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].
Sending Deltek Vision email through Office 365
*** UPDATE *** April 26, 2017This original post focused on Vision 7.2 and lower connecting to Office 365 using an internal SMTP relay. Since Vision 7.3+ began supporting direct connections to Office 365, we are still seeing lots of people struggle to get this to work...
Budget Alerts in Vision
Overview:One of the most common questions we hear from those new to Deltek Vision is "How can we send alerts when a project reaches a specific budget spent threshold?". This is a common frustration in that Vision does not have a budget alert mechanism unless you own...
Your Own Vision Cloud
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...
Asset Facility Tracking and Reporting System (AFTRS)
Overview: This post is about a project I finished earlier this year for a client that was about to embark on a very large environmental project in the oil and gas sector. Their client had some very specific reporting requirements that could not be met with standard...
Taking your ERP system seriously
Overview: Since I began consulting in the Deltek Vision space back in 2010, I've worked with, and for many different organizations that range in size from 25 - 600 employees. When it comes to how seriously a company takes its information systems (which include ERP...
Creating File Structures from Vision – Part 4 – Performance
Overview: It's been well over a year since I last wrote about how we can create folder structures on servers and networks whenever a new project is created in Vision. If you haven't had chance to read those posts yet, I suggest you go back and read through them. Since...
Subscribing to a Vision Expert’s Brain
Ok admittedly the title might throw some people off but before I go on to explain myself let's talk a bit about subscription based services. Think about it, most of us already subscribe to services or pay annual fees to get extra services for things we buy: Extended...
Managing E-mail in a project based organization
Overview Managing your company's project e-mail in any kind of organized fashion is always a challenge. At the root of the problem, most organizations are simply trying to minimize their risk. Good record keeping is essential if your company is ever involved in any...
Moving Vision to the Cloud
Overview Cloud, cloud, cloud....and some more cloud. Yes Cloud is a word that is everywhere these days and many engineering firms are moving many of their traditional IT functions to the cloud. Probably the most common is Hosted Exchange, perhaps SharePoint or any of...
What’s in a number?
Overview I get a lot of questions around Project Numbering in Vision, questions like: what are best practices? what is a good numbering format? what are the limitations? how do I create custom auto numbers? Many of the questions around project numbering don't have any...