by Kevin Coles | Jul 16, 2018 | Cloud, 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...
by Kevin Coles | Oct 5, 2017 | Cloud, Deltek Vision
“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...
by Kevin Coles | Sep 20, 2017 | Cloud, Deltek Vision
“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...
by Kevin Coles | Sep 5, 2017 | Cloud, Deltek Vision
Overview: Your Own Cloud First – I last wrote about Your own Deltek Vision Cloud a little over 2 years ago. That post was really a primer to cloud for the uninitiated. Since then a lot has changed within the cloud space but I won’t go into the...
by Kevin Coles | Jul 15, 2017 | Cloud, Deltek Vision, General
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...
by Kevin Coles | Apr 25, 2017 | Cloud, Deltek Vision, 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...