Full Sail Partners Blog | Project Management

Project managers live in the field. You know what's happening on the ground. What you need is quick access to the numbers that tell you whether that project is tracking to profit—no hunting through reports, no waiting for accounting. Just clear, fast answers to the questions that actually matter.

In our latest Showcase Demo, Cindy Cates and Bryce Crosby walked through exactly how to do this in Deltek Vantagepoint. They showed how to configure your login to surface the numbers you actually need, and how to dig deeper when the situation calls for it. Let's check out a high-level summary of what they covered: 

Configure Your Home Screen with a Dashboard

The moment you log in, you should see what matters. Most project managers default to their timesheet or a generic welcome screen. Cindy's recommendation? Choose a dashboard instead.

Dashboards surface the end result of all the work flowing into Vantagepoint—you see the outcome without digging through menus. A well-configured project manager dashboard shows milestones ahead, project profitability, status against budget, backlog and unbilled revenue, AR aging, unposted labor, and recent receipts. Speed is critical when you've got other things to do.

The power here is flexibility. You configure the dashboard to your role. You can set it to show only projects where you're the PM—so you log in, get your numbers, and move on.

Use Contracts and Milestones as Your Planning Baseline

Once your dashboard is set, contracts and milestones become your planning tools.

Contracts hold the big picture. They capture what you've won, what you're chasing, and what's approved and signed. When you set up a contract in Vantagepoint, you define its status (awarded, in negotiation, approved) and attach the contract dollar amount. This amount becomes your baseline for everything that follows.

Milestones live inside each contract. They mark the gates: when phases are due, when deliverables land, when invoicing milestones trigger. If your firm operates on phase gates or milestone billing, you set these up once and use them to track progress throughout the project.

The value is straightforward: you know what you committed to deliver, when it's due, and what the contract is worth. Everything else in the system flows from that foundation.

Go Deeper with Project Hub

Dashboards give you the quick read. The Project Hub in Vantagepoint lets you go deeper when you need detail and where you can see the full financial picture for a single project:

• Project summary — contract, baseline cost, current status
• Billing and performance — how much you've invoiced, how much remains unbilled, estimated final cost vs. budget
• Labor detail — all time entered on the project, broken down by phase and task
• Expense activity — all costs charged to the project
• Commitments — purchase orders and what you've committed to spend
• Revenue recognition — where you stand if you're using revenue recognition

Reports Let You Ask Specific Questions

In Vantagepoint, you don't customize reports by writing queries or hiring someone to build from scratch. You take a provided report and modify it to fit your needs.

What can you change?

• Options — what kind of data to see
• Columns — which fields display
• Filters — show only projects where you're the PM, or only specific statuses, or only billable projects

Once you set up a report the way you want it, save it for yourself or (depending on your security role) for your whole team. Most administrators create favorite reports for each role, so they run automatically with only relevant data.

Some of the most useful reports for project managers:

• Project Statistics — earnings, costs, profitability, status—everything in one place
• Aged AR — unbilled labor by how long it's been sitting, so you know where to focus collection
• Contract Status — all your contracts and their current standing (awarded vs. negotiation)
• Project Detail — raw cost, labor, and revenue data when you need to drill down

Vantagepoint Is Configurable

Here's what matters: Vantagepoint is configurable. That means you can set it up in a way that works for your firm.

For project managers, that's huge. You're the ones entering timesheets, reviewing costs, watching milestones, and accountable for whether a project stays profitable. The system should work for you, not the other way around.

Vantagepoint lets you configure dashboards to your role, modify reports without building from scratch, set up contracts and milestones that fit your process, and control what data people see based on their security role.

One more insight from Cindy: project profitability starts with good data. If your timesheets are accurate, your expenses coded to the right projects, and your contracts set up with realistic budgets—then your dashboards and reports tell you the truth. And that's what keeps projects on track.

Keep Your Business on Course

Vantagepoint's dashboards, hub screens, and reporting tools give you the visibility you need. Configure them right, and you log in to exactly what you need.

 To hear more detail on what Cindy and Bryce covered—including questions from attendees—watch the Showcase Demo recording.

Every year, the Deltek Clarity A&E Industry Study gives architecture and engineering firms something concrete to work with: real data from real firms about what's working, what's stalling, and where the industry is heading. The 47th edition surveyed 896 firms of all sizes and types, and the throughline is clear. This isn't a market that rewards guessing or going through the motions. The firms pulling ahead are the ones making intentional, disciplined decisions at every level of the business.

Project management is where that intentionality either shows up or doesn't. And this year's data makes clear that firms are choosing to show up.

 

Firms are investing in project managers on purpose

When firms were asked to name their greatest growth opportunity for the coming year, investing in project managers and project management ranked first, at 27%. That's not a small signal. It means firms are looking at their own performance and concluding that the fastest path to better outcomes isn't more headcount or more tools — it's a stronger PM function.

You can see that intentionality showing up in the numbers. Formal project management training climbed four percentage points this year, with 44% of firms now training at least half of their project leaders. Use of clearly defined PM processes held steady, with 68% of firms applying a formal process to at least half their work. These aren't dramatic leaps, but they're directional, and they matter because they attack the problem at its root.

That root problem has a name: competing priorities. For the sixth consecutive year, competing priorities tops the list of PM challenges, cited by 53% of firms. Project managers are being asked to balance delivery with business development, client management, and internal initiatives — often without any added structure to help them manage the load. Training solves part of this. So does giving PMs real visibility and the right tools. But the biggest lever might be the simplest one: role clarity. When a PM knows exactly what they own and what they don't, competing priorities stop competing quite so hard.

This is a place where a well-configured Deltek Vantagepoint setup earns its keep. Resource planning and project planning tools that reflect how your firm actually works — not just how the system shipped out of the box — give PMs the visibility to prioritize with confidence instead of guessing. If your current setup feels more like a filing cabinet than a decision-making tool, that's a configuration problem, not a Vantagepoint problem, and it's exactly the kind of thing our consulting team works through with firms every day.

You can't manage what you can't see

Project managers are also being asked to stay ahead of issues they often can't fully see. The Study asked firms to rate their visibility into key project metrics, and the split is telling. Visibility into cost variance and project-specific KPIs improved this year, with 56% and 55% of firms respectively reporting high or very high visibility. Schedule variance and client satisfaction visibility told a different story: only 31% of firms report strong visibility into schedule variance, and just 24% into client satisfaction.

That gap matters because schedule issues and client dissatisfaction rarely announce themselves. They build quietly, and by the time they're visible without good data, they've usually already compounded. Firms that give PMs clearer, earlier visibility into schedule status create room to course-correct before a small slip becomes a missed milestone. The same logic applies to client feedback: firms building structured feedback loops into the project lifecycle, rather than treating client check-ins as an afterthought, are better positioned to catch friction early and strengthen the relationship instead of just reacting to a complaint.

The good news is that this is measurably improving. The share of firms measuring client satisfaction rose to 41.6% this year, up 2.5 points, and more of that measurement is happening across all projects rather than just strategic ones. That's a shift toward treating feedback as a standard part of delivery, not a selective courtesy.

Closing this visibility gap is exactly what tools like Deltek Vantagepoint's reporting capabilities,paired with a platform like Informer, are built for. Dashboards that surface schedule and KPI data in real time — instead of buried in a spreadsheet someone updates once a month — give PMs the early warning system they need to actually act on a problem instead of just documenting it after the fact.

No accountability without metrics

For the first time, establishing PM accountability metrics debuted as the #1 initiative firms plan to pursue, chosen by 33% of firms. That's worth sitting with for a moment. Accountability has always mattered in project delivery. What's new is firms formally naming it as their top priority — which tells you that a lot of firms have been running the PMO without a clear, agreed-upon way to measure whether it's working.

You genuinely can't hold anyone accountable to a standard that doesn't exist in measurable form. That's where AI and other data-forward technologies earn their place in this conversation — not as a replacement for good management, but as the engine that surfaces the data and the story behind the data clearly enough to actually change behavior. A dashboard that just shows a red number doesn't move anyone. A tool that shows a PM why their schedule variance crept up, and what pattern is driving it across their whole portfolio, gives them something to act on.

This is the kind of gap Deltek's own AI orchestrator, Dela, is aimed at closing — surfacing those insights across the project lifecycle so accountability metrics come with some context, not just a number on a report. 

This is also where firms need to be honest about sequencing. Incorporating AI into project management debuted as a top-three PM challenge this year at 32% — a striking result for a brand-new option. Firms recognize AI's potential, but they're also recognizing that clean data and consistent processes have to come first. AI applied to messy inputs just produces confident-sounding noise faster. Get the fundamentals in place, and AI becomes a real productivity lever instead of another tool competing for a PM's attention.

Shared processes protect consistency

If accountability is the destination, consistent information management is the road that gets you there. When firms were asked about their top challenges managing project information, maintaining consistency and managing quality of deliverables tied for the top spot, each cited by 49% of firms. Administrative workload followed closely at 35%, and project document workflows, deliverable collaboration, and managing submittals and RFIs each landed at 28%.

Look at that list as a group instead of as isolated line items, and the pattern is obvious: consistency suffers when administrative workload is heavy and document workflows aren't built to handle it. A PM buried in manual file-sharing, redundant status updates, and scattered version control doesn't have the bandwidth left to maintain consistent standards, no matter how good their intentions are.

This is squarely a shared-process problem, and it's exactly the kind of gap FSP's consulting team is built to close — configuring Vantagepoint so document workflows, submittals, and project information actually live where they should, instead of in a dozen inboxes and shared drives. For firms syncing project data with outside systems, the Blackbox Connector platform removes another layer of manual administrative work by moving that data automatically instead of by hand. Every hour a PM doesn't spend chasing down a file is an hour they get back for the parts of the job that actually require judgment.

The human element still wins

For all the emphasis on data, tools, and accountability, it's worth pointing out what firms say they already do well: managing client relationships remains the top project management strength for the fourth consecutive year, cited by 80% of firms. Collaboration and communication held steady in second at 60%.

That's a meaningful data point in a conversation so focused on metrics and technology. It confirms there will always be a human element to this business, and that's not something firms should want to engineer away. The goal of better tools and cleaner data isn't to replace the relationship-building that PMs are clearly good at — it's to free up the time and mental space that's currently being eaten by administrative friction, so PMs can spend more of it on the relationships and judgment calls that actually move projects forward. It's the same logic that shows up in business development and marketing: automate the repetitive, reactive work so people can spend more time on the strategic work only they can do.

The bottom line

Training and metrics are the throughline in this year's Project Management data. Firms are training more project leaders, formalizing more processes, and — for the first time — naming accountability as their top initiative. The firms getting the most out of that shift are the ones giving PMs real visibility into schedules, costs, and client feedback, and pairing that visibility with metrics people are actually held to.

None of this replaces good project managers. It supports them — with the role clarity, the data, and the tools to do the human parts of the job better.

 

Catch up on the series so far: Technology Trends | Business Development | Financial Management

Next up: Human Capital Management — we'll close out the series with what the data says about turnover, training, and the people side of firm performance.

 

National Engineers Week celebrates innovation, problem-solving, and building what moves the world forward.

But here’s the part we don’t talk about enough:

Engineers aren’t just designing projects — they’re running them.

They’re balancing budgets and staffing plans. Managing schedules. Tracking billing milestones. Mitigating risk. Navigating client expectations.

And yet, ERP systems are often positioned as tools for finance teams or executives.

In reality, if you’re an engineer or project manager, Deltek Vantagepoint may be one of the most valuable tools in your toolbox.

This week, we’re shifting the spotlight. Because smarter project delivery isn’t just about technical expertise — it’s about visibility, structure, and control.

Real-Time Project Visibility (No Waiting on Finance)

No one likes surprises at month end.

Most project stress doesn’t stem from design complexity; it comes from uncertainty. Not knowing whether labor is burning faster than planned. Wondering if billing aligns with percent complete. Questioning where the budget truly stands.

When that information is siloed or buried in reports, decisions slow down.

Vantagepoint brings project financials and performance metrics into clear view. Engineers and PMs can see budgets versus actuals in real time — along with labor burn, dollars spent, bill dates, and profitability indicators — without chasing down data.

Instead of asking, “Where do we stand?” you’re operating from clarity. And when visibility comes earlier in a project’s lifecycle, adjustments can be made while they still matter.

👉 Learn more about how we support Productive Project Management.

Moving Beyond Spreadsheets

Exporting data to Excel “just to make it easier to see” has become routine in many firms.

But disconnected spreadsheets create version control issues, duplicate effort, and the risk of outdated information. They also signal that the system isn’t fully aligned with how projects are managed.

When budgeting and tracking are structured intentionally inside Vantagepoint — aligned with your work breakdown structure and the way engineers organize work — everything becomes more intuitive.

Time, expenses, consultant costs, billing, and AR live within one framework. Adjustments reflect immediately. Reporting ties directly to execution. The result isn’t just cleaner data; it’s stronger confidence in the decisions you’re making.

One consistently used system removes a surprising amount of friction.

Smarter Resource Allocation = Less Firefighting

Capacity challenges rarely stem from a lack of talent. They arise when visibility into workload and availability is incomplete.

Across the industry, familiar resource management issues show up: overallocation, last-minute staffing changes, uneven workloads, burnout. These aren’t people problems — they’re systems problems.

When resource planning is fragmented, predictability disappears. But when resource data connects directly to project financials inside an ERP, firms gain a clearer view of both demand and utilization.

That visibility allows leaders to pair the right people with the right projects intentionally — instead of reacting after problems surface. The result is steadier delivery, fewer emergencies, and a healthier team.

👉 Explore how better resource planning and visibility in Vantagepoint supports long-term profitability: Resource Planning with Precision in 2026

Monitoring Risk Before It Escalates

Engineers are trained to identify technical risk early. The same mindset applies to financial and operational performance.

Budget drift, scope creep, billing lag, and outstanding AR all affect project health. The challenge isn’t that these risks are invisible — it’s that they’re often recognized too late.

When project data is centralized and accessible, early warning signs become part of ongoing conversations. Instead of discovering issues in a month-end review, trends surface as they develop — giving teams time to respond strategically rather than reactively.

This isn’t about finance stepping in. It’s about equipping project leaders with the insight they need to guide outcomes with intention.

Data-Driven Decisions (Because That’s How Engineers Think)

Engineers are systems thinkers — analytical, process-oriented, wired to optimize.

An ERP like Vantagepoint supports that mindset by connecting time, cost, billing, and performance data into structured dashboards and reports. When information is organized clearly and shared transparently, knowledge flows more easily across teams.

Strong knowledge sharing requires infrastructure. A centralized system ensures project history, financial performance, and staffing patterns aren’t locked in silos — they become insights that strengthen alignment and accountability.

When everyone works from the same data, decisions sharpen. And over time, that clarity builds momentum.

👉 See what’s possible with Vantagepoint dashboards and reporting

From Project Engineer to Project Leader

As engineers step into project management roles, their responsibilities expand beyond technical execution.

They become accountable for profitability, budget discipline, staffing strategy, billing performance, and overall project health.

That transition is smoother when financial and operational data aren’t abstract concepts but accessible tools.

ERP systems succeed when the people running projects understand their value and engage intentionally. When engineers see how financial structure connects directly to execution, their decisions strengthen — technically and strategically.

The earlier that business perspective becomes part of an engineer’s toolkit, the more confident and capable they become as leaders.

ERP isn’t simply another software platform. Implemented thoughtfully, it becomes part of the operational foundation that supports growth, stability, and long-term leadership development.

Smarter Projects Start with Visibility

Innovation doesn’t stop at design.

It shows up in how firms structure budgets, align staffing with demand, share knowledge, and monitor performance with clarity and purpose. It lives in the systems that support the people delivering the work every day.

Deltek Vantagepoint was never meant to sit quietly in the background as a finance tool. At its best, it supports executives, marketing teams, finance professionals — and the engineers managing projects from kickoff to closeout.

We’ve found that many firms are only tapping into a fraction of its capabilities. But when Vantagepoint is intentionally aligned with how engineers actually run projects, it becomes far more than software — it becomes a critical part of a healthy, high-performing data ecosystem.

Because ultimately, it’s built for the people responsible for delivering results.

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! 🎉

 

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

Insights from Lindsay Diven, Scott Gailhouse & Wesley Witsken

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.

As architecture and engineering (A&E) firms look ahead to 2026, one theme stands out above all others: planning isn’t just about winning projects — it’s about delivering them successfully.

In an industry where deadlines are tight, margins are narrow, and talent is in high demand, the difference between a firm that thrives and one that struggles often comes down to one thing — how effectively it uses its people.

According to the latest Deltek Clarity Report, optimism remains high across the industry, with 84% of A&E firms expecting profits to increase or hold steady next year. But behind that optimism lies a clear challenge: 63% of firms cite talent shortages as their top growth barrier. Combine that with increasingly complex projects and demanding clients, and it’s easy to see why precision planning will define success in 2026.

The firms poised for growth are the ones that go beyond traditional scheduling and forecasting. They’re embracing a more data-driven approach to resource planning — one that ensures the right people are working on the right projects at the right time. And they’re leveraging tools and insights, like Navigational Analysis and Deltek Vantagepoint, to make that level of precision possible.

Why 2026 Demands a Smarter Approach to Resource Planning

The A&E landscape is evolving quickly. Backlogs remain strong — up 9% year-over-year, per the Clarity Report — signaling a steady stream of project opportunities. Yet, with this growth comes new pressure to deliver faster, smarter, and with fewer people.

At the same time, only 41% of firms say they have clear visibility into their future workload and staffing capacity. Nearly one-third still rely on spreadsheets to manage resource planning, creating blind spots that lead to reactive decisions instead of proactive strategies. In this environment, relying on instinct or legacy practices is no longer enough. Firms need a clear, forward-looking view of their workforce — not just to staff current projects, but to ensure they have the talent to deliver future work. The stakes are high: underutilized teams drag down profitability (with the average industry utilization rate sitting at just 58.4%), while overextended staff drive burnout and turnover. In fact, 48% of firms identify workload balancing as their biggest employee retention challenge.

From Reactive to Strategic: Evaluating Your Planning Practices

Before firms can improve their resource planning, they first need to assess where they stand today. Too often, planning is treated as a reactive exercise — a scramble to assign people after a project is won. But strategic planning starts much earlier, aligning business development, project management, and human resources around a shared view of demand and capacity.

Here are key questions every firm should ask as they evaluate their approach:

• Do we have visibility into future workload and staffing needs? Accurate forecasting allows firms to anticipate gaps months in advance — not weeks.
• Are we aligning project pipelines with resource availability? Business development teams should understand when and where capacity exists before pursuing new work.
• How well are we balancing workloads across teams and disciplines? A strategic plan considers not just who is available, but who is best suited for each project phase.
• Are we proactively planning for growth and turnover? Recruitment and training strategies should be informed by the same data driving project staffing.

The Clarity Report reinforces that firms who excel in these areas see tangible results — top-performing firms are 2.5x more likely to use connected planning systems, achieving higher utilization and profitability.

How Navigational Analysis Uncovers Hidden Gaps

This is where Navigational Analysis becomes a powerful ally. By taking a holistic look at how a firm plans and utilizes its people, it uncovers misalignments that might otherwise go unnoticed:

• Staffing inefficiencies: Identifying overstaffed and understaffed roles before they impact profitability.
• Project resourcing conflicts: Spotting overlapping assignments or scheduling bottlenecks that delay delivery.
• Forecasting blind spots: Highlighting where project demand is likely to exceed available talent.
• Process weaknesses: Revealing where planning workflows break down — often at the handoff points between business development, project management, and operations.

When firms use these insights to refine staffing models and project timelines, they gain measurable improvements. According to Deltek Clarity, firms that track forecast accuracy and adjust plans quarterly report 11% higher utilization rates than those that don’t.

The result? A more agile, efficient workforce — one that’s ready to meet 2026’s challenges head-on.

Turning Insight into Action with Deltek Vantagepoint

Insights are only valuable if you can act on them — and that’s where Deltek Vantagepoint comes in. The platform brings resource planning, project forecasting, and talent management into one connected system, giving A&E leaders the visibility they need to make smarter decisions.

With Deltek Vantagepoint, firms can:

• Create data-driven staffing plans that align people with projects based on availability, skills, and profitability.
• Use real-time utilization data to quickly course-correct when workloads shift.
• Improve cross-department collaboration, ensuring business development, project management, and HR work from a shared plan.
• Forecast future resource needs with confidence — enabling better recruitment and training strategies.

This level of integration transforms planning from a reactive process into a strategic advantage — one that drives profitability, improves project outcomes, and strengthens a firm’s ability to deliver exceptional client experiences.

 

Plan for More Than Just Projects — Plan for Success

Winning work is important. But without a plan to deploy your people effectively, winning isn’t enough. In 2026, the most successful A&E firms will be those that treat planning as a strategic discipline — one that’s embedded in every stage of their business, from pursuit to project closeout.

By evaluating current practices, leveraging insights from Navigational Analysis, and investing in tools like Deltek Vantagepoint, firms can ensure they’re not just ready for the projects ahead — they’re ready to deliver them with precision, efficiency, and excellence.

Learn how Deltek Vantagepoint can support your planning.

As we sail toward 2026, now’s the perfect time to take a hard look at your firm’s financial engine. Is your Deltek Vantagepoint setup helping you steer confidently toward growth—or are you still paddling upstream with spreadsheets and manual workarounds?

If you’re serious about getting ready for 2026, it’s time to make sure your contracts, billing, and revenue management processes are all working together inside one source of truth—Vantagepoint.

Ditch the Spreadsheets, Find Your Source of Truth

Think about all the places your firm might be tracking financial data. How many Excel files are floating around outside the system? Are invoices being created manually and re-entered into Vantagepoint later? Is retainage tracked in a separate document—or worse, not tracked at all?

Every disconnected process creates a gap in your data integrity. And when you’re making financial decisions based on incomplete or inconsistent data, that’s not confidence—that’s chaos.

Vantagepoint has the tools to bring all of it together. But are you using them to their full potential?

Get Smart About Billing

Vantagepoint’s billing module isn’t just robust—it’s built to help your team bill smarter, faster, and more accurately. Ask yourself:

• Are timesheets and cost rates entered consistently across the team?
• Are your projects structured with a proper work breakdown (WBS) that matches how the work actually flows?
• Are your invoices being generated and posted through Vantagepoint—then sent straight to clients?
• Do you use batch billing for drafts and approval workflows to prevent errors?

And when it comes to deeper insights—are you tracking reimbursable expenses, allocating billed revenue correctly, and taking advantage of retainers and retainage functions within the system?

When these pieces work together, your billing process stops being a chore and starts being a source of clarity.

Master Your Contracts and Budgets

If billing is the heartbeat, contract management is the backbone. When your firm tracks contracts and budgets directly in Vantagepoint, everything else becomes easier—forecasting, reporting, even project planning.

Here’s what that looks like in practice:

• Capturing all contract compensation, including direct and indirect categories.
• Tracking status changes and amendments using Contract Management.
• Entering project costs in Budgeting to compare expected vs. actual performance.
• Using Estimated Fees or Revenue Forecasting to plan future cash flow.

Once your contracts and billing are fully aligned in Vantagepoint, the ripple effects are powerful—more accurate forecasts, stronger dashboards, and better confidence in every financial report.

Build 2026 on a Stronger Financial Foundation

Getting your contracts and billing processes right isn’t just an accounting exercise—it’s a growth strategy. With the right setup in Vantagepoint, you’ll spend less time reconciling data and more time planning your firm’s next big move.

If you’re not sure where your system stands—or if some of these questions hit a little too close to home—our team can help.

👉 Reach out to our Vantagepoint experts to make sure your firm is ready to show the money in 2026 and beyond. Click below to get started today.

If you’ve ever spent hours reformatting project sheets, fee proposals, or team summaries—only to realize you were using outdated data—you’re going to love this.

Deltek Vantagepoint’s new Document Automation feature is here to save you from that pain (and probably a few late nights, too).

The Magic of Document Automation ✨

You already know Vantagepoint can generate reports, dashboards, and exports—but Document Automation takes it a step further. It lets you create polished, client-ready documents directly from your browser using live data from Vantagepoint.

Think of it as your shortcut to professional-looking deliverables in Word, Excel, or PowerPoint—without ever leaving the system.

The best part? The templates pull your firm’s actual data (including custom fields and grids), so your documents stay perfectly in sync with what’s already in Vantagepoint. No more duplicate files or outdated info hiding in random network folders.

Right now, Document Automation lives in the Projects Hub, but Deltek has plans to expand it to other hubs soon. And trust me—you’ll want to be ready for that.

Real-World Use Cases You’ll See in Action

In my upcoming mini-demo, I’ll walk through three powerful (and practical) ways to put this tool to work for your firm:

1. Project Case Studies

Tired of maintaining static PDFs or Word files for every project? With Document Automation, you can instantly generate up-to-date case studies using live project data. Each page pulls data directly from your Vantagepoint records, pre-formatted with your firm’s branding, and ready to drop into a proposal or marketing package.

2. Fee Proposals

Project managers, this one’s for you.

Instead of copy-pasting from outdated templates, you can use Document Automation—plus a little workflow magic—to build fee proposals that pull directly from Vantagepoint fields and even the Boilerplates Hub. Scopes, exclusions, and terms all populate automatically. The result? A polished proposal that’s accurate, consistent, and includes your firm’s letterhead—all with one click.

3. Team Matrices

Ever need to show who’s worked on what? With Document Automation and Excel, you can create a clean, pivot-table-style Team Matrix showing which team members worked on selected projects. It’s perfect for internal reviews or proposal resumes—and it looks great, too.

Why This Matters

Document Automation does more than make things look nice (though it absolutely does that). It helps your firm:

• 🧭 Maintain Vantagepoint as a single source of truth
• 🕒 Save time spent hunting down and reformatting project info
• 📄 Eliminate outdated or duplicate document versions
• 💡 Create consistency across departments—marketing, project management, and accounting alike

Want to See It in Action?

Join me for a 15-minute mini-demo where I’ll walk through exactly how these templates are built and used inside Vantagepoint. You’ll see how to generate:

• Project case studies
• Fee proposals
• Team matrices

—all without ever leaving your browser.

👉 Register here to save your spot!

If your firm is ready to modernize how you produce proposals, reports, and project documents, our CRM experts can help you set up your own templates and workflows to get the most out of this powerful feature.