Vision

Course Catalog

Asset Name Description Roles DLZ Subscription
Vision Interactive Billing: Batch Billing Final Invoices - Learning Video Duration: 5m
This video demonstrates the process of how to setup and process Batch Billing of Invoices in Deltek Vision.

Topics covered:
Introduction, Overview, Benefits and Risks - 1m 25s
Batch Billing Demo - 1m 3s
Summary & Conclusion - 52s
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Interactive Billing: Email Invoices - Learning Video Duration: 5m
This video demonstrates the process of how to setup and produce an email for invoices to project stakeholders through Deltek Vision.

Topics covered:
Introduction, Overview, Benefits and Risks - 1m 16s
How to email Stakeholders - 1m 39s
Summary & Conclusion - 37s
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Interactive Billing: Edit and Upload an Invoice - Learning Video Duration: 7m
This video demonstrates the process on how to edit an invoice outside of Vision and upload the edited copy to Vision.
Topics covered:
Introduction, Overview, Benefits and Risks - 1m 47s
Edit an Invoice - 2m 5s
Upload an Invoice - 54s
Summary & Conclusion - 1m 10s
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers steps on expense entry, processing, and other expense processing related processes in Vision.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Enhanced
Vision Timesheets - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers steps on time entry, processing, leave requests, and other timesheet related processes in Vision.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Enhanced
Vision Payroll - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers steps on payroll related processes in Vision.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Enhanced
Vision Standard Reporting - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers steps on generating, printing, and other reporting related processes in Vision.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Enhanced
Vision Billing - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers steps on billing processing related processes in Vision.

Guided practice documents are intended to be used along with our Deltek Learning Labs. These documents provide a range of scenarios for you to work through and build your knowledge.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Enhanced
Vision Interactive Billing: How to Reprint, Void and Create a Credit Memo - Learning Video Duration: 12m
Learn how to Reprint or Void a Final Invoice and how to create a Credit Memo in Deltek Vision.

Topics covered:
Introduction, Overview, Benefits and Risks - 4m 30s
Reprint a Final Invoice - 46s
Void a Final Invoice - 2m 6s
Process a Credit Memo - 2m 53s
Summary & Conclusion - 1m 17s
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Interactive Billing: Finalize and Post Invoices - Learning Video Duration 5 m
This video describes the processes involved in finalizing (accepting) and posting invoices in Deltek Vision.
Topics include:
Overview, Benefits and Risks to Finalizing and Posting an invoice - 3m 47s
Finalizing an invoice demo - 1m 48s
Posting an invoice demo - 41s
Conclusion - 28s
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision VLC On-Demand: Learn More This guide explains how the On Demand service for Virtual Live Classes works, and includes a list of all the available classes. The On Demand booking service for live classes is available to Enhanced Tier subscribers only.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Interactive Billing: Draft Invoice Billing Session Options - Learning Video Duration: 13m
Learn about Billing Session Options in Deltek Vision.

Topics covered:
Introduction, Overview, Benefits and Risks - 1m 52s
Billing Session Options Window - 3m 51s
Batch Billing Main Tab - 4m 22s
Update Fees Tab - 1m 8s
Unbilled Detail and Aging Report - 1m 46s
Conclusion - 28s
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision User Fundamentals - Functional Reference Guide Duration: 1h 15m Read 

Introduction to the basic module areas and navigation in Deltek Vision.

Topics:
Logging in and Common icons -5m 30s Read
Navigation - 4m Read
Dashboard - 20m Read
User Options - 3m Read
Info Centers - 4m 45s Read
Instant Messaging and Smart Grids - 6m 30s Read
Code Tables - 2m 30s Read
Lookups, Searches and Report Selections - 12m 30s Read
Reporting - 9m Read
Terminology - 3m Read
Conclusion - 30s Read
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Time Processing - Functional Reference Guide Duration: 45m Read 

Introduction to completing and processing Timesheets in Deltek Vision.

Topics:
Introduction to the Vision Timesheet - 1m 30s Read
Accessing a Timesheet - - 1m 30s Read
Introduction to the Vision Mobile Timesheet application - 2m 45s Read
Vision Timesheet Form Review - 4m Read
Completing a Timesheet - 20m 30s Read
Processing a Timesheet - 14m 15s
Conclusion - 30s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Expense - Functional Reference Guide Duration: 35m Read 

Introduction to the setup and processing of Expenses and Expense Reports in Deltek Vision.

Topics:
Introduction to Expenses and the Transaction Center- 1m 30s Read
Introduction to Expense Reports - 3m 30s Read
Company Expense Report Configuration Tabs - 5m 30s Read
Expense Report Processing - 25m Read
Conclusion - 30s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Billing - Functional Reference Guide Duration: 1h 15m Read 

Introduction to Billing Terms, Billing Tables, Pre-Billing processes and Interactive Billing in Deltek Vision

Topics:
Introduction - 3m Read
Billing Tables - 17m 45s Read
Billing Terms - 19m 15s Read
Pre-Billing - 14m 15s Read
Interactive Billing - 28m Read
Conclusion - 30s Read
  • Billing Specialist
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Accounting and Accounts Payable Processing - Functional Reference Guide Duration: 1h 5m Read 

Introduction to workflow and features for Accounting and Accounts Payable processing in Deltek Vision.

Topics:
Accounting and Accounts Payable Business Process Flows - 3m 30s Read
Info Centers - 18m Read
Transaction Center - 15m 15s Read
Utilities - 8m 45s Read
Accounts Payable Processing - 22m 15s Read
Conclusion - 30s Read
  • Accounts Payable
  • Controller
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Standard Reporting - Functional Reference Guide Duration: 25m Read 

Introduction to the types, features and use of Reports in Deltek Vision.
Topics:
Report Writing Tools- 4m Read
Vision Reporting Application - 8m 45s Read
Working with Standard Reports - 10m 15s Read
Conclusion - 30s Read
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Customer Relationship Management - Functional Reference Guide Duration: 30m Read 

Introduction to the features and functions of the CRM Module in Deltek Vision.

Topics:
Introduction to CRM- 2m Read
Info Centers and CRM- 26 30s Read
Conclusion - 30s Read
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Resource Management - Functional Reference Guide This covers the Resource Management options, how to navigate the different functions of the Resource Utilization tool and the Generic Resource Assignments tool, and how to designate hard and soft booking.

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  • HR Specialist
  • Super User
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • DLZ Functional Guide
Vision Payroll Overview and Navigation - Functional Reference Guide Duration: 35m Read 

Introduction to the overview of processes and configuration of Payroll in Deltek Vision.
Topics:
Payroll Overview - 4m 30s Read
Security Role for Payroll - 2m 45s Read
Configuration Setup - 22m 15s Read
Withholding Setup - 3m 15s Read
Conclusion - 30s Read
  • HR Specialist
  • Super User
  • Staff Accountant
  • DLZ Functional Guide
Vision Security - Functional Reference Guide Duration: 1h Read 

Introduction to the Security features and functions found in Deltek Vision.

Topics:
Overview - 9m 30s Read
Roles - 30m 45s Read
Users - 8m 15s Read
Password Policies - 2m 15s Read
Reporting - 3m 45s Read
Conclusion - 30s Read
  • Super User
  • System Administrator
  • DLZ Functional Guide
Vision Billing Series - Quick Reference Guide Duration: 15m Read 

Learn about the setup and processing related to Billing functions in Deltek Vision.

Topics covered:
Billing Processing Overview and Billing Tables
Billing Terms
Pre-Billing
Interactive Billing
Invoice Template Editor
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series - Quick Reference Guide Duration: 25m Read 

Learn about configuring, entering and processing Expenses in Deltek Vision.

Topics covered:
Expense Configuration
Expense Reports and Credit Cards
Expense Report Overview
Expense Payment Processing
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Project and Resource Planning Series - Quick Reference Guide Duration: 15m Read 

Learn about configuration and setup for Resource Planning in Deltek Vision.
Topics covered:
Initial Setup Configuration
Plan Templates, Security and Plan Settings
Overview of Creating Plans and Processes
Assign Resources to Plan and other Options
Resource Management and Reports
  • Super User
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series - Quick Reference Guide Duration: 15m Read 

Learn about the setup, configuration and processing of Purchasing in Deltek Vision.

Topics covered:
Overview and Configuration
Purchase Requisition and Request for Price Quote
Purchase orders, Receiving and Vouchers
Reporting and Purchase Template Editor
  • Accounts Payable
  • Super User
  • Project Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Time Entry - Quick Reference Guide Duration: 30m Read 

Learn about configuring, entering and processing Timesheets in Deltek Vision.

Topics covered:
Configuration Overview
Timesheet overview
Completing a Timesheet
Processing Timesheets
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Utility Series - Quick Reference Guide Duration: 30m Read 

Learn about the Utilities functions in Deltek Vision.

Topics covered:
Key Convert Utility
Key Format
Accounting Period Utilities
Transaction Files
AP Utilities
Project Utilities
Search and Replace Utility
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Vision VLC On Demand Request Form Use this form to request a private Virtual Live Class on a date of your choice.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Enhanced
Vision VLC On Demand - FAQ This printable document covers the frequently asked questions by people interested in taking Vision Virtual Live Classes on demand.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Enhanced
Deltek Vantagepoint Readiness Portal for Vision Users This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 4.0.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Customer Assistance Program (CAP) for Vision Users Recorded Sessions - Support Material The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint.

These videos are recordings of the Deltek Vantagepoint CAP sessions that were held throughout April and May of 2021. They contain the product demos and presentations made for those in attendance, and therefore feature questions asked and answers given that relate to the date and time of these specific sessions. They also contain references to product features and forthcoming updates that were happening at that time.

Any follow up, support, applications, and documents provided to those who register and attend live CAP sessions are not available with these record sessions. Therefore, this content is suitable for businesses to watch as bridging or preparation material, while they are waiting to attend the next available live CAP program.

For the full CAP experience, we strongly recommend that you register as an attendee in one of the upcoming CAP programs. Dates of forthcoming CAP sessions can be obtained by emailing VantagepointCAP@deltek.com.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vision Online Help Deltek Vision Online Help provides help for all features across the application. This service can also be found and launched from the Help link ( shown as the "?" icon ) within the Vision user interface, and it provides you with comprehensive online help for all functionality across all areas of the product. It includes a built in search, plus a section on how to get the most out of using Online Help.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision User Fundamentals Series: Overview, Navigation, and User Options - Self-Paced Learning Duration: 25m

Learn how to get started with Deltek Vision with an introduction to the system and interface as well as looking at key concepts such as Info Centers and User Options.

Topics covered:
Introduction - 30s
Overview - 2m
Navigation - 1m 10s
User Options- 2m 55s
Info Centers -  5m 15s
Instant Messaging- 4m 15s
Code Tables- 1m 50s
Conclusion and Summary - 30s
Appendix - 4 min 30s Read
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision User Fundamentals Series: Overview, Navigation, and Dashboards - Recorded Session In this 1-hour course, you will learn how to navigate through Vision using the global icons, select a database and log on to Vision, and access and navigate through Vision Help Contents. This course is part of the Vision User Fundamentals series.



[Keywords and Related Searches - training videos, icons, help, dashboard, dashparts, user options, reset password, username, global toolbar, navigation, startup, tip of the day, set color, unsubscribe, hide dashpart, unused dashpart]
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision User Fundamentals Series: Overview, Navigation, and Dashboards - Virtual Live Class Duration: 1hr

Learn how to navigate through Vision, define your User Options and setup your own personal Dashboard. This course is part of the Fundamentals Series.

Topics Covered:
Open and Log in to Vision Commonly Used Icons
Basic Software Navigation
Accessing Vision Help Contents
Create your own Dashboard
Dashboard and Dashpart Actions
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: User Options and Fundamentals - Virtual Live Class Duration: 1.5hrs

Learn how to setup User Options tabs and functions in Vision. This course is part of the Project Manager Series.

Topics Covered:
Locate Information using Lookups and List View
Create Custom Fields and Dropdown Values for Tracking Data
Configure Security Settings and Alerts
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: User Options and Fundamentals - Recorded Session In this 1.5-hour course, you will learn to setup User Options tabs and functions, efficiently locate important information using Lookups and List View and create custom fields and dropdown values for tracking data, security settings needed to gain access to the information needed and alerts that can be configured to help keep you informed about the status. This course is part of the Project Manager Series.

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  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Security Series: Overview and Roles - Virtual Live Class Duration: 1.5hrs

Learn about Security Settings in Vision and how to configure the Role security options. This course is part of the Security Series.

Topics Covered:
Security Business Process Flow
Key Role Security Forms
Tabs and Functions in Roles
  • HR Specialist
  • Super User
  • System Administrator
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Security Series: Overview and Roles - Recorded Session In this 1.5-hour course, you will learn to configure the security options and workflow, the key security terms and the tabs and functions in Roles. This course is part of the Security Series.

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  • HR Specialist
  • Super User
  • System Administrator
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Security Series: Users, Password Policies and Other Concepts - Virtual Live Class Duration: 1.5hrs

Learn about Security Settings in Vision and how to configure User security options and Password Policies. This course is part of the Security Series.

Topics Covered:
Screen Designer Security Implications
3 Ways to Create Users
Password Policies
Windows Integrated Security
Security Reports and Audit Trails
  • HR Specialist
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Vision Security Series: Users, Passwords Policies, and Other Concepts - Recorded Session In this 1-hour course, you will learn the security implications of Screen Designer and the configuration of Users, Password Policies, Windows Integrated Security, Reports and Audit Trails. This course is part of the Security Series.

[Keywords and Related Searches - training videos, properties, access rights, iAccess, login process, list view, methods, generate, copy current, ADMIN, administrator, user profile, requirements, maintenance, rules, expire, expiration, diable, audit trail]
  • HR Specialist
  • Super User
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Vision User Fundamentals Series: Dashboard - Self-Paced Learning Duration: 15m

Learn how to manage your Dashboard, create Dashparts and customize your Dashboards and Dashparts in Deltek Vision.
Topics covered:
Introduction - 45s
Dashboard Fundamentals - 4m 25s
Dashparts - 7m 15s
Summary and Conclusion -  35s
  • Accounts Payable
  • Accounts Receivable
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision User Fundamentals Series: Reporting and User Defined Components - Self-Paced Learning Duration: 32m

Learn about the creation and use of User Defined Components in Deltek Vision.

Topics covered:
Introduction - 45s
User Defined Components Tabs and Fields - 10m 25s
Screen and Navigation Designers - 5m 25s
Lookups, Searches and Report Selections - 8m 15s
Reporting Overview and Actions - 5m 35s
Summary and Conclusion - 45s
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision User Fundamentals Series: Reporting and User Defined Components - Virtual Live Class Duration: 2hrs

Learn about the User-Defined features in Vision as well as how to how to create lookups, searches and report selections. This course is part of the Fundamentals Series.

Topics Covered:
User Defined Fields and Grids
User Defined Info Centers
Navigation Menu Designer and Screen Designer
Quick Find, Standard Lookup and Advanced Search
Saved Searches
Report Generation
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Standard Reporting Series: Overview and Authoring - Virtual Live Class Duration: 2hrs

Learn how to filter and select specific data to be displayed on reports as well as saving Favorite versions of the report and using the Saved Favorites in System and Web Dashparts. This course is part of the Standard Reporting Series.

Topics Covered:
Report Record Selection
Advanced Search Record Selections
Create and Save Favorite Standard Reports
System and Web Dashparts
  • Accounts Receivable
  • Billing Specialist
  • Controller
  • HR Specialist
  • Super User
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Standard Reporting Series: Overview and Authoring - Recorded Session In this 2-hour course, you will learn about the functions of the tabs and grid in the reporting menu applications, the procedure of creating and saving standard report options and advanced search record selections, and the steps in creating and saving favorite standard reports to system and web dashparts on the dashboard. This course is part of the Vision Standard Reporting series.



[Keywords and Related Searches - training videos, reporting toolbar, system dashparts, web dashparts, authoring reports, quick find, is me, is mine, personal favorite, global favorite, audit detail, audit trail]
  • Accounts Receivable
  • Billing Specialist
  • Controller
  • HR Specialist
  • Super User
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Standard Reporting Series: Delivered Standard Reports - Virtual Live Class Duration: 1.5hrs

Learn about the three Vision report writing tools based on the SQL Server Reporting Services and how to configure Vision Standard Report Options. This course is part of the Security Series.

Topics Covered:
Reporting Tools Overview
Standard Reporting Overview
Toolbar Functions, Preview Window, Tabs and Reporting Grid
Configure Standard Report Options
  • Accounts Receivable
  • Billing Specialist
  • Controller
  • HR Specialist
  • Super User
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Standard Reporting Series: Delivered Standard Reports - Recorded Session In this 1.5-hour course, you will learn the three Vision report writing tools based on the SQL Server Reporting Services, reporting toolbar functions and Standard Report configuration options. This course is part of the Standard Reporting Series.



[Keywords and Related Searches - training videos, builder, designer, BIDS, application menu, review window, tabs, grid, authoring, general, options, activity, labor & expense, sorting, grouping, columns, calculated fields, layout, saving, graph, budget, custom, RDL, archive, archived, print layout, personal report, global report, financial analysis, calculations, page orientation]
  • Accounts Receivable
  • Billing Specialist
  • Controller
  • HR Specialist
  • Super User
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Time Series: Overview and Completing a Timesheet - Self-Paced Learning Duration: 45m

Learn how to create, enter information into and submit Timesheets for processing in Deltek Vision.
Topics covered:
Introduction - 50s
Overview - 6m 30s
Completing a Timesheet - 9m 20s
Start/End times and Meals - 3m 40s
Unit Quantities Tab - 7m 45s
Submitting a Timesheet - 6m 40s
Printing a Timesheet - 5m 40s
Conclusion and Summary - 30s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Time Series: Time Analysis Column Setup - Clickguide Duration 30 m read This guide how to add user-defined columns to the Time Analysis Report and how to post project cost related to time UDCs in Deltek Vision. Topics include: Column Setup User Defined Column Setup Utilization Employee Time
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Time Series: Benefit Hour Accrual Based on Hours Worked - Self-Paced Learning Duration: 1h 30m 

Learn about the setup, configuration and processing of Benefit Hour Accruals based on Hours Worked in Deltek Vision.

Topics covered:
Introduction - 2m 10s
Impact of not using Benefit Hours accrual based on Hours Worked - 1m 7s
Purpose of using Hours Worked to calculate benefit hours - 31s
Benefits to using this method - 43s
Configuring and using Benefit Hour Accruals based on Hours Worked - 1h 4m 23s
Summary - 1m 11s
Conclusion - 18s
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Company Expense Configuration - Virtual Live Class Duration: 1.5hrs

Learn about the Expense functionality, expense report setup, credit cards configuration, Expense Report screens, and Expense Categories. This course is part of the Expense Series.

Topics Covered:
Expenses and Transaction Center Purpose and User Benefit
Expense Report Functionality
Configure Credit Card Functionality
Expense Report Options, Groups and Preferences
Expense Category Functionality
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Company Expense Configuration - Recorded Session In this 1.5-hour course, you will learn about Expense functionality, expense report setup, credit cards configuration, expense report screens, and expense categories. This course is part of the Vision Expense series.

[Keywords and Related Searches - training videos, transaction center, expense configuration, expense setup, expense category, credit card alert, company paid, employee group]
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Expense Categories Setup - Self-Paced Learning Duration: 20m

Learn about the setup and use of Expense Categories in Deltek Vision. 

Topics covered:
Objectives - 45s
Overview -  1m 10s
Expense Categories and Employee Groups -  2m 15s
Setting up Expense Categories - 14m 15s
Summary -  35s
Conclusion -  10s
  • Controller
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Expense Approvals - Virtual Live Class Duration: 1hr

Learn about creating and using expense approval workflows, and expense approvals. This course is part of the Expense Series.

Topics Covered:
Setup Expense Approvals
Create Expense Approval Workflow in Vision 7.6
Setup Expense Report Alerts in Vision 7.6
Practice Expense Report Approval Actions
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Expense Approvals - Recorded Session In this 1-hour course, you will learn about creating and using expense approval workflows, and expense approvals. This course is part of the Vision Expense series.

[Keywords and Related Searches - training videos, expense report, expense line, alerts, assignment type, workflow state, line approver]
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Processing Overview and Billing Tables - Virtual Live Class Duration: 1.5hrs

Learn about the Billing Process flow, and setting up Billing Tables to be used for processing billing. This course is part of the Billing Series.

Topics Covered:
Benefits and Processing Options of Vision Billing
Billing Processing Business Workflow
Labor Billing Rate Tables
Expense Billing Rate Tables
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Processing Overview and Billing Tables - Recorded Session In this 2-hour course, you will learn how to discuss the benefits and processing options of Vision Billing, describe the billing processing business workflow, differentiate the types of billing tables, and recall the steps in setting up different billing tables. This course is part of the Vision Billing series.



[Keywords and Related Searches - training videos, mobile timesheet, unit quantities, overtime, comments, time fields, category override, labor override, labor code rate table, labor rate table, labor category table, employee overrides, expense billing table, expense category table, expense by vendor]
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms Part 1 - Virtual Live Class Duration: 1hr

Learn about the Transaction Document Management, as well as billing terms setup for Time and Expense Billings. This course is part of the Billing Series and is part 1 of 2 courses.

Topics Covered:
Functions of Billing Terms
Setting Up Billing Terms for Time and Expense Billings
Copying Billing Terms
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms Part 1 - Recorded Session In this 2-hour course, you will learn how to identify where in the Billing application supporting documents can be uploaded and viewed, discuss the functions of billing terms, and describe the steps in setting up the Billing Terms for Time and Expense billings. This course is part of the Vision Billing series.

[Keywords and Related Searches - training videos, online learning, transaction document management, tdm, time and expense, invoice on file, file administration, labor method, overtime method, labor multiplier, billing extension, rate table, expense terms, consultant terms, unit terms, fee terms, add-ons, add ons, extra charges, additional charges, sub-level, sub level, phase terms, task terms, billing limits, retainage, tax codes, BTD, billed to date, billed-to-date, billing backup report]
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms Part 2 - Virtual Live Class Duration: 1hr

Learn about the billing terms setup for Fixed Fee Projects, sublevel terms, and establishing billing groups. This course is part of the Billing Series and is part 2 of 2 courses.

Topics Covered:
Components of the Fee Tab
Scheduled Billing
Sub-Level Billing Terms
Billing Groups Overview
Creating New Billing Groups
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms Part 2 - Recorded Session In this 1.5-hour course, you will learn how to discuss the different components of the Fees tab in the context of Fixed Fee project billings, enumerate the steps on Scheduled Billing, explain the different options within the Sub-Level Terms tab of Billing Terms, and discuss Billing Groups. This course is part of the Vision Billing series.

[Keywords and Related Searches - training videos, projects, sublevel, sublevel billing, add-on, fee method, fee rate, fee revenue allocation, fee basis, billing phases, WBS, phase terms, task terms]
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Client Executive
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms and Labor Rate Tables - Learning Video Duration: 9m

Learn how to create and use a Billing Labor Rate Table in Deltek Vision.
Topics covered:
Introduction -20s
Overview - 17s
Benefits - 25s
Risks - 38s
Create and use a Billing Labor Rate Table - 5m 54s
Summary - 23s
Conclusion - 27s
  • Billing Specialist
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms and Labor Category Tables - Learning Video Duration: 9m 

Learn how to setup and use Labor Category Tables in Deltek Vision.

Topics covered:
Introduction - 20s
Overview - 19s
Benefits - 25s
Risks - 37s
Setup and use of a Labor Category Table - 6m 21s
Summary - 26s
Conclusion - 27s
  • Billing Specialist
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms and Labor Code Tables - Learning Video Duration: 10m 

Learn how to setup and use Billing Labor Code Tables in Deltek Vision. 

Topics covered:
Introduction - 20s
Overview - 17s
Benefits - 20s
Risks - 31s
Setup and use of Billing Labor Code Tables - 7m 10s
Summary - 24s
Conclusion - 27s
  • Billing Specialist
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms and Labor Override Tables - Learning Video Duration: 12m

Learn how to setup and use Billing Override Tables in Deltek Vision.

Topics covered:
Introduction - 21s
Overview - 43s
Benefits - 25s
Risks - 27s
Creating and using Billing Override Tables - 8m 43s
Summary - 35s
Conclusion - 27s
  • Billing Specialist
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Billing Terms and Billing Expense Tables - Learning Video Duration: 19m 

Learn about the three methods of creating and using Expense Tables in Deltek Vision.

Topics covered:
Introduction - 21s 
Billing Terms and Expense Tables overview - 18s
Expense Account Tables - 8m 4s
Expense Category Tables - 4m 27s
Expenses by Vendor Tables - 4m 26s
Summary - 33s
Conclusion - 27s
  • Billing Specialist
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Time Series: Overview and Completing a Timesheet - Virtual Live Class Duration: 1.5hrs

Learn about the Vision timesheet business process flow. This course is part of the Time Series.

Topics Covered:
Vision Timesheet Form
Parts of Vision Timesheet
Completing, Submitting, and Signing Timesheet
Resubmitting Timesheet
Setting Up Timesheet Report
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Time Series: Overview and Completing a Timesheet - Recorded Session In this 1.5-hour course, you will learn about the Vision timesheet business process flow, accessing the Vision Timesheet form, identifying parts of the Vision timesheet, completing a timesheet, submitting and signing a timesheet for approval, resubmitting a timesheet, printing multiple timesheet reports, and setting up a timesheet report to print automatically. This course is part of the Vision Time Processing series.



[Keywords and Related Searches - training videos, overtime, comments, time fields, mobile timesheet, unit quantities, units, absence request, request absence, time off, benefit hours, iphone, mobile, phone, android, overtime, OT, OVT, OVT-1, OVT-2, OVT1, OVT2, holiday, sick, PTO, meals, breaks, missing timesheet, detailed report, summarized report, start/end]
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Time Series: Processing Timesheets - Virtual Live Class Duration: 1hr

Learn about the processing timesheets including how to review, modify, and approve timesheets. This course is part of the Time Series.

Topics Covered:
View Other Employees Timesheet
Post Completed Timesheet
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Time Series: Processing Timesheets - Recorded Session In this 1-hour course, you will learn about processing timesheets including how to review, modify, and approve timesheets. This course will also cover how to view other employees timesheets and how to post a completed timesheet. This course is part of the Vision Time Processing series.

[Keywords and Related Searches - training videos, approve timesheet, post timesheet, approval, approving, approver, line item approval, admin status report]
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Time Series: Frequently Asked Questions - Clickguide Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Time in Deltek Vision. Topics include: Timesheets Time Processing Time Approval Time Configuration
  • Billing Specialist
  • HR Specialist
  • Super User
  • Department Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Expense Series: Expense Processing Part 1 - Overview, Actions, and Transaction Entry - Virtual Live Class Duration: 1hr

Learn about Expense Report application with special emphasis on completing expense reports, as well as expense report actions, entering an Expense Report through Transaction Entry and viewing the Employee Ledger Report . This course is part of the Expense Series and is Part 1 of 2 courses.

Topics Covered:
Scope of Vision Expense
Business Process of an Expense Report
Expense Report Functions, Components, and Form
Complete and Print an Expense Report
Create Expense Report Based on Training Data
Post Expense Reports
Open Existing Expense Report
Transaction Center
Employee Ledger Report
  • Super User
  • Project Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Expense Processing Part 1 - Overview, Actions, and Transaction Entry - Recorded Session In this 1.5-hour course, you will learn about the Expense Processing application with special emphasis on completing expense reports, as well as expense report actions, reporting, and transaction entry. This course is part of the Vision Expense series.

[Keywords and Related Searches - training videos, transaction posting, employee expenses, employee repayment, employee ledger, print expense report, detailed report, summarized report, post expense, posting, admin status report]
  • Super User
  • Project Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Expense Processing Part 2 - Expense Payment Processing - Virtual Live Class Duration: 1.5hrs

Learn about Employee Payment Processing, Direct Deposits, Void Payments, and Credit Card Charge processing. This course is part of the Expense Series and is part 2 of 2 courses.

Topics Covered:
Automatic and Manual Payment Processing Overview
Steps to process Expense Reimbursement Payments
Create Direct Deposit Files
Void Payments
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Expense Processing Part 2 - Expense Payment Processing - Recorded Session In this 1-hour course, you will learn about Employee Payment, Direct Deposits, Void Payments, and Credit Card Charge processing. This course is part of the Vision Expense series.



[Keywords and Related Searches - training videos, expense report, transaction posting, transaction entry, employee expenses, employee repayment, employee ledger, assign number, reprint check, re-print, reimbursement, credit card pane]
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Credit Card with Import - Virtual Live Class Duration: 1.5hrs

Learn about the benefits of using Credit Cards in Deltek Vision. This course is part of the Expense Series.

Topics Covered:
Enable and Setup Credit Card Configuration
Import Credit Card Charges
Attach Imported Credit Card Charges to Expense Reports

  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Credit Card with Import - Recorded Session In this 1.5-hour course, you will learn the benefits of using Credit Cards in Deltek Vision and, the steps in enabling and setting up Credit Card configuration, attaching Credit Card charges to expense reports, and importing Credit Card charges. This course is part of the Expense Series.



[Keywords and Related Searches - training videos, effects, electronic funds transfer, EFT, wire transfer, direct debit, summary view, reconcile a bank statement, imported, credit card reconciliation, missing charges, company paid, CC, ap disbursement, import validation]
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Expense Series: Frequently Asked Questions - Clickguide Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Expenses in Deltek Vision. Topics include: Expense Reports Expense Processing Expense Approval Expense Configuration
  • HR Specialist
  • Super User
  • Department Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision CRM Series: Introduction to CRM and Info Centers - Virtual Live Class Duration: 1hr

Learn about the features of CRM and how the CRM module can benefit the organization. This course is part of the CRM Series.

Topics Covered:
Features of Each CRM Type
Executing Actions in CRM Tabs within Info Centers related to CRM
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision CRM Series: Introduction to CRM and Info Centers - Recorded Session In this 1-hour course, you will learn how the CRM module can benefit the organization, enumerate features included in each CRM type, and recall the steps in executing actions in CRM tabs within Info Centers. This course is part of the Vision CRM series.



[Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, customer relationship management, personnel, client relations, text library, text libraries, activities, activity, activity manager, files tab, links tab]
  • HR Specialist
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Info Centers: Leads, Contacts, Opportunities & Projects and Project Templates - Virtual Live Class Duration: 2hrs

Learn how to setup and configure the different Info Centers' field and how to save time when creating new projects by using Project Templates. This course is part of the Project Manager Series.

Topics Covered:
Leads, Contacts, Opportunities, Marketing Campaigns and Projects
Project Work Breakdown Structure Levels
Basic Functionalities of Project Templates
  • Business Developer
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Info Centers: Leads, Contacts, Opportunities & Projects and Project Templates - Recorded Session In this 2-hour course, you will learn to setup and configure the different Info Centers' fields and the basic functionalities and use of Project Templates to save time. This course is part of the Project Manager Series.



[Keywords and Related Searches - training videos, overview, descriptions, toolbar, options, qualify and convert, marketing campaigns, WBS, Work Breakdown Structure levels, Project, Phase, Task, accounting, time and expense, budget, revenueClients, Contacts, Leads, opportunities, employees, vendors, unqualified, disqualify, photo]
  • Business Developer
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision CRM Series: Processing Part 1 - Customer Relationship Management Info Centers - Virtual Live Class Duration: 1.5hrs

Learn about the CRM functionality of the various Info Centers. This course is part of the CRM Series and is part 1 of 2 courses.

Topics Covered:
CRM Info Center Screens
Perform CRM-related Actions in the CRM related Info Centers (Clients, Opportunities, Employees, Vendors, Text Libraries, Contacts, Leads and Marketing Campaigns)
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision CRM Series: Processing Part 1 - Customer Relationship Management Info Centers - Recorded Session In this 1.5-hour course, you will learn how Explain the CRM functionality of the various Info Centers, describe Info Center screens, discuss the steps in performing CRM-related actions in the CRM Info Centers. This course is part of the Vision CRM series.

[Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, customer relationship management, personnel, client relations, text library, text libraries, activities, activity, activity manager, files tab, links tab, hierarchy, merge, socioeconomic status, firm history, qualify, qualified, disqualify, unqualified, ]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision CRM Series: Processing Part 2 - Calendar, Reports, and Touch CRM - Virtual Live Class Duration: 1.5hrs

Learn about the Calendar functionality of CRM in Vision, CRM Reporting and the Mobile/Touch CRM App. This course is part of the CRM Series and is part 2 of 2 courses.

Topics Covered:
Using the Calendar in CRM
Generating CRM Reports
Features of Deltek Touch Mobile CRM App
Configuring CRM Alerts
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision CRM Series: Processing Part 2 - Calendar, Reports, and Touch CRM - Recorded Session In this 1.5-hour course, you will learn about Calendar functionality, the types of CRM reports and how they can be utilized, the features of Deltek Touch CRM, and how to configure CRM Alerts. This course is part of the Vision CRM series.

[Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, mailing labels, envelopes, newsletters, merge, activity, activities, text library, text libraries, employee assignments, opportunity, stage change, iphone, ipad, tablet, android, mobile, cell phone, hand held device]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Touch Time and Expense and Touch CRM - Virtual Live Class Duration: 1.5hrs

Learn how to use Vision's mobile tools, Touch CRM and Touch Time & Expense. This course is part of the Project Manager Series.

Topics Covered:
Features of the Mobile Time & Expense App and Mobile CRM App
Enter Timesheet and Expense Report Data on your mobile device
Approve Timesheets and Expense Reports on your mobile device
  • Business Developer
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Touch Time and Expense and Touch CRM - Recorded Session In this 1.5-hour course, you will learn to use Vision's mobile tools to access existing data and synchronize newly added data with Vision core and benefit from the Touch CRM and Touch Time & Expense apps features to quickly enter timesheet and expense report data when you are not in the office. This course is part of the Project Manager Series.



[Keywords and Related Searches - training videos, features, PIN, login, opening screen, navigation, settings, change, logout, dropdown options, project selection, line details, units, copy, delete, save, submit, favorite, expense, reports, edit, receipts, time approval, summary, quick reference card, contacts, clients, opportunities, calendar, activity, notification, ipad, iphone, ios, android, cell phone, tablet, mobile device, app, URL, approve, reassign, re-assign, activities]
  • Business Developer
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Touch Time and Expense Approval - Self-Paced Learning Duration: 20m 

Learn how to use the features and functions of Touch Time & Expense for approving timesheets and expense reports in Deltek Vision.
Topics covered:
Objectives- 30s
Touch Time & Expense Approval overview -  2m 12s
Timesheet Approval -  7m 45s
Employee Expense Report Approval - 7m 5s
FAQs -  45s
Summary -  35s
Conclusion -  15s
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Pre-Billing - Virtual Live Class Duration: 1hr

Learn about the pre-billing process flow and steps involved in the Batch Billing process. This course is part of the Billing Series.

Topics Covered:
Pre-Billing Functions
Pre-Billing Process Flow and Screens
Running a Draft Invoice
Generate Unbilled Detail and Aging Report
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Department Manager
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Pre-Billing - Recorded Session In this 1-hour course, you will learn how to discuss pre-billing functions, describe pre-billing process flow and screens, enumerate the steps in running a draft invoice, and enumerate the steps in generating an Unbilled Detail and Aging Report. This course is part of the Vision Billing series.

[Keywords and Related Searches - training videos, batch billing, final invoice, invoice number, assigned invoice number, previously run batches]
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Department Manager
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Interactive Billing Part 1 - Without Invoice Approval Processing - Virtual Live Class Duration: 2hrs

Learn about the Interactive Billing process that doesn't involve approvals, with a special emphasis on invoices. This course is part of the Billing Series and is part 1 of 2 courses.

Topics Covered:
Interactive Billing Process Flow
Billing Session Options and Interactive Billing Tabs
Updating Fees During Billing Accepting and Finalizing Invoices in Interactive Billing or Batch Billing Effects of Posting Invoice Files
Reprinting Final invoices
Deleting and Voiding Invoices Emailing Invoices
Editing Invoices in Third Party Software Program
Employee Realization and Fee Allocation
Credit Memos
Billing Retainage
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Interactive Billing Part 1 - Without Invoice Approval Processing - Recorded Session In this 2-hour course, you will learn how to describe the interactive billing process flow and enumerate the actions that users can perform during interactive billing. This course is part of the Vision Billing series.



[Keywords and Related Searches - training videos, invoice approval, processing, employee realization, fee allocation, credit memos, billing retainage, invoicing, billing session options, billing extension, transfer labor, write off, write-off, invoice number, accept invoice, accepting invoice, batch billing, release holds, held transactions, reprint invoice, re-print invoice, delete invoice, edited invoice, upload invoice, email invoice, billing status]
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Interactive Billing Part 2 - With Invoice Approval Processing - Virtual Live Class Duration: 1.5hrs

Learn about the Interactive Billing process that uses invoice approvals. This course is part of the Billing Series and is part 2 of 2 courses.

Topics Covered:
Invoice Approval Process
Enabling and Using Approvals in Interactive and Batch Billing
Refresh Billing Extensions
Looking Up Invoices in Invoice Review
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Interactive Billing Part 2 - With Invoice Approval Processing - Recorded Session In this 1.5-hour course, you will learn to enable Invoice Approvals on the applications; the steps of processing Invoice Approval, running Refresh Billing Extensions, and looking up Invoice Review; the walkthrough of the Interactive Approvals function; and to print the Invoice Approval Report. This course is part of the Billing Series.

[Keywords and Related Searches - training videos, alerts, submittal, comments, applications, update fees, batch, reporting default terms, accounts receivable, AR security setting, tab, general, sorting, grouping, layout, draft invoice, final invoice, accept invoice, alerts, reject invoice, batch billing, ar comment review, ar comment update]
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Invoice Template Editor - Virtual Live Class Duration: 1hr

Learn about the steps in creating new invoice templates, as well as other related actions. This course is part of the Billing Series.

Topics Covered:
Benefits of Using Invoice Template Editor
Tabs in the Invoice Template Editor Application
Invoice and Purchasing Images Self-Service Function
Creating New Invoice Template and Assigning to Projects
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Vision Billing Series: Invoice Template Editor - Recorded Session In this 1-hour course, you will learn how to discuss the benefits of using the invoice template editor, describe the different tabs within the Invoice Template Editor application, enumerate the steps in using Invoice and Purchasing images self-service function, and recall the steps in creating a new invoice template and assigning them to projects. This course is part of the Vision Billing series.



[Keywords and Related Searches - training videos, creating new invoice templates, accounting process, billing process, purchasing images, company logo, upload image, signature line, invoice margins]
  • Accounts Receivable
  • Billing Specialist
  • Super User
  • Client Executive
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Budgets and Project Review - Virtual Live Class Duration: 2hrs

Learn how to create budgets in Vision and how to compare budgets to actual costs to help you stay on track. This course is part of the Project Manager Series.

Topics Covered:
Building the Planned Project Budget
Strategies, Advantages and Budgeting Decisions
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Budgets and Project Review - Recorded Session In this 2-hour course, you will learn to create budgets in Vision and demonstrate how to quickly compare budgets to actual costs to help you stay on track. This course is part of the Project Manager Series.

[Keywords and Related Searches - training videos, building the planned project budget, strategies, advantages, settings, budgeting decisions, worksheet, phase, labor, expense, costs, summary, WBS, procedures, revenue, WBS1, WBS2, validation, review, actuals, direct, billing, profit, source, compare, update percent, job to date, accounts receivable, AR grid, profitability, performance, KPI, key performance indicators, guidelines, budget validation,EAC, ETC, estimate to complete, estimate at completion, WBS tree, compensation, invoice comments]
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Invoices, Reporting and Dashparts - Virtual Live Class Duration: 2hrs

Learn about the Invoice Template Editor functions as well as how to use core reporting functionality using searches, layout, column selection and options to design reports specific to project managers needs and how to save these reports to your Dashboard. This course is part of the Project Manager Series.

Topics Covered:
Invoice Template Editor
AR Aged Report
Unbilled Detail and Aging Report
Project Earnings Report
Project Progress Report Top/Bottom Performers
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Info Centers - Virtual Live Class Duration: 1.5hrs

Learn about the Accounting and AP process flows and accounting-related functionality within the different Vision Info Centers. This course is part of the Accounting and Accounts Payable Series.

Topics Covered:
Accounting and AP Processing Business Process Flows
Info Centers Related to Accounting and AP
Accounting and AP Elements
  • Accounts Payable
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Info Centers - Recorded Session In this 1.5-hour course, you will learn how to Describe Accounting and AP Processing business process flows, enumerate Info Centers related to Accounting and AP, and discuss Accounting and AP elements in the different Info Centers. This course is part of the Vision Accounting and Accounts Payable Processing series.

[Keywords and Related Searches - training videos, projects info center, accounts, employees, vendors, clients, work breakdown structure, wbs, chart of accounts, pwp, vendor review, account group names, tables, p-w-p, job cost, target ratio, template,units, account groups, ]
  • Accounts Payable
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: AP Processing Part 1 - Virtual Live Class Duration: 1hr

Learn about the basic AP Processing functions such as Vendor Review and Transactional Document Management. This course is part of the Accounting and Accounts Payable Series and is part 1 of 2 courses.

Topics Covered:
Managing and Maintaining Accounting Records
Electronic Funds Transfer (EFT)
AP Processes in Vision
Vendor Review Functionality
Reviewing Vouchers Using Vendor Reviews
Attaching Supporting Documents to AP Vouchers
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: AP Processing Part 1 - Recorded Session In this 1-hour course, you will learn how to enumerate AP processes that users can perform in Vision, discuss Vendor Review functionality, recall the steps in reviewing vouchers using Vendor Review, and list the steps in attaching supporting documents to AP vouchers. This course is part of the Vision Accounting and Accounts Payable Processing series.



[Keywords and Related Searches - training videos, transactional document management, tdm, filestream, transaction document, file administration, upload]
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: AP Processing Part 2 - Virtual Live Class Duration: 1.5hrs

Learn about the payment processing, bank reconciliation, void payment, and online check review functions. This course is part of the Accounting and Accounts Payable Series and is part 2 of 2 courses.

Topics Covered:
AP Processes in Vision
Automatic and Manual Payment Processing
Payment Processing Types
Bank Reconciliation
Void and Review Payment
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: AP Processing Part 2 - Recorded Session In this 1.5-hour course, you will learn to perform the AP processes in Deltek Vision, how to process automatic and manual payment and determine payment type, the walkthrough of the features of bank reconciliation function, and the steps to void a payment and payment review. This course is part of the Accounting and Accounts Payable Series.

[Keywords and Related Searches - training videos, effects, electronic funds transfer, EFT, wire transfer, direct debit, summary view, reconcile a bank statement, print checks, remittance, ACH, NACHA, pre-note, pre-notification, opening balance, closing balance, check review, payment type]
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: AP Processing - Infographic Duration: 5m Read 

Learn about the processes and workflow involved in Accounts Payable in Deltek Vision.

Topics covered:
AP Processes
Voucher Lookup
Attach documents to an AP Voucher
Payment Processing
Bank Statement Reconciliation
Void Payments
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Transaction Center - Virtual Live Class Duration: 1hr

Learn about the Transaction Center, its process flow, as well as actions users can perform within the application. This course is part of the Accounting and Accounts Payable Series.

Topics Covered:
Transaction Processing Flowchart
Creating AP Transactions in Transaction Center
Implicit and Explicit Postings
Creating Recurring Transaction Files
Review Transaction Files Posting
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Transaction Center - Recorded Session In this 1.5-hour course, you will learn how to describe the transaction processing flowchart, list the steps for processing a transaction in Vision, review creating a transaction entry file, define implicit and explicit postings, discuss the steps in creating a recurring transaction entry, and review transaction files posting. This course is part of the Vision Accounting and Accounts Payable Processing series.

[Keywords and Related Searches - training videos, transaction posting, cash receipts, transaction file, ap voucher, ap disbursement, recurring transactions, transaction lists, posting log, automatic posting, implicit, explicit, reoccurring, cash disbursement, voucher lookup, reverse lines]
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Transaction Centers - Infographic Duration: 9m Read 

Learn about the use of the Transaction Center in Deltek Vision.

Topics covered:
Transaction Processing Flowchart
Transaction file Reminders
Automatic Postings
AP Voucher Payment Types
Transaction Posting Ledger Effects
Transaction Posting Summary
  • Accounts Payable
  • Controller
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Utilities - Virtual Live Class Duration: 90m

Learn about the Accounting and AP Utilities and actions that users can perform within the Utilities applications and how each utility is used. This course is part of the Accounting and Accounts Payable Series.

Topics Covered:
Managing and Maintaining Accounting and Fiscal Periods
Undo Posted Transaction Files
Incomplete and Locked Transaction Files
Search & Replace
Project Closeout
Key Conversion
1099 Initialization
  • Accounts Payable
  • Controller
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Utilities - Recorded Session In this 2-hour course, you will learn how to discuss Accounting and AP Utilities functionality, enumerate Accounting and AP Utilities, and briefly describe how each utility is used. This course is part of the Vision Accounting and Accounts Payable Processing series.



[Keywords and Related Searches - training videos, accounting periods, fiscal period, project closeout, locked transaction files, key conversions, ap voucher history, 1099 initialization, vendor key conversion, search and replace, open accounting periods, change accounting periods, undo posting, incomplete posting, search & replace, initialize 1099, key convert, key format, unpost, un-post, un-do, unlock, open new period, change period, paid this year, paid last year]
  • Accounts Payable
  • Controller
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Employee Costing Methods - Infographic Duration: 8m Read 

Learn about the different ways to calculate Cost for Employees in Deltek Vision.

Topics covered:
Fixed Hourly Rate
Adjusted Salaried Job Costing
Direct Personnel Expense Rate
Cost Rate Tables
  • Accounts Payable
  • Controller
  • HR Specialist
  • Super User
  • Department Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Consultant Accruals - Clickguide Duration 45 m read This guide covers the features, benefits, configuration, workflows and reports related to Consultant Accruals in Deltek Visionns related to the configuration, use and processing of the Purchasing Module in Deltek Vision. Topics include: Consultant Accrual Reporting Consultant Accrual Configuration Consultant Accrual Workflow Consultant Accruals
  • Accounts Payable
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Advanced Concepts Part 1 - Virtual Live Class Duration: 1hr

Learn about running overhead allocation, project budgeting and review, labor cross charges, and organizational reporting. This course is part of the Accounting and Accounts Payable Series and is part 1 of 2 courses.

Topics Covered:
Managing and Maintaining Accounting Records
Budgeting
Overhead Allocation
Labor Cross charge
Organizational Reporting
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Advanced Concepts Part 1 - Recorded Session In this 1-hour course, you will learn about basic concepts of Overhead Allocation, Project Budgeting and Review, Labor Cross Charges, and Organizational Reporting. This course is part of the Vision Accounting and Accounts Payable Processing series.



[Keywords and Related Searches - training videos, overhead allocation, project budgeting, review, labor cross charges, organizational reporting, percent complete, % complete, Xcharge]
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Advanced Concepts Part 2 - Virtual Live Class Duration: 1.5hrs

Learn about revenue generation, consultant accrual and AR review, as well as accounting-related approval workflows. This course is part of the Accounting and Accounts Payable Series and is part 2 of 2 courses.

Topics Covered:
Managing and Maintaining Accounting Records
Approval Workflow
Accounts Payable
Accrual
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Advanced Concepts Part 2 - Recorded Session In this 1.5-hour course, you will learn about basic concepts of Revenue Generation and Consultant Accruals, Recall the steps in running Revenue Generation and Consultant Accruals, and review Processing Approval Workflows for Absence Requests and AP Invoice. This course is part of the Vision Accounting and Accounts Payable Processing series.

[Keywords and Related Searches - training videos, ar review, approvals, Rev Gen, revenue method, upset limit]
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Advanced Concepts - Infographic Duration: 12m Read 

Learn about Advanced AP concepts in Deltek Vision.

Topics covered:
Overhead Allocation
Project Budgeting
Labor Cross Charges
Organizational Reporting
Revenue Generation Cycle
Consultant Accruals
Approval Workflows
  • Accounts Payable
  • Controller
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Accounting and Accounts Payable Series: Frequently Asked Questions - Clickguide Duration 30 m read This guide gives you the answers to the most common questions related to Accounting and Accounts Payable in Deltek Vision. Topics include: Form 1099 Vouchers Bank Statements GL Reconciliation
  • Accounts Payable
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Deltek Vision Year End Series: Processing Form 1099 - Learning Video Duration: 12 m

Learn about the 1099 process and how to generate the 1099 MISC and the 1099 NEC form in Deltek Vision

Topics covered:
Introduction - 23s
Objectives- 14s
Overview - 18s
Benefits - 16s
Create User - 4m5s
Risks - 21s
1099 process flow - 31s
1099 initialization - 1m 29s 
1099 processing - 31s 1099 work file - 42s
Verifying payments - 1m 38s
Edit the work file - 41s
Print Form 1099 - 41s
Electronic filing - 41s
1099 demonstration - 2m 12s
Summary - 9s
Conclusion - 25s
  • Accounts Payable
  • Controller
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series: Overview and Configuration - Virtual Live Class Duration: 2hrs

Learn about the functionality and workflow of the purchasing application and how to apply the recommended solutions security level access. This course is part of the Purchasing Series.

Topics Covered:
General and Company Purchasing Options
Setup Purchasing Alerts
Enter Items for Purchasing into the Database
  • Accounts Payable
  • Controller
  • Super User
  • Project Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series: Overview and Configuration - Recorded Session In this 2-hour course, you will learn the functionality and workflow of the purchasing application; how to apply the recommended solutions security level access, configure general and company Purchasing options, and execute the steps in entering items for Purchasing into the database; and the steps in setting up purchasing alerts. This course is part of the Purchasing Series.

[Keywords and Related Searches - training videos, tab, business process flow, configuration, checklist, role, general, menu, record, access, rights, system settings, item categories, U/M, reason, quality, print, company, accounts, ship, bill, clauses, buyer, vendor responses, approval workflows, organization, master, alerts, requisition, price quote, PR, RFQ, unit of measure, approvers, bill-to, ship-to]
  • Accounts Payable
  • Controller
  • Super User
  • Project Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series: Processing Part 1 - Purchase Requisition and Request for Price Quote - Virtual Live Class Duration: 1hr

Learn about the functionality and features of Purchase Requisition and Request for Price Quote forms. This course is part of the Purchasing Series and is part 1 of 2 courses.

Topics Covered:
General, Shipping, Comments, and Cost Distribution Information
Approve Purchase Requisition
Create and Approve Request for Price Quote
Price Request Dialog
  • Accounts Payable
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series: Processing Part 1 - Purchase Requisition and Request for Price Quote - Recorded Session In this 1-hour course, you will learn to create a Purchase Requisition, which includes providing general, shipping, comments, and cost distribution information; approve a Purchase Requisition; create and approve a request for price quote; and use the Price Request Response dialog in selecting a Vendor. This course is part of the Purchasing Series.

[Keywords and Related Searches - training videos, general tab, line detail, shipping, notes, cost distribution, comments, vendors, toolbar, report, list, detail, view, progress, PR, RFQ]
  • Accounts Payable
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series: Processing Part 2 - Purchase Orders, Receiving, and Vouchers - Virtual Live Class Duration: 1hr

Learn about Purchasing concepts, configurations and workflows that are involved in Purchase Orders, Receiving, and Creating Vouchers from Purchase Orders. This course is part of the Purchasing Series and is part 2 of 2 courses.

Topics Covered:
Purchase Order Process Overview
Purchase Order tabs and toolbar
Adding line items to a Purchase Order
Processing Change Orders and Blanket Orders
Purchase Order Approval Process
Receive Goods delivered
  • Accounts Payable
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series: Processing Part 2 - Purchase Orders, Receiving, and Vouchers - Recorded Session In this 1.5-hour course, you will learn to manage and process different Purchase Order tasks; how to receive goods and services and create back orders; and how to receive a Vendor Invoice and create a Voucher from a Purchase Order. This course is part of the Purchasing Series.

[Keywords and Related Searches - training videos, toolbar, general tab, agreement, shipping, comments, line items, notes, cost, distribution, billing, clauses, default, progress, change order, approval, printing, release blanket PO, show committed expense, close, PR, RFQ, PO, receiving, blanket order, service order, goods, receipt, back order, backorder]
  • Accounts Payable
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series: Reporting and Purchase Template Editor - Virtual Live Class Duration: 1.5hrs

Learn how to create a Vision Purchasing Template. This course is part of the Purchasing Series.

Topics Covered:
How to create and Save Templates
Upload an Image to the Template
Purchasing Reports Samples and Explanations
  • Accounts Payable
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series: Reporting and Purchase Template Editor - Recorded Session In this 1.5-hour course, you will learn to create a Vision Purchase Template that can be used to generate a Purchase Order and request for price quote forms and manage the different Purchasing reports. This course is part of the Purchasing Series.

[Keywords and Related Searches - training videos, assigning, buyers, vendors, editor screens, general tab, image, order detail info, signature, Misc, assignment, blanket purchase orders, form request for price quote, requisition, item by vendor, open, cost distribution, detail, status, received, vouchered, columns, grid, toolbar, PR, RFQ, PO, upload]
  • Accounts Payable
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Purchasing Series - Frequently Asked Questions Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of the Purchasing Module in Deltek Vision. Topics include: Purchasing Reports Purchasing Processing Purchasing Configuration Purchasing Workflow
  • Accounts Payable
  • Super User
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision for Project Manager Series: Invoices, Reporting and Dashparts - Recorded Session In this 2-hour course, you will learn to use search, layout, column selection and options to design reports specific to your needs and add these reports to the dashboard for quick and easy access. This course is part of the Project Manager Series.

[Keywords and Related Searches - training videos, invoice, template editor, general tab, images, project info, section, totals and signature, AR aged, unbilled detail & aging, project earnings, project progress, top/bottom performers, calculated field, selection criteria, executive, system, web, dashparts, top client, top project, logo, billing phases, billing status, KPI, top performers]
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Payroll Configuration Part 1 - Payroll Overview and General Payroll Configuration - Virtual Live Class Duration: 2hrs

Learn about the payroll processing flow and payroll application. This course is part of the Payroll Series and is part 1 of 2 courses.

Topics Covered:
Setup Security Roles for Payroll Administrator
Configure Payroll Processing Options
  • Controller
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Payroll Configuration Part 1 - Payroll Overview and General Payroll Configuration - Recorded Session In this 2-hour course, you will learn the payroll processing flow and payroll application and, the steps in setting up security roles for a payroll administrator or user and configuring the payroll processing options. This course is part of the Payroll Series.



[Keywords and Related Searches - training videos, benefit hours, pay hours, frequency, timesheet hours, recommended menu options, tab, general, record access, accounting, access rights, module, checks, FICA, Other Pay Setup, pre-tax, withholding, codes, user defined rules, tax, locale, form, contribution, rate table, HR, human resources, qtr, w2 quarter, w-2 quarter, accrual, employer, medicare, HSA, 401K, 125, cafeteria, federal, state, gross wages, deductions, matching, safe-harbor]
  • Controller
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Payroll Configuration Part 2 - Direct Deposit, Pay Rate Table, and Benefit Accrual - Virtual Live Class Duration: 1.5hrs

Learn how to configure direct deposits and associate payroll information with employees. This course is part of the Payroll Series and is part 2 of 2 courses.

Topics Covered:
Direct Deposit setup
Pay Rate Tables
Benefit Accrual Configuration
  • Controller
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Payroll Configuration Part 2 - Direct Deposit, Pay Rate Table, and Benefit Accrual - Recorded Session In this 1.5-hour course, you will learn to configure direct deposits, how to associate payroll information with employees, and pay rate tables. It also includes discussions on benefit accrual configuration. This course is part of the Payroll Series.



[Keywords and Related Searches - training videos, grid, social security numbers, withholding codes, employer contribution, tax locale, reference, types, project, info center, time analysis, accrual schedule, HR, human resources, ss#, nacha, ach, checking account, savings account, pay type, ovt pct, ovt2 pct, overtime percent, OT%, pre-accrue, carry over limit, unemployment]
  • Controller
  • HR Specialist
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Payroll Processing - Virtual Live Class Duration: 2hrs

Learn about the difference between an automatic and manual payroll processing run. This course is part of the Payroll Series.

Topics Covered:
Review Employee Payroll Information
Modify Pay Hours
Specify Pay Amounts
Override Withholding for an Employee
Processing a Check Run
Printing Checks
Assigning Check Numbers
Posting Payroll
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Payroll Processing - Recorded Session In this 2.5-hour course, you will learn the difference between an automatic and manual payroll processing run; how to review employee payroll information, modify pay hours, specify other pay amounts, and override a withholding for an employee; and the steps in processing a check run including printing checks, assigning check numbers, and posting payroll. This course is part of the Payroll Series.



[Keywords and Related Searches - training videos, checklist, methods, screens, employee review, GL, FICA, AP Voucher, journal, posting log, direct deposit, bonus, tax implications, adjustment, payroll, payment, expense, void, W2, W3, state ID, electronic filing, quarterly processing, quarter, Qtr, w-2, w-3, 940, 941, HR, human resources, regular hours, overtime, ovt, pay hours, time hours, other pay, job cost variance, reprint, re-print check, bank account, net to gross, check margins]
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Payroll Reports and Utilities - Virtual Live Class Duration: 2hrs

Learn about the options and selection criteria for Payroll reports. This course is part of the Payroll Series.

Topics Covered:
Previewing and Printing Payroll Reports
Payroll Utilities and Functions
  • Controller
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Payroll Reports and Utilities - Recorded Session In this 2-hour course, you will learn the options and selection criteria for Payroll reports, the steps in previewing and printing Payroll reports, the different Payroll reports that you can generate for your organization, and the different payroll utilities and its functions. This course is part of the Payroll Series.



[Keywords and Related Searches - training videos, startup application, views, configure, security, types, customizing, records, HR, human resources, 940, 941, unemployment, tax worksheet, insurance, quarterly, 401, 125, cafeteria, withheld, w2 quarter, qtr, benefit year, undo posting, unpost, un-post, un-do, key convert, key conversion, history loading]
  • Controller
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Payroll Series: Frequently Asked Questions - Clickguide Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Payroll in Deltek Vision. Topics include: Payroll Reports Payroll Processing Payroll Configuration
  • HR Specialist
  • Super User
  • Department Manager
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Initial Setup Considerations - Virtual Live Class Duration: 2hrs

Learn how to establish a Plan Numbering System, create Labor Category and Labor Code Rate Tables. This course is part of the Project Planning and Resource Management Series.

Topics Covered:
Rate Planning Methods
Populate Employee Provisional Rates
Assign Labor Categories in the Employee Info Center
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Initial Setup Considerations - Recorded Session This covers the ten main attributes to consider when initially creating Plans in Vision. This is part of the Vision Resource Management Series.

[Keywords and Related Searches - print out, cheat sheet, quick reference, plan number, cost, billing, both cost and billing, rates, generic resources, provisional rate, labor, labor category, labor codes, labor rate, resources, resource management, planning, plans, numbering system, activity codes, budget method, budgeting method, budget type, units, expense tables, expense category, top down, top-down, percent complete, % complete, formulas]
  • Super User
  • Business Developer
  • Client Executive
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Initial Considerations in Creating Plans - Recorded Session In this 2-hour course, you will learn about initial considerations and different ways to create project plans in Vision. This course is part of the Vision Project Planning and Resource Management series.



[Keywords and Related Searches - training videos, pprm, task dependencies, lag, lead, float, accordion calendar, schedule tab, FS relationship, predecessors, MS project]
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Plan Templates, Security, and Plan Settings - Virtual Live Class Duration: 2hrs

Learn how create a Template Plan as a starting point in creating new plans and identify the Planning Configuration Forms. This course is part of the Project Planning and Resource Management Series.

Topics Covered:
Considerations for creating Plan Templates
Grant or Restrict Access to Planning Users
Planning Configuration Forms
13 Steps to Implement Resource Planning in Vision
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Plan Templates, Security, and Plan Settings - Recorded Session In this 2-hour course, you will learn how to discuss how to create a Template Plan as a starting point in creating new plans, explain discuss the different ways you can grant or restrict access to Planning users, break down Planning Configuration based on your needs, and identify Planning Configuration Forms. This course is part of the Vision Project Planning and Resource Management series.

[Keywords and Related Searches - training videos, pprm, accordion calendar, planning grids, wbs mapping, summary grids, accounting calendar]
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Overview of Creating Plans and Processes - Virtual Live Class Duration: 2hrs

Learn about the steps in creating a Project Plan. This course is part of the Project Planning and Resource Management Series.

Topics Covered:
Identify WBS Structure Based on Organizational Need
Converting an iAccess Plan to Vision Plan
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Overview of Creating Plans and Processes - Recorded Session In this 2-hour course, you will learn how to discuss the steps in creating a Project Plan, identify WBS structure based on organizational need, and discuss the steps in converting an iAccess plan to a Vision plan. This course is part of the Vision Project Planning and Resource Management series.



[Keywords and Related Searches - elearning, online course, online learning, resource planning, project management, iaccess, resources, budget calculator, pprm]
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Assign Resources to Plan and Other Options - Virtual Live Class Duration: 2hrs

Learn how to assign, and forecast hours and understand shift hours for Generic and Named Labor Resources. This course is part of the Project Planning and Resource Management Series.

Topics Covered:
Enter and Forecast Planned Expense
Consultants and Units
Save and Map a Plan
Budget Calculator
Spread variance Feature
Convert iAccess Plans to Deltek Vision
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Assign Resources to Plan and Other Options - Recorded Session In this 2.5-hour course, you will learn to assign, and forecast hours and understand shift hours for Generic and Named Labor Resources; enter and forecast planned expense, consultants and units; save and map a plan; describe how to use the Budget Calculator; set options and run the Spread Variance feature; and convert iAccess Plans to Deltek Vision. This course is part of the Project Planning and Resource Management Series.

[Keywords and Related Searches - training videos, tab, summary, billing, compensation, cost, revenue, multiplier information, cost, billing, analysis, import, export, MS Project, PPRM alerts, shift hours, spread labor, estimated performance, mapping, mapped, converting, baseline]
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Overview of iAccess in Vision - Virtual Live Class Duration: 2hrs

Learn how Vision Planning integrates with iAccess for Vision to make it possible for you to manage complex projects through an alternative, streamlined application. This course is part of the Project Planning and Resource Management Series.

Topics Covered:
Reasons for planning in iAccess vs. Vision
Project Management Workspace in iAccess
Monitor iAccess created plans in Vision
Invoice Review and Approvals
  • HR Specialist
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Overview of iAccess in Vision- Recorded Session In this 2.5-hour course, you will learn how Vision Planning integrates with iAccess for Vision to make it possible for you to manage complex projects through an alternative, streamlined application.

iAccess for Vision offers real-time planning, budget, invoice, and reporting statistics that are optimized to follow planning best practices. This course is part of the Vision Project Planning and Resource Management series.



[Keywords and Related Searches - elearning, online course, online learning, pprm, project management workspace, evm implementation, invoice review approvals, ipad, tablet, info button, i bubble, generic resources, shift hours]
  • HR Specialist
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Overview of iAccess in Vision - Infographic Duration: 3m Read 

Learn about the use of iAccess in Deltek Vision.

Topics covered:
iAccess Employee Workspace
iAccess Timesheets
iAccess Expense Reports
iAccess Project Management Workspace
  • HR Specialist
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Planning with iAccess - Virtual Live Class Duration: 1.5hrs

Learn to enter a Project Plan data in iAccess without the use of the Project Planning module. This course is part of the Project Manager Series.

Topics Covered:
Overview of iAccess
Create a Plan in iAccess
Add Resources to a Plan
Publish the Plan to Vision
View the iAccess Plan in Vision and on Vision Project Reports
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision for Project Manager Series: Planning with iAccess - Recorded Session In this 1.5-hour course, you will learn to enter a Project Plan data in iAccess without the use of the Project Planning module. This course is part of the Project Manager Series.

[Keywords and Related Searches - training videos, benefits, workspaces, plans, management, dashpart, process flow, conditions, settings, configure, start, end, grid, labor, add resources, generic, hours, billing, cost, publish, graphs, employee timesheet, review, reports, progress, summary, ipad, tablet, info button, i bubble, generic resources, shift hours, convert plan, create, summary view, calendar view, published, budget source, ETC, EAC, estimate to complete, estimate at completion]
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Resource Management and Reports - Virtual Live Class Duration: 2hrs

Learn about the resource management options and the function of generic resource assignments. This course is part of the Project Planning and Resource Management Series.

Topics Covered:
Designate Hard and Soft Booking
Navigate and Describe Resource Utilization Tool
Project Planning Reports
Generate a Project Planning Report
  • HR Specialist
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Project Planning and Resource Management Series: Resource Management and Reports - Recorded Session In this 2-hour course, you will learn the resource management options and the function of generic resource assignments, designate hard and soft booking, hot to navigate and describe the different functions of the Resource Utilization tool, the Project Planning reports available and the steps in generating a Project Planning Report. This course is part of the Project Planning and Resource Management Series.

[Keywords and Related Searches - training videos, toolbar, select resources, search results, panel, view by, organization, legend, change hours, employee, copy, move, availability, grid, labor plan, EVT, summary, actuals, forecast, planned, requirements, analysis, list, performance, schedule, organization, hard booked, soft booked, under utilized, generic assignments, generic resource, change assignment, move hours, re-assign, reassign, planning analysis]
  • HR Specialist
  • Super User
  • Business Developer
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Vision Advanced Series: Data Import - Virtual Live Class Duration: 1.5hrs

Learn how to configure Security relating to Data Import. This course is part of the Advanced Series.

Topics Covered:
Import General Journal Transactions
Import, Update and Export Employee Records
Import Project Records
  • Controller
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Advanced Series: Data Import - Recorded Session In this 1.5-hour course, you will learn to configure Security relating to Data import, import General Journal Transactions using the Standard Data Import, update and import Employee Records and import Project Records using Advanced Data Import. This course is part of the Advanced Series.

[Keywords and Related Searches - training videos, role, security, record access, accounting, actions, depreciation, text file, field mapping, transaction center, entries, precautions, allow updates, results, error report, journal entry, journal entries, validation, validate, utility, utilities, JE, delimiter, delimited, Excel, CSV, TXT, batch, salary, salaries, input table, pay rate, job cost rate, project, data dictionary]
  • Controller
  • Super User
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision Tips and Tricks - Self-Paced Learning Duration: 1h

Learn about the use of components that will make things easier in Deltek Vision. 

Topics covered:
Accessing Vision and the Support site - 3m 45s
User options - 4 m
Dashboard - 3m 40s
Touch CRM and Touch Time & Expense - 8m 15s 
List View and other Grids - 3m 10s
iAccess- 6m
Reporting - 5m 25s General Accounting - 4m 30s
Emails - 2m 30s
Searches and Lookups - 2m 35s
Time & Expense - 3m 30s
User Defined Components - 2m 10s
Transaction Center - 2m 10s
Potpourri - 7m
  • Controller
  • HR Specialist
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Vision User Fundamentals Series: User Defined Components - Learning Video In this 27-minute course, you will learn how to create User Defined Components in Deltek Vision including User Defined Tabs, Fields, Grids and Info Centers, the risks and benefits of creating custom components, and how to create and maintain the security requirements. [Keywords and Related Searches - training videos, online video, UDC, list of values, limit entry to values list, screen designer, training requests, security configuration, reports]
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Vision - Learning Lab This Enhanced level course provides you with up to 8 hours of hands-on experience, navigating the Deltek Vision interface in a Learning Lab sandbox environment. Please note that Learning Lab Courses require you to fill in and send a Request Form before the course can be made available to you. The Request Form will open on your screen when you click on the link to launch the course. Requests are processed within 24 hours of the form being submitted.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Enhanced
Vision Master Certification Exam Duration: 2h

The Deltek Professional Vision Master Certification Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision Master Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Certification with Accounting Exam Duration: 2h

The Deltek Professional Vision Certification with Accounting Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision with Accounting Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Certification with Customer Relationship Management Exam Duration: 1h30m

The Deltek Professional Vision Certification with Customer Relationship Management (CRM) Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision with Customer Relationship Management (CRM) Certified User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • Client Executive
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Vision Performance Management (VPM) Dashboards - Portal The Vision Performance Management (VPM) Dashboards Portal consists of three different components: Overviews, Demonstrations and Guided Practice. The VPM module turns your Vision data into powerful interactive Vision web dashparts that graphically illustrate results against company, project, staff, and profit center benchmarks and that can be used intuitively by staff members in your firm. VPM Dashboards employs the very powerful Tableau Desktop authoring tool to allow you to modify existing Deltek-delivered, standard dashboards for use in Vision as web dashparts or to author and publish your own completely customized dashboards in Vision. During the guided practice in this session, you will learn how to use the Visualization reporting component of VPM, configure the Analysis Cubes to facilitate your report authoring requirements and use the standard Vision Performance Management Tableau Desktop dashboards delivered by Deltek. You will also begin to learn how to build your own custom dashboards using the Tableau Desktop authoring software to further meet your company’s unique business analytics reporting needs.
  • Super User
  • DLZ Standard
  • DLZ Enhanced
Vision Improving Cash Flow by Reducing Days Sales Outstanding Series: Calculate and Interpret Days Sales Outstanding - Self-Paced Learning Duration: 60 m.
In this Enhanced level course, you will learn to use Deltek Vision reports to calculate Days Sales Outstanding (DSO) as well as to make decisions regarding your company's current cash flow situation. Additionally, you will learn how to compare your DSO to the industry averages.
  • Controller
  • Super User
  • Staff Accountant
  • DLZ Enhanced