ask the expert

Question:
Deltek Vision: Project Management Reporting

Is there any easy way for Project Managers to see only their own projects in searches and on reports?

Answer:
Yes, they can save searches and report favorites using the "is me" operator. Vision compares the Employee Number linked to the user with the Project Manager Number assigned to the project.

Question:
Deltek Vision: Show Benefit Hours to Employees

In Vision, how can I see if I have any paid time off available?

Answer:
From your timesheet, Click Show, Benefit Hours to view information about your benefit hours. When you select this option, Vision displays a description, starting balance, current year earned, current year taken, and current balance for each benefit.

Question:
Deltek Vision: Workflow Management

I have heard that the Vision system has Workflow capability. Can you provide an example?

Answer:
Workflows allow you to create conditions within Info Centers applications (and billing terms if Billing is installed) for which you want to be alerted. With Workflows you can automate the process of being alerted each time a specific event takes place, creating a timelier, more collaborative, and accurate completion of tasks. Events are defined as when someone adds, changes, or deletes a record or a portion of a record. Once an event takes place, Vision performs an action based on the conditions you set, such as send an e-mail alert, change the value of a column, create an activity, or invoke a Web service. Multiple events and actions can be created for a single workflow. For example, you can create a workflow that states that when a new employee is added (event), then send an e-mail to the supervisor (action) and set up a lunch meeting (action). You can create workflows for both standard and user-defined fields and grids.

Example:

• Workflow: The conversion of pending opportunities to awarded contracts.
  - The status of an opportunity changes from Pending to Awarded.
• Events:
  -Update the "Close Date" field to today's date.
  -Distribute an e-mail to key personnel that includes details of the award.
  -Create an activity linked to the opportunity with a reminder to forward the contract to accounting.

Question:
Deltek FMS: Employee Time Entry

My time sheet is nearly identical every week, is there a way that I can copy a time sheet?

Answer:

• Open a previously entered time sheet and click on the “Copy Record” icon on the Record Management toolbar or the “Copy Record” option on the Data menu.
• A box will open that will prompt you to change the beginning date.
  • There are also 4 check boxes that you can choose to check or uncheck. These boxes are:
    - Set all hours to 0.00
    - Clear Comments
    - Re-Default Staff Types
    - Re-Default Cost Types
    
• Typically, you will want to check the first two boxes

Question:
Deltek FMS: Employee Time Entry

How can I copy the information from one line in my time sheet to another one?

Answer:
Put your cursor on the line that you want to copy. Press the F8 key on your keyboard. All of the information (except the hours field) will be repeated on the first available blank line on your time sheet. You can then choose to type in your hours leaving the remaining fields unchanged or you can change any of the fields on the new line.