Full Sail Partners Blog

Know the Real Facts About Upgrading from Deltek Vision to Deltek Vantagepoint: Dispelling the Misconceptions

Posted by Sarah Gonnella on Wed, Nov 13, 2019 @ 11:40 AM

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As a Deltek representative, we have heard all kinds of misconceptions about Deltek Vantagepoint. Despite our monthly newsletters, webinar series, and continued communication, we are still speaking to firms that are confused or have been advised incorrect information about transitioning from Vision to Vantagepoint. Most are honest mistakes conveyed by all kinds of people. However, many of these "untruths" are coming from competitors spreading incorrect rumors so they can take advantage of your firm and convince you to leave Deltek.

We need your help! Please send this blog to everyone at your firm. Share it with user groups you are involved with and other firms you know use Deltek Vision. Below are the real facts about upgrading from Deltek Vision to Deltek Vantagepoint. Please help us to dispel the misconceptions.

What is Deltek Vantagepoint?

  • Deltek's reimagined flagship project-based solution for architects, engineers, and other professional services businesses.
  • Designed to help you manage the entire project lifecycle better than before.
  • This new solution is the culmination of the acceleration to iAccess and is based on feedback from our customers over the past 10 years.
  • An intuitive, powerful solution that puts your people and projects at the center of your business so you can be more efficient, productive and profitable.

For executives or employees wanting to view the upcoming changes, we recommend checking out this webinar: Deltek Vantagepoint - The Best All In One Package. The webinar reviews the top 10 new features of Deltek Vantagepoint, how to access the Readiness Portal and provides guidance on next steps.

Dispelling the Misconceptions about Deltek Vantagepoint

Q: Is Deltek Vantagepoint a new product?

A: It is a continuation of the Vision product. Think Vision 10!

Q: Will our firm need to repurchase to move to Deltek Vantagepoint?

A: No! As long as you are current on maintenance.

Q: How long will Deltek Vision continue to be supported?

A: Through at least 2022. We want to emphasize the "at least" part.

Q: In order to get Deltek Vantagepoint do I have to move to the cloud?

A: No! However, it might make sense so reach out to your account manager if you are interested.

Q: Will Deltek Vantagepoint be available on-premise?

A: Yes!

Q: Will Deltek Vantagepoint require me to migrate my data?

A: No! Your data will move over. There are some considerations if you have repurposed any info centers.  

Q: Will all of my user defined fields and user defined info centers move over?

A:  Yes!

Q: Will Vantagepoint contain the exact functionality as Vision 7.6?

A: No. The product is being reimagined and improved. There are certain areas that will not move forward. Please see that section below.

Q: Can my firm request to upgrade to Deltek Vantagepoint and move next week?

A: We do not recommend that. There are considerations that need to be made. We highly recommend reviewing the checklist on the Readiness Portal and viewing our webinar series first.

What Are My Options on Getting a Vantagepoint Test Environment?

For firms that are seeking to obtain a Vantagepoint test environment, the answer to this question depends on your current deployment method. Below are the options:

  • We are hosted by Deltek Cloud: If your firm is on the Deltek cloud, submit a case to Deltek letting them know you would like to have a test environment set-up for Vantagepoint. This does require further steps that Deltek will convey to you.
  • We are hosted by Full Sail Partners: If your firm is hosted by Full Sail Partners, your Primary Contact should have received an email on Wednesday, September 18th outlining when test environment requests can be made and how long those test environments will be made available. If you did not receive the email, email hosting.
  • We are hosted by an external hosting provider: If your firm is hosted by an external hosting provider, request that your provider set-up a test environment. If they have not set-up a Vantagepoint environment before, then we recommend you reach out to Full Sail Partners or your partner of record. It might make sense to consider moving to Deltek's cloud, hosting permanently with Full Sail Partners, or utilizing Full Sail Partners' transition hosting service. Contact us if you are interested in any of these options.
  • We manage our own environment: If your firm manages your own environment, request that your IT staff provide you a test environment. If they have not set-up an environment before, then we recommend you reach out to Full Sail Partners or your partner of record. It might make sense to consider moving to Deltek's cloud, hosting permanently with Full Sail Partners, or utilizing Full Sail Partners' transition hosting service. Our IT Consultants can also provide consulting services to assist your IT staff. Contact us if you are interested in any of these options.

Keep in mind, the upgrade to Deltek Vantagepoint requires a new install and has new installment requirements. For on-premise clients, please check out our past webinar: Is Your Firm Technically Prepared for Deltek Vantagepoint.

Who Do I Contact?

If your firm is seeking assistance with upgrading to Vantagepoint, our team is here to help. Check out our Vantagepoint Upgrade Review and Recommendation Program. Additionally, here are other resources to know.    

  • If you need any help accessing the portal, please e-mail DeltekUniversity (at) Deltek.com.
  • If you have any questions about the content in the portal, please e-mail Vantagepoint (at) Deltek.com.
  • If you have any questions about your preview or live Deltek software, please contact Deltek Customer Care https://deltek.custhelp.com/.
  • If you need assistance with your upgrade, contact us or your partner of record.

Deltek Vantagepoint Resources

Make sure to check out our webinar series about preparing for the upgrade to Deltek Vantagepoint. In this series, our team of consultants cover a variety of topics such as technical requirements, resource planning and project management, new CRM functions, and the improved accounting interface. This webinar series page also includes demonstrations of Deltek Vantagepoint. If you prefer to read about the enhancements, check out all the articles we have posted about the enhancements Vantagepoint offers to firms that upgrade from Vision!

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Topics: Support, Technology Solutions, Deltek Vision, Tips, Accounting, Deltek Talent, Deltek Vantagepoint

Streamline Your Business Processes with Deltek Vantagepoint

Posted by Madeline O'Connor on Wed, Oct 23, 2019 @ 01:37 PM

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Deltek strives to continually improve its products to ensure clients are best able to utilize the software.  To make it easier for you and your employees to take full advantage of Deltek Vantagepoint, changes have been made to the accounting, screen designer, billing, security, and project lifecycle features. These features are now effortless to use so let’s take a look at some and see how they help with efficiency.

Accounting and Billing

Improvements have been made to reduce error in the accounting and billing processes. The changes include features such as retaining last sessions information, a maximize button giving you more information, adding columns to transaction tabs, and much more. You no longer must select the modify tool to edit timesheet comments, and an all new Fees Tab works with billing phase grid. The transaction center also got an update allowing the transaction entry process to go smoother with billing. The settings that come along with accounting and billing have also been organized in a more logical way making it easier to navigate the system.

Security

Security is a big deal when it comes to client business information. Making sure that Deltek Vantagepoint provides maximum safety for data and information is a major concern so the security browser and module has been enhanced. Enhancements include role security in the browser, additive security model, fields secured on server for protection, and more navigation menu access rights. With the update, there are extra steps you can take to guarantee safety such as deleting security roles that are no longer being used. For more tips on how to maximize Deltek Vantagepoint check out this webinar.

Project Lifecycle

Project lifecycle is something you always want to monitor, and there are many benefits that Deltek Vantagepoint offers to create seamless transitions from different projects. This includes entire project lifecycle reporting, structural opportunities, and one record to track the entire project lifecycle. Similar to security, there are certain steps you can take to optimize opportunity convergence. You can now link any opportunities and project records that represent the same project making sure that each project is only linked to one opportunity. For more information check out this webinar.

CRM and Proposals

Customer Relationship Management (CRM) helps sales staff stay organized. Recently, clients and vendors have been combined into the Firm hub which allows you to track activities, contacts, address changes, etc. all in one place. The qualified statuses of contacts can also be checked to see progress and figure out what needs to be done to create a new customer. Additionally, Vantagepoint has a new drag and drop proposal builder. You can actually see what your proposal looks like as you build it. To see more that Deltek Vantagepoint can do with CRM and proposals check out this webinar.

Preparing for Deltek Vantagepoint

This new solution is based on Vision with reimagined features and capabilities that can help you streamline your business processes. When you are you ready to get started, we are here to help! For further details about what Deltek Vantagepoint has to offer, click on the on the link below to access our entire webinar series about Vantagepoint.

Deltek Vantagepoint

Topics: Building Business, New Features, Deltek Vantagepoint

Introducing the Vantagepoint Feature “Hey Deltek”

Posted by Ryan Felkel on Wed, Sep 11, 2019 @ 11:20 AM

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If you’re a Deltek Vision user, you’ve probably already heard about the latest and greatest version of Vision…Deltek Vantagepoint. Even better, Deltek keeps announcing new features that have never been available before in Vision. One of the coolest features to be offered now is “Hey Deltek.” Just like “Hey Siri” and “Alexa,” “Hey Deltek” allows users to speak directly to Vantagepoint to do several different things. Here’s a look at what “Hey Deltek” can do for you.

Add a New Lead

On average, an architecture and engineering (A/E) firm adds 15 new leads to its CRM system per week. First, consider the time it takes to develop one lead into an opportunity you want to include in your CRM system. Now, think about the effort required to record a new lead into the CRM system - typing here, checking a box there etc. With “Hey Deltek,” you can enter the information and start developing a lead in seconds.

Using “Hey Deltek,” manual input is effectively eliminated. Simply type or say, “Create new lead Jane Doe.” As a result, “Hey Deltek” can save employees hours a week allowing them to focus on more important matters.

We All Need Reminders

My memory is sharp, but I still need reminders. I frequently use them to ensure that I follow-up with clients and get other tasks completed. Unfortunately, creating these reminders in Vision or Outlook takes a lot of time around 2 minutes each. With “Hey Deltek,” creating a reminder takes about 15 seconds. So, using “Hey Deltek” to create reminders will again save you a lot of effort that can be put forth on other things.

Even Works with Projects

Beyond business development, “Hey Deltek” works for project managers as well. A/E project managers often handle multiple projects having to stay on top of which stage projects are in and record time against them. “Hey Deltek” allows project managers to quickly access projects. Just simply type or say what project you want to open. This convenient feature of Vantagepoint adds more functionality and better searching techniques for users.

Moving Forward with Deltek Vantagepoint

If you’re hesitant to make the upgrade to Vantagepoint, know that Deltek has made a concerted effort to ensure that the transition is smooth and seamless. “Hey Deltek” is just one amazing feature included in Vantagepoint. Even more, the “Hey Deltek” capabilities continue to grow as will Vantagepoint. If you need more information about Vantagepoint, reach out to a member of the Full Sail Partners team and make sure to watch our webinar series about preparing for Vantagepoint.

Deltek Vantagepoint

Topics: Building Business, New Features, Deltek Vision, Deltek Vantagepoint, Network

What’s New in Deltek Vantagepoint?

Posted by Jennifer Renfroe on Wed, Aug 14, 2019 @ 11:35 AM

Deltek Vantagepoint

If you haven’t heard yet, Deltek has reimagined Vision to create a more powerful and user focused ERP system specifically for professional services firms. Deltek Vantagepoint’s 360-degree view of a firm’s projects offers improved productivity, increased profitability and significantly improved strategic business decision making capabilities. Vantagepoint is an incredible upgrade from Vision and is continuing to grow with each new version. The latest release of Vantagepoint has even more enhancements which will allow firms to deliver even better projects. Let’s take a look at what’s new with Deltek Vantagepoint.

New Proposal Builder

With the new Vantagepoint proposal builder, business development teams can quickly put together impressive proposals to stay ahead of the competition. This new visual proposal builder provides a drag and drop option for images, allows project descriptions to be taken directly from project records and offers the ability to easily create resumes. Within the new proposal builder, there are also reusable templates, boilerplates and master elements to ensure your branding is correct. Having the ability to quickly create uniformed proposals allows business development teams to focus on the other activities required to create new business opportunities. 

Combined Opportunities and Projects

Project information is now consolidated into one hub making it easier to create, manage and deliver projects. By combining opportunities and projects, all project details can be monitored in one place. Having one location for project information prevents duplicate records, simplifies project administration and provides complete visibility into projects.

Streamlined Billing and Invoicing

Enhancements have been made to the billing and invoicing processes with the latest Vantagepoint release saving time for accounting teams. Deltek realized that having billing and invoicing in one place will greatly improve the user experience. With Vantagepoint, users can view project details that include billing information in the new Projects hub. As part of this enhanced capability, draft invoices can be reviewed and approved by project managers directly from their projects. Therefore, the overall time from draft to final invoice is cut short with this interactive billing process. Accounting teams and financial managers can analyze financial information and email final invoices more efficiently and improve cash flow.

Improved Dashboards

Without being able to visualize your data in several formats, it is difficult to make fast and actionable decisions. With Vantagepoint, dashboards have been enhanced to provide improved business intelligence and offer more actionable insight. Now there are new chart dashparts and better ways to sort, group and filter data. Multiple dashboards for users can be created and configured to meet specific user needs allowing for even more effective business management.

Get Ready to Upgrade to Deltek Vantagepoint

With all these features offered by the newest release of Deltek Vantagepoint, professional services firms can run their projects even more effectively. Deltek strives to power project success and will continue to seek out more improvements to help project-based firms run at their best. Are you ready to upgrade to Deltek Vantagepoint today? Check the official Deltek Vantagepoint Readiness Portal to learn more about the requirements and when you should start considering upgrading to Vantagepoint.

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Topics: Technology Solutions, Professional Services, Deltek Vantagepoint

Preparing to Upgrade to Deltek Vantagepoint

Posted by Nicole Temple on Wed, Jun 12, 2019 @ 12:56 PM

Deltek VantagepointGreat news! Deltek Vantagepoint is continuing to expand its capabilities and more Deltek Vision users are able to upgrade from Vision to Vantagepoint. However, it seems some are either unaware of what Vantagepoint is or they’re hesitant to accepting change. Therefore, let’s take a moment to inform people about what Vantagepoint is and why you should be extremely excited about transitioning to Vantagepoint in the near future.

What is Deltek Vantagepoint?

In short, Deltek Vantagepoint is a Vision reimagined with several enhancements. When using Vantagepoint, users will find its new functionality easy to navigate. As a result, managing projects and driving business development will be much easier with more streamlined processes and workflows. With Vantagepoint, project-based business will see an increase in efficiency in all aspects of their business.

New Look and Feel

Deltek Vantagepoint is a web-browser based ERP that is built on the iAccess for Deltek Vision platform. When Deltek was creating Vantagepoint, a top consideration for them was creating a product that has a great user interface (UI). Studies have found that software products with an intuitive UI have a significant increase in user adoption. Therefore, Deltek knew that having a high-quality UI was essential, but they took it one step further.

“Hey Deltek”

Deltek is taking simple functionality to the next step. In today’s world, hey…Siri, Google, and Alexa are common features we use to access information from our smart device or the internet. Well, Deltek has created “Hey Deltek” to help users search through their database using voice commands. “Hey Deltek” utilizes natural language commands to help locate, open or create a new hub record, log activities and create reminders using a common phrase. Keep in mind, this product is still in development and the capabilities of “Hey Deltek” will continue to grow and allow users to update timesheets, expenses and more using voice commands. 

Improved Dashboards and Dashparts

Start seeing the information that is important for your role in colorful graphs and charts right on your dashboards. With an improved UI, Vantagepoint users can easily setup dashparts that allow them to make actionable decisions faster. Furthermore, they can select how they want to see the information. Now there are several ways to see your data. Users can select from different types of graphs and bar charts and tables to better visualize data.   

Get Prepared for Deltek Vantagepoint

While change can be scary, it shouldn’t be the case when upgrading to Deltek Vantagepoint. Deltek has taken very meticulous steps to ensure Vantagepoint is a vastly improved ERP product that is focused completely on helping project-based businesses improve their performance. If you’re a current Vision user, it is highly recommended that you start using iAccess (if your firm has it enabled) to get yourself comfortable with navigating around Vantagepoint as these are similar interfaces.   

Deltek Vantagepoint

Topics: Professional Services, Deltek Vantagepoint

Do More with the Deltek Learning Zone

Posted by Ryan Felkel on Wed, Mar 13, 2019 @ 05:17 PM

Deltek Learning Zone If you’re a Deltek user, you know how robust the products are. As such, it can be a daunting task to learn how to use all the capabilities that Deltek products offer. Well, it doesn’t have to be as overwhelming as you would think. The Deltek Learning Zone (DLZ) can help Deltek users get the most out of their Deltek product.

What is the Deltek Learning Zone?

The DLZ is a one-stop-shop that provides Deltek users with opportunities to learn from experts about Deltek products. More specifically, the DLZ contains numerous flexible educational options that allow you to learn at your own pace and in your own learning style. There are virtual live classes, self-paced learning classes, support videos, workflow and process infographics, as well as quick reference guides. Even more, Deltek has added a new hands-on training lab that allows Deltek users to practice in a test database.

What Are the Benefits of the Deltek Learning Zone?

There are a variety of benefits to using the DLZ:

  • Offers a user-friendly interface that allows users to minimize clicks to launch an online learning platform which is in a secure environment and tracks your progress automatically.
  • Provides an extensive content library that offers users a comprehensive collection of current content created by the people who design and build Deltek products.
  • Allows Deltek users 24/7 access to learn in their preferred style at their convenience using online training techniques.
  • Earns Deltek solution certifications proving you have mastered a Deltek product.

Maximize Your Deltek Investment

Start maximizing your firm’s investment in Deltek products with the DLZ. Using the DLZ, you too can become a Deltek expert and increase your ability to more effectively use Deltek products. Additionally, as new Deltek products are brought to bear like Vantagepoint, resources will be made available in the DLZ so there is no hiatus in learning. Let’s get learning!

Deltek Learning Zone  

Topics: Support, Technology Solutions, Deltek Vision, Deltek Vantagepoint

Tackling Resume and Project Updates to Promote Business Development

Posted by Lindsay Diven on Wed, Mar 06, 2019 @ 11:35 AM

Update Data In project-based firms, marketers play a huge role in business development. They are responsible for keeping company content up to date. Overall, their goal is to have information to promote the firm, its project managers and staff, and its projects. Tackling resumes and project information will ultimately lead to more work for the firm, so it is a necessity to get it done.

Painting a Picture of the Firm

What makes a firm stand out is its people. Every individual is unique and brings specialized experience to the firm. It is important for marketers to show off these skills to promote business development. Thus, marketers must ensure that everyone’s resume is up to date. The certifications, licenses and bios paint a picture of what clients will get if they choose to go with that firm for their projects.

The ideal time to update information is with newly hired people. Once HR has made an offer, marketing can then proceed with identifying the relevant information for content creation. Information should also be gathered on an on-going basis at an established frequency like work anniversaries. Better yet, this can all be done using an automated system.

Crafting the Story to Tell

Another significant way to develop business is through case studies. Potential clients want to know that their projects will be efficiently run and meet their expectations. Stories of smoothly run projects with ideal results are what they desire to see in the firm’s marketing materials.

Marketers need to have successful project details that can be presented to these potential clients. One option is to invite project managers to lunch and there they can fill out project information data. Project information can even be acquired by on-site visits where a marketer is walked through and given a visual of the project. Some firms, once a job is awarded, send someone from marketing to track the project through its duration.

Project information collection and updating can also be automated to ease the burden. Marketers can get project updates at certain milestones depending upon how their stories need to be told. Whatever means your project information is gathered, it is important for marketing to get the specifics showing potential clients why your firm is the one to go with for the next project.

Developing Your Data Collection and Maintenance Program

Now you see the need for marketers to tackle resumes and update project information in order to promote business development. The next question is how can I make all of this happen? Make sure to attend upcoming SMPS regional conferences to watch me, Lindsay Diven, CSPM, Senior Consultant at Full Sail Partners present on this topic.

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Topics: Technology Solutions, Deltek Vision, Deltek Vantagepoint

Have You Heard of the Blackbox Connector?

Posted by Madeline O'Connor on Wed, Feb 27, 2019 @ 11:35 AM

 

Blackbox ConnectorIn today’s world, data lives everywhere! Reducing duplicate data in the entry and maintenance process can be a time-consuming effort. The Blackbox Connector leverages the robust APIs available in Deltek Vantagepoint and Vision to automagically bring together data from your Deltek solutions and other best of breed 3rd party solutions you use to help run your business. 

The Blackbox Connector vastly reduces manual, error prone, data import/exports between systems by directly speaking the language of each endpoint and making the translations between them instantly and accurately every time. As the Blackbox Connector keeps them in sync, changes made in one system just appear in the other. Let’s check out what types of Blackbox Connectors are available.

Concur Blackbox Connector

It begins with the realization that there must be a better way to manage business expense. Give your employees their own personal assistant by combining the power of Deltek Vantagepoint or Vision and Concur. Improve efficiency for employees, allowing them to focus on core business goals.

Concur reduces mistakes and fraud with built-in controls and duplication verification. Your business can lower costs by implementing company-wide policies to control expenses enabling accounting staff to better manage expense processing, from approval to payment posting. Enjoy shortened payment cycles along with improved payables and consultant accruals with invoice. Learn more about Concur here!

Constant Contact and Mailchimp Blackbox Connector

With the Constant Contact and Mailchimp Blackbox Connector for Vantagepoint or Vision, your business can utilize emails like never before. Both solutions have many different features that make things simple while still being effective. Both reduce duplication of entry while maintaining consistent and accurate marketing data.

With either, you can leverage email results to further segment and target contacts and leads. You can track performance of email campaigns and receive insight on the latest email statistics. These connectors will save you hundreds of hours each year by consolidating disparate systems. Get the facts about email marketing and why your firm should be using Constant Contact or MailChimp. 

Client Feedback Tool Blackbox Connector

Reliable feedback is essential to understanding your client’s goals. Integrating the Client Feedback Tool with Vantagepoint or Vision ensures you can gather client feedback throughout the entire lifecycle of a project. Firms can fine-tune their performance to achieve maximum benefit for their clients and ultimate satisfaction. Find out how client satisfaction can be improved!  

Informer Blackbox Connector

The most recently introduced Blackbox Connector brings business intelligence and Deltek data together. Instead of wasting time on reviewing black and white spreadsheets of data, you can now visualize it with this connector. With customized dashboards, all members of your firm will have access to graphics available in real time so you can keep your finger on the pulse of your business. Learn how a good business intelligence solution can improve your firm's performance! 

HubSpot Blackbox Connector

The next Blackbox Connector in the works is HubSpot. With Hubspot, you can track performance of inbound marketing campaigns directly in Deltek Vantagepoint or Vision. With the ability to link your HubSpot inbound marketing tool with your Vantagepoint or Vision, you can maintain consistent and accurate marketing data and reduce duplicate entry.

With the HubSpot Blackbox Connector, you will be able to create a real-time information hub in Deltek CRM with the latest customer behaviors and activities. Share marketing awareness insight on your inbound marketing efforts to your entire organization. This connector will be available in fourth quarter 2019.

Bringing it all Together

Professional services firms have faced many data challenges, but the innovative solutions developed to bring data together with Vantagepoint or Vision from Concur, Constant Contact/Mailchimp, Client Feedback Tool, Informer, and HubSpot can make a huge difference. You can automagically synchronize your data between systems without human interaction or transcription errors. You can read, write and transform data to your specifications to a variety of end-points. The Blackbox Connector is the future for connectivity for Deltek Vantagepoint and Vision users.

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Topics: Technology Solutions, Deltek Vision, Deltek Vantagepoint

Work More Efficiently with Deltek’s New Vantagepoint

Posted by Lindsay Diven on Wed, Jan 16, 2019 @ 11:30 AM

Deltek VantagepointWith the new Deltek Vantagepoint, Vision is re-imagined. Not only has the look and feel been improved, but there are many new enhancements that all users will love. This new browser-based solution helps your firm deliver more successful projects and grow your business. It’s built around the project—from finding, pursuing, winning, and delivering them. 

In the last quarter of 2018, Full Sail Partners’ consultants participated in early adopter testing of the Vantagepoint 2.0 solution. To say we are impressed with the new features and streamlined design and framework is an understatement.

In this article, three of our consultants share what sets Vantagepoint apart from Vision and why you should be excited. We will go into detail from Employee Scorecards and Project Plans to Multiple Dashboards and Milestone Dashparts.

While change can be scary, we assure that you will fall in love with the Vantagepoint enhancements we have seen so far, just like we did. 

Intuitive Business Development

Lindsay Diven, CPSM is a Senior Consultant for Full Sail Partners. Below are just a few of my new favorite features of Vantagepoint.

  • All Companies in One Place – The previous Clients and Vendors has been combined to form a new hub called Companies.
  • All People in One Place – The previous Leads and Contacts info center has been combined to form a new hub called People.
  • Easily See All Associations for People and Companies – With streamlined hubs, you can easily see all the projects a company is associated with – either as a subconsultant or a prime.
  • Easier Searching – You can easily build searches on the fly. You can add a field quickly and instantly preview results.
  • Milestones Dashpart – A place to track and display all your CRM and proposal deadlines.
  • Visual Dashboards by Function – You can easily toggle between Business Development, Project Management and Executive/Owner level dashboards.
  • New Drag and Drop Proposal Builder – Long gone are the days of coding and testing merge templates! You can now see what your proposal looks like as you are building it.

Efficient Project and Resource Management

Below Principal Consultant, Matt McCauley, shares some of his favorite new aspects of Vantagepoint for creating and managing projects as well as managing resources.

  • Create a Project and Plan Simultaneously – When you create a new Project Record, a Project Plan is automatically created.
  • Add Multiple Resources to a Project at One Time – Quickly add multiple resources to a project with a few clicks.
  • View Resource Management by Employee or by Project – Gain greater visibility into resource utilization.

Streamlined Accounting Functions

We sat down with Scott Gailhouse, Principal Consultant, to ask what his favorite new features of Vantagepoint are. He listed the following:

  • All Reports in One Place – Get the information you need to make actionable decisions easily and quickly.
  • Best of Both Worlds: Batch or Single Entry – Save time with easy functionality that allows for processing multiple transactions with a click of a button.
  • Expanded Approval Center – New Approval center includes absence requests, expense lines, expense reports, timesheets and timesheet lines. You can also view the progress of the approval workflow.
  • Update Fees in Interactive Billing – Update project fees while processing invoices.
  • Employee Cards and Timesheet Calendar – New Outlook integration that allows for timesheets to be updated from a user’s Outlook calendar.

Learn More about Deltek Vantagepoint

To learn more about these new features and see examples, make sure to watch our webinar Things We Love About Deltek Vantagepoint So Far. This is the first in a series of webinars on how to prepare for Vantagepoint.

Deltek Vantagepoint  

Topics: Technology Solutions, New Features, Deltek Vantagepoint