How do I access Deltek Vision Timesheet?
In the Employee workspace, click to go to the Timesheets area. If the correct timesheet is not displayed by default, click and select any date in the timesheet's timesheet period. (You can also use and on either side of the current timesheet period to select an earlier or later timesheet period.)
Is Deltek Vision going away?
Has Deltek announced we will no longer be developing and supporting Vision? Absolutely not! Vision 7.6 will remain in an active support mode (including regulatory updates) at least until the end of 2022.
What is Deltek iAccess?
Deltek iAccess is an extension of your Deltek Vision solution that is intuitive and user-friendly with three distinct workspaces that give your employees just what they need to do their jobs. NEW Business Development workspace for managing clients, contacts and opportunities on the go (available for Vision CRM users)
How do I find my touch server URL?
For the mobile applications installed locally, the Touch Server URL uses the https://
What is the latest version of Deltek Vision?
Vision 7.5Vision 7.5 will offer new asset management capabilities, streamlined approval workflows, and an enhanced user experience. The newest version of Deltek Vision delivers: A Better Way to Manage Assets: This release features Asset Manager, a new Vision module.
What is Deltek Vision used for?
Deltek Vision is a leading project-based solution for professional services firms to manage their clients, projects and finances. More than 4,000 customers around the globe use Vision to win more business, manage more profitable projects and have greater insight into their financial health.
What is the URL for costpoint?
To log into Costpoint Mobile T&E: Tap Costpoint. In the Server URL field, enter your organization's Costpoint Mobile T&E URL using the format https://
What is Touch server?
Envision Touch Server is an all-in-one Touch Server able to grant the comfort of a touch user interface and the powerful features of a ThinKnx server, all in one device. Through Envision, the end user is able to control all the installed devices, thanks to the comfortable touch screen with a low power consumption.
How do I find a URL for an app?
Go to the Play store, find the app and view its page. Copy the URL from the browser address bar. Make a note of this as the "Android Fallback URL." You'll see a parameter called "id" followed by an equal sign (=).
Is Deltek Vision cloud based?
Deltek Vision is a cloud-based project-based solution for professional services firms that is available for cloud or on-premise deployment. It combines project accounting, resource management, project management, time/expense management and business development in one product.
Is Deltek an ERP system?
Deltek's Enterprise Resource Planning (ERP) and Professional Services Automation (PSA) software solutions are built to streamline and automate your core business operations, while breaking down barriers between departments.
Is Deltek a CRM system?
Deltek Vision CRM for Project Focused Business Deltek Vision Customer Relationship Management (CRM) is a centralized, web-based system that enables everyone in your organization—from sales and marketing to accounting and finance to management and administration—to work together to meet your clients' needs.
What is Deltek Ajera?
Deltek Ajera is an integrated accounting and project management solution built for architecture and engineering (A/E) firms. It is suitable for small to mid-size firms seeking an industry-tailored solution to improve project level profitability, staff utilization and visibility.
What Apps Are Most Helpful?
If you are a Vision client, take advantage of remote access via iAccess. Deltek iAccess for Vision provides you with a time and expense component, project management information portal, as well as business development/CRM if you own that module.
The Time for Paperless is Now
Working with paper has obviously taken a back seat with so many working remotely, but even after this crisis is over, cutting down on your interactions with paper is probably still a good idea.
Time & Expense Approvals
Another feature many businesses are now implementing is Time & Expense Approvals. No muss, no fuss, and no paper to pass, plus it’s available on most Mobile devices.
Billing Distribution
We’ve had a lot of questions about how to best distribute billing to project managers. One answer to this is batch billing. Through batch billing, you can email out your drafts to your internal team for them to review, mark up, and send back.
Schedule Reports
Do you still distribute printed reports? Don’t be shy; I know there are many of you! I encourage you to take this time to think about utilizing the schedule report functionality, which will allow you to automate the distribution of reports instead of printing.
Next Steps
While we are all facing many challenges, both professionally and personally, right now, there are also many opportunities. Introducing new ways for your team to receive and consume the data that is the foundation for your business, and ensure they have the training they need to get the most return on your technology investment.
What is Deltek Vision?
If you’re a marketing professional that uses Deltek Vision, you should definitely be taking advantage of the marketing campaigns Info Center available in Vision. First and foremost, any marketing effort from email blasts to clients to attending a conference can and should be tracked in a marketing campaign. Also, marketing campaigns in Vision provide visibility into the success of your marketing efforts and people within your firm can see prospects that were targeted for a specific campaign. Here are some ways you can use marketing campaigns to improve your firm’s marketing efforts.
What is Deltek Vantagepoint?
Here’s some side information before we go to deep. For starters, Deltek Vantagepoint and Vision are offered in two versions. One being on-premise, which means your firm hosts Vantagepoint or Vision on their own servers. The other being software as a service (SaaS). This means your Deltek product is hosted in the cloud and maintained by Deltek IT staff which relieves your firm of the burden on maintaining your software and having to have hardware to store your data. So, why is this important?
What Are the Benefits of the Deltek Learning Zone?
Offers a user-friendly interface that allows users to minimize clicks to launch an online learning platform which is in a secure environment and tracks your progress automatically.
What is a DLZ?
For starters, the DLZ is a learning tool. It allows users to access information and training materials about the Deltek products your firm utilizes. These resources allow you to learn more about the products you use and how to maximize them to reap all the benefits to improve your work performance. But wait, there’s more!
What is Hey Deltek?
Beyond business development, “Hey Deltek” works for project managers as well. A/E project managers often handle multiple projects having to stay on top of which stage projects are in and record time against them. “Hey Deltek” allows project managers to quickly access projects. Just simply type or say what project you want to open. This convenient feature of Vantagepoint adds more functionality and better searching techniques for users.
What is the next Blackbox Connector?
The next Blackbox Connector in the works is HubSpot. With Hubspot, you can track performance of inbound marketing campaigns directly in Deltek Vantagepoint or Vision. With the ability to link your HubSpot inbound marketing tool with your Vantagepoint or Vision, you can maintain consistent and accurate marketing data and reduce duplicate entry.
How many leads does an A/E firm add to its CRM?
On average, an architecture and engineering (A/E) firm adds 15 new leads to its CRM system per week. First, consider the time it takes to develop one lead into an opportunity you want to include in your CRM system. Now, think about the effort required to record a new lead into the CRM system - typing here, checking a box there etc. With “Hey Deltek,” you can enter the information and start developing a lead in seconds.
What Apps Are Most Helpful?
The Time For Paperless Is Now
- Working with paper has obviously taken a back seat with so many working remotely, but even after this crisis is over, cutting down on your interactions with paper is probably still a good idea. Utilizing the Transactional Document Management – TDM (Filestream) tool to store documents within Vision/Vantagepoint will make the transition to a paperless firm relatively seamless. *Tip: …
Time & Expense Approvals
- Another feature many businesses are now implementing is Time & Expense Approvals. No muss, no fuss, and no paper to pass, plus it’s available on most Mobile devices. Most of you are probably processing payroll electronically with direct deposit, but if you’re one of the many businesses that still prepare their employee expenses and vendor payments via paper, you may want to take this …
Billing Distribution
- We’ve had a lot of questions about how to best distribute billing to project managers. One answer to this is batch billing. Through batch billing, you can email out your drafts to your internal team for them to review, mark up, and send back. You can also utilize batch billing to email final invoices directly to clients, especially if you are in a position where you aren’t able to print and m…
Schedule Reports
- Do you still distribute printed reports? Don’t be shy; I know there are many of you! I encourage you to take this time to think about utilizing the schedule report functionality, which will allow you to automate the distribution of reports instead of printing.
Dashboards/Dashparts
- Another high impact area to dive into now, if you haven’t already, is dashboards and dashparts. Create these for your team so that they have all the information they need right at their fingertips in the Vision/Vantagepoint system. Dashboards and dashparts may feel overwhelming, especially to employees who rely heavily on paper. Here at Stambaugh Ness, we like to say, “be the disrupt…
Next Steps
- While we are all facing many challenges, both professionally and personally, right now, there are also many opportunities. Introducing new ways for your team to receive and consume the data that is the foundation for your business, and ensure they have the training they need to get the most return on your technology investment. Have you considered doing an assessment of your …