Powering Project Success with Deltek Vantagepoint 

Project Characteristics or Organizations — Finding the Right Fit
for Financial Reporting 

 

At some point, every firm wants to answer a simple question: how is this part of our business actually performing?

Sometimes, project-level reporting is all you need. Other times — when you need financial visibility by office, department, discipline, or region, or when you have budgets tied to specific segments of the business — you need something more.

In Deltek Vantagepoint, that something more is called Organizations. Your firm might know them as profit centers, departments, disciplines, or business units — the label varies, but the need is the same: a cleaner way to see how each segment of your business is contributing to the whole.

Join us for this mini-demo on June 10 at 1 pm EST, where Lisa Ahearn,Principal Finance Consultant, will walk through two approaches to segmenting your firm's data and help you understand which one fits your situation.

This is a high-level overview — designed to show you what's possible and help you make a more informed decision, not a deep configuration walkthrough.

Lisa will cover:

  • How project-level reporting works using user-defined fields and project characteristics — with minimal configuration required
  • When organizations become necessary — and what business needs typically drive that decision
  • What an income statement by office or department actually looks like inside Vantagepoint
  • Why organizations require more careful setup than project-level fields — and why we don't recommend going it alone

Whether you've been wondering if organizations are right for your firm, or you didn't know this level of segmentation was possible, this session will give you a clearer picture of your options.

 

 

 

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