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...

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...

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...