Deltek Vantagepoint Showcase Demo for Finance Basics

What should finance teams expect from a project-based ERP?

See our Vantagepoint Showcase Demo where Cindy Cates, Principal Consultant, and Bryce Crosby, Product Sales Manager, will walk through how Deltek Vantagepoint supports the day-to-day financial processes of project-based firms.

This session provides a high-level introduction to the financial side of Vantagepoint. It’s best suited for firms exploring the platform, teams considering a move to a project-based ERP, or those who want a clearer view of how the financial pieces fit together.

If you already spend time working in Vantagepoint on a daily basis, much of this session will likely feel familiar.

We highlight practical ways firms use Vantagepoint to bring financial and project data together, giving accounting teams clearer visibility into how projects, expenses, and billing connect inside the system.

You’ll see examples such as:

• Structuring projects to support billing, revenue, and financial visibility

• Capturing time and expenses against the correct projects, phases, and labor categories

• Streamlining billing with batch billing and interactive invoice review

 • Monitoring project and financial performance through dashboards

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