Powering Project Success with Deltek Vantagepoint 

Building Plans with Templates

Setting up a new project shouldn't mean starting from zero every time.

If your firm builds similar projects again and again — same phases, same structure, same work breakdown — there's a faster way than recreating that setup by hand each time.

Join us August 26 at 1 pm ET for this Deltek Vantagepoint Mini-Demo, Cynthia Fuoco, Senior Finance Consultant, will walk through how to build a plan template and then use it to create a new project — start to finish. 

Cynthia will cover:

    • How to build out a work breakdown structure and plan for a project
    • How to save that plan as a reusable template
    • How to create a new project directly from a template
    • Why templates save time and reduce errors — since your structure is already there, you're just editing what's different

Whether you're a project manager setting up new work or part of an accounting team that wants more confidence in how projects get built, this session will show you a simpler way to get started.

 

 

 

Make sure to check out all the mini-demos in the Powering Project Success with Deltek Vantagepoint series.