What’s New with Deltek Vision 7.5?

transcript

What’s New in Vision 7.5?

Deltek Vision 7.5 includes features and enhancements that are a direct result of your input.

ARE YOU READY FOR VISION 7.5?

Give your teams the latest tools and resources to do more with Deltek Vision.

WIN MORE MANAGE MORE DELIVER MORE

deltek.com/vision

Client Activity Status ReportNurture client

relationships when it matters most. Quickly and visually identify

clients that need attention based on

parameters you define.

deltek.com/vision

No more wondering if your most important clients feel like they are important. Prioritize touch points and identify gaps quickly and easily to keep the relationships alive and healthy.

WIN MORE

Improved ProposalsSave time building

proposals with easy-to-select projects and

employees so you can invest more time

effectively responding to the RFP.

deltek.com/vision

Easier selection of projects, text and graphics; select project experience based on actual hours worked; merge service estimate totals; and merge several InDesign records in one page.

WIN MORE

Get an accurate picture of all your fixed assets in one place

so you can make more informed decisions about your assets.

Create, track, manage, depreciate and dispose of fixed assets in one central location with seamless integration with purchasing and accounting.

NEW Asset Management Module

deltek.com/vision

Track, monitor and transfer assets, customize depreciation, assign assets to employees, track asset billing value, manage maintenance and review asset history with Vision Asset Management.MANAGE MORE

Managing multiple companies can be a challenge, but managing employees within those companies shouldn’t have to be and now it’s easier than ever in Vision.

Multi-Company EmployeeManage one employee record and

associate to multiple companies quickly and easily for a full employee picture and better

data integrity

deltek.com/vision

Multi-company employees allow you to associate employees with more than one company, identify the “home” company and report on company-specific or system-wide data to get what you need when you need it.

MANAGE MORE

Building on the power of task dependencies in 7.4, these enhancements make it easier for project managers to keep up-to-date on project milestones.

Project Planning EnhancementsEffectively manage project schedules to

keep close track of a project’s critical path and identify potential schedule risks.

deltek.com/vision

Color-coded predecessor tasks, expanded right-click functionality, more intuitive task dependency arrows and reporting, shortcut to insert unplanned employees, better integration with iAccess and much more!

MANAGE MORE

Give employees the time off they need while

ensuring your project deadlines stay on track with absence request

approvals

Tired of lengthy absence request processes and endless email chains for an approval? With the new Absence Request Approvals, you can let Vision do the work for you. Design simple or complex workflows to automate your approvals all in one centralized system.

Absence Request Approvals

deltek.com/visionDELIVER MORE

Tired of endless email chains for approvals? Losing track of

what still needs approved? Get it all in one place with approval

review and AP Invoice approvals

Let Vision do the work for you. Design simple or complex workflows to automate your AP Invoice approvals and get a consolidated view of all outstanding approvals so you can quickly and easily keep the process moving.

Even More Approvals

Consolidate budgeting into a single view so you are truly accounting for all aspects of the business and approvers have a single version of the

truth before signing off.

Create, manage, review, edit and approve multiple general ledger budgets from a single view. Choose which budgets are available for GL budgets and make notes at the budget level or account level to meet your needs.

General Ledger Enhancements

Vision 7.5 makes it easier than ever to reconcile your bank statements, saving

time for your accounting team and improving the accuracy of your

financial records.

Import bank statements, automate common entries, automatically match records, review records to manually match any remaining transactions

Bank Reconciliation Enhancements

• Profit Planning Monitor Rolling Forecast

• Range of Period Enhancements• Email Biller• TDM Expansion• And more!

General Usability Improvements

deltek.com/vision

Increase user adoption, improve productivity and

automate more with these general usability enhancements

DELIVER MORE

Keep your fingers on the project pulse anywhere, anytime with

Deltek iAccess

Deltek iAccess for Vision – Project Management Workspace

deltek.com/visionACCESS MORE

Easy-to-use interface for PMs with screen designer setting enhancements, ETC improvements, custom searches and more to help PMs proactively manage projects

Proactively manage your pipeline anywhere, anytime and

keep your team up to date

Deltek iAccess for Vision – Business Development Workspace

Easy-to-use interface with enhanced dashboard, saved reports, custom searches to make it easier than ever to quickly find what you need

Now, track timesheet revision explanations anywhere, anytime

to keep the timesheet approval process moving

In Touch Time & Expense, you can track timesheet changes, select from a list of global explanations and view all changes from the summary screen.

Timesheet Auditing for Touch T&E

For more details on Vision 7.5

Log into Customer Care and download the Vision 7.5 release notes

deltek.com/vision

Stay up to date with the Deltek Vision blog

deltek.com/vision

Vision 7.5 feature highlights available now

Back to the Basics with Vision - Tips & Tricks series!

Go back and learn about Vision 7.4 features

Subscribe today! http://bit.ly/DeltekVisionBlog

Follow our Twitter account for the latest:

@DeltekVision

Stay informed with all of the new and exciting stuff

deltek.com/vision

Make sure you are receiving important Deltek emails.

You can control what emails you get from us at:deltek.com/legal/managesubscriptions

Join a Vision user group and collaborate with other users.

So, are you ready to do more with Vision 7.5?

Learn More Contact Us

Connectwith Customer Care

What’s New with Deltek Vision 7.5?

Technology