Maximize Efficiency for All Users: Discover Vantagepoint’s Latest Automation & Usability Enhancements

In the ever-evolving landscape of project management, staying ahead of deadlines, budgets, and team dynamics is more crucial than ever. The latest release of Deltek Vantagepoint is designed with the entire firm in mind, delivering enhanced automation, usability, and efficiency across all roles. Whether you’re managing projects, overseeing resources, or ensuring financial accuracy, these updates are crafted to support every function within your organization, empowering teams to work smarter and more effectively.

Let’s explore the new features in Vantagepoint 7.1:

1. Better Visualize Pursuit Pipeline by Stage with New Funnel Charts

Funnel charts are one of the most exciting new additions to Vantagepoint, giving you a powerful way to visualize your pursuit pipeline. Business developers and project managers can easily track where your opportunities stand and identify potential bottlenecks before they become issues, enabling your teams to make better business decisions.

Why This Feature Is a Game-Changer:

• Clear Visuals: Funnel charts provide a straightforward, at-a-glance understanding of your business development and pursuit pipelines.
• Spot Bottlenecks Early: Quickly identify stages where opportunities are getting stuck, so you can take action sooner. Help BD and marketing leaders see what’s working and where more pipeline may be needed.
• Data-Driven Decisions: Use these insights to prioritize efforts and allocate resources where they’re needed most.

Track opportunities and spot bottlenecks early with new funnel charts for informed decision-making

2. Make Better, More Informed Decisions When Assigning and Reassigning Resources

Managing team capacity just got easier. When project tasks or workloads need to be assigned or reassigned, PMs can now access the employee card from the add assignment and reassignment screens and view other project assignments quickly, eliminating extra clicks and screens. PMs can see exactly who has bandwidth for more work. This ensures that your projects are staffed efficiently without overloading your team.

Why This Feature Is a Game-Changer:

• Balanced Workloads: Easily identify who can take on more tasks and who might need relief.
• Better Resource Allocation: Ensure that resources are being used where they can be most effective. Determine if your potential assignment and reassignment can be managed within their current workload.
• Improved Usability: Save valuable time for resource managers and PMs by eliminating extra clicks so they can get back to managing projects quickly.

Quickly view employee capacity and project assignments to make informed decisions without extra steps

3. Visibility into Multiple Cost and Billing Rates to Keep Projects on Track

Project managers often face the challenge of managing labor assignments with varying rates, especially when rate escalations are involved. Project managers can now click to see details when a row has multiple cost or billing rates on a single labor assignment from the project plan to easily view rates across an entire labor assignment with date range and cost rate change details.

Why This Feature Is a Game-Changer:

• Quick Labor Rate Change Overview: Instantly view all rates applied across a labor assignment, so you’re never in the dark.
• Rate Escalation Management: Easily track rate escalations and their impact on labor cost/billing amounts.
• Better Budget Control: Keep your projects on budget by having clear visibility into labor cost/billing amounts to identify if changes are needed.

Easily view and manage varying rates across labor assignments with detailed date range and cost rate changes

4. Better Manage Cash Flow with Average Collection Period by Project

Cash flow is the lifeblood of any business, and now you can monitor it more effectively with dashboards highlighting Average Collection Period by Project. This gives you insights into how long it takes to collect payments on a project-by-project basis and better identify slow-paying clients, allowing you to spot issues and take corrective action quickly.

Why This Feature Is a Game-Changer:

• Project-Level Insights: See which projects are affecting your cash flow and address payment delays faster.
• Cash Flow KPIs: Improve cash flow by monitoring KPIs on the dashboard and proactively managing challenging clients or projects.
• Better Forecasting: monitor past payment trends to better forecast future cash flow by client, project, etc.

Monitor Average Collection Period by Project to quickly spot slow-paying clients and take proactive measures

5. Complete Timesheets Faster with Approved Absence Requests

Streamline timesheet creation by auto-populating timesheet with approved PTO/absence requests. When your staff submits PTO/absence requests, remove the duplicate and manual entry of their time on their timesheet, reducing errors and saving time.

Why This Feature Is a Game-Changer:

• Automated Updates: Approved absence requests are automatically reflected in employee timesheets.
• Error Reduction: Minimize the risk of timesheet errors by removing another manual step that could result in data entry errors.
• Time Savings: Spend less time managing timesheets and more time focusing on what matters.

Auto-populate approved absence requests to eliminate manual entry and reduce errors

6. Pinpoint Defined Records Easily with Multiple Conditions Search Support

We’ve all been there—searching for that one piece of information, but not quite sure how to create the right search. Now in Vantagepoint, users can filter to key project data more easily by searching with “starts with,” “contains,” “does not contain,” and “this, next, and last year.” These enhanced search capabilities make finding what you need faster and easier than ever.

Why This Feature Is a Game-Changer:

• Faster Results: Get to the information you need with lightning speed.
• Refined Filters: Narrow down your search results with more precise filters.
• Intuitive Interface: Enjoy a search experience that feels natural and intuitive.

Use advanced search filters like 'starts with' and 'contains' to quickly pinpoint key project record

7. User-Suggested Usability Improvements

As with all releases, there are several enhancements that come from user suggestions to continue to make the experience better. In this release, users can right-click contextual menus to open applications or records in new tabs and add biller name to the project earnings report. Administrators can also copy dashboards to all users in one click compared to each role and can access personal dashboards to copy/remove as needed.

Explore the Latest Release of Vantagepoint

Vantagepoint 7.1 continues to deliver on automation, usability and efficiency to help your teams deliver better projects and improve your cash flow.

To learn more about the latest release of Vantagepoint, you can check out the Vantagepoint Learning Hub, read the latest Vantagepoint Release Notes and join us for Quarterly Vantagepoint Town Halls to see the latest features in action.

Reminder About Quarterly Releases for Vantagepoint

As a reminder, Deltek Vantagepoint is moving to more frequent releases to allow Deltek to deliver new features and enhancements to you faster while ensuring high quality and stability. Deltek will stagger customers moving to the quarterly releases and as such, not all customers will have access to Vantagepoint 7.1 immediately. Please contact your account manager or partner if you have not received information on your specific upgrade timing.