Deltek Vision

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. This blog provides key product updates, tips and tricks and insight from Deltek’s product experts so you can Do More with Vision. We’ll also cover common challenges for professional services firms and how Deltek can help. Come join the conversation.

10 Results for Author Brent Johnson
Vision 7.6

Vision 7.6 Info Center Attachments: Get the files you need quickly and easily

Project delays shouldn’t be the result of buried files or misplaced documents. With the release of Vision 7.6 comes the highly anticipated Info Center Attachments feature. Info center attachments allows you to attach files directly to your info center records in Vision.

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Do More with Approval Workflows in Vision 7.5

In Vision 7.5, the approval workflow engine has been expanded to include absence requests, AP invoices and an overall approval review screen. Check out more in this post.

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Vision Tips & Tricks: Run A/R Paid Update and Voucher Paid Update Utilities

Vision Tip of the Week: Leverage paid update utilities before reconciling and reprocessing.

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Vision Tips & Tricks: Use the Enable Grouping feature to access column filters in Vision grids

Vision Tip of the Week - Find what you need quickly and easily by enabling grouping in grids.

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Vision Tips & Tricks: Improve Workflow Rejection Alerts

If you have alerts set up for approvals, this tip will help you speed up the process.

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Vision 7.4 General Usability Improvements

If you’ve been following the Vision blog posts for the past few weeks, then you have seen that Vision 7.4 is packed with powerful features. But, no release would be complete without some bite-sized general usability improvements. We carve out time during each release to review and implement your wish list requests to improve the overall user experience. Read on to learn about the general usability enhancements in Vision 7.4.

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Approval Workflows in Vision 7.4

A significant amount of effort has been spent on enhancements and new features for Vision’s Purchasing Module in 7.4. The Approval Engine allows you to design simple or complex approval workflows for your purchasing records. It is designed with flexibility in mind so that it can conform to your internal policies and requirements and is the foundation for future approvals in Vision.

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Get More out of Vision 7.3 with these general usability enhancements

In each new Vision release, the Vision Product Management Team incorporates several General Usability Improvements. This is an opportunity to address high-demand wishlist requests and enhance portions of features that have been released in previous versions. Vision 7.3 is no exception. This is a summary of the general usability improvements that have been included in the 7.3 release.

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Vision Tips & Tricks – Part 7 – Cross Info Center Searches

Ever wanted to search across Info Centers (like Project and Employees.) The setting to allow cross info center searches is located within Role Security in the lower right corner of the general tab.

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Vision Tips & Tricks - Part 6 - Check Review

Added in version 7.1, you can search and view any vendor or employee expense payment in Vision. Project managers can use the app to determine if a payment has been made to a consultant working on their project.

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