Vantagepoint

Course Catalog

Asset Name Description Roles DLZ Subscription
Deltek Vantagepoint Readiness Portal 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
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Customer Assistance Program (CAP) 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 between August 5th and September 30th, 2020. 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
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Functional Guide
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint What's New in 4.5 - Functional Reference Guide Duration: 40 Min Read

This guide covers the new features and updates to the existing functionality of Deltek Vantagepoint 4.5.

Topics Covered:

Accounting
Billing
Dashboards
Time and Expenses
CRM and Proposals
Touch/Mobile App
Projects
Resource Planning
Purchasing
Reporting
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Functional Guide
Deltek Vantagepoint What's New in 4.0 - Functional Reference Guide Duration: 35 Min read

This guide covers the new features and updates to existing functionality of Deltek Vantagepoint 4.0.

Topics Covered:

Accounting and Billing
Dashboards
Vantagepoint Intelligence (Analysis Cubes overview)
Time, Expense
Approval Center
Projects
Resource Planning
Proposals
Mobile/Touch applications
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Functional Guide
Deltek Vantagepoint What's New in 3.5 - Functional Reference Guide Duration: 59m

This guide covers the new features and updates to existing functionality of Deltek Vantagepoint 3.5

Topics Covered
Dashboards
Projects
CRM
Proposals
Accounting and Billing
Revenue Forecasting
Mobile/Touch applications
Video Demonstration - 24m52s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Functional Guide
Deltek Vantagepoint What's New in 3.0 - Functional Reference Guide Duration: 59m

This guide covers the new features and updates to existing functionality of Deltek Vantagepoint 3.0

Topics Covered
Integrations and Exporting
Dashparts
Approvals
Accounting and Billing
Project Planning
Resource Planning
Video Demonstration - 21m36s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Functional Guide
Deltek Vantagepoint User Fundamentals - Functional Reference Guide Duration: 30 Min read

This guide covers the basic functions and how to navigate in the Deltek Vantagepoint application.

Topics covered:
Overview & Navigation
User Preferences and Action items / Notifications
Labels and Lists
Lookup and Searches
Reporting
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Functional Guide
Deltek Vantagepoint Time - Functional Reference Guide Duration: 20 Min read

This guide covers how to access, enter overtime, start/end times, and comments, review, modify, approve, and post timesheets in Deltek Vantagepoint.

Topics covered:
The Timesheet
Completing a Timesheet
Submitting a Timesheet
Processing a Timesheet
Posting a Timesheet
  • Time and Expense User
  • DLZ Functional Guide
Deltek Vantagepoint Expense Settings - Functional Reference Guide Duration: 30 Min read

This guide covers the Expense functionality, Expense report setup, and credit cards settings, as well as Expense Report screens, Expense Categories, and Expense Approvals.

Topics covered:
Expense Configuration
Expense Settings
Company Settings
Credit Cards
Expense Approvals
Expense Approval Workflow and Screens
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Functional Guide
Deltek Vantagepoint Expense Processing - Functional Reference Guide Duration: 30 Min read

This guide covers the Expense functionality, Expense report setup, and credit cards settings, as well as Expense Report screens, Expense Categories, and Expense Approvals.

Topics covered:
Expense Processing
Expense Report
Transaction Entry
Submit and Print Expense report
Transaction Posting
  • Time and Expense User
  • DLZ Functional Guide
Deltek Vantagepoint Dashboards - Functional Reference Guide Duration: 20 Min read

This guide covers Dashboard selection and customization for all users, and Dashboard Designer and user access management for Admin level users.

Topics covered:
Overview
Dashparts and Bases
Custom Tooltip
Pipeline
Dasboard Designer
Dashboard Access
Dashpart Library
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • DLZ Functional Guide
Deltek Vantagepoint Customer Relationship Management - Functional Reference Guide Duration: 45 Min read

This guide covers the overview of the CRM hubs, their functionality, and the actions users can perform within the hubs
Topics covered:
Introduction
Projects Hub
Employees Hub
Firms Hub
Boilerplates Hub
Contacts Hub
Marketing Campaigns Hub
Activities Hub
  • Business Developer
  • Department Manager
  • Account Manager
  • DLZ Functional Guide
Deltek Vantagepoint Resource Planning - Functional Reference Guide Duration: 20 Min read

This guide covers an overview of the Resource Planning application and information for each setting.

Topics covered:
Settings
Areas Relating to Resource Planning
Project Planning Processing
Projects Dashboard
Project Plan Summary
Impacts
  • Project Manager
  • Resource Manager
  • DLZ Functional Guide
Deltek Vantagepoint Billing Processing - Functional Reference Guide Duration: 20 Min read

This guide covers the Billing Process flows and setting up Billing Tables as well as the Interactive Billing process that uses invoice approval.

Topics covered:
Overview
Billing Labor Tables
Billing Expense Tables
Invoice Approval Process
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • Controller
  • Department Manager
  • Project Manager
  • Staff Accountant
  • DLZ Functional Guide
Deltek Vantagepoint Accounting and Accounts Payable Processing - Functional Reference Guide Duration: 30 Min read

This guide covers Accounting and AP Processing, Hubs, Transaction Center and related process flows

Topics covered:
Employee, Firms and Projects Hubs
Chart of Accounts
Transaction Entry and Posting
AP Vouchers
Payment Processing and Review
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • Staff Accountant
  • DLZ Functional Guide
Deltek Vantagepoint Purchasing - Functional Reference Guide Duration: 45 Min read

This guide covers an overview of the Vantagepoint Purchasing application plus relevant concepts and settings

Topics covered:
Overview
Settings
Purchase Requisition
Request for Price Quote
Purchase Orders
Receiving
Purchase Order Template Editor
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • Staff Accountant
  • DLZ Functional Guide
Deltek Vantagepoint QuickBooks Integration - Functional Reference Guide Duration: 60 Min read

This guide covers the integration setup between QuickBooks Online and Deltek Vantagepoint Front Office Package

Topics covered:
Integration Utility
Requirements for Integration
Activation and Setup
Data Updated by the Integration
Entering Records
Processing Transactions
  • Accounts Payable
  • Accounts Receivable
  • CEO
  • Controller
  • System Administrator
  • Staff Accountant
  • DLZ Functional Guide
  • DLZ Standard
Deltek Vantagepoint Standard Reporting - Functional Reference Guide Duration: 15 Min read

This guide covers the Standard Reporting application and creating and publishing reports to the dashboard.

Topics covered:
Reporting Toolbar
Standard Reporting Application Overview
Authoring Standard Reports
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • DLZ Functional Guide
Deltek Vantagepoint Data Management - Functional Reference Guide Duration: 20 Min read

This guide covers exporting and importing data files using the Integrations Manager and the Exports utilities

Topics covered:
Integration Manager
Export Definitions
Field Values
Sorting Outputs
Filters and Parameters
Calculated Fields
Preview and Export Data
Send Export File
  • System Administrator
  • DLZ Functional Guide
Deltek Vantagepoint Security - Functional Reference Guide Duration: 20 Min read

This guide covers how you administrator can perform certain actions in Security settings such as generating users and passwords, and configuring password policies

Topics covered:
Users
Password Policies
Windows Integrated Security
Security Settings Report
Settings Audit Trail
  • System Administrator
  • DLZ Functional Guide
Deltek Vantagepoint User Fundamentals Series: Overview and Navigation - Learning Video Duration: 17m21s

An introduction to the Deltek Vantagepoint Web and Desktop applications, and their differences.

Topics covered
Introduction and Log in - 4m27s
Icons and Navigation in both Browser and Desktop - 8m45s
Help Tools - 2m49s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Hubs and Transaction Center - Learning Video Duration: 10m31s

This course covers overview and navigation of Hubs and Transaction Center.

Topics covered:
Introduction and Hubs - 5m58s
Hubs View - 2m34s
Transaction Center - 21m59s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • DGC Implementation Team
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: My Preferences - Learning Video Duration: 18m47s

Learn how to personalize your Deltek Vantagepoint interface in both the Web Browser and Desktop Smart client applications using My Preferences.

Topics covered:
Introduction, Benefits, Access & My Preferences -1m36s
Web Default and Startup Tabs - 8m15
Desktop Reporting & Image Tabs - 2m30s
Desktop Preferences & General tab - 1m15s
Desktop Display settings & other tabs - 1m25s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Dashboards Series: Dashboard Overview - Learning Video Duration: 23 mins

An overview of Deltek Vantagepoint's Dashboard Designer feature.

Topics Covered:
Overview and Terminology - 2m 29s
My Dashboards and Default Dashboards - 2m 10s
Dashpart Types and Bases - 3m 24s
Multiple Chart Types - 28s
Project, Account & Employee Bases - 4m
Reporting on Dashboards - 1m 50s
System and Web URL Dashparts - 2m 32
Dashpart Navigation Demonstration - 5m 10s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Dashboards Series: Creating a Dashboard - Learning Video Duration: 8 min 43s

An overview of the Dashboard Designer, and a look at Dashboard Security, and Creating and Sharing Dashboards within Deltek Vantagepoint.


Topics Covered:
Dashboard Security Overview - 3m 4s
Creating Dashboards - 57s
Edit Mode - 2m 4s
Dashpart Library - 1m 12s
Dashboard Designer Screen & Options - 1m 29s
Dashboard Access - 26s
Sharing Dashparts - 20s
Building and Sharing Dashboards - 8m 1s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Dashboards Series: Dashboard - Infographic Duration: 8m Read

This guide gives you quick reference information about Dashboards.

Topics Covered:

Managing Your Dashboard
Dashpart Library
Project Dashboard Columns
  • Accounts Payable
  • Accounts Receivable
  • CEO
  • Controller
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Hubs - Recorded Session Duration: 51m05s

Learn about Hub records, types and components, utilities and settings, as well as creating searches in Hubs.

Topics covered:
Overview and Hub records views - 17m18s
Hub Record Types and Components - 6m22s
Searching - 12m32s
Hub related Utilities & Settings - 11m58s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Screen Designer - Recorded Session Duration: 45m35s

learn about the Screen Designer and its functionality as well as the creation of custom fields, tabs, grids, workflow buttons, and user defined hubs.

Topics covered:
Screen designer & Custom Hub - 20m15s
Move Fields and Menu Items - 3m51s
Add Fields, Tabs, Grids, Labels and Workflow Buttons - 21m29s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • DGC Implementation Team
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Screen Designer and User Defined Hubs - Infographic Duration: 8m read

An overview of the Screen Designer functionality including how to access it and an explanation of Standard tabs vs. User Defined tabs.
  • HR Specialist
  • System Administrator
  • Department Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Searching and Reporting - Recorded Session In this 1-hour course, you will learn how to use Lookups, Searches, Quick Find option, Predefined Searches, and Advanced Searching to find records. This will also cover the difference between standard and custom reporting. This course is part of User Fundamentals series.

[Keywords and Related Searches - training videos, archive a report, report designer, advanced search operators, saved search, schedule a report, email a report, favorite reports]
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • Super User
  • System Administrator
  • Business Developer
  • End User
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Reporting Basics - Learning Video Duration: 36m 17s minutes

Learn about creating and scheduling the different types of reports in Deltek Vantagepoint.

Topics Covered:

Reporting Overview - 5m 11s
Reports Tab - 15m 56s
Favorites Tab - 2m 19s
Scheduling, Archiving and Emailing reports - 11m 22s
Favorite Reports on Dashboard - 23s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • DGC Implementation Team
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Lookups and Searches - Learning Video Duration: 28m 41s

Learn about functions of the Search feature and the steps on how to find records using the Standard and Advanced search.

Topics Covered:

Demonstration - Locate Records Using the Find Box - 4m 51s
New Search - 4m 34s
Demonstration, New Search - 5min 14s
Advanced Searches - 25s
Demonstration, Advanced Searches - 3m 59s
Save Searches - 1m 43s
Demonstration, Save Searches - 1m 46s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series - Quick Reference Guide Duration: 12 Min read

Learn about many of the most commonly used features and functions within Deltek Vantagepoint, including useful terminology.

Topics covered:
Overview and Navigation - 4 Min read
Hubs - 4 Min read
Reporting - 4 Min read
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • DGC Implementation Team
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Timesheet Entries and Absence Requests for End Users - Learning Video Duration: 16m04s

Learn about the features and functions contained within Timesheets.

Topics covered:
Create Timesheet and add details - 3m04s
Timesheet Categories and Grid Settings -2m23s
Methods for Recording Work Hours & Comments - 5m14s
Using the Calendar - 2m03s
Absence Reqeusts - 38s
Employee Card, Print and Submit Timesheets - 1m24s
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Timesheet Entries and Absence Requests for Supervisors - Learning Video Duration: 19m57s

Learn about features and functions contained within Timesheets, including additional actions that are specific to your role as a Supervisor.

Topics covered:
Create Timesheet and add details - 3m04s
Timesheet Categories and Grid Settings -2m23s
Methods for Recording Work Hours & Comments - 5m14s
Using the Calendar - 2m03
Absence Requests - 38s
Employee Card, Print and Submit Timesheets - 1m24s
Floorcheck and Timesheet Approval - 2m 23s
  • Department Manager
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Configuration Overview - Recorded Session Duration: 61m51s

Learn about the role of the Timesheet Administrator and the step by step process of Time Configuration.

Topics covered:
Overview and Preliminary Configuration - 7m33ss
Configuring Accounting and Time Settings - 54m18s
  • System Administrator
  • Department Manager
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Building Timesheet Approval Workflows - Learning Video Duration: 20m27s

Learn about the features and functions contained within the Timesheet Approval workflows and processes.

Topics covered:
Creating Timesheet Approval Workflows - 13m41s
Assigning Workflows - 39s
Approval Center and Approving Timesheets - 4m24s
Reassigning and Delegating Approvals - 1m
  • System Administrator
  • Department Manager
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Absence Accrual Based on Hours Worked - Self-Paced Learning Duration: 90m

Learn about the setup of Absence Accruals and the creation of an Accrual Schedule.

Topics covered:
Negative Effects of Tracking Benefits Manually - 10m
Enabling Absence Accruals Based on Hours Worked - 1m02s
Setting up an Employee for Absence Accruals Based on Hours Worked - 53s
Setting up Absence Accrual Schedule - 1m52s
Assigning Accrual Schedule to Employee - 35s
Excluding Hours from Accrual Calculation - 1m23s
Processing Absence Accruals Manually - 1m42s
Viewing the Current Absence Hours Balance - 38s
Ways to Calculate Absence Accruals in Deltek Vantagepoint - 10m
Benefits of Absence Accruals - 5m
Settings for Absence Accruals - 10m
Try it yourself - 10m
Review Questions - 12m
  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Timesheet Entry - Quick Reference Guide Duration: 20 Min read

Learn how to utilize the Timesheet Entry features and functions within Deltek Vantagepoint, including useful terminology.

Topics covered:
How to Complete a Timesheet - 4 Min read
Processing Timesheets - 4 Min read
Timesheet Features - 4 Min read
Units - 4 Min read
User Settings and Other Actions - 4 Min read
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time and Expense Series: Mobile/Touch Time and Expense Entry - Quick Reference Guide Duration: 16 Min read

Learn how to utilize the features and functions of the Deltek Vantagepoint Mobile/Touch App for Time and Expense, including useful terminology.

Topics covered:
Mobile Touch App Expense Entry - 4 Min read
Mobile Touch App Expense Settings - 4 Min read
Mobile Touch App Time Settings - 4 Min read
Mobile Touch App Timesheet Entry - 4 Min read
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time and Expense Series: Mobile/Touch Time and Expense Approvals - Quick Reference Guide Duration: 8 Min read

Learn how to utilize Approvals in the Deltek Vantagepoint Mobile/Touch App for Time and Expense, including useful terminology.

Topics covered:
Mobile Touch App Time Approvals - 4 Min read
Mobile Touch App Expense Approvals - 4 Min read
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Time & Expense for Vantagepoint Mobile/Touch App - Support Material Duration: 90m read

Deltek Time & Expense for Vantagepoint is a time-tracking tool that allows you to view, enter, update, and submit timesheet data and expense reports as well as approve timesheets (if you are a Timesheet system administrator) from anywhere at any time using your touch screen device and synchronize that data to the Deltek Vantagepoint database.

This document contains detailed information and instructions on how to use various features of the application.
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Credit Card with Import - Recorded Session Duration: 54m36s

Learn about the benefits of using Credit Cards in Deltek Vantagepoint.

Topics covered:
Credit Cards overview - 11m28s
Credit Card Configuration and Expense Report - 23m36s
Accounts Payable - 12m59s
Import Credit Card Charges - 7m22s
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Expense Processing - Recorded Session Duration: 58m19s

Learn about processing Expenses and Expense Reports functions, components, and form.

Topics covered:
Expense Processing, Functions, Components, Expense reports - 28m15s
Add charges and Transaction Entry - 15m19s
Submit and Print Expense Reports - 14m15s
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Expense Report Entry - Infographic Duration: 8m read

This covers the overview of the Expense Processing functionality and the creation of expense reports.

Topics covered:

Overview, Screens and Actions
Expense Processing Fucntionality
Grid Settings
Credit Card Charges
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Payment Processing - Infographic Duration: 8m read

This covers the overview of processing direct deposits using manual and automatic payments as well as voiding payments when needed.
  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Configuration Series: Expense Approvals - Recorded Session Duration: 52m03s

Learn about setting up Expense Approvals and the types of setup in the resulting approval workflow screen.

Topics covered:
Configuration Screens - 25m21s
Expense Approval - 15m16s
Expense Line Approvals - 11m36s
  • Department Manager
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Configuration Series: Expense Configuration - Recorded Session Duration: 55m12s

Learn about the Expenses and Transaction Center, and it's purpose and user benefits.
Topics covered:
Accounting Company Settings, Configuration Screens and Expense Settings - 41m19s
Credit Card Configuration - 13m57s
  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Account Settings - Learning Video Duration: 5 min

Learn how to setup Posting Accounts and how the Organization Distribution works.


Topics Covered:
Expense Report Functionality - 35s
Posting Accounts - 24s
Organization Distribution - 42s
Company Settings: Organization Tab - 20s
Posting Accounts and Organization Distribution Demonstration - 1m 33s
  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Summary, Options and Groups - Learning Video Duration: 9min

This video will give you more information on the Summary, Options, Expense Groups tab found in Expense Settings, as well as the Time and Expense tab found in the Employee Hub.

Topics Covered:
Expense Settings - 35s
Options - 1m 17s
Expense Groups - 1m 10s
Employees Hub - 33s
Time and Expense Tab - 58s
Add a Group for Editing - 21s
Demonstration of Expense Settings - 3m 34s


  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Categories and Payments - Learning Video Duration: 7 mins

Learn about the settings and use of the Expense Category Functionality


Topics Covered:
Overview and Settings - 1m 59s
Actions - 25s
Payments and Payments Screen - 1m 1s
Demonstration of Expense categories and Payments - 2m 47s
  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Credit Card Setup and Alerts - Learning Video Duration: 8 min

This video will give you more information on how to Enable the Use of Credit Cards, Setup and Alerts.

Topics Covered:
Allow Company Paid Expenses - 25s
Enable Use of Credit Cards - 56s
Credit Card Setup - 3m 47s
Credit Card Alerts - 3m 12s
  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time and Expense Series: Approvals - Quick Reference Guide Duration: 8 Min read

Learn how to utilize Approvals for Time and Expense in Deltek Vantagepoint, including useful terminology.

Topics covered:
Approval of Expense Reports - 4 Min read
Approval of Time - 4 Min read
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time and Expense Series: Setup and Configuration - Quick Reference Guide Duration: 20 Min read

Learn about the set up and configuration of Time and Expenses in Deltek Vantagepoint, including useful terminology.

Topics covered:
Expense Configuration and Settings - 4 Min read
Timesheet Settings - 4 Min read
Credit Card Process Flow, Set-up and Alerts - 4 Min read
Configure and Enable Expense Approvals - 4 Min read
Configure and Enable Time Approvals - 4 Min read
  • System Administrator
  • Department Manager
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Product Concepts and Overview - Recorded Session Duration: 58m23s

Learn about the difference between the Browser Client and the Smart Client, and get a broad introduction to the whole product.

Topics covered:
Browser vs Smart Client - 3m02s
Activation Process - 1m08s
Navigation - 3m30s
System Parameters and Security - 1m30s
Hubs - 12m50s
Screen Designer - 1m57s
Approvals - 2m04s
Chart of Accounts - 3m02s
Accounting and AP Processing - 5m24s
Posting Transaction Files - 1m49s
Billing - 5m
Resource Planning - 1m50s
Reporting tools - 3m22s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Customer Relationship Management Processing Part 1 - Recorded Session Duration: 68m57s

Learn about In Pursuit Projects, Employees, Firms, and Boilerplates hubs, as well as performing CRM related actions.

Topics covered:
Projects Hub - 32m54s
Employees Hub - 18m57s
Firms Hub - 10m22s
Boilerplates Hub - 5m59s
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Customer Relationship Management Processing Part 2 - Recorded Session Duration: 62m21s

Learn about the CRM functionality of the Contacts, Marketing Campaigns, and Activities hubs.

Topics covered:
CRM Hubs - 5m54s
Contacts Hub - 21m53s
Marketing Campaigns - 8m43s
Activities - 18m44s
Calendar - 7m12s
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Customer Relationship Management Processing Part 3 - Recorded Session Duration: 41m37s

Learn how CRM reports and dashparts can be utilized.

Topics covered:
CRM Reporting - 22m48s
CRM Dashparts - 9m08s
Touch CRM - 9m57s
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Lead Qualification - Learning Video Duration: 13m08s

Gain an understanding of the Lead Qualification feature within Deltek Vantagepoint CRM.

Topics covered:
Leads Overview, Qualification, Risks & Benefits - 2m3s
Enable Lead Qualification - 1m6s
Contacts Hub & New Contacts - 2m3s
Qualify & Disqualify Status - 2m23s
Marketing Campaigns - 1m26s
  • Business Developer
  • Project Manager
  • Account Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Vantagepoint Connect for End Users with MS Outlook - Learning Video Duration: 14m53s

How to use Vantagepoint Connect integration with Outlook on Office 365.

Topics covered:
Introduction & Features - 1m36s
Verify Employee Records & Contextual Pane Functions - 3m40s
Creating, Locating & Synching Contacts - 4m34s
Email and Calendar - 1m45s
Synching and Scheduling Meetings - 3m06s
  • Business Developer
  • Project Manager
  • Account Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Vantagepoint Connect User Setup and Installation Scenarios - Support Material Online Support Article

Setup of the Vantagepoint Connect functionality requires access to and re-configuration of settings in your company email application, which must be understood prior to enabling integration with Vantagepoint.

This link will take you to an article in Deltek Online Help where these options and scenarios are explained.

The method that is best to use depends on the configuration of your application and the preferences or requirements of your IT department.
  • System Administrator
  • DGC Implementation Team
  • DLZ Functional Guide
  • DLZ Standard
Deltek Vantagepoint CRM Series: CRM Processing Part 2 - Infographic Duration: 10m Read

This guide gives you quick reference information about CRM functionality

Topics Covered

Calendar
Activities
Contacts
Marketing Campaigns
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: SF330 Pre-Setup Checklist - Infographic Duration: 10 min read

This infographic provides a list of data items and settings that should be configured in Deltek Vantagepoint before you begin creating your SF330 Proposal.

This data can be used to auto-populate the SF330, saving you time and helping to ensure the accuracy of the information on your SF330.
  • System Administrator
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: SF330 Source Document - Quick Reference Guide Duration: 30 Min read

This Quick Reference Guide includes a screenshot of each of the forms within the SF330 Proposal. Each of the data blocks will list the source of the data that auto-populates into that data block, which could include a Hub, a Setting, Preferences or manual data entry into the field. This is especially helpful when troubleshooting your SF330 Proposal.
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Create SF330 Proposals - Learning Video Duration: 27m31s

How to create an SF330 Proposal and populate the information on each of the tabs.

Topics covered:
Overview and Benefits - 1m18s
Process Flow and Security - 1m34s
Proposal Overview - 3m40s
Preferences - 1m57s
Form Sections C,E,F,G & H - 12m45s
Form Part 2 & General Qualifications - 4m53s
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: SF330 Proposal Log and Merge - Learning Video Duration: 11m04s

How to link one or more SF330 Proposals to a Project in the Projects Hub.

Topics covered:
Proposal Log - 3m51s
Merge File Overview & Benefits - 6m7s
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Introduction to CRM - Quick Reference Guide Duration: 12 Min read

Learn how to utilize the commonly used features and functions of CRM in Deltek Vantagepoint, including useful terminology.

Topics covered:
Introduction to CRM - 4 Min read
CRM Processing and Hubs - 4 Min read
CRM Reporting, Dashparts and Touch - 4 Min read
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Mobile/Touch App for CRM Processing - Learning Video Duration: 21m 32s

Learn about features and functionality of Vantagepoint CRM that are available within the Deltek Touch/Mobile App.

Topics Covered:
• Introduction – 57s
• Install, Setup, Navigation and User Settings – 4m 14s
• Hubs – 24s
• Contacts and Lead Qualification – 7m 46s
• Firms – 1m 25s
• Projects – 2m 4s
• Activities – 4m 16s
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Mobile/Touch App for CRM - Quick Reference Guide Duration: 27min

Learn about features and functionality of Vantagepoint CRM that are available within the Deltek Touch/Mobile App.

Topics Covered:
Mobile Device Requirements - 2min read
Log In/Out - 2min read
Settings - 1min read
Contacts - 2min read
Firms - 4min read
Projects - 8min read
Activities - 8min read
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek CRM for Vantagepoint Mobile/Touch App - Support Material Duration: 60m read

Deltek CRM for Vantagepoint is a mobile application that enables you to view, add, and edit firm (clients and vendors), contact, activity, and opportunity information for Deltek CRM from your touch screen device.

This document contains detailed information and instructions on how to use various features of the Deltek CRM app.
  • Business Developer
  • Project Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Project Series: Project Planning - Quick Reference Guide Duration: 8 Min read

Learn how to utilize features and functions of Project Planning in Deltek Vantagepoint, including useful terminology.

Topics covered:
Initial Plan Set-up Considerations - 4 Min read
Project Planning - 4 Min read
  • Department Manager
  • Project Manager
  • Resource Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Resource Planning Series: Introduction to Resource Planning - Infographic Duration: 8m Read

This guide gives you quick reference information about Resource Planning

Topics Covered

Overview
Project Summary pane
Project Level Summary
Settings
  • Department Manager
  • Project Manager
  • Resource Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Resource Planning Series: Introduction to Resource Planning - Recorded Session Duration: 62m49s

Learn about the features of Resource Planning and how to navigate through the Resource Planning Settings, Projects Hub and Project Planning Dashboard.

Topics covered:
Introduction - 5m04s
Resource Planning Settings - 21m48s
Navigation and Fields - 33m42s
  • Department Manager
  • Project Manager
  • Resource Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Resource Planning Series: Project Planning and Resource Management - Recorded Session Duration: 76m52s

Learn about the features of Project Planning and Resource Management.

Topics covered:
Navigation, Actions Menu, Plan Settings - 21m24s
Contract, Labor, Expense and Consultant Tabs - 27m38s
Reschedule a Resource - 7m20s
Resource View, Project View and Reporting - 21m42s
  • Department Manager
  • Project Manager
  • Resource Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Resource Planning Series: Revenue Forecast for End Users - Learning Video Duration: 19m17s

How to create Revenue Forecasts for your projects.

Topics covered:
Prerequisites, Benefits & Methods 2m41s
Enabling Revenue Forecast - 33s
Check Out Plan - 53s
Column Values & Contract Information - 2m30s
Job To date values, Backlog and WBS - 1m34s
Forecast Date Handling - 1m7s
ETC revenue - 3m7s
Reschedule - 1m22s
Reporting - 1m29s
Exporting and Multicurrency - 1m45s
  • Department Manager
  • Project Manager
  • Resource Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Resource Planning Series: Revenue Forecast for Administrators - Learning Video Duration: 10m16s

How to set up Revenue Forecast in conjunction with Resource Planning as an administrator.

Topics covered:
Set up Methods, Requirements & Periods - 2m41s
Security Settings - 2m43s
Project Settings - 1m53s
Multi Currency - 24s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Management Information and Planning Series: Increase Business Insights - Learning Video Duration: 7m

Using Dashboards to gain a clear overview of the performance of your business.

Topics covered:
Dashboard Overview and Viewing the Pipeline - 2m52s
Creating Outstanding Amounts - 4m8s
  • Accounts Payable
  • Accounts Receivable
  • CEO
  • Controller
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Management Information and Planning Series: Increase Utilisation - Learning Video Duration: 13m

How to track incoming pipeline revenue and spread utilisation efficiently amongst your employees.

Topics covered:
Creating Utilization Dashboards - 2m30s
YTD Utilization chart - 1m36s
Hours Spread Chart - 1m44s
Employee Utilization Chart - 1m18s
Standard Resource View - 4m46s
  • Accounts Payable
  • Accounts Receivable
  • CEO
  • Controller
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Management Information and Planning Series: Manage Incoming Pipeline - Learning Video Duration: 14m19s

Get an overview of your incoming pipeline, incoming revenue and client profitability.

Topics covered:
Overview and Create Dashboard - 1m26s
Incoming Pipeline Dashboard - 3m04s
Client & Top Pursuits Dashboard - 6m30s
Winning & Losing Business Dashboard - 3m5s
  • Accounts Payable
  • Accounts Receivable
  • CEO
  • Controller
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Account Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Standard Reporting Series: Delivered Standard Reports - Recorded Session Duration: 59m17s

Learn about the differences between the two report writing tools based on SQL Server Reporting Services.

Topics covered:
Reporting Tools - 6m49s
Standard Reporting Application Overview - 15m13s
Authoring Standard Reports- 29m59s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Reporting Series: Standard and Favorite Reports - Quick Reference Guide Duration: 8 minute read. Learn about the set up and configuration of Standard and Favourite reports in Deltek Vantagepoint, including useful terminology.

Topics covered:
Creating Favourite Reports - 4 Min read
Delivered Standard Reports - 4 Min read
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Project Based and Batch Accounting Overview - Recorded Session Duration: 31m01s

Learn about project based accounting and batch processing concepts.

Topics covered:
Project Based Accounting - 2m21s
Project Set up - 12m15s
Transaction posting - 2m59s
Batch Processing Overview - 12m41s
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Terms - Learning Video Duration: 31m53s

Learn about functions and the steps in setting up the Billing Terms within Deltek Vantagepoint.

Topics Covered:
• Billing Terms Overview, Access and Setup - 2m 01s
• Adding Billing Terms to a Project - 6m 20s
• Copy Billing Terms - 59s
• Demonstration: Generating an Invoice - 18m 58s
• Demonstration: Printing an Invoice - 1m 35s
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Terms and Setup for Fixed Fee Projects - Learning Video Duration: 28m22s

Learn about invoicing Fixed Fee Projects using the Fees tab and the options within the Sub-Level Terms tab of Billing Terms.

Topics Covered:
• Steps to Setting Up Billing Terms for Fixed Fee Projects - 1m 11s
• Billing Terms for Fixed Fee Projects Options - 3m 12s
• Demonstration: Setting Up Billing Terms for Fixed Fee Projects - 15m 13s
• Sub-Level Terms Overview - 49s
• Sub-Level Terms Options - 1m 30s
• Demonstration: Sub-Level Terms - 4m 33s
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Groups - Learning Video Duration: 5m30s

Learn about the setup and usage of Billing Groups within Deltek Vantagepoint.

Topics Covered:
• Billing Groups Overview - 50s
• Steps to Create a New Billing Group - 31s
• Demonstration - Setup a Billing Group - 1m 56s
• Demonstration - Billing Groups in Interactive Billing and Projects Hub - 1m 11s
• Demonstration - Generate an Invoice - 37s
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Interactive, Group, and Batch Billing - Recorded Session Duration: 74m20s

Learn about the interactive billing process flow and the actions you can perform during interactive billing. 

Topics covered:

Interactive Billing Screens and Actions – 63m07s
Credit Memos and Billing Retainage – 11m13s
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Invoice Approval Process - Recorded Session Duration: 43m12s

Learn about Billing Approvals and Billing Extensions. 

Topics covered:
Invoice approval process and set up - 12m26s
Approval Applications - 21m11s
Refresh Billing extensions - 9m36s
  • Accounts Receivable
  • Billing Specialist
  • Controller
  • Super User
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Approving Invoices - Learning Video Duration: 8m 29s

Learn about the approval applications used and the process involved in approving invoices in Deltek Vantagepoint.

Topics Covered:
Overview - 1m 5s
Invoice Approval & Draft Invoice Approval - 1m 8s
Approval Delegation - 27s
Demonstration: Approving Invoices- 3m 49s
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Refresh Billing Extensions - Learning Video Duration: 8 mins

Learn about the steps involved in running a Refresh Billing Extension in Deltek Vantagepoint.

Topics Covered:
Overview - 1m 1s
Reporting Default Terms - 41s
When to Perform a Refresh - 41s
Steps Required to Refresh Billing Extensions - 1m 30s
Demonstration: Running a Refresh - 3m 33s
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Invoice Template Editor - Recorded Session Duration: 45m41s

Learn about benefits of using the Invoice Template Editor. 

Topics covered:
Template Editor Overview - 3m15s
Create New invoice Template - 34m23s
Invoice and Purchasing Images - 2m21s
Assigning Invoice Templates - 5m38s
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Processing Overview - Learning Video Duration: 5m26s

Learn about billing processes, workflow options, and type of billing tables.

Topics Covered:
Benefits - 50s
Features - 2m 45s
Billing Business Process Flow - 1m18s
  • Billing Specialist
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Labor Billing Tables - Learning Video Duration: 29m39s

Learn about the setup and configuration of Labor Billing Tables.

Topics Covered:

Labor Billing Tables Overview - 2m 47s
Labor Rate Tables - 6m 39s
Labor Category Billing Tables - 7m 47s
Labor Code Billing Tables - 7m 29s
Labor Override Billing Tables - 4m 23s
  • Billing Specialist
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Expense Billing Tables - Learning Video Duration: 14m14s

Learn about the setup and configuration of Expense Billing Tables.

Topics Covered:
Types of Expense Billing Tables - 30s
Expense Account Billing Tables - 4m 45s
Expense Category Billing Tables - 4m 13s
Expenses by Vendor Billing Tables - 4m12s
  • Billing Specialist
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Terms - Quick Reference Guide Duration: 16 Min read

Learn how to utilize features and functions of Billing Terms in Deltek Vantagepoint, including useful terminology.

Topics covered:
Billing Topics Overview - 2 min read
Access Billing Terms - 2 min read
Setup for Fixed Fee Projects - 1 min read
How Fee is Determined - 3 min read
Fee Invoice Posting - 2 min read
Billing Billing Groups - 2 min read
Supporting Documents in Interactive Billing - 4 Min read
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Setup and Approvals - Quick Reference Guide Duration: 12 Min read

Learn about the set up and configuration of Billing and Billing Approvals in Deltek Vantagepoint, including useful terminology.

Topics covered:
Invoice Template Editor - 4 Min read
Overview and Billing Tables - 4 Min read
Invoice Approvals and Review- 4 Min read
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Hubs - Recorded Session Duration: 45m41s

Learn about Hubs related to Accounting and AP including Employees, Firms, and Projects. 

Topics covered:
Employees, Firms and Projects Hubs- 3m15s
Create New invoice Template - 34m23s
Invoice and Purchasing Images - 2m21s
Assigning Invoice Templates - 5m38s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Advanced Concepts (Part 1) - Recorded Session Duration: 66m25s

Learn about advanced accounting concepts. Suitable for users who manage and maintain accounting records. 

Topics covered:
Overhead Allocation - 29m54s
Project Budgeting & Review - 10m57s
Labor Cross Charges - 15m54s
Organizational Reporting - 9m24s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Advanced Concepts (Part 2) - Recorded Session Duration: 62m01s

Learn about advanced accounting concepts. Suitable for users who manage and maintain accounting records. 

Topics covered:
Revenue Generation - 24m
Consultant Accrual - 5m58s
Approval Workflows - 14m27s
Bank Reconciliation - 17m06s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: AP Processing (Part 1) - Recorded Session Duration: 42m14s

Learn about various AP processes that can be performed in Deltek Vantagepoint. 

Topics covered:
AP Voucher Record & Posting - 22m57s
Voucher Review - 7m58s
AP Reporting - 11m13s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: AP Processing (Part 2) - Recorded Session Duration: 60m48s

Learn about various AP processes that can be performed in Deltek Vantagepoint. 

Topics covered:
Payment Processing - 42m37s
Void payment - 4m05s
Payment review - 3m38s
AP Reconciliation & Reporting - 6m27s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounts Payable Series: AP Process Flow and Automatic Payments - Learning Video Duration: 26m 23s

Learn about AP payment processing using an Automatic payment run in Deltek Vantagepoint

Topics Covered:
• AP Process Flow - 1m 20s
• Payment processing - 4m 32s
• Automatic Run Type - 1m 18s
• Vendor Review - 32s
• Printing Checks - 3m 22s
• Vendor Hub Demonstration - 3m 44s
• Automatic Payment Run Demonstration - 11m 5s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounts Payable Series: Manual Payment Processing - Learning Video Duration: 7m 8s

Learn about AP payment processing using a manual payment run in Deltek Vantagepoint.

Topics Covered:
• Manual Run Type - 52s
• Select Vouchers to Pay & Partial Payments - 1m 7s
• Manual Process Demonstration - 4m 35s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounts Payable Series: AP Electronic Funds Transfer - Learning Video Duration: 8m 37s

Learn about the AP Electronic Funds Transfer (EFT) process to pay your vendors electronically in Deltek Vantagepoint.

Topics Covered:
• Overview - 28s
• EFT Setup - 21s
• Initial Test EFT Transfer - 1m 40s
• EFT Summary View - 30s
• Processing EFT Payments - 1m 14s
• Create Payment Run, Process EFT and Bank Settings - 5m 53s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounts Payable Series: Void Payments - Learning Video Duration: 4m 24s

Learn about the steps involved in voiding AP payments and checks in Deltek Vantagepoint.

Topics Covered:
Overview & Steps Required - 1m 38s
Voiding Payments Demonstration - 2m 15s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounts Payable Series: Payment Review - Learning Video Duration: 7m 33s

Learn about the steps involved in reviewing AP vendor payments in Deltek Vantagepoint.

Topics Covered:
Payment Review Overview - 23s
Lookup AP Payments - 53s
AP Payment Review Screen - 46s
AP Payment Review Process - 4m 59s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounts Payable Series: Printing Checks - Learning Video Duration: 8m 37s

Learn about the AP check printing process after creating an automatic or manual payment run in Deltek Vantagepoint.

Topics Covered:
• Effects of Posting Payment Processing - 1m 29s
• Posting Logs - 25s
• Print Vendor Payments - 6m 3s
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Transaction Center - Recorded Session Duration: 57m48s

Learn about the transaction processing workflow

Topics covered:
Process Flows - 40m45s
Edit Transaction Files - 5m40s
Transaction Lists - 1m59s
Post Transaction Files - 9m24s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Utilities - Recorded Session Duration: 73m31s

Learn about the Accounting and AP Utilities functionality and how each utility is used
Topics covered:
Utilities Overview - 22m15s
Transactions - 16m40s
Updates - 14m31s
Key Conversions - 12m21s
1099 Initialization - 7m6s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounts Payable Series: Hubs - Quick Reference Guide Duration: 8 Min read

Learn how to utilize features and functions of Accounts Payable Hubs and Processing in Deltek Vantagepoint, including useful terminology.

Topics covered:
Hubs, including Employees, Firms and Projects - 4 Min read
Transaction Entry Files and Employee Ledger Reports - 4 Min read
  • Accounts Payable
  • Accounts Receivable
  • Controller
  • DLZ Standard
  • DLZ Enhanced
Converting from Quickbooks to Deltek Vantagepoint - Clickguide Duration: 30 Min read

This guide covers converting from Quickbooks to Deltek Vantagepoint, discusses the fundamental differences between QuickBooks and Deltek Vantagepoint, and defines the initial steps to prepare your current information for the system change.

Topics covered:
Introduction to Vantagepoint
System Comparisons
Preparing for Migration
Process Flow
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • System Administrator
  • Staff Accountant
  • DLZ Standard
  • DLZ Functional Guide
  • DLZ Enhanced
Deltek Vantagepoint Workflow Series: User Initiated and Scheduled Workflows - Learning Video Duration: 68m 19s

Learn about different types of Workflows, particularly User Initiated and Scheduled Workflows. You will be able to learn how to define conditions and perform various actions available based on these types of Workflows.

Topics Covered:
Workflow Overview - 5m 57s
Workflow Table - 3m 57s
Conditions - 2m 58s
Actions - 21m23s
Demonstration - 31m 45s
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Data Management Series: Importing Employees, Contacts, and Firm Hub Records - Learning Video Duration: 17m08s

Learn about importing Employees, Contacts, and Firm records into Deltek Vantagepoint.

Topics covered:
Considerations, Risks & Benefits, Requirements - 2m22s
Security Settings - 2m18sm
Importing and Reviewing records - 11m55s
  • HR Specialist
  • System Administrator
  • Department Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Data Management Series: Importing Journal Entry Transactions - Learning Video Duration: 14m11s

Learn about importing project records into Vantagepoint.

Topics covered:
Considerations, Risks & Benefits, Requirements - 2m56s
Security Settings - 2m30s
Importing and Reviewing Journal Entries - 9m36s
  • HR Specialist
  • System Administrator
  • Department Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Data Management Series: Importing Project Hub Records - Learning Video Duration: 17m03s

Learn about importing project records into Vantagepoint.

Topics covered:
Considerations, Risks & Benefits, Requirements - 3m32s
Security Settings & Access - 2m07s
Project Import Key Information & Required Fields - 3m40s
Import and Review Records - 7m03s
  • HR Specialist
  • System Administrator
  • Department Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Process Server - Learning Video Duration: 6m22s

Learn about using the Process Server and the Profile Editor.

Topics Covered:
Process Server Overview - 37s
Allow Priority in Security Roles - 47s
Scheduling a Large Report to the Process Server - 2m 22s
Creating a Profile - 1m51s
Summary - 18s
  • System Administrator
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Security Overview - Learning Video Duration: 9m 30s

Learn about the basics of Security, User Password, and Settings management.

Topics Covered:
Stages of User Access - 2m 20s
Security Business Process Flow - 36s
Security Terminologies - 2m 41s
Getting Started with Deltek Vantagepoint - 25s
Changing Your Password - 1m 7s
Security Settings - 1m 23s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Roles Overview - Learning Video Duration: 14min

Learn about Roles, and how you can add, edit or delete them in Deltek Vantagepoint.

Topics Covered:
Overview - 1m 7s
Example - 50s
List View - 1m 52s
New Roles - 43s
Detail View - 1m 14s
Roles Form - 45s
Create, Edit, Copy and Delete Role - 6m 24s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Roles Overview Tab - Learning Video Duration: 21mins

Learn about the settings found on the Overview tab of Roles Security.


Topics Covered:
Overview and Menu Items - 1m 39s
Role Access to Menu Items - 3m 33s
Enable/Disable All & Role Types - 6m 17s
Save Rights, Process Queues, Record Access and Options 7m 1s
Lookup Limit Override & Enable Search Across Hubs - 1m 5s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Roles Record Access Tab - Learning Video Duration: 16min

Learn about the Roles: Record Access Tab screen, the sections available for this screen and the functionality that comes with it.


Topics Covered:
Record Access Overview - 47s
Record Access Tab - 2m 30s
Record Level View: Employees and Projects - 1m 8s
Application Record Access - 5m 7s
Project Access and Creation Rights, Options and Approval Workflow Record Access - 5m 32s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Roles Accounting Tab - Learning Video Duration: 16 mins

Learn about the settings found on the Roles Accounting tab of Roles Security.

Topics Covered:
Roles Accounting Tab Setup Security Access and Transaction Types - 4m 36s
Billing Security and Miscellaneous Options - 8m 40s
Payroll Security Options - 1m 6s
MultiCompany Security - 56s

  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Roles Planning Tab - Learning Video Duration: 5min

Learn about the settings found on the Planning tab of Roles Security.


Topics Covered:
Roles Planning Overview - 20s
Planning tab Sections - 38s
Planning Tab Demonstration - 3m 30s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Roles Access Rights Tab - Learning Video Duration: 9min

Learn about the settings found on the Access Rights tab of Roles Security.


Topics Covered:
Overview - 20s
Access Rights Sections - 1m 1s
Access Rights Tab Demonstration - 7m 15s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Users - Learning Video Duration: 23m 43s

Learn about the creation of Users and User Settings in Deltek Vantagepoint.

Topics Covered:
Users Overview - 51s
Security Log in - 32s
Security Settings - 1m 9s
User Creation Methods - 2m 2s
Generate Users - 1m 54s
New Users Screen - 5m 3s
Manually Add Users - 2m 1s
Copy User Profile - 1m 45s
List View and Grid Settings - 1m 20s
Toolbar Actions - 26s
Line Options - 48s
Enable/Disable Logins - 45s
User Screen Demonstration - 2m 8s
  • HR Specialist
  • System Administrator
  • Department Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Password Policies - Learning Video Duration: 8m 33s

Learn about Deltek Vantagepoint's Password Policies functionality with Windows Integrated Security, and how to establish password policies for your organization.

Topics Covered:
• Overview - 24s
• Password Policies Screen - 53s
• Password Policies Fields - 2m 37s
• Demonstration: Establishing Password Policies - 2m 19s
• Windows Integrated Security - 54s
  • System Administrator
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Security Settings Reports - Learning Video Learn about security settings, reports and audit trails in Deltek Vantagepoint.

Topics Covered:
• Overview - 51s
• Role Summary Report – 1m 02s
• User Accounts Report – 1m 01s
• Field Security Report – 53s
• Demonstration: Security Settings Report – 2m 02s
• Settings Adut Trail Overview – 1m 37s
• Audit Purge Utility – 1m 54s
• Demonstration: Settings Audit Trail – 4m 40s
  • HR Specialist
  • System Administrator
  • Department Manager
  • DGC Implementation Team
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Utilities Series - Quick Reference Guide Duration: 16 Min read

Learn to utilize the features and functions of Utilities in Deltek Vantagepoint, including useful terminology.

Topics covered:
Key Conversions 4-Min read
Key Format - 4M in read
Periods - 4 Min read
Search and Replace - 4 Min read
  • HR Specialist
  • System Administrator
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Quickbooks Series - Quick Reference Guide Duration: 8 Min read

Learn about the Quickbooks Integration with Deltek Vantagepoint, including useful terminology.

Topics covered:
Initial Setup Pre-requisites Checklist - 4 Min read
Records and Transactions - 4 Min read
  • HR Specialist
  • System Administrator
  • Department Manager
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Master Certification Exam The Deltek Professional Vantagepoint Master Certification Exam validates skills within the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint Certified User
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting Certification Exam The Deltek Professional Vantagepoint Accounting Certification Exam validates your skills within the Accounting area of the Vantagepoint product. Successful completion of the Certification exam is required to receive the Professional Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint Certified Accounting User.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • Staff Accountant
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Design and Build Series: Activation - Support Material This portal contains additional support materials to help you prepare for your Design and Build Activation meetings.
  • DGC Implementation Team
  • DLZ Standard
Deltek Vantagepoint Design and Build Series: Setup - Support Material Online Help Articles

This portal contains additional support materials to help you prepare for your Design and Build Setup meetings.
  • DGC Implementation Team
  • DLZ Standard
Deltek Vantagepoint Design and Build Series: Hubs and Projects Setup - Support Material Online Help Articles

This portal contains additional support materials to help you prepare for your Design and Build Hubs and Projects Setup meetings.
  • DGC Implementation Team
  • DLZ Standard
Deltek Vantagepoint Design and Build Series: CRM - Support Material Online Help Articles

This portal contains additional support materials to help you prepare for your Design and Build CRM meetings.
  • DGC Implementation Team
  • DLZ Standard
Deltek Vantagepoint Design and Build Series: CRM Custom Proposals - Support Material Online Help Articles

This portal contains additional support materials to help you prepare for your Design and Build CRM Custom Proposals meetings.
  • DGC Implementation Team
  • DLZ Standard
Deltek Vantagepoint Design and Build Series: CRM Service Requests - Support Material Online Help Articles

This portal contains additional support materials to help you prepare for your Design and Build CRM Service Requests meetings.
  • DGC Implementation Team
  • DLZ Standard
Deltek Vantagepoint Design and Build Series: Chart of Accounts Setup - Support Material Online Help Articles

This portal contains additional support materials to help you prepare for your Design and Build Chart of Accounts Setup meetings.
  • DGC Implementation Team
  • DLZ Standard
Deltek Vantagepoint Design and Build Series: Data Migration - Support Material This portal contains additional support material to help you prepare for your Design and Build Data Migration meetings.
  • DGC Implementation Team
  • DLZ Standard
Deltek Vantagepoint Improving Cash Flows By Reducing DSO Series: Calculate and Interpret Your Days Sales Outstanding - Self-Paced Learning Duration: 60 Min

In this 1-hour Enhanced level course, you will learn to use Deltek Vantagepoint 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. This is 1 of 7 courses within the series.
  • System Administrator
  • DLZ Enhanced
Deltek Vantagepoint Accurately Assess Project Profitability Using Consultant Accruals - Self-Paced Learning Duration: 50 min

In this Enhanced level course, you will learn about the Consultant Accruals feature in Deltek Vantagepoint and how it can affect your assessment of project profitability.

Topics Covered:

Available methods of calculating Consultant Accruals
Implications of using the feature
Roles impacted by the use of the feature
Benefits and compromises
Examples of the effects
Billing vs. Supress Billing of Accrued Amounts
Restrict, reverse, and write off Accrual Amounts
Creation of Saved Options
Considerations before enabling
Discontinue use of the feature
n/a
  • DLZ Enhanced
Deltek Vantagepoint - Learning Lab This Enhanced level course provides you with up to 4 hours of hands-on experience, navigating the Deltek Vantagepoint 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
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Timesheet for End Users - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to manage timesheet elements, print, and submit your timesheet.

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.
  • Time and Expense User
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Expense Reports for End Users - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers end-user Expenses processing, Expense Reports functions, components, and form.

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.
.
  • Time and Expense User
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Invoice Processing - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers all steps of invoice processing, from setting up the billing session options, to viewing posting logs in Deltek Vantagepoint.

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 Receivable
  • Billing Specialist
  • Project Manager
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Terms - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to set up and edit Billing Terms.

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 Receivable
  • Billing Specialist
  • Project Manager
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Rate Tables - Guided Practice Our Guided Practice documents are available for Enhanced level subscribers.

This course covers how to create and configure Billing Rate Tables.

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 to support your learning.
  • Accounts Receivable
  • Billing Specialist
  • Project Manager
  • DLZ Enhanced
Deltek Vantagepoint Online Help Deltek Vantagepoint 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 Vantagepoint 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. You can also review the Release Notes for the Vantagepoint product, to see what the latest features and enhancements are.
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Functional Guide
Vantagepoint 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
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint 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
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Overview and Navigation - Virtual Live Class Duration: 1hr

Learn how to navigate through Deltek Vantagepoint using the global icons. This course is part of the User Fundamentals series.

Topics Covered:

Login instructions
Browser Client and Desktop Smart Client
Navigation Pane
Hubs List View and Detail View
Transaction Center Overview
Access User Preferences
Change Passwords
Locate Help Tools
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Hubs - Virtual Live Class Duration: 1hr

Learn about the Hub records, types and components, utilities, settings, as well as creating searches in Hubs. This course is part of the User Fundamentals series.

Topics Covered:

Hub Areas
Detailed and List Views
Creating New Records
Exporting to CSV
Custom Hubs
Hub Actions
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Screen Designer - Virtual Live Class Duration: 1hr

Learn about the Screen Designer and its functionality as well as the creation of custom fields, tabs, grids, workflow buttons, and user defined hubs. This course is part of the User Fundamentals series.

Topics Covered:

Measures for Field, Tab or Grid Using Screen Designer
Custom Field, Tab and Grid
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint User Fundamentals Series: Searching and Reporting - Virtual Live Class Duration: 1hr

Learn how to use Lookups, Searches, Quick Find option, Predefined Searches, and Advanced Searching to find records. This course is part of the User Fundamentals series.

Topics Covered:

Standard and Custom Reporting
Archive a Report
Report Designer
Advanced Search Operators
Schedule and Email a Report
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Dashboards Series: Dashboard Designer - Virtual Live Class Duration: 1.25hrs

Learn about the Dashboard parts and functions as well as creating Dashparts. This course is part of the Dashboard series.

Topics Covered:

User Options
Hubs
Base
Dashboard Designer
Dashboard Security
Charts and Tables
System Dashparts
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Time Processing - Virtual Live Class Duration: 1.5hrs

Learn about the Timesheet Business Process Flow and how to access the application Timesheet forms. This course is part of the Time series.

Topics Covered:

Enter Overtime
Start and End Times
Comments
Complete, Review, Modify, Approve and Post Timesheets
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Configuration Overview - Virtual Live Class Duration: 1hr

Learn about the role of the Timesheet Administrator and the step by step process of Time Configuration. This course is part of the Time series.

Topics Covered:

Labor Expense Posting
Labor Credit Account
Labor Credit Distribution
Debit and Credit Wage Expense
Overhead Time Posting
Job Cost Rate
Secondary Overtime Tracking
Time Period Setup
Time Approvals Time Categories
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Time Series: Analyze Usage of Employees Time - Virtual Live Class Duration: 1 hour

Learn how to utilize the Time Analysis Report to see how effectively your employees' time is being used.

Topics Covered:

Importance of Direct versus Indirect Labor Hours
Overview of Time Analysis Report
How are Standard Hours calculated
Employee Settings
Time Analysis Settings
Time Analysis Report Options
Review Sample of Time Analysis Report
n/a
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Expense Processing - Virtual Live Class Duration: 1.5hrs

Learn about the processing of Expenses and Expense Reports functions, components, and form. This course is part of the Expense series.

Topics Covered:

Create and Post Expense Report
Enter Transactions Through Transaction Entry
Employee Ledger Report
Process Direct Deposit Expense Payments
Add Credit Card Charges
Void Expense Checks and Direct Deposits
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Controlling Expense Approvals with Workflows - Virtual Live Class Duration: 1hr

Learn about how workflows can be configured to control expense approvals more effectively.

Topics Covered:

Approval Workflow Definition and Benefits
Expense Report Process Flow
Approval Workflow Configuration Process and Composition
Creating Expense Approval Workflows
n/a
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Series: Credit Card with Import - Virtual Live Class Duration: 1hr

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

Topics Covered:

Enable and Setup Credit card Configuration
Attach Credit Card Charges to Expense Reports
Handle Payment to the Credit Card Company
Review Credit card Reconciliation Process
Import Credit Card Charges
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Timesheets - Virtual Live Class Duration: 1hr

This interactive course is designed to help users understand the differences between timesheets in Vantagepoint compared to Vision.

Topics covered:

Toolbars, Settings and Notifications
Navigation and Periods
Recording Time
Units
Employee Information
Absence requests

This session will include demonstrations and hands-on activities in a supplied sandbox environment, to reinforce your learning.
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Expense Reports - Virtual Live Class In this interactive, 1-hour session we will discuss the steps involved in entering an Expense Report in Vantagepoint.

We will highlight the differences between Vision and Vantagepoint, including Expense Report Settings as well as new functions and features available in Vantagepoint expense reports, including auto-matching credit card charges and grid column selection.

This session will include demonstrations and hands-on activities in a supplied sandbox environment, to reinforce your learning.
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Configuration Series: Expense Configuration - Virtual Live Class Duration: 1hr

Learn about the Expenses and Transaction Center purpose and user benefits. This course is part of the Expense Configuration series.

Topics Covered:

Expense Report Functionality
Expense Report Form
Configure Credit Card Functionality
Expense Report Options, Groups, and Preferences
Expense Category Functionality
Configure Expense Categories
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Expense Configuration Series: Expense Approvals - Virtual Live Class Duration: 1hr

Learn how to set up Expense Approvals and the types of setup in the resulting approval workflow screen. This course is part of the Expense Configuration series.

Topics Covered:

Expense Approvals
Expense Report Alerts and Actions
Expense Line Approvals Application
Expense Line Approvals Status
Expense Line Approvals Report
Approval Notifications
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Customer Relationship Management Processing (Part 1) - Virtual Live Class Duration: 1hr

Learn about the CRM functionality of the In Pursuit Projects, Employees, Firms, and Boilerplates hubs as well as performing CRM related actions. This course is part of the CRM series.

Topics Covered:

Project Stage
Vendors and Clients
Estimate Value
Weighted Revenue
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Customer Relationship Management Processing (Part 2) - Virtual Live Class Duration: 1hr

Learn about the CRM functionality of the Contacts, Marketing Campaigns, and Activities hubs. This course is part of the CRM series.

Topics Covered:

Calendar Functionality
Shared Calendar
Calendar Settings
Lead Qualification
Qualified Contact
Potential Revenue
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint CRM Series: Customer Relationship Management Processing (Part 3) - Virtual Live Class Duration: 1hr

Learn how CRM reports can be utilized and CRM types. This course is part of the CRM series.

Topics Covered:

Features of Deltek Touch CRM
User Interface
Qualification Status
Lead Qualification
Pipeline Dashpart Dashboard
CRM Dashparts
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Resource Planning Series: Introduction to Resource Planning - Virtual Live Class Duration: 1.5hrs

Learn about the features of Resource Planning and how to navigate through the Resource Planning Settings, Projects Hub and Project Planning Dashboard. This course is part of the Expense series.

Topics Covered:

Resource Planning Settings
Plan Settings
Revenue Forecast Settings
Project Planning Alerts
Create Generic Resources
Project Summary Pane
View Security
Resource Planning
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Resource Planning Series: Project Planning and Resource Management - Virtual Live Class Duration: 1.5hrs

Learn how to navigate through the Project Planning and Actions Menu. This course is part of the Resource Planning series.

Topics Covered:

Checking In and Out a Project Plan
Actions Menu
Reviewing Contract, Labor, Expenses and Consultants Tabs, Fields, and Functions
Resource Management Components
Resource and Project View
Reporting
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Standard Reporting Series: Delivered Standard Reports - Virtual Live Class Duration: 1.5hrs

Learn about the differences between the two report writing tools based on SQL Server Reporting Services as well as running Standard Reports. This course is part of the Standard Reporting series.

Topics Covered:

Functions of Reporting Toolbar and Tabs
Reporting Menu Applications Grid
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Terms (Part 1) - Virtual Live Class Duration: 1hr

Learn how to upload and view the supporting documents in the Billing application. This course is part of Billing Processing series.

Topics Covered:

Functions of Billing Terms
Setup Time and Expense Billings
Transactional Document Management
Time and Materials Billing
Labor Billing
Invoice Overrides
Invoice Add-ons
Billing Backup
Rate Methods
Rate Times Multiplier
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Billing Terms (Part 2) - Virtual Live Class Duration: 1hr

Learn about the different components of the Fees tab and the options within the Sub-Level Terms tab of Billing Terms. This course is part of Billing Processing series.

Topics Covered:

Create New Billing Group
Billing Phases
Percent Complete
Lump Sum
Schedule Billing
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Overview and Billing Tables - Virtual Live Class Duration: 1hr

Learn about the benefits and processing options of Deltek Vantagepoint Billing. This course is part of the Billing Processing series.

Topics Covered:

Billing Processing Business Workflow
Types of Billing Tables
Vendor Billing Table
Labor Rate tables
Labor Category Tables
Labor Code Tables Labor Override Tables
Expense Rate Tables
Available Resource Planning
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Interactive, Group, and Batch Billing - Virtual Live Class Duration: 1.5hrs

Learn about the interactive billing process flow and the actions you can perform during interactive billing. This course is part of the Billing Processing series.

Topics Covered:

Employee Realization & Fee Allocation
Credit Memos
Billing Retainage
Billing Insert
Billing Modification
Labor Insert
Expense Insert
Billing Write Off
Billing Transfers
Accept Final Invoice
Billing Session Options
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Invoice Approval Process - Virtual Live Class Duration: 1hr

Learn how to enable and use Invoice Approvals as well as how to use the Refresh Billing Extension tool. This course is part of the Billing Processing series.

Topics Covered:

Invoice Approval Process
Interactive Billing Approvals
Run Refresh Billing Extensions
Approval Applications
Batch Billing
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Invoice Template Editor - Virtual Live Class Duration: 1hr

Learn about benefits of using the Invoice Template Editor. This course is part of the Billing Processing 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 Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Draft Invoice Approval and Digital Markup - Virtual Live Class Duration: 1 hour

In this session we will learn about the tools and functions of the Digital Invoice markup within Draft invoice approvals.

Topics Covered:
Setup of Draft Invoicing and Invoice Approvals
Enabel Digital Markup
Digital Markup using the annotation tool
n/a
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Billing Processing Series: Setting up and Using Billing Retainers - Virtual Live Class Duration: 1hr

We are going to cover the setup and usage of billing retainers. We will also cover real-world situational issues you may run into and ways to address them.

Topics Covered:

Purpose of Billing Retainers
Business Reasons for using Retainers
Methods of Setup and Applying them
Correcting Issues
n/a
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Hubs - Virtual Live Class Duration: 1hr

Learn about the Hubs related to Accounting and AP including Employees, Firms, and Projects. This course is part of Accounting & Accounts Payable Processing series.

Topics Covered:

Employees Hub Tab Details
Employee Benefit Accrual Grid
Employee Direct Deposit Grid
Firms Hub Tab Details
Clients and Vendors
Projects Hub Sections and Tab Details
Unit Tables
General Ledger Chart of Accounts Setup
Account Group Tables
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Transaction Center - Virtual Live Class Duration: 1hr

Learn about the Transaction Center and actions that can be performed within the application. This course is part of Accounting & Accounts Payable Processing series.

Topics Covered:

Transaction Center Overview
Create Transaction Entry File
Implicit and Explicit Postings
Recurring Transaction Entry
Transaction List
Transaction Files Posting
AP Voucher
AP Disbursement
Cash Receipt
Transaction List
Posting Log Overview
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Utilities - Virtual Live Class Duration: 1.5hrs

Learn about the Accounting and AP Utilities functionality and how each utility is used. This course is part of Accounting & Accounts Payable Processing series.

Topics Covered:

Utilities Overview
Accounting & Fiscal Periods
Posted Transaction Files
Incomplete Postings
Locked Transaction Files
Undo Posting
Search and Replace
Project Closeout
Key Conversion
1099 Initialization
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Advanced Concepts (Part 1) - Virtual Live Class Duration: 1.5hrs

Learn about running overhead allocation, project budgeting and review, labor cross charges, and organizational reporting. This course is part of Accounting & Accounts Payable Processing series.

Topics Covered:

Overhead Allocation
Project Budgeting and Review
Labor Cross Charge
Organizational Reporting
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: Advanced Concepts (Part 2) - Virtual Live Class Duration: 1.5hrs

Learn about the basic concepts and how to run Revenue Generation, Consultant Accruals and Bank Reconciliation as well as Absence Request Approval Workflows. This course is part of Accounting & Accounts Payable Processing series.

Topics Covered:

Revenue Generation
Revenue Methods and Categories
Consultant Accrual
Absence Request Approval Workflow
Bank Reconciliation
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: AP Processing (Part 1) - Virtual Live Class Duration: 1hr

Learn about the AP processes that can be performed in Deltek Vantagepoint. This course is part of Accounting & Accounts Payable Processing series.

Topics Covered:

Create AP Vouchers
Voucher Review Functionality
Types of AP Reports
Transactional Document Management
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Accounting and Accounts Payable Processing Series: AP Processing (Part 2) - Virtual Live Class Duration: 1.5hrs

Learn about the AP Payment processes that can be performed in Deltek Vantagepoint. This course is part of Accounting & Accounts Payable Processing series.

Topics Covered:

Basic Process Flows
Automatic and Manual Payment Processing
Payment Processing Types
Electronic Funds Transfer (EFT)
Voiding and Reviewing Payment
AP Reconciliation and Reporting Voucher Review
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Overview and Roles - Virtual Live Class Duration: 1hr

Learn about the Deltek Vantagepoint security options and workflow and key security terms. This course is part of the Security series.

Topics Covered:

Different Tabs in Roles and their Functions
Business Process Flow
Setup Checklist
Role Security
Record Access
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced
Deltek Vantagepoint Security Series: Users, Password Policies, and Other Concepts - Virtual Live Class Duration: 1hr

Learn about the security implications of using the Tab Designer as well as how to create users and password policies. This course is part of the Security series.

Topics Covered:

Windows Integrated Security
Configuration Reports and Audit Trails
Security Access
User Default Printing Preferences
Password Policy, Strength and Expiration
  • Accounts Payable
  • Accounts Receivable
  • Billing Specialist
  • CEO
  • Controller
  • HR Specialist
  • System Administrator
  • Business Developer
  • Department Manager
  • Project Manager
  • Resource Manager
  • Staff Accountant
  • Account Manager
  • Time and Expense User
  • DLZ Standard
  • DLZ Enhanced