Welcome to the Version X Solutions Blog
The Version X Solutions Blog is a repository of valuable insights and solutions related to Deltek, accounting, and business process challenges. We strive to write useful articles that address real-world problems we all encounter. As we work with our clients, we document the common challenges they face and the solutions we develop to overcome them.
Have a problem and can’t find anything we’ve written about? Email us: [email protected].
Connecting Microsoft Power BI to Deltek Cloud and On-Premise
Integrating Power BI with Deltek: A Simplified Guide Integrating Power BI with your Deltek system can significantly enhance your data visualization and decision-making capabilities. This guide provides a simplified overview of the steps involved in setting up this...
Power BI for Deltek
Version X Solutions is excited to now offer our clients Power BI for Deltek Reporting solutions! Over the past 2 years we have been hard at work developing a suite of Power BI for Deltek reports. These reports are fed directly from your Deltek Vision / Vantagepoint...
Complex Work Breakdown Structures in Deltek Vision
"If your firm uses a large standardized Work Breakdown Structure (WBS) or requires projects to only have Phases and Tasks from a set naming/numbering nomenclature then standard Project Templates are probably causing bottlenecks." Overview: Complex Work Breakdown...
Local Process Automation With DeltekFirst
"If you are looking to eliminate inefficiencies with your current processes and want to take advantage of local automation that you thought may not be possible from the cloud, you will be pleasantly surprised at what can be achieved." Overview: Local Process...
Deltek Vision Custom Invoice vs. Standard Invoice
"If you are planning an upgrade to Vision 7.6 soon and have existing custom invoices, this is a good time to review them and decide whether your firm should move away from custom invoices or continue maintaining them." Overview: Deltek Vision Custom Invoice vs....
DeltekFirst Cloud vs. Your Own Cloud First
Overview:Cloud is one of the most common buzz-words going these days and it tends to mean different things to different people. For some, cloud means outsourced e-mail such as with Office365, for others it means SaaS (Software as a Service) offerings such as...
Sandbox Best Practices
Overview: Deltek Vision Sandbox Best Practices - Creating a Sandbox or test environment for those with an on-premise Vision system is a relatively straightforward process provided you are familiar with working with SQL Server and understand how the Weblink utility...
Connecting Deltek Vision e-mail to Office 365
Overview: Connecting Deltek Vision e-mail to Office 365 - I first wrote a blog article on connecting Vision to Office 365 around 4 years ago. At the time Vision didn't support a direct connection to Office 365 for sending e-mails. This was due to the fact that Vision...
Data Importing Errors
Overview: Deltek Vision Data Importing Error Report - If you have ever used the Vision Data Import tools you're probably very familiar with what can happen when you validate your import only to find you have errors. The error warning certainly doesn't tell you much so...