Full Sail Partners Blog | Cynthia Fuoco

Posts by Cynthia Fuoco:

2025-07-24 Management of Change Finance_banner-1

As someone who uses project management and ERP tools on a regular basis, I’ve come to appreciate software that not only delivers on functionality but also makes day-to-day tasks easier and more intuitive. Deltek Vantagepoint has been that kind of platform for me. It’s full of thoughtful features designed to streamline workflow, reduce manual effort, and keep teams aligned. Here are a few of the things I particularly enjoy about using Deltek Vantagepoint:

1. Easy Navigation That Saves Time

Let’s face it—nobody wants to spend extra time clicking around a complicated interface. One of the first things I noticed and appreciated about Deltek Vantagepoint was its clean and intuitive navigation. Whether I’m jumping between projects, running reports, or updating timesheets, everything feels organized and accessible. The dashboard is customizable, the menus are logically structured, and the search functionality is responsive and smart. That means less time digging for information and more time focusing on work that matters.

07-31 Screenshot 01

2. Autofill Phases in Billing Terms: Small Feature, Big Impact

Billing can be one of the more tedious parts of managing projects—especially when every phase has to be manually entered or double-checked. That’s why I love that Vantagepoint includes an Autofill Phases feature in its billing terms. It’s a subtle but powerful tool that automatically populates project phases based on predefined structures. This reduces human error, saves time, and ensures consistency in billing setup across the organization.

3. PTO Approvals Sync with Timesheets and Plans

Keeping timesheets and project plans in sync with approved time off can be a real pain—especially in larger teams. What I appreciate about Vantagepoint is that it automatically adds approved PTO to both timesheets and resource plans. It’s one of those automation features that you don’t realize you need until you have it, and once you do, you can’t imagine going back. It helps prevent scheduling conflicts and gives a more accurate picture of team availability in real-time.

4. More Robust and Flexible Screen Designer

The upgraded Screen Designer in Vantagepoint is another feature that deserves recognition. It allows for greater flexibility in customizing forms and layouts to meet the specific needs of your organization. Whether it’s adjusting fields for data entry, refining the layout for better usability, or creating custom views for different roles, the robust screen designer makes it easier to tailor the system to how your teams actually work.

Final Thoughts

Deltek Vantagepoint isn’t just about tracking time or managing budgets—it’s about making daily tasks smoother, more automated, and less error-prone. From smart billing automation to seamless PTO integration and user-friendly navigation, these features might seem small on their own, but together they add up to a much better user experience.

If you’re using Deltek Vantagepoint, I’d love to hear what your favorite features are. And if you’re thinking about switching platforms, these might be a few good reasons to consider giving it a try.

03-20 Streamlined Invoicing Solutions Banner

Managing project billing efficiently is a crucial aspect of financial operations for project-based firms. Deltek Vantagepoint offers a highly adaptable billing system that allows firms to generate various billing formats for clients—without needing to create multiple invoice templates. This is made possible through Vantagepoint’s Project Billing Terms, which seamlessly integrate different billing types, including Fixed Fee, Percentage of Completion, Hourly, Consultant, and Expense billing, all within a single invoice.

The Challenge of Mixed Billing

While this flexibility is a major advantage, it does present a challenge: invoices can become lengthy and complex, with separate sections for each billing type. For example, while Fixed Fee billing phases can be consolidated into a single block, Time and Materials (T&M) phases must be displayed separately. This can result in multi-page invoices that are cumbersome for both firms and their clients to review.

How Full Sail Partners’ Custom Solutions Enhance Deltek Vantagepoint’s Invoicing

To address this challenge, the custom solutions team at Full Sail Partners has developed an innovative invoice format that consolidates all Fee, Time, Consultant, and Expense billing into a single, streamlined block. This enhancement can be applied to any existing Vantagepoint Invoice Template, significantly improving efficiency and readability.

Key Features of the Vantagepoint Summary Block Invoicing

An example of this custom invoice format is:

03-20 Screenshot

Phases and Budgeting

Hourly billing phases, such as Pre-Design and Schematic Design, are presented with a budget limit.
Billable time for these phases is displayed in the Job-to-Date (JTD) Billed column, with the percentage complete automatically calculated by dividing JTD Billed by the Budget. /li>

Flexible Display Options

A new feature allows users to show or hide the Fee Remaining Column based on preference.
Design Development phases can be billed hourly without a budget limit, reflecting actual billable time in the JTD Billed column.

Percentage of Completion Billing

Phases such as Bidding and Negotiation utilize the Percentage Complete method, with values entered in the Fee tab of Billing Terms.
JTD Billed values follow standard Percentage Complete billing practices, ensuring accuracy.

Reimbursable Expenses Tracking

Actual charges for reimbursable expenses are displayed with a budget limit, and JTD Billed values are presented similarly to labor phases.
This feature includes the ability to calculate the percentage complete in relation to the budget, ensuring transparent and accurate expense tracking.

Transforming Invoicing Efficiency

By implementing this new invoice format, firms can significantly reduce the length of their invoices. Previously, invoices could span anywhere from two to five pages, making them cumbersome for both accounting teams and clients to process. Now, with the streamlined design, invoices can be condensed into a single-page summary, making it easier for clients to review and approve payments.

Additionally, firms can opt to include a Billing Backup as part of their billing terms, which provides detailed time and materials phase breakdowns as needed. This ensures that while invoices remain concise, additional supporting details can still be provided for transparency.

Enhanced Customization for Tailored Invoices

Another significant benefit of this invoice format is the enhanced customization options. The system allows Fee and Labor Phases to be presented in a summarized block format, while Consultant and Reimbursable Expense charges can still be displayed separately. This flexibility is made possible through custom fields in the Projects Hub, enabling firms to choose which charges to consolidate and whether to display the “Remaining” column.

With these customizations, firms gain the ability to tailor their invoicing process to meet the specific needs of their clients while maintaining a standardized approach to billing.

Why Choose Full Sail Partners’ Custom Invoice Solution?

Deltek Vantagepoint already provides a robust billing system, but Full Sail Partners’ custom invoicing solution takes it to the next level by improving efficiency, clarity, and usability. Whether your firm struggles with lengthy invoices, complex mixed billing scenarios, or the need for better customization, this solution offers a streamlined approach to invoicing that benefits both internal teams and clients.

Get Started with a Custom Invoicing Solution Today

If your firm is looking for a more efficient way to manage invoicing in Deltek Vantagepoint, our custom solutions team at Full Sail Partners is here to help. We have successfully implemented this streamlined invoicing format for multiple clients, helping them improve accuracy, reduce administrative burden, and enhance the client billing experience.

Interested in learning more? Click below to provide us your specific needs so we can help you optimize your invoicing process with Deltek Vantagepoint!