by Loren Saunders | Sep 13, 2017 | All Case Studies, Deltek Vision, Implementation Topics, Infocenter Automation
We’ve seen hints of proper automation between the Opportunities infocenter (hub) and the Projects infocenter, with “mapped fields” and “create project from opportunity” functionality built in to the standard Deltek Vision platform....
by Kevin Coles | Jul 24, 2015 | Deltek Vision, General
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...
by Kevin Coles | Jan 25, 2013 | Deltek Vision
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...
by Kevin Coles | Sep 7, 2012 | Deltek Vision, Uncategorized
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,...
by Kevin Coles | Sep 4, 2012 | Deltek Vision
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...
