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].
Creating File Structures from Vision – Part 3 – Refinement
Overview As with all good ideas, there is always a way to make it better! So if you've been following this blog you already know how we can take a simple action like taking out a new project in Vision and use some workflow, SQL and PowerShell to create folders for the...
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 sometimes change! Let me...
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,...
Creating File Structures from Vision – the road to Process Automation
One of the most common "wish list" items we hear from Vision users is: "Can't Vision set up my project file folder when I take out a new project?" Really what we're talking about here is a small piece of "Process Automation". To an end-user it's about convenience and...