an industry where margins are tight and competition is fierce, connected intelligence is not optional—it is essential for sustainable growth and profitability.

Your Next Step in Getting Ready for 2026

As part of our Get Ready for 2026! series, we’re helping firms like yours connect the dots between data and decision-making. Deltek Vantagepoint Dashboards bring pipeline, contracts, and planning together into a single source of truth — giving leaders the insight to act, not react.

If your firm is ready to turn disconnected reports into a clear roadmap for growth, our team can help you get there. Click the image below to get started.