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].
Overview: Deltek Vision Sandbox Best Practices - Creating a Sandbox or test environment for those with an on-premise Vision system is a relatively straightforward process provided you are familiar with working with SQL Server and understand how the Weblink utility...read more
I just completed another install of the custom ASJC Module for a client. In the process, I re-wrote the user guide and developed a custom report that shows exactly what adjustments are made for each employee by week. If you're trying to understand how your average...read more
Overview: Connecting Deltek Vision e-mail to Office 365 - I first wrote a blog article on connecting Vision to Office 365 around 4 years ago. At the time Vision didn't support a direct connection to Office 365 for sending e-mails. This was due to the fact that Vision...read more
Overview: Deltek Vision Data Importing Error Report - If you have ever used the Vision Data Import tools you're probably very familiar with what can happen when you validate your import only to find you have errors. The error warning certainly doesn't tell you much so...read more
Overview: The Vision Performance Management module (a.k.a. VPM) is a pay module for your Vision system that allows you to deploy visually appealing Dashboards to quickly analyze and drill into your company's project and financial metrics. The module comes with a...read more
*** UPDATE *** April 26, 2017 Sending Deltek Vision email through Office 365 - This original post focused on Vision 7.2 and lower connecting to Office 365 using an internal SMTP relay. Since Vision 7.3+ began supporting direct connections to Office 365, we are still...read more
Clients often request a custom invoice to be created. It seems like a simple task at first, but in fact it's not. The reason why is because of this... it's a report yes... but it's actually a "master" report with 28 or so "sub" reports. So if you get an "outrageous"...read more
Was just looking through a bit of traffic reports on my site, and ran into this post from almost exactly 6 years ago. I'm reposting it to remind everyone of the main idea here: Hire a professional to do it.read more
A set of good looking reports for Deltek Vision 7.4 in the cloud; combining Project Infocenter data and Project Planning data on one report
I just delivered a set of reports for a new client in London. They had some interesting and challenging requirements to combine multiple projects and plans data into one report in a multicurrency and multicompany environment. These are just screen shots of the...read more
Recently, Deltek contacted me to develop a custom report for the Planning module. To the customer, it seemed simple enough at first, merely a graph that showed planned vs. actual amounts in the same space, with revised planned amounts going forward from the report...read more