Project Management

Resource Management

Make sure the right people are on the right projects at the right time. Automate scheduling, resource allocation, budgeting and forecasting to help project managers and resource planners determine whether proposed fees are accurate, appropriate staff is available and allocated effectively, and projects come in on time and on budget. Timesheet entries and expense reports feed actual costs back into the project plan for an accurate rolling forecast that managers can use to make faster, more informed decisions and ensure projects stay on track.

Deltek Vision Resource Planning Brochure (PDF)

Proposal Automation

Empower your marketing and sales team to efficiently produce winning proposals that stand out from the competition – including custom proposals, RFP responses and government proposals. Ensure your proposals contain the most recent and relevant information by giving employees access to an up-to-the-minute central source of company boilerplates, metrics, résumés and more. Integration with Microsoft Word and desktop publishing systems ensures that proposals are delivered in a graphical style reflecting your firm’s brand. With Vision Proposal Automation, you can focus on perfecting a winning image rather than wasting valuable time searching through dated and irrelevant material.

  • Deltek Vision ensures consistency and fast creation of proposals and eliminates cut-copy-paste proposal creation.
  • Update content in one place to make it available for all proposals. Vision assures that proposals don’t accidentally include outdated and obsolete information culled from older proposals.
  • Integration with Microsoft Word and popular desktop publishing systems.

Service Estimating

Part of winning new business is ensuring that the project and services estimates that you produce are based on a sound analysis of the costs and the margins you are trying to achieve. In addition, managers need a tool to quickly produce accurate estimates and then turn those estimates into active plans once the work had been secured. Deltek Vision’s Services Estimating capabilities simplify labor and expense estimating by automatically calculating project costs and margins. Integrated with Deltek Vision’s Resource Planning module, approved service estimates are seamlessly converted into an active project plan, thereby reducing input error and improving overall efficiencies.

  • Develop forecasts to internally determine project viability. Quickly deliver project estimates in a variety of formats that accurately reflect target revenue and margins.
  • Minimize data entry errors and avoid redundancies Simplify estimation-to-planning process.
  • Easily analyze projections to determine optimal billing rates.

Time and Expense Tracking

Speed up and increase the accuracy of the time collection process through an intuitive interface that is always accessible to employees. Integrated with Vision Billing, Resource Planning and Project Management, and Client Relationship Management modules, Vision Time and Expense Management provides real-time visibility into costs that impact your projects and profitability. Ensure that hours and expenses collected are immediately accessible throughout the system and eliminate redundant data entry that leads to errors and omissions. With Time and Expense Management, you are giving managers a true picture of project labor hours and quickly invoicing clients for improved cash flow.