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What’s New in Vision 7 Since Insight 2015
Deltek University - Pre-Conference Workshop
© 2016 Deltek, Inc. All Rights Reserved
COPYRIGHT INFORMATION
Deltek is the leading global provider of enterprise software and information solutions for professional services firms and government contractors. For decades, we have delivered actionable insight that empowers our customers to unlock their business potential. 16,000 organizations and 2 million users in over 80 countries around the world rely on Deltek to research and identify opportunities, win new business, optimize resources, streamline operations, and deliver more profitable projects.
Deltek – Know more. Do more.®
deltek.com/education
© November 2016 Deltek, Inc. All rights reserved.
All referenced trademarks are the property of their respective owners.
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Vision InstructorAllen Hibner
Introduction
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Pre‐Conference Workshop
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Special Note
What’s Where?
Today’s Schedule
Things to Remember
Session Evaluations
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New Features of Vision 7.6– Employee Expense Approvals
– Info Center Attachments
– TDM Enhancements (Units)
– Enhanced Transaction Security
– General Usability Improvements• Benefit Accrual Based on Hours Worked
• Credit Card Enhancements
• Billing Enhancements
• Other Selected Improvements
– Purchasing Enhancements
New Features of Touch T&E 1.7– Expense Report Approvals
– Usability Improvements
© 2016 Deltek, Inc. All Rights Reserved
Agenda
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New Features of iAccess 2.3.1– Business Development Workspace
• Milestone Reporting
• Enhanced Record Status Indicators
• Custom Opp. Searches – Pipeline Chart
• Select Multiple Orgs. In Opp. Searches
• Responsibility Replaces Our Role
– Employee Workspace
• Auto Populate Timesheets w/Resource Planning Data
• Changes for Credit Card Transactions in Expense Reports
© 2016 Deltek, Inc. All Rights Reserved
Agenda (cont.)
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© 2016 Deltek, Inc. All Rights Reserved
Agenda (cont.)
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*New Features of Vision 7.5 – Asset Management Module
– Accounting Enhancements
– Approvals Expansion
– Employee Multicompany
– iAccess Enhancements
– Project Planning Enhancements
– Core CRM and Proposals Enhancements
*NOTE: These Features Covered If / As Time Allows
What’s New in Vision 7.6
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What’s New in Vision 7.6
Employee Expense Approvals
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Employee Expense Approvals Features Review
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What We Will Cover:
Approval Workflow Overview
Expense Approval Overview
Upgrade Process
Expense Report and Expense Line Approval Configurationo General Tabo Workflow Tab
Expense Report & Expense Line Approval Process
Expense Report and Expense Line in Approvals Review
Posting Expense Reports
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Approval Workflow Overview
© 2016 Deltek, Inc. All Rights Reserved
Approval Workflows are user designed workflows for specific applications in Vision.
The workflow defines the approval process, approvers, allowable actions, and alerts for a record.
Approval workflows can be as simple or as complex as you need them to be.
Benefits:
o Flexible Configuration
o Multi step approvals
o Conditional approvals
o Delegations
o Automation of workflow SQL expressions, stored procedures, and custom methods
o Foundation for all future approvals in Vision
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Approval Workflow Overview (cont.)
© 2016 Deltek, Inc. All Rights Reserved
Applications that can use approval workflows:
Purchase Requisitions (7.4)
Request for Price Quotes (7.4)
Purchase Orders (PO’s, Change Orders, & Releases) (7.4)
Inventory Item Requests (7.4)
Absence Requests (7.5)
AP Invoice Approvals (7.5)
General Ledger Budgets (7.5)
Expense Report & Expense Line Approvals (7.6)
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Expense Report Approval Overview
© 2016 Deltek, Inc. All Rights Reserved
Setup
• Expense Report – Approve all lines of a given expense report• Expense Line – Approve just a specific line of a given expense report• Both – Approve both the report and the lines of a given expense report (Concurrent or Sequential)
Workflow Steps
• Approval – No edit allowed, just approve or reject• In Progress – Approver can edit, then approve or reject• In Review – Approver can approve, reject, or edit. If the Approver edits, then the “Review” action is
determined by the workflow step (Approve or Restart)
Approval
• Expense Report Application• Expense Line Approval Application• Approval Review – Under Accounting Menu Section• All applications above
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Expense Approval Configuration
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General Tab
Name
General Options
o Project Routing Basis
o Administrator
o Reassign
o Reopen Closed Records
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Expense Approval Configuration (cont.)
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General Tab
Expense Options
o Un-Submit
o Approval Level
o Concurrent vs Sequential
o Automatically approve Expense Lines
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Expense Approval Configuration (cont.)
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Workflow Tab
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Setup Approval Steps and Actions (for Steps) on This Tab
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Expense Approval Configuration (cont.)
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Company Expense Report Configuration
Now applies to both Expense Report and Expense Line Approvals
No System configuration, just Company configuration
Must have a Workflow to assign
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Expense Report Approvals – General Tab
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New Expense Report (& Lines) Approval Information Box(es)
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Expense Report Approvals (cont.) - Progress Tab
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Progress Tab Shows Approvals History & Assignments
Status/States for Expense Report
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Example:
Save: In Progress
Submit: Submitted
Approve Step 1: Submitted
Approve Step 2: Submitted
Approve Step 3: ApprovedOr If Edited
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Expense Line Approval – Other Info Centers
© 2016 Deltek, Inc. All Rights Reserved
Set by company, not system configuration
Project Info Center, available for conditions only
Employee Info Center, removed approval checkbox
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Expense Line Approval – Expense Report
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Column Indicators
Expense Report & Expense Line Information
Workflow stated “Concurrent” setup to allow both the line and report to be active on two different steps
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Expense Line Approval Application – General Tab
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Line Item Approval Choices
Column Selection Choices
Expense Line Approval Application – Progress Tab
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View Individual Line Item Approval Step History
View Approval Assignments
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Expense Line Approval Application (cont.)
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Line Approval on the Expense Report
Icons showing status, click icon for approval history
Expense Line Approval information is by line
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Expenses in Approval Review
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Access both the Expense Report & Expense Line
Click the blue hyper-link to launch the application in a separate dialog that will include the approval menu (Only)
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Posting Expense Reports
© 2016 Deltek, Inc. All Rights Reserved
Removed Line Approval
Added Group Column
Added Org Column
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Questions
Any questions?
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What’s New in Vision 7.6
Info Center Attachments
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Info Center Attachments is a new and easy to use feature that allows you to attach files to your Info Center records. It uses the same technology as TDM*.
* FILESTREAM must be enabled in Weblink in order to use this feature.
Attachments Tab
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Uploading an Attachment…
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… Is very easy!
1) Click Upload
2) Select file(s)
3) Click Open
Info Center Attachments supports all file types except the following.
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Viewing an Attachment…
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… Is even easier!!
1) Select Attachment
2) Click View
Note: You must have the native application installed on your machine in order to view the attachment.
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Attachments Category Code Table
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Configuration > General > Code Tables
The categories which you define are grouped by Info Center.
Optionally assign each of your attachments to a category.
Using categories makes it easy to organize and sort your attachments.
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Standard Info Centers
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The new Attachments tab is available in all standard Info Centers except:
Units
Chart of Accounts
Text Libraries
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User Defined Info Centers
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The Attachments tab can be added to any User Defined Info Center
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AP & PO Assets > Equipment Info Center
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TDM supporting documents will be automatically associated with Equipment records that are generated by AP Vouchers and Purchase Orders.
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File Size Upload Limit
© 2016 Deltek, Inc. All Rights Reserved
Applies to Info Center Attachments and TDM
General System Settings default is 50 MB
Web.Config default is 128 MB*
*The corresponding Web.Config setting is necessary because it overrides the default limit that is set in IIS by Microsoft.
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Files Administration
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The Files Administration Utility has been updated to include all attachments from the Info Centers. Simply select the Info Center from the Application drop down to quickly filter the respective attachments.
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Questions
Any questions?
© 2016 Deltek, Inc. All Rights Reserved39
What’s New in Vision 7.6
TDM Enhancements (Units)
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TDM – Units & Units by Project
© 2016 Deltek, Inc. All Rights Reserved
You can now attach supporting documents to transaction lines in Units & Units by Project
Select the document icon to launch the supporting document dialog
Supported file types are bmp, jpg, gif, png, tif, pdf, doc, docx, xls, xlsx
Uploaded documents are converted to PDF to facilitate printing
Requires FILESTREAM to be enabled in Weblink
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File Size Upload Limit
© 2016 Deltek, Inc. All Rights Reserved
The file size upload limit is controlled in General System Settings on the Miscellaneous tab.
The default setting is 50 MB. This setting applies to ALL TDM documents and Info Center Attachments
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Posting Log Report
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A clickable icon is displayed for Unit transactions that have at least one associated document. Click the icon to view the document.
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Project Review
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Drill down on actual Unit expenses to view the associated supporting documents
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Project Expense Detail Report
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Includes the Supporting Document column in the Expense Detail report to allow your users to view the supporting documents that are associated with Unit expenses
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Billing Terms
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A new Units check box has been added to the Print Supporting Documents section in Billing Terms
Select the check box if you want the invoice to include the supporting documents for Unit transactions
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Interactive Billing
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You can control whether or not Unit supporting documents are printed with the invoice from within the Supporting Document dialog.
Unit transactions charged to a reimbursable account will be set to print with the invoice by default
Documents uploaded in the Transaction Center cannot be deleted. But you can upload new documents in Interactive Billing if you have Role Security access rights
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Invoice
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Unit documents that are set to print with the invoice will be included as additional pages after the billing backup report
If previewing the invoice report you can select the document icon to view the Unit document
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Files Administration
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The Files Administration Utility has been updated to include all attachments from Units and Units by Project transactions. Use the Application drop down to quickly filter the respective types.
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Questions
Any questions?
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What’s New in Vision 7.6
Enhanced Transaction Security
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Feature Purpose and Overview Further Refines the Access to Transaction Files for a Security Role
Each Transaction Type Can Have
– Enter Access
– Report Access
– Post Access
Each Transaction Type Can Be Limited By Company
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What Screen is the Same or Different?
Accounting Tab of Role Security Still Allows “Full Access to all Transaction Types” checkbox.
– If this checkbox was checked in 7.5, there are no changes to how that Role accesses and uses Transaction Files
Expanded Transaction Type Grid
– Enter, Report, Post choices
– Company: for Multicompany only
Transaction Type of “<All Types>”
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Access Definitions Enter:
– Transaction Center Entry– Locked Files– API “Get/Add/Update”
Report:– Transaction Center Lists– Posting Logs
Post:– Transaction Posting– Posting Logs– Locked Files– Undo Posting– Incomplete Posting– Data Import– Transaction Alert Hyperlinks– API “Post”
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Questions
Any questions?
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What’s New in Vision 7.6
General Usability Improvements
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Agenda Benefit Accruals: Calculation Based on Hours Worked Credit Cards
– Credit Card Review• Add Description and GL Account• Add User Defined Fields
– Employee paid Credit Cards Billing
– Retainer Ledger – Invoice/Backup Report– Show Labor Category Description, Title, Labor Code Description with timesheet
detail– AR Statement - Add Logo– Invoice Approvals - Batch Unsubmit– Billing Backup Report
• Draft/Final – Include Fee Total and Add on• Draft – Use Project Reporting Defaults for Expense/Consultant/Unit
– Compensation Breakout to User Defined Revenue Other Selected Improvements
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General Usability Improvements
Benefit Accrual Based on Hours Worked
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Benefit Accruals: Hours Worked Configuration
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Calculate sick and vacation Benefit Accruals based on the hours worked by the employee.
Supports states that require firms to earn 1 hour sick time for each 30 hours worked.
Benefit Accruals: Hours Worked Time Analysis and Benefit Accrual Setup
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Define hours that should be not included in the calculation (i.e. short term disability, vacation, etc.)
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Benefit Accruals: Hours Worked Accrual Schedule
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Benefits based on hours worked can follow an accrual schedule so the hours earned can escalate based on the employee’s time with the firm.
Benefit Accruals: Hours Worked Employee Info Center Define the calculation by employee
New Hours Worked method
– Define Hours Earned per Hour Worked
– Optional: Define a maximum number of benefit hours per accrual process
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Benefit Accruals: Hours Worked Benefit Accrual Processing
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Select timesheets to define total hours to include in the calculation.
Benefit Accruals: Hours Worked Example
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35 hours * 0.0385 = 1.35
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Benefit Accruals: Hours Worked Reports
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1. Benefit Hours Processing Journal (posting log) includes Hours Worked
2. Accrued Time Report
3. Employee list includes new Benefit Accrual fields as column selection
Credit Card Enhancements
General Usability Improvements
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Credit Card Review: Description/Account
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• Include Expense Report/Voucher and GL Account in Credit Card Transaction Grid.• Perform a search for Expense Report and/or Voucher
Credit Cards: User Defined Fields
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Choose to show user defined fields in the Credit Card Reconciliation and Credit Card Review
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Credit Cards: Employee Paid Configuration
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Define credit card as either company paid or employee paid.
Accountant can import charges for employee paid credit cards.
Credit Cards – Employee Paid Expense Report
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• Make charges available for credit cards paid by employee. Employee is reimbursed for charges.
• Mark charges as personal• All charges will default to NOT be company paid for
employee paid credit cards
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Credit Card Map Merchant to Description
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Option to map the Merchant Description to the expense report description field
Billing Enhancements
General Usability Improvements
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Retainer Ledger (New Report)
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Detailed retainer transactions by project
Retainer Ledger: Report Options
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Show complete details associated with Retainers (all CR and IN)
Review Retainer totals by project and/or by client
Review retainer amounts received for specific timeframe (last year, first quarter)
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AR Statement
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AR Statement: Heading Options
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Greater flexibility in designing AR statement. Create similar look as invoice.
Add a logo to your AR Statement.
Define margins for information printed in the heading.
Print project long name.
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Invoice Approvals: Batch Un-submit
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Employee Name on Invoice Report
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7.5 - Employee Name 7.6 - Labor Category Description
Replace employee name with Labor Category Description, Labor Code Description or Title while displaying date and comments.
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Employee Name on Invoice Backup Report
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Replace employee name with Labor Category Description, Labor Code Description or Title on Billing Backup Report.
7.5 - Employee Name 7.6 - Labor Category Description
Employee Name on Invoice Billing Terms
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Labor Billing Terms Billing Backup Terms
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Billing Backup - Draft InvoicesShow Expense on Fee Projects
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Billing Backup - Draft InvoicesShow Expense on Fee Projects
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Billing Backup – Final and Draft InvoicesShow Fee Total and Add on
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Invoice Template EditorIntercompany Invoices and Credit Memo Intercompany Billing invoices and Credit Memo invoices now honor template editor
enhancements added in 7.4
– Project Info
• Printing/hiding the phase/task number
• Printing/hiding the project/phase/task labels
• Fields to include in Invoice Header
• Honor the selection on the Line separating WBS levels
– Totals
• Totals Tab (Invoice Totals)
• Section totals (Totals only and Hide Detail)
– Fixed prior issues
• Order of sections printed.
• Adding project columns in the footer
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User Defined Revenue Methods:Compensation Breakout
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Other Selected Improvements
General Usability Improvements
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Remove Document Map from Excel Downloads
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Use the Hide Document Map setting on the Sorting/Grouping tab of report options to control whether or not the document map should be included as a tab in the Excel download
Applies to all reports that have a sorting/grouping tab.
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AR Aged Report in Presentation Currency
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..
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Client/Vendor Lookups – Display All Addresses
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Client/Vendor lookups will now display a link to easily view other addresses
The link is displayed when searching by any component of the address
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Print Remit Option for Employee Payment Processing
© 2016 Deltek, Inc. All Rights Reserved
A new Print Remit button has been added to Employee Payment Processing. Use this to display the employee expense reports that are included in the payment.
You can now completely mask the Bank ID and Account Number on employee payments
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XE Rates Download Utility
© 2016 Deltek, Inc. All Rights Reserved
XE.com has introduced new APIs to facilitate downloading exchange rates
Applies to 7.6 and future versions
The exchange rates to be downloaded will now be identified in Vision instead of in the license
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What’s New in Vision 7.6
Purchasing Enhancements
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Agenda
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– Vendor Response Enhancements
• Configuration
• RFQ & Requisition
• Bid Evaluation Report
– Add internal comment tab at the PO Level
– Allow user to edit PO Line Item Internal Notes after PO is printed final
– Vendor Review – Add PO column
– Questions
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Vendor Response Enhancements
© 2016 Deltek, Inc. All Rights Reserved
Configuration
Up to 10 user defined labels
Must be setup sequentially (no blank labels in a range)
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Vendor Response Enhancements
© 2016 Deltek, Inc. All Rights Reserved
Responses
Dialog in RFQ or Requisition
For Requisition, click on View Detail, go to Vendors tab, check “Need Price Quote” and enter Vendors.
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Vendor Response Enhancements
© 2016 Deltek, Inc. All Rights Reserved
Responses
Enter Responses for a line item by Vendor
If needed, check “Apply to all line items” for that Vendor response.
Update Vendor Responses
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Vendor Response Enhancements
© 2016 Deltek, Inc. All Rights Reserved
Bid Evaluation Report
Reporting > Purchasing > Purchase Requisition and Price Quote Report
Show Suggested Vendors
Show Vendor Responses
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Vendor Response Enhancements
© 2016 Deltek, Inc. All Rights Reserved
Bid Evaluation Report
Reporting > Purchasing > Purchase Requisition and Price Quote Report
Show Suggested Vendors
Show Vendor Responses
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Internal Purchase Order Comments
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At the PO Level
Available to edit (Always)
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Internal Purchase Order Comments
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At the Line Item level
Available to edit (Always)
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Internal Purchase Order Comments
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Available to print on the Purchase Order Detail Report.
Default is selected
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Vendor Review – Add PO Column
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Go to Accounting > Vendor Review & Select Vendor
For a given invoice, click View Detail
For each Line Item, it will reference the PO number and provide hyperlink to the PO
Can edit the internal notes from the link
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Questions
Any questions?
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What’s New in Touch Time & Expense 1.7
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Devices Supported
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iPhones & iPads with iOS 9+
Android Phones and Tablets with OS 4.1+
Windows Phones with OS 8.1
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Your URL
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Your Touch URL is different than your core Vision URL.
“/Time” was appended to the end of the URL for Touch
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What’s New in Touch Time & Expense 1.7
Expense Report Approvals
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Expense Approval Indicator
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Number bubbles indicate number of timesheets and expense reportswaiting your approval.
Note: You will only see the Expense Approval menu if you have expenses to approve or you have approved expenses in Touch before.
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Expense Approval List
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Expenses are grouped by statuswith Submitted at the top.
Note: Approved expenses remain in your list so you can view them again. If the approval process is not complete, they will be under Awaiting Final Approval.
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Expense Approval List
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Enter part of the employee or expense report name to search for an expense.
Blank out the search text and tap search to view all.
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Expense Summary
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Navigate between expense reports by tapping previous or next.
Summary Info
Tap line to view detail.
Tap checkmark to approve and go to the next report in the list.
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Expense Summary Menu
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Expense Detail
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View receipts.
Navigate between lines.
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View Receipt
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Approve with Comment
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Reject
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Expense Report List Menu
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Use checkboxes with menu to email selected employees or reassign approvals
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Reassign Approvals
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Search and select the employee to assign the approval.
Add new assignment adds an additional approver and keeps you as an approver as well.
Move assignment gives the approval to another employee and removes it from your list.
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What’s New in Touch Time & Expense 1.7
Usability Improvements
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Auto-populate Time from Planning
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Automatically populate time from planning. Works just like Vision core.
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Auto-populate Time from Planning
© 2016 Deltek, Inc. All Rights Reserved
Tips:
• The feature is enabled in Company Timesheet Configuration
• Projects are populated from the labor tab with as much info as is included in the plan.
• Labor code is populated from the plan and then employee if the plan doesn’t include the labor code
• The user only needs to complete required fields if he enters hours for it• Projects are added whenever New or In Progress timesheets are opened
• Projects are only added if all of the following is true:
• The project is active (or inactive depending on your configuration) • The project has Approved for use in accounting applications is checked• The plan has Include in Utilization and Project Reports checked• The employee is planned for at least one day in the period
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Questions
Any questions?
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What’s New in iAccess 2.3.1
What’s New in iAccess 2.3.1
Business Development Workspace
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Business Development Workspace
Milestone Reporting
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Milestone Reporting
New Columns Available Under Report Settings
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New Columns Available Under Report Settings
Milestone Reporting (cont.)
Business Development Workspace
Enhanced Record Status Indicators
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Enhanced Record Status Indicators
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Enhanced Record Status Indicators (cont.)
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Business Development Workspace
Custom Opportunity SearchesFor the Pipeline Chart on the Dashboard
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Business Development Workspace
Select Multiple Organizations in Opportunity Searches
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Business Development Workspace
“Responsibility” Replaces “Our Role”
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Questions
Any questions?
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What’s New in iAccess 2.3.1
Employee Workspace
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Employee Workspace
Auto Populate Timesheets w/Resource Planning Data
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Employee Workspace
Changes for Credit Card Transactions in Expense Reports
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What’s Coming in iAccess for 2017?
Resource Management
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Resource Management in iAccess
Resource Utilization and Generic Resource Assignment in iAccess
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Questions
Any questions?
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What’s New in Vision 7.5
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*New Features of Vision 7.5 – Asset Management Module
– Accounting Enhancements
– Approvals Expansion
– Employee Multicompany
– iAccess Enhancements
– Project Planning Enhancements
– Core CRM and Proposals Enhancements
*NOTE: These Features Covered If/As Time Allows
© 2016 Deltek, Inc. All Rights Reserved
Agenda
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What’s New in Vision 7.5
Asset Management Module
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© 2016 Deltek, Inc. All Rights Reserved
Asset Management Module Overview
SETUP
Module Activation
Security, GL Accounts & Asset Mgmt. Configuration
Purchasing Configuration
ASSET CREATION
Equipment Info Center
Creating Assets Manually
Creating Assets from POs
Creating Assets from AP Vouchers
Others
ASSET MANAGEMENT
Depreciate
Dispose
Transfer and Split
Review and Report on the Asset’s status
151
© 2016 Deltek, Inc. All Rights Reserved
Asset Management Module Overview
Why You Care
Flexible
Integrated with other
Vision solutions
BDO-validated design
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Asset Management Module Summary
Asset Tracking
Employee Assignment
Depreciation Management
Asset Lease Tracking
Unit Association
Reporting
Integration with the Vision Purchasing Module
Integration with the Vision Accounting Module
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Asset Management Module Setup Summary
Module Activation• Enter code to activate the module
Security Setup• Configure security and select role
• Add permission for EQIC
• Specify accounting details in Accounting tab
GL Accounts Setup• Define how GL accounts will be setup
• Setup Asset, Accumulated Depreciation and Depreciation Expense Accounts
Asset Configuration• General Configuration
• Additional Books• Methods• Property Type• Improvements• Section 179• Asset Type
Purchasing Configuration• System Settings• Company Settings
• Item Master
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© 2016 Deltek, Inc. All Rights Reserved
Asset Creation Summary
Equipment Info Center (EQIC)
Creating Assets Manually
Creating Assets from Purchase Orders (POs)
Creating Assets from AP
Vouchers
Others
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New in Vision 7.5 Asset Management Module is the Equipment Info Center
(EQIC)
The EQIC is home for asset items and contains the following tabs:• General• Purchase Order• Status • Files• Assignments• GL Cost• GL Book• Additional Books
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Asset Creation - EQIC
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Manual entry of asset is typically used for
adding existing assets and GL is already
updated
It is used to record Capital Lease
Also used in Split Processing
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Asset Creation – Creating Assets Manually
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Asset Creation – Creating Assets from AP Vouchers
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Asset creation from AP Voucher can be
completed by selecting the “Allow
Asset Entries” option
This function can be accessed from the
new AP Voucher file in the Transaction
Entry module
User security settings must be set
to “Allow Asset Entries”
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Create asset from Purchase Orders
(PO) by accessing the GL Cost tab in
EQIC
Include Purchase Order under the
“Type” column of the Acquisition Cost grid
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Asset Creation – Creating Assets from Purchase Orders
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Users can also create assets from Data Import
in Import Utility
Perform History Loading – Accumulated
Depreciation in the Asset History Loading
utility
Improving an Asset can be done within the GL
Book tab in EQIC
Impairing an Asset can be done within the GL Cost tab in EQIC• Can impair multiple times• Can impair just useful life
© 2016 Deltek, Inc. All Rights Reserved
Asset Creation – Others
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Asset Management Summary
Depreciation Processing
Disposal Processing
Transfer/Split Processing
Review & Report on the Asset’s Status
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Run on either GL or Books
Run on all, or specific assets
Period-specific
Honors transaction date
validations, if enabled
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Asset Management – Depreciation Processing
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Can process disposal for “Scrapped” or “Sold”
assets
“Scrapped” assets postings can be seen in
Transaction Center > Posting Logs > JE
“Sold” assets postings can be seen in
Transaction Center > Posting Logs > Cash
Receipts
Update is shown in Asset Review
Asset status in EQIC will appear as
“disposed”
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Asset Management – Disposal Processing
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Select “Transfer” or “Split” from the Action
dropdown
Select the appropriate project details that the
asset will be transferred to, if “Transfer” is
selected
Select the appropriate project details and
acquisition cost/amount, if “Split” is selected
Vision will post JE that moves Asset and
Accumulated Depreciation balances to the new asset/project’s
org.
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Asset Management – Transfer/Split Processing
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Asset Review has the following tabs:• Settings• Summary• History• Units
Users can perform Section 179 Reviews
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Asset Management – Review & Report on Asset’s Status
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Asset reports are found in
Equipment Reporting
Users can generate Asset Detail and Asset Summary reports
Also generates New Equipment List Report for
Purchasing users
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Asset Management – Review & Report on Asset’s Status (cont’d.)
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Questions
Any questions?
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What’s New in Vision 7.5
Accounting Enhancements
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Accounting Enhancements Overview
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Why You Care
Improved efficiency
Better accuracy
More visibility
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Accounting Enhancements Summary
General Ledger
Enhancements
Bank Reconciliation Enhancements
Project Report Enhancements
TDM Enhancements
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Ability to enter notes at the Budget and/or
Account level
Improved saved settings for Rolling Forecasts
including ability to forecast across multiple
fiscal years using the Profit Planning Monitor
Review, edit and approve multiple
budgets in a single screen using the new application called GL
Budget Group
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General Ledger Enhancements
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Automation of the bank reconciliation process• New “Import” tab in Bank
Statement Reconciliation and Bank Codes
Ability to create the General Ledger entries
for bank transactions, i.e. bank fees and interest
revenue
Run two project reports by a range of periods
Email the biller from Batch Billing and
Workflows
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Bank Reconciliation Enhancements
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Attach supporting documents to transaction lines in AP Disbursements• Once posted, document will be
available in Vendor Review, Project Review & Interactive Billing, Review
Supporting documents are now available for review in
Expense Line Item Approvals
Use the Billing Backup tab to control whether supporting documents are printed with
invoices
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Transactional Document Management Enhancements
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Questions
Any questions?
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What’s New in Vision 7.5
Approvals Expansion
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© 2016 Deltek, Inc. All Rights Reserved
Approvals Expansion Overview
Why You Care
Ability to submit
General Ledger
Budgets for approval
Easily review open
and past due
approvals via the new Approvals
Review application
Easily request absence from your timesheet for benefit accruals
Multi-step, conditional, delegable approvals
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© 2016 Deltek, Inc. All Rights Reserved
Approvals Expansion – Approval Workflows Applications
Purchase Requisitions
Request for Price Quotes
Purchase Orders
Inventory Item Requests
Absence Requests
AP Invoice Approvals
General Ledger Budgets
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Approvals Expansion Summary
Absence Requests
AP Invoice Approvals
Approvals Review
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Absence Requests is a simple to use application
which allows your users to request scheduled time
off from work.
A three-month calendar view is provided so users can easily select the days they wish to request off.
Absence requests are color coded for ease of
tracking the status of the request.
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Approvals Expansion – Absence Requests
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Use AP Invoice Approvals to upload, submit, and approve
vendor invoices
AP Invoice Approvals uses TDM to store the
uploaded vendor invoices in the
Filestream database
AP Invoice data entry can be broken down
into smaller components throughout
the approval process
A Screen Designer is provided so users can
set the layout that works best for your
users
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Approvals Expansion – AP Invoice Approvals
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Approvals Review is a one-stop shopping
application that provides access to any approval workflow record in the
database
Role security access is enforced
Approvals Review can be used to quickly find all the approval records
that are currently assigned to the user
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Approvals Expansion – Approvals Review
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Questions
Any questions?
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What’s New in Vision 7.5
Employee Multicompany
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Employee Multicompany Overview
Why You Care
More effective Multicompany
reporting
Better compatibility
with other Vision
functions
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Employee Multicompany Summary
Employee Info Center
Employee Lookup and
Selection
Employee Reporting
Workflows and Alerts
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Added a new menu choice called
Associate with New Company in
Employee Info Center
Associating an employee with a new company is treated like an “insert” for
Workflows
Required company-specific fields mus be
completed
Changing one of the fields in non-company
specific fields changes it for all
companies
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Employee Multicompany – Employee Info Center
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Some employee fields need to reference a specific company record for an
employee
Some employee fields only need to reference an
employee
Some employee reports show data for each
company
The following Employee Report lookup and
selection, CRM Summary, Mailing Label, Employee
Audit and Sales Credit, the company is irrelevant
© 2016 Deltek, Inc. All Rights Reserved
Employee Multicompany – Employee Lookup and Selection
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Selection and sorting will be important once
database has employees associated
with multiple companies
Employees should have a separate record for
each associated company
Home Company Operators of:• Is mine• Active Company
Company Operators of:• Is Home Company• Is not Home Company
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Employee Multicompany – Employee Reporting
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Most workflows won’t change
Company Alerts will work when the employee has
that company as the Active Company
Many workflows and alerts mention an action to notify the employee’s supervisor• If it isn’t a company alert, the home company supervisor will always be used
© 2016 Deltek, Inc. All Rights Reserved
Employee Multicompany – Workflows and Alerts
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Questions
Any questions?
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What’s New in Vision 7.5
iAccess Enhancements
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iAccess Enhancements Overview
Why You Care
Better alignment with Vision
Enhanced search
capability
Easy access to
Opportunities and
Touchpoints
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© 2016 Deltek, Inc. All Rights Reserved
iAccess EM and PM Module Overview
EMPLOYEE MANAGEMENT (EM)
Project, Phase, and Task Status Check
Employee’s Home Company
PROJECT MANAGEMENT (PM)
Enhanced Custom Project Search
ETC Hours Updating
Edit Mixed Period’s ETC Hours
BUSINESS DEVELOPMENT (BD)
Enhanced Custom Search
BD Workspace Saved Reports
Dashboard with My Opportunities and My Touchpoints
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The status of the Project, Phase and Task will only be checked when they are first selected on the timesheet• This enhancement aligns with Vision Timesheet behavior
In a multi-company system, a multi-company employee can only enter or edit timesheets and expense reports for their
home company in iAccess
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iAccess Enhancements – EM Workspace
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iAccess Enhancements PM Workspace Summary
Custom Search
ETC Hours
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iAccess Enhancements PM Workspace Special Note
The Accounting or Project Control module must be licensed to access the PM workspace
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New Custom Project Search replaces the
Selection Set functionality
Use Custom Project Search to:• Add a custom project search• Re-open the unsaved search
applied
Project and Client are now lookup fields rather
than just “Contains” fields
PM, Principal and Supervisor lookups now
list all employees
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iAccess Enhancements – PM Workspace Custom Search
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Ability to edit total ETC hours after Plan is in progress• Edit can be done in either Summary or
Calendar view• New ETC total is spread
proportionately across the calendar periods
Ability to edit the ETC hours in the calendar period • Past Hours update accordingly to
maintain the new ETC• Total ETC is updated
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iAccess Enhancements – PM Workspace ETC Hours
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iAccess Enhancements BD Workspace Summary
Custom Search
Saved Reports
Dashboard
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New Custom Project Search replaces the
Selection Set functionality
Identical fields in the Custom Search of
the Project Management workspace
Ability to use saved searches in Reporting
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iAccess Enhancements – BD Workspace Custom Search
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Ability to save a report for future
use
Select columns, search, sorting and grouping
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iAccess Enhancements – BD Workspace Saved Reports
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Added My Opportunities and My Touchpoints to the BD
workspace
My Opportunities automatically shows active
opportunities where user is a member of the team
My Touchpoints shows upcoming touchpoints and activities by default• Click the “See older touchpoints”
link to view touchpoints• Older touchpoints that display are
within the year’s timeframe
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iAccess Enhancements – BD Workspace Dashboard
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Ability to update a Vision Project Plan automatically with an iAccess plan
Indicators to show unpublished changes in the following applications:• Project Review• Project Planning• Resource Utilization• Generic Assignments• Project Progress Report• Resource Utilization by Organization Report
(RUBO)
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iAccess-Related Enhancements
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Questions
Any questions?
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What’s New in Vision 7.5
Project Planning Enhancements
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Project Planning Enhancements Overview
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Why You Care
Easier to use and
understand
Consistent with Task
Dependency behaviors
Improved visibility into
iAccess plans
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Project Planning Enhancements Summary
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Task Dependency
Enhancements
Insert Employees
Shortcut
iAccess-related Enhancements
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Navigation hints added to Project Planning screens
Expanded right-click functionality
Ability to set dependencies for all
tasks in a group
Dependency Column added to the Project
Planning Performance and Project Planning
Schedule reports
Dependencies arrows will visually reflect
dependency relationships
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Project Planning Enhancements –Task Dependency Enhancements
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Project Planning Enhancements – Insert Employee Shortcut
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A new shortcut has been added to insert
unplanned employees with JTD into the Project Plan
This is based on Timesheet, Mapping in Plan and Match
JTD Charging
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Questions
Any questions?
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What’s New in Vision 7.5
Core CRM and Proposals Enhancements
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Core CRM and Proposals Overview
Why You Care
More efficient proposals
creation and management
Improved client
relationship management
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Core CRM and Proposals Summary
CRM ReportingEasier Selection
of Proposals Components
Service Estimate Totals InDesign
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Added a new report in Company Reporting
called Client Employee Assignment and Activity Status
Color-coded columns in the report indicate:•If there’s an employee assigned to the client
•Recent activities (date)
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Core CRM and Proposals – CRM Reporting
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Text and graphics are available directly in
the grid for employees, projects
and text libraries
If a record has only one graphic, it will automatically be
selected
Ability to multi-select employees and
projects
Can now select text for all records in one
go
Ability to multi-select employees and select projects for all records using the same query
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Core CRM and Proposals – Easier Selection of Proposals Components
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Service estimate totals are now available in Merge Templates
The following can be added to Word & InDesign merge templates:• Total Consultant, etc.• Total Expenses, etc.• Total Labor, etc.• Total Units, etc.• Total Cost, etc.• Total Bill, etc.
Merge Macro needs to be re-downloaded from Utilities to see the
new fields
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Core CRM and Proposals – Service Estimate Totals
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Ability to merge multiple records into one InDesign page
New codes called Begin/End Records indicate that multiple
records will be included on one page
Insert begin/end codes using the
button in the Merge Code dialog box
Minor change in button arrangement in
the Merge Code dialog box
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Core CRM and Proposals – InDesign
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Questions
Any questions?
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What’s New in Vision 7 Since Insight 2015
Thank You For Attending Today