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 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 | 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...