Welcome to the Version X Solutions Deltek Vision Blog
The Version X Solutions Deltek Vision Blog is a repository of valuable insight and solutions for your Deltek Vision, accounting, and business process problems. We strive to write useful articles that solve real world problems we all encounter. As we work with our clients, we write about the common challenges they have and the solutions we have developed to overcome them.
Have a problem and can’t find anything we’ve written about? We are always looking for new ideas to write about so send us a problem and we will write an article on it: [email protected].
"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 Breakdown...read more
"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 Process...read more
As it is with any ERP system, going with what's out of the box will normally get you to about a 75% to 80% implementation level. Deltek Vision is no exception, nor will Deltek Professional Services (DPS) be any different. I hear a lot of clients say "We purchased this...read more
"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 Invoice vs....read more
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. However, these two small features...read more
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 minutiae of the...read more
Version X Solutions Launch! With the Version X Solutions Launch we bring together 3 of the most experienced independent Deltek Vision expert consultants in North America with over 30 combined years of experience. We do not work for Deltek or their partners, therefore...read more
There has been a lot of discussion lately around the current iAccess platform and Deltek's new offering coming up titled "Deltek Professional Services" or DPS. Some of that discussion has been concern about what will or not be available in the new platform, what will...read more
Here's an interesting take on a Deltek Vision custom invoice I just completed for a client headquartered in Houston, TX. They needed Labor, Units and Expenses grouped by the Team Supervisor instead of project element (project, phase, task), and only when there was a...read more
Deltek Vision does not offer a standard report for finding missing or incompleted timesheets. This report solves that problem quickly and elegantly.read more