Key Conversions on a grand scale

Overview Most seasoned Deltek Vision users have experience using the Key Conversion utilities. Key Converting is basically a way to modify Key fields in your database like Project No. (WBS1), Org, etc. without breaking important relationships within the database. Key...

Creating File Structures from Vision – Part 2

Overview Back in September I posted a blog about how simple it can be to use Deltek Vision workflows to generate folders on your network to help automate simple business process. Most businesses will need to create some type of project folder(s) on their network once...

Vision Client Info Center Cleanup

This post has taken a lot longer than I would’ve liked because I started writing it before i had actually begun the project that it’s about. So I was writing from a project plan perspective. A valuable lesson learned – even the best laid plans...

Geocoding in Vision

What is Geocoding? Geocoding is the process of converting an address or parts of an address or postal code to a set of geographic coordinates, usually shown as a Latitude / Longitude pair. These coordinates can then be used for a variety of purposes but most commonly...

Creating one-click Vision reports

We all know Vision has an impressive arsenal of standard reports which can be configured in an astounding number of ways, but in my 7+ years of supporting the product and helping to develop standardized reports for both clients and companies I’ve worked for,...