Deltek Vision Customizations

We have the experience and expertise to customize Deltek Vision to meet your specific needs.

Here are a few examples of our Deltek Vision Customizations:

Deltek Vision Electronic Data Import:

Together we identify what information is available electronically then help you evaluate if it makes sense to import or re-key. For data that can be imported, we’ve develop custom import solutions that will save you hours of manual data entry and reduce errors.

Deltek Vision On-screen Data Views:

We customize Deltek Vision dashboards to provide you instant access to critical information. Providing a real-time view of monthly spent versus invoiced is one example of how we helped a client improve on-time and on-budget service delivery. We work with you to understand your specific need and then create customized screen views that enhance your investment in Deltek Vision.

Deltek Vision Custom Reports:

If the information is Deltek Vision, we can design a report to display it in a way that is meaningful to your team. Our experts will work with you to design a report that gives you the exact information you need. We’ve created numerous Deltek Vision custom reports including:

  • Retainer Report—displays retainer received date and amount, invoice number, date applied, and retainer balance with an option to include projects with a zero retainer balance
  • Trend Billing Report by Project Manager—analyze billings over time periods by project manager to see if those numbers were going down, static or going up
  • Customized Invoices—summarizing labor by employee and week ending date; suppressing specific project phases; organizing information in formats dictated by government entities

Deltek Vision Custom Workflows:

Workflows are a powerful Deltek Vision feature that automate business processes, including scheduled data changes, user-initiated data changes, or alerts related to specific milestones. We have the expertise to design workflows to improve your business performance. We’ve developed Deltek Vision Custom Workflows to:/div>

  • Calculate monthly billed versus expended and present the information for on-screen viewing
  • Assign inactive status to projects and alert project managers of the status change
  • Create a project from an opportunity and issue alerts that the project has been created