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 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 | 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 Loren Saunders | Oct 19, 2012 | Configuration Topics, General Topics, Implementation Topics, Infocenter Automation
Deltek Insight was relatively successful this year. Some promising functionality is being put out by Deltek, like the Navigator, and the mobile time app. Although, I found the mobile time app interface to be quite clunky in the demo. I actually took the Navigator...
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...
