| Asset Name | Description | Roles |
|---|---|---|
| Deltek Vantagepoint Customer Assistance Program (CAP) for Vision Users Recorded Sessions - Support Material | The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint. These videos are recordings of the Deltek Vantagepoint CAP sessions that were held throughout April and May of 2022. 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. |
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| Deltek Vantagepoint Customer Assistance Program (CAP) for Vision Users Recorded Sessions - Support Material | The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint. These videos are recordings of the Deltek Vantagepoint CAP sessions that were held throughout April and May of 2022. 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. |
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| Deltek Vantagepoint Customer Assistance Program (CAP) for Vision Users Recorded Sessions - Support Material | The Deltek Vantagepoint CAP program is a series of live webinars held by Deltek exclusively for Vision customers who are preparing to upgrade to Vantagepoint. These videos are recordings of the Deltek Vantagepoint CAP sessions that were held throughout April and May of 2022. 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. |
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| Deltek Vantagepoint Readiness Portal for Vision Users | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. |
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| Deltek Vantagepoint Readiness Portal for Vision Users | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. |
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| Deltek Vantagepoint Readiness Portal for Vision Users | This portal is filled with content that explains the differences between Deltek Vision and Deltek Vantagepoint. If you previously used the Vision software before your upgrade to Vantagepoint, you can watch these presentations and demonstrations by various experts on the Deltek Vision product, to get a better perspective on how things have changed between the two systems. All of the material is created with former Vision users in mind, so it makes a great first stop on your journey towards understanding Vantagepoint. The portal includes updates and new features introduced in Vantagepoint 6.0. |
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| Vision User Fundamentals - Functional Reference Guide | Duration: 1h 15m Read Introduction to the basic module areas and navigation in Deltek Vision. Topics: Logging in and Common icons -5m 30s Read Navigation - 4m Read Dashboard - 20m Read User Options - 3m Read Info Centers - 4m 45s Read Instant Messaging and Smart Grids - 6m 30s Read Code Tables - 2m 30s Read Lookups, Searches and Report Selections - 12m 30s Read Reporting - 9m Read Terminology - 3m Read Conclusion - 30s Read |
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| Vision Time Processing - Functional Reference Guide | Duration: 45m Read Introduction to completing and processing Timesheets in Deltek Vision. Topics: Introduction to the Vision Timesheet - 1m 30s Read Accessing a Timesheet - - 1m 30s Read Introduction to the Vision Mobile Timesheet application - 2m 45s Read Vision Timesheet Form Review - 4m Read Completing a Timesheet - 20m 30s Read Processing a Timesheet - 14m 15s Conclusion - 30s |
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| Vision Expense - Functional Reference Guide | Duration: 35m Read Introduction to the setup and processing of Expenses and Expense Reports in Deltek Vision. Topics: Introduction to Expenses and the Transaction Center- 1m 30s Read Introduction to Expense Reports - 3m 30s Read Company Expense Report Configuration Tabs - 5m 30s Read Expense Report Processing - 25m Read Conclusion - 30s |
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| Vision Billing - Functional Reference Guide | Duration: 1h 15m Read Introduction to Billing Terms, Billing Tables, Pre-Billing processes and Interactive Billing in Deltek Vision Topics: Introduction - 3m Read Billing Tables - 17m 45s Read Billing Terms - 19m 15s Read Pre-Billing - 14m 15s Read Interactive Billing - 28m Read Conclusion - 30s Read |
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| Vision Accounting and Accounts Payable Processing - Functional Reference Guide | Duration: 1h 5m Read Introduction to workflow and features for Accounting and Accounts Payable processing in Deltek Vision. Topics: Accounting and Accounts Payable Business Process Flows - 3m 30s Read Info Centers - 18m Read Transaction Center - 15m 15s Read Utilities - 8m 45s Read Accounts Payable Processing - 22m 15s Read Conclusion - 30s Read |
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| Vision Standard Reporting - Functional Reference Guide | Duration: 25m Read Introduction to the types, features and use of Reports in Deltek Vision. Topics: Report Writing Tools- 4m Read Vision Reporting Application - 8m 45s Read Working with Standard Reports - 10m 15s Read Conclusion - 30s Read |
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| Vision Customer Relationship Management - Functional Reference Guide | Duration: 30m Read Introduction to the features and functions of the CRM Module in Deltek Vision. Topics: Introduction to CRM- 2m Read Info Centers and CRM- 26 30s Read Conclusion - 30s Read |
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| Vision Resource Management - Functional Reference Guide | This covers the Resource Management options, how to navigate the different functions of the Resource Utilization tool and the Generic Resource Assignments tool, and how to designate hard and soft booking. [Keywords and Related Searches - eLearning, online Learning, online course, assignments, search tab, show tab, legend tab, organizations, apply to, labor categories, employees, generic resources, mapping, included in utilization and reporting, plan probability, hours beyond, lowest plan level, period column resource row values, hours to include, resource order, plan details, columns show and order, billable, non-billable, employee search, copy hours, move hours, soft book, hard book, availability, all in-utilization commitments, lookup] |
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| Vision Payroll Overview and Navigation - Functional Reference Guide | Duration: 35m Read Introduction to the overview of processes and configuration of Payroll in Deltek Vision. Topics: Payroll Overview - 4m 30s Read Security Role for Payroll - 2m 45s Read Configuration Setup - 22m 15s Read Withholding Setup - 3m 15s Read Conclusion - 30s Read |
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| Vision Security - Functional Reference Guide | Duration: 1h Read Introduction to the Security features and functions found in Deltek Vision. Topics: Overview - 9m 30s Read Roles - 30m 45s Read Users - 8m 15s Read Password Policies - 2m 15s Read Reporting - 3m 45s Read Conclusion - 30s Read |
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| Deltek Vision Online Help | Deltek Vision Online Help provides help for all features across the application. This service can also be found and launched from the Help link ( shown as the "?" icon ) within the Vision user interface, and it provides you with comprehensive online help for all functionality across all areas of the product. It includes a built in search, plus a section on how to get the most out of using Online Help. |
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| Vision User Fundamentals Series: Overview, Navigation, and User Options - Self-Paced Learning | Duration: 25m Learn how to get started with Deltek Vision with an introduction to the system and interface as well as looking at key concepts such as Info Centers and User Options. Topics covered: Introduction - 30s Overview - 2m Navigation - 1m 10s User Options- 2m 55s Info Centers - 5m 15s Instant Messaging- 4m 15s Code Tables- 1m 50s Conclusion and Summary - 30s Appendix - 4 min 30s Read |
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| Vision User Fundamentals Series: Overview, Navigation, and Dashboards - Recorded Session | In this 1-hour course, you will learn how to navigate through Vision using the global icons, select a database and log on to Vision, and access and navigate through Vision Help Contents. This course is part of the Vision User Fundamentals series. [Keywords and Related Searches - training videos, icons, help, dashboard, dashparts, user options, reset password, username, global toolbar, navigation, startup, tip of the day, set color, unsubscribe, hide dashpart, unused dashpart] |
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| Vision for Project Manager Series: User Options and Fundamentals - Recorded Session | In this 1.5-hour course, you will learn to setup User Options tabs and functions, efficiently locate important information using Lookups and List View and create custom fields and dropdown values for tracking data, security settings needed to gain access to the information needed and alerts that can be configured to help keep you informed about the status. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, toolbar, display settings, dialog, change password, options, searching, quick find, standard search, advanced, operators, cross info center, multiple records, detail view, columns, filter, grouping, saving searches, organize save options, user defined, code tables, AR Aging, opportunity, resource planning, timesheet, approvals, due, role, general tab, record access, accounting, planning, access rights, iAccess, default printer, pop up reminders, lookups] |
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| Vision Security Series: Overview and Roles - Recorded Session | In this 1.5-hour course, you will learn to configure the security options and workflow, the key security terms and the tabs and functions in Roles. This course is part of the Security Series. [Keywords and Related Searches - training videos, user access, process, change password, configuration, setup checklist, toolbar, form, tab, record access, record level view, accounting, period, cost rates, planning, access rights, iAccess, documentation management, system administrator, integrated, windows, ADMIN, policies, closed period, prior period, restrict access] |
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| Vision Security Series: Users, Passwords Policies, and Other Concepts - Recorded Session | In this 1-hour course, you will learn the security implications of Screen Designer and the configuration of Users, Password Policies, Windows Integrated Security, Reports and Audit Trails. This course is part of the Security Series. [Keywords and Related Searches - training videos, properties, access rights, iAccess, login process, list view, methods, generate, copy current, ADMIN, administrator, user profile, requirements, maintenance, rules, expire, expiration, diable, audit trail] |
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| Vision User Fundamentals Series: Dashboard - Self-Paced Learning | Duration: 15m Learn how to manage your Dashboard, create Dashparts and customize your Dashboards and Dashparts in Deltek Vision. Topics covered: Introduction - 45s Dashboard Fundamentals - 4m 25s Dashparts - 7m 15s Summary and Conclusion - 35s |
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| Vision User Fundamentals Series: User Defined Components - Learning Video | In this 27-minute course, you will learn how to create User Defined Components in Deltek Vision including User Defined Tabs, Fields, Grids and Info Centers, the risks and benefits of creating custom components, and how to create and maintain the security requirements. [Keywords and Related Searches - training videos, online video, UDC, list of values, limit entry to values list, screen designer, training requests, security configuration, reports] |
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| Vision User Fundamentals Series: Reporting and User Defined Components - Self-Paced Learning | Duration: 32m Learn about the creation and use of User Defined Components in Deltek Vision. Topics covered: Introduction - 45s User Defined Components Tabs and Fields - 10m 25s Screen and Navigation Designers - 5m 25s Lookups, Searches and Report Selections - 8m 15s Reporting Overview and Actions - 5m 35s Summary and Conclusion - 45s |
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| Vision Standard Reporting Series: Overview and Authoring - Recorded Session | In this 2-hour course, you will learn about the functions of the tabs and grid in the reporting menu applications, the procedure of creating and saving standard report options and advanced search record selections, and the steps in creating and saving favorite standard reports to system and web dashparts on the dashboard. This course is part of the Vision Standard Reporting series. [Keywords and Related Searches - training videos, reporting toolbar, system dashparts, web dashparts, authoring reports, quick find, is me, is mine, personal favorite, global favorite, audit detail, audit trail] |
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| Vision Standard Reporting Series: Delivered Standard Reports - Recorded Session | In this 1.5-hour course, you will learn the three Vision report writing tools based on the SQL Server Reporting Services, reporting toolbar functions and Standard Report configuration options. This course is part of the Standard Reporting Series. [Keywords and Related Searches - training videos, builder, designer, BIDS, application menu, review window, tabs, grid, authoring, general, options, activity, labor & expense, sorting, grouping, columns, calculated fields, layout, saving, graph, budget, custom, RDL, archive, archived, print layout, personal report, global report, financial analysis, calculations, page orientation] |
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| Vision Time Series: Overview and Completing a Timesheet - Self-Paced Learning | Duration: 45m Learn how to create, enter information into and submit Timesheets for processing in Deltek Vision. Topics covered: Introduction - 50s Overview - 6m 30s Completing a Timesheet - 9m 20s Start/End times and Meals - 3m 40s Unit Quantities Tab - 7m 45s Submitting a Timesheet - 6m 40s Printing a Timesheet - 5m 40s Conclusion and Summary - 30s |
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| Vision Time Series: Time Analysis Column Setup - Clickguide | Duration 30 m read This guide how to add user-defined columns to the Time Analysis Report and how to post project cost related to time UDCs in Deltek Vision. Topics include: Column Setup User Defined Column Setup Utilization Employee Time |
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| Vision Time Series: Benefit Hour Accrual Based on Hours Worked - Self-Paced Learning | Duration: 1h 30m Learn about the setup, configuration and processing of Benefit Hour Accruals based on Hours Worked in Deltek Vision. Topics covered: Introduction - 2m 10s Impact of not using Benefit Hours accrual based on Hours Worked - 1m 7s Purpose of using Hours Worked to calculate benefit hours - 31s Benefits to using this method - 43s Configuring and using Benefit Hour Accruals based on Hours Worked - 1h 4m 23s Summary - 1m 11s Conclusion - 18s |
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| Vision Expense Series: Company Expense Configuration - Recorded Session | In this 1.5-hour course, you will learn about Expense functionality, expense report setup, credit cards configuration, expense report screens, and expense categories. This course is part of the Vision Expense series. [Keywords and Related Searches - training videos, transaction center, expense configuration, expense setup, expense category, credit card alert, company paid, employee group] |
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| Vision Expense Series: Expense Categories Setup - Self-Paced Learning | Duration: 20m Learn about the setup and use of Expense Categories in Deltek Vision. Topics covered: Objectives - 45s Overview - 1m 10s Expense Categories and Employee Groups - 2m 15s Setting up Expense Categories - 14m 15s Summary - 35s Conclusion - 10s |
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| Vision Expense Series: Expense Approvals - Recorded Session | In this 1-hour course, you will learn about creating and using expense approval workflows, and expense approvals. This course is part of the Vision Expense series. [Keywords and Related Searches - training videos, expense report, expense line, alerts, assignment type, workflow state, line approver] |
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| Vision Billing Series: Billing Terms and Labor Rate Tables - Learning Video | Duration: 9m Learn how to create and use a Billing Labor Rate Table in Deltek Vision. Topics covered: Introduction -20s Overview - 17s Benefits - 25s Risks - 38s Create and use a Billing Labor Rate Table - 5m 54s Summary - 23s Conclusion - 27s |
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| Vision Billing Series: Billing Terms and Labor Category Tables - Learning Video | Duration: 9m Learn how to setup and use Labor Category Tables in Deltek Vision. Topics covered: Introduction - 20s Overview - 19s Benefits - 25s Risks - 37s Setup and use of a Labor Category Table - 6m 21s Summary - 26s Conclusion - 27s |
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| Vision Billing Series: Billing Terms and Labor Code Tables - Learning Video | Duration: 10m Learn how to setup and use Billing Labor Code Tables in Deltek Vision. Topics covered: Introduction - 20s Overview - 17s Benefits - 20s Risks - 31s Setup and use of Billing Labor Code Tables - 7m 10s Summary - 24s Conclusion - 27s |
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| Vision Billing Series: Billing Terms and Labor Override Tables - Learning Video | Duration: 12m Learn how to setup and use Billing Override Tables in Deltek Vision. Topics covered: Introduction - 21s Overview - 43s Benefits - 25s Risks - 27s Creating and using Billing Override Tables - 8m 43s Summary - 35s Conclusion - 27s |
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| Vision Billing Series: Billing Terms and Billing Expense Tables - Learning Video | Duration: 19m Learn about the three methods of creating and using Expense Tables in Deltek Vision. Topics covered: Introduction - 21s Billing Terms and Expense Tables overview - 18s Expense Account Tables - 8m 4s Expense Category Tables - 4m 27s Expenses by Vendor Tables - 4m 26s Summary - 33s Conclusion - 27s |
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| Vision Time Series: Overview and Completing a Timesheet - Recorded Session | In this 1.5-hour course, you will learn about the Vision timesheet business process flow, accessing the Vision Timesheet form, identifying parts of the Vision timesheet, completing a timesheet, submitting and signing a timesheet for approval, resubmitting a timesheet, printing multiple timesheet reports, and setting up a timesheet report to print automatically. This course is part of the Vision Time Processing series. [Keywords and Related Searches - training videos, overtime, comments, time fields, mobile timesheet, unit quantities, units, absence request, request absence, time off, benefit hours, iphone, mobile, phone, android, overtime, OT, OVT, OVT-1, OVT-2, OVT1, OVT2, holiday, sick, PTO, meals, breaks, missing timesheet, detailed report, summarized report, start/end] |
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| Vision Time Series: Processing Timesheets - Recorded Session | In this 1-hour course, you will learn about processing timesheets including how to review, modify, and approve timesheets. This course will also cover how to view other employees timesheets and how to post a completed timesheet. This course is part of the Vision Time Processing series. [Keywords and Related Searches - training videos, approve timesheet, post timesheet, approval, approving, approver, line item approval, admin status report] |
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| Vision Time Series: Frequently Asked Questions - Clickguide | Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Time in Deltek Vision. Topics include: Timesheets Time Processing Time Approval Time Configuration |
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| Vision Expense Series: Expense Processing Part 1 - Overview, Actions, and Transaction Entry - Recorded Session | In this 1.5-hour course, you will learn about the Expense Processing application with special emphasis on completing expense reports, as well as expense report actions, reporting, and transaction entry. This course is part of the Vision Expense series. [Keywords and Related Searches - training videos, transaction posting, employee expenses, employee repayment, employee ledger, print expense report, detailed report, summarized report, post expense, posting, admin status report] |
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| Vision Expense Series: Expense Processing Part 2 - Expense Payment Processing - Recorded Session | In this 1-hour course, you will learn about Employee Payment, Direct Deposits, Void Payments, and Credit Card Charge processing. This course is part of the Vision Expense series. [Keywords and Related Searches - training videos, expense report, transaction posting, transaction entry, employee expenses, employee repayment, employee ledger, assign number, reprint check, re-print, reimbursement, credit card pane] |
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| Vision Expense Series: Credit Card with Import - Recorded Session | In this 1.5-hour course, you will learn the benefits of using Credit Cards in Deltek Vision and, the steps in enabling and setting up Credit Card configuration, attaching Credit Card charges to expense reports, and importing Credit Card charges. This course is part of the Expense Series. [Keywords and Related Searches - training videos, effects, electronic funds transfer, EFT, wire transfer, direct debit, summary view, reconcile a bank statement, imported, credit card reconciliation, missing charges, company paid, CC, ap disbursement, import validation] |
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| Vision Expense Series: Frequently Asked Questions - Clickguide | Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Expenses in Deltek Vision. Topics include: Expense Reports Expense Processing Expense Approval Expense Configuration |
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| Vision CRM Series: Introduction to CRM and Info Centers - Recorded Session | In this 1-hour course, you will learn how the CRM module can benefit the organization, enumerate features included in each CRM type, and recall the steps in executing actions in CRM tabs within Info Centers. This course is part of the Vision CRM series. [Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, customer relationship management, personnel, client relations, text library, text libraries, activities, activity, activity manager, files tab, links tab] |
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| Vision for Project Manager Series: Info Centers: Leads, Contacts, Opportunities & Projects and Project Templates - Recorded Session | In this 2-hour course, you will learn to setup and configure the different Info Centers' fields and the basic functionalities and use of Project Templates to save time. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, overview, descriptions, toolbar, options, qualify and convert, marketing campaigns, WBS, Work Breakdown Structure levels, Project, Phase, Task, accounting, time and expense, budget, revenueClients, Contacts, Leads, opportunities, employees, vendors, unqualified, disqualify, photo] |
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| Vision CRM Series: Processing Part 1 - Customer Relationship Management Info Centers - Recorded Session | In this 1.5-hour course, you will learn how Explain the CRM functionality of the various Info Centers, describe Info Center screens, discuss the steps in performing CRM-related actions in the CRM Info Centers. This course is part of the Vision CRM series. [Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, customer relationship management, personnel, client relations, text library, text libraries, activities, activity, activity manager, files tab, links tab, hierarchy, merge, socioeconomic status, firm history, qualify, qualified, disqualify, unqualified, ] |
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| Vision CRM Series: Processing Part 2 - Calendar, Reports, and Touch CRM - Recorded Session | In this 1.5-hour course, you will learn about Calendar functionality, the types of CRM reports and how they can be utilized, the features of Deltek Touch CRM, and how to configure CRM Alerts. This course is part of the Vision CRM series. [Keywords and Related Searches - training videos, clients, contacts, leads, marketing campaigns, opportunities, employees, projects, vendors, module types, crm customer, mailing labels, envelopes, newsletters, merge, activity, activities, text library, text libraries, employee assignments, opportunity, stage change, iphone, ipad, tablet, android, mobile, cell phone, hand held device] |
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| Vision for Project Manager Series: Touch Time and Expense and Touch CRM - Recorded Session | In this 1.5-hour course, you will learn to use Vision's mobile tools to access existing data and synchronize newly added data with Vision core and benefit from the Touch CRM and Touch Time & Expense apps features to quickly enter timesheet and expense report data when you are not in the office. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, features, PIN, login, opening screen, navigation, settings, change, logout, dropdown options, project selection, line details, units, copy, delete, save, submit, favorite, expense, reports, edit, receipts, time approval, summary, quick reference card, contacts, clients, opportunities, calendar, activity, notification, ipad, iphone, ios, android, cell phone, tablet, mobile device, app, URL, approve, reassign, re-assign, activities] |
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| Vision Touch Time and Expense Approval - Self-Paced Learning | Duration: 20m Learn how to use the features and functions of Touch Time & Expense for approving timesheets and expense reports in Deltek Vision. Topics covered: Objectives- 30s Touch Time & Expense Approval overview - 2m 12s Timesheet Approval - 7m 45s Employee Expense Report Approval - 7m 5s FAQs - 45s Summary - 35s Conclusion - 15s |
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| Vision Billing Series: Pre-Billing - Recorded Session | In this 1-hour course, you will learn how to discuss pre-billing functions, describe pre-billing process flow and screens, enumerate the steps in running a draft invoice, and enumerate the steps in generating an Unbilled Detail and Aging Report. This course is part of the Vision Billing series. [Keywords and Related Searches - training videos, batch billing, final invoice, invoice number, assigned invoice number, previously run batches] |
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| Vision Billing Series: Interactive Billing Part 1 - Without Invoice Approval Processing - Recorded Session | In this 2-hour course, you will learn how to describe the interactive billing process flow and enumerate the actions that users can perform during interactive billing. This course is part of the Vision Billing series. [Keywords and Related Searches - training videos, invoice approval, processing, employee realization, fee allocation, credit memos, billing retainage, invoicing, billing session options, billing extension, transfer labor, write off, write-off, invoice number, accept invoice, accepting invoice, batch billing, release holds, held transactions, reprint invoice, re-print invoice, delete invoice, edited invoice, upload invoice, email invoice, billing status] |
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| Vision Billing Series: Interactive Billing Part 2 - With Invoice Approval Processing - Recorded Session | In this 1.5-hour course, you will learn to enable Invoice Approvals on the applications; the steps of processing Invoice Approval, running Refresh Billing Extensions, and looking up Invoice Review; the walkthrough of the Interactive Approvals function; and to print the Invoice Approval Report. This course is part of the Billing Series. [Keywords and Related Searches - training videos, alerts, submittal, comments, applications, update fees, batch, reporting default terms, accounts receivable, AR security setting, tab, general, sorting, grouping, layout, draft invoice, final invoice, accept invoice, alerts, reject invoice, batch billing, ar comment review, ar comment update] |
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| Vision Billing Series: Invoice Template Editor - Recorded Session | In this 1-hour course, you will learn how to discuss the benefits of using the invoice template editor, describe the different tabs within the Invoice Template Editor application, enumerate the steps in using Invoice and Purchasing images self-service function, and recall the steps in creating a new invoice template and assigning them to projects. This course is part of the Vision Billing series. [Keywords and Related Searches - training videos, creating new invoice templates, accounting process, billing process, purchasing images, company logo, upload image, signature line, invoice margins] |
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| Vision for Project Manager Series: Budgets and Project Review - Recorded Session | In this 2-hour course, you will learn to create budgets in Vision and demonstrate how to quickly compare budgets to actual costs to help you stay on track. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, building the planned project budget, strategies, advantages, settings, budgeting decisions, worksheet, phase, labor, expense, costs, summary, WBS, procedures, revenue, WBS1, WBS2, validation, review, actuals, direct, billing, profit, source, compare, update percent, job to date, accounts receivable, AR grid, profitability, performance, KPI, key performance indicators, guidelines, budget validation,EAC, ETC, estimate to complete, estimate at completion, WBS tree, compensation, invoice comments] |
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| Vision Accounting and Accounts Payable Series: Info Centers - Recorded Session | In this 1.5-hour course, you will learn how to Describe Accounting and AP Processing business process flows, enumerate Info Centers related to Accounting and AP, and discuss Accounting and AP elements in the different Info Centers. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, projects info center, accounts, employees, vendors, clients, work breakdown structure, wbs, chart of accounts, pwp, vendor review, account group names, tables, p-w-p, job cost, target ratio, template,units, account groups, ] |
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| Vision Accounting and Accounts Payable Series: AP Processing Part 1 - Recorded Session | In this 1-hour course, you will learn how to enumerate AP processes that users can perform in Vision, discuss Vendor Review functionality, recall the steps in reviewing vouchers using Vendor Review, and list the steps in attaching supporting documents to AP vouchers. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, transactional document management, tdm, filestream, transaction document, file administration, upload] |
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| Vision Accounting and Accounts Payable Series: AP Processing Part 2 - Recorded Session | In this 1.5-hour course, you will learn to perform the AP processes in Deltek Vision, how to process automatic and manual payment and determine payment type, the walkthrough of the features of bank reconciliation function, and the steps to void a payment and payment review. This course is part of the Accounting and Accounts Payable Series. [Keywords and Related Searches - training videos, effects, electronic funds transfer, EFT, wire transfer, direct debit, summary view, reconcile a bank statement, print checks, remittance, ACH, NACHA, pre-note, pre-notification, opening balance, closing balance, check review, payment type] |
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| Vision Accounting and Accounts Payable Series: AP Processing - Infographic | Duration: 5m Read Learn about the processes and workflow involved in Accounts Payable in Deltek Vision. Topics covered: AP Processes Voucher Lookup Attach documents to an AP Voucher Payment Processing Bank Statement Reconciliation Void Payments |
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| Vision Accounting and Accounts Payable Series: Transaction Center - Recorded Session | In this 1.5-hour course, you will learn how to describe the transaction processing flowchart, list the steps for processing a transaction in Vision, review creating a transaction entry file, define implicit and explicit postings, discuss the steps in creating a recurring transaction entry, and review transaction files posting. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, transaction posting, cash receipts, transaction file, ap voucher, ap disbursement, recurring transactions, transaction lists, posting log, automatic posting, implicit, explicit, reoccurring, cash disbursement, voucher lookup, reverse lines] |
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| Vision Accounting and Accounts Payable Series: Transaction Centers - Infographic | Duration: 9m Read Learn about the use of the Transaction Center in Deltek Vision. Topics covered: Transaction Processing Flowchart Transaction file Reminders Automatic Postings AP Voucher Payment Types Transaction Posting Ledger Effects Transaction Posting Summary |
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| Vision Accounting and Accounts Payable Series: Utilities - Recorded Session | In this 2-hour course, you will learn how to discuss Accounting and AP Utilities functionality, enumerate Accounting and AP Utilities, and briefly describe how each utility is used. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, accounting periods, fiscal period, project closeout, locked transaction files, key conversions, ap voucher history, 1099 initialization, vendor key conversion, search and replace, open accounting periods, change accounting periods, undo posting, incomplete posting, search & replace, initialize 1099, key convert, key format, unpost, un-post, un-do, unlock, open new period, change period, paid this year, paid last year] |
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| Vision Accounting and Accounts Payable Series: Employee Costing Methods - Infographic | Duration: 8m Read Learn about the different ways to calculate Cost for Employees in Deltek Vision. Topics covered: Fixed Hourly Rate Adjusted Salaried Job Costing Direct Personnel Expense Rate Cost Rate Tables |
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| Vision Accounting and Accounts Payable Series: Consultant Accruals - Clickguide | Duration 45 m read This guide covers the features, benefits, configuration, workflows and reports related to Consultant Accruals in Deltek Visionns related to the configuration, use and processing of the Purchasing Module in Deltek Vision. Topics include: Consultant Accrual Reporting Consultant Accrual Configuration Consultant Accrual Workflow Consultant Accruals |
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| Vision Accounting and Accounts Payable Series: Advanced Concepts Part 1 - Recorded Session | In this 1-hour course, you will learn about basic concepts of Overhead Allocation, Project Budgeting and Review, Labor Cross Charges, and Organizational Reporting. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, overhead allocation, project budgeting, review, labor cross charges, organizational reporting, percent complete, % complete, Xcharge] |
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| Vision Accounting and Accounts Payable Series: Advanced Concepts Part 2 - Recorded Session | In this 1.5-hour course, you will learn about basic concepts of Revenue Generation and Consultant Accruals, Recall the steps in running Revenue Generation and Consultant Accruals, and review Processing Approval Workflows for Absence Requests and AP Invoice. This course is part of the Vision Accounting and Accounts Payable Processing series. [Keywords and Related Searches - training videos, ar review, approvals, Rev Gen, revenue method, upset limit] |
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| Vision Accounting and Accounts Payable Series: Advanced Concepts - Infographic | Duration: 12m Read Learn about Advanced AP concepts in Deltek Vision. Topics covered: Overhead Allocation Project Budgeting Labor Cross Charges Organizational Reporting Revenue Generation Cycle Consultant Accruals Approval Workflows |
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| Vision Accounting and Accounts Payable Series: Frequently Asked Questions - Clickguide | Duration 30 m read This guide gives you the answers to the most common questions related to Accounting and Accounts Payable in Deltek Vision. Topics include: Form 1099 Vouchers Bank Statements GL Reconciliation |
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| Deltek Vision Year End Series: Processing Form 1099 - Learning Video | Duration: 12 m Learn about the 1099 process and how to generate the 1099 MISC and the 1099 NEC form in Deltek Vision Topics covered: Introduction - 23s Objectives- 14s Overview - 18s Benefits - 16s Create User - 4m5s Risks - 21s 1099 process flow - 31s 1099 initialization - 1m 29s 1099 processing - 31s 1099 work file - 42s Verifying payments - 1m 38s Edit the work file - 41s Print Form 1099 - 41s Electronic filing - 41s 1099 demonstration - 2m 12s Summary - 9s Conclusion - 25s |
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| Vision Interactive Billing: Draft Invoice Billing Session Options - Learning Video | Duration: 13m Learn about Billing Session Options in Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 52s Billing Session Options Window - 3m 51s Batch Billing Main Tab - 4m 22s Update Fees Tab - 1m 8s Unbilled Detail and Aging Report - 1m 46s Conclusion - 28s |
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| Vision Interactive Billing: Finalize and Post Invoices - Learning Video | Duration 5 m This video describes the processes involved in finalizing (accepting) and posting invoices in Deltek Vision. Topics include: Overview, Benefits and Risks to Finalizing and Posting an invoice - 3m 47s Finalizing an invoice demo - 1m 48s Posting an invoice demo - 41s Conclusion - 28s |
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| Vision Interactive Billing: How to Reprint, Void and Create a Credit Memo - Learning Video | Duration: 12m Learn how to Reprint or Void a Final Invoice and how to create a Credit Memo in Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 4m 30s Reprint a Final Invoice - 46s Void a Final Invoice - 2m 6s Process a Credit Memo - 2m 53s Summary & Conclusion - 1m 17s |
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| Vision Interactive Billing: Edit and Upload an Invoice - Learning Video | Duration: 7m This video demonstrates the process on how to edit an invoice outside of Vision and upload the edited copy to Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 47s Edit an Invoice - 2m 5s Upload an Invoice - 54s Summary & Conclusion - 1m 10s |
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| Vision Interactive Billing: Email Invoices - Learning Video | Duration: 5m This video demonstrates the process of how to setup and produce an email for invoices to project stakeholders through Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 16s How to email Stakeholders - 1m 39s Summary & Conclusion - 37s |
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| Vision Interactive Billing: Batch Billing Final Invoices - Learning Video | Duration: 5m This video demonstrates the process of how to setup and process Batch Billing of Invoices in Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 25s Batch Billing Demo - 1m 3s Summary & Conclusion - 52s |
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| Vision Interactive Billing: Assign Invoice Numbers - Learning Video | Duration: 5m This video demonstrates how to manually assign Invoice Numbers during an interactive billing session in Deltek Vision. Topics covered: Introduction, Overview, Benefits and Risks - 1m 43s Manually assign invoice numbers Demo - 2m 11s Summary & Conclusion - 1m |
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| Vision Performance Management (VPM) Dashboards - Portal | The Vision Performance Management (VPM) Dashboards Portal consists of three different components: Overviews, Demonstrations and Guided Practice. The VPM module turns your Vision data into powerful interactive Vision web dashparts that graphically illustrate results against company, project, staff, and profit center benchmarks and that can be used intuitively by staff members in your firm. VPM Dashboards employs the very powerful Tableau Desktop authoring tool to allow you to modify existing Deltek-delivered, standard dashboards for use in Vision as web dashparts or to author and publish your own completely customized dashboards in Vision. During the guided practice in this session, you will learn how to use the Visualization reporting component of VPM, configure the Analysis Cubes to facilitate your report authoring requirements and use the standard Vision Performance Management Tableau Desktop dashboards delivered by Deltek. You will also begin to learn how to build your own custom dashboards using the Tableau Desktop authoring software to further meet your company’s unique business analytics reporting needs. |
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| Vision User Fundamentals: Vision Learning Portal | The Vision Learning Portal consists of different groupings of short videos that contain training related to all aspects of using Deltek Vision. Topics include: User Fundamentals Time & Expense Configuration Time and Expense Processing Billing Configuration Billing Processing Accounting and Accounts Payable Customer Relationship Management Reporting Tools iAccess Basics Resource Planning Asset Management |
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| Vision Purchasing Series: Overview and Configuration - Recorded Session | In this 2-hour course, you will learn the functionality and workflow of the purchasing application; how to apply the recommended solutions security level access, configure general and company Purchasing options, and execute the steps in entering items for Purchasing into the database; and the steps in setting up purchasing alerts. This course is part of the Purchasing Series. [Keywords and Related Searches - training videos, tab, business process flow, configuration, checklist, role, general, menu, record, access, rights, system settings, item categories, U/M, reason, quality, print, company, accounts, ship, bill, clauses, buyer, vendor responses, approval workflows, organization, master, alerts, requisition, price quote, PR, RFQ, unit of measure, approvers, bill-to, ship-to] |
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| Vision Purchasing Series: Processing Part 1 - Purchase Requisition and Request for Price Quote - Recorded Session | In this 1-hour course, you will learn to create a Purchase Requisition, which includes providing general, shipping, comments, and cost distribution information; approve a Purchase Requisition; create and approve a request for price quote; and use the Price Request Response dialog in selecting a Vendor. This course is part of the Purchasing Series. [Keywords and Related Searches - training videos, general tab, line detail, shipping, notes, cost distribution, comments, vendors, toolbar, report, list, detail, view, progress, PR, RFQ] |
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| Vision Purchasing Series: Processing Part 2 - Purchase Orders, Receiving, and Vouchers - Recorded Session | In this 1.5-hour course, you will learn to manage and process different Purchase Order tasks; how to receive goods and services and create back orders; and how to receive a Vendor Invoice and create a Voucher from a Purchase Order. This course is part of the Purchasing Series. [Keywords and Related Searches - training videos, toolbar, general tab, agreement, shipping, comments, line items, notes, cost, distribution, billing, clauses, default, progress, change order, approval, printing, release blanket PO, show committed expense, close, PR, RFQ, PO, receiving, blanket order, service order, goods, receipt, back order, backorder] |
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| Vision Purchasing Series: Reporting and Purchase Template Editor - Recorded Session | In this 1.5-hour course, you will learn to create a Vision Purchase Template that can be used to generate a Purchase Order and request for price quote forms and manage the different Purchasing reports. This course is part of the Purchasing Series. [Keywords and Related Searches - training videos, assigning, buyers, vendors, editor screens, general tab, image, order detail info, signature, Misc, assignment, blanket purchase orders, form request for price quote, requisition, item by vendor, open, cost distribution, detail, status, received, vouchered, columns, grid, toolbar, PR, RFQ, PO, upload] |
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| Vision Purchasing Series - Frequently Asked Questions | Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of the Purchasing Module in Deltek Vision. Topics include: Purchasing Reports Purchasing Processing Purchasing Configuration Purchasing Workflow |
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| Vision for Project Manager Series: Invoices, Reporting and Dashparts - Recorded Session | In this 2-hour course, you will learn to use search, layout, column selection and options to design reports specific to your needs and add these reports to the dashboard for quick and easy access. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, invoice, template editor, general tab, images, project info, section, totals and signature, AR aged, unbilled detail & aging, project earnings, project progress, top/bottom performers, calculated field, selection criteria, executive, system, web, dashparts, top client, top project, logo, billing phases, billing status, KPI, top performers] |
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| Vision Payroll Series: Payroll Configuration Part 1 - Payroll Overview and General Payroll Configuration - Recorded Session | In this 2-hour course, you will learn the payroll processing flow and payroll application and, the steps in setting up security roles for a payroll administrator or user and configuring the payroll processing options. This course is part of the Payroll Series. [Keywords and Related Searches - training videos, benefit hours, pay hours, frequency, timesheet hours, recommended menu options, tab, general, record access, accounting, access rights, module, checks, FICA, Other Pay Setup, pre-tax, withholding, codes, user defined rules, tax, locale, form, contribution, rate table, HR, human resources, qtr, w2 quarter, w-2 quarter, accrual, employer, medicare, HSA, 401K, 125, cafeteria, federal, state, gross wages, deductions, matching, safe-harbor] |
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| Vision Payroll Series: Payroll Configuration Part 2 - Direct Deposit, Pay Rate Table, and Benefit Accrual - Recorded Session | In this 1.5-hour course, you will learn to configure direct deposits, how to associate payroll information with employees, and pay rate tables. It also includes discussions on benefit accrual configuration. This course is part of the Payroll Series. [Keywords and Related Searches - training videos, grid, social security numbers, withholding codes, employer contribution, tax locale, reference, types, project, info center, time analysis, accrual schedule, HR, human resources, ss#, nacha, ach, checking account, savings account, pay type, ovt pct, ovt2 pct, overtime percent, OT%, pre-accrue, carry over limit, unemployment] |
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| Vision Payroll Series: Payroll Processing - Recorded Session | In this 2.5-hour course, you will learn the difference between an automatic and manual payroll processing run; how to review employee payroll information, modify pay hours, specify other pay amounts, and override a withholding for an employee; and the steps in processing a check run including printing checks, assigning check numbers, and posting payroll. This course is part of the Payroll Series. [Keywords and Related Searches - training videos, checklist, methods, screens, employee review, GL, FICA, AP Voucher, journal, posting log, direct deposit, bonus, tax implications, adjustment, payroll, payment, expense, void, W2, W3, state ID, electronic filing, quarterly processing, quarter, Qtr, w-2, w-3, 940, 941, HR, human resources, regular hours, overtime, ovt, pay hours, time hours, other pay, job cost variance, reprint, re-print check, bank account, net to gross, check margins] |
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| Vision Payroll Series: Payroll Reports and Utilities - Recorded Session | In this 2-hour course, you will learn the options and selection criteria for Payroll reports, the steps in previewing and printing Payroll reports, the different Payroll reports that you can generate for your organization, and the different payroll utilities and its functions. This course is part of the Payroll Series. [Keywords and Related Searches - training videos, startup application, views, configure, security, types, customizing, records, HR, human resources, 940, 941, unemployment, tax worksheet, insurance, quarterly, 401, 125, cafeteria, withheld, w2 quarter, qtr, benefit year, undo posting, unpost, un-post, un-do, key convert, key conversion, history loading] |
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| Vision Payroll Series: Frequently Asked Questions - Clickguide | Duration 30 m read This guide gives you the answers to the most common questions related to the configuration, use and processing of Payroll in Deltek Vision. Topics include: Payroll Reports Payroll Processing Payroll Configuration |
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| Vision Project Planning and Resource Management Series: Initial Setup Considerations - Recorded Session | This covers the ten main attributes to consider when initially creating Plans in Vision. This is part of the Vision Resource Management Series. [Keywords and Related Searches - print out, cheat sheet, quick reference, plan number, cost, billing, both cost and billing, rates, generic resources, provisional rate, labor, labor category, labor codes, labor rate, resources, resource management, planning, plans, numbering system, activity codes, budget method, budgeting method, budget type, units, expense tables, expense category, top down, top-down, percent complete, % complete, formulas] |
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| Vision Project Planning and Resource Management Series: Initial Considerations in Creating Plans - Recorded Session | In this 2-hour course, you will learn about initial considerations and different ways to create project plans in Vision. This course is part of the Vision Project Planning and Resource Management series. [Keywords and Related Searches - training videos, pprm, task dependencies, lag, lead, float, accordion calendar, schedule tab, FS relationship, predecessors, MS project] |
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| Vision Project Planning and Resource Management Series: Plan Templates, Security, and Plan Settings - Recorded Session | In this 2-hour course, you will learn how to discuss how to create a Template Plan as a starting point in creating new plans, explain discuss the different ways you can grant or restrict access to Planning users, break down Planning Configuration based on your needs, and identify Planning Configuration Forms. This course is part of the Vision Project Planning and Resource Management series. [Keywords and Related Searches - training videos, pprm, accordion calendar, planning grids, wbs mapping, summary grids, accounting calendar] |
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| Vision Project Planning and Resource Management Series: Overview of Creating Plans and Processes - Recorded Session | In this 2-hour course, you will learn how to discuss the steps in creating a Project Plan, identify WBS structure based on organizational need, and discuss the steps in converting an iAccess plan to a Vision plan. This course is part of the Vision Project Planning and Resource Management series. [Keywords and Related Searches - elearning, online course, online learning, resource planning, project management, iaccess, resources, budget calculator, pprm] |
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| Vision Project Planning and Resource Management Series: Assign Resources to Plan and Other Options - Recorded Session | In this 2.5-hour course, you will learn to assign, and forecast hours and understand shift hours for Generic and Named Labor Resources; enter and forecast planned expense, consultants and units; save and map a plan; describe how to use the Budget Calculator; set options and run the Spread Variance feature; and convert iAccess Plans to Deltek Vision. This course is part of the Project Planning and Resource Management Series. [Keywords and Related Searches - training videos, tab, summary, billing, compensation, cost, revenue, multiplier information, cost, billing, analysis, import, export, MS Project, PPRM alerts, shift hours, spread labor, estimated performance, mapping, mapped, converting, baseline] |
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| Vision Project Planning and Resource Management Series: Overview of iAccess in Vision - Recorded Session | In this 2.5-hour course, you will learn how Vision Planning integrates with iAccess for Vision to make it possible for you to manage complex projects through an alternative, streamlined application. iAccess for Vision offers real-time planning, budget, invoice, and reporting statistics that are optimized to follow planning best practices. This course is part of the Vision Project Planning and Resource Management series. [Keywords and Related Searches - elearning, online course, online learning, pprm, project management workspace, evm implementation, invoice review approvals, ipad, tablet, info button, i bubble, generic resources, shift hours] |
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| Vision Project Planning and Resource Management Series: Overview of iAccess in Vision - Infographic | Duration: 3m Read Learn about the use of iAccess in Deltek Vision. Topics covered: iAccess Employee Workspace iAccess Timesheets iAccess Expense Reports iAccess Project Management Workspace |
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| Vision for Project Manager Series: Planning with iAccess - Recorded Session | In this 1.5-hour course, you will learn to enter a Project Plan data in iAccess without the use of the Project Planning module. This course is part of the Project Manager Series. [Keywords and Related Searches - training videos, benefits, workspaces, plans, management, dashpart, process flow, conditions, settings, configure, start, end, grid, labor, add resources, generic, hours, billing, cost, publish, graphs, employee timesheet, review, reports, progress, summary, ipad, tablet, info button, i bubble, generic resources, shift hours, convert plan, create, summary view, calendar view, published, budget source, ETC, EAC, estimate to complete, estimate at completion] |
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| Vision Project Planning and Resource Management Series: Resource Management and Reports - Recorded Session | In this 2-hour course, you will learn the resource management options and the function of generic resource assignments, designate hard and soft booking, hot to navigate and describe the different functions of the Resource Utilization tool, the Project Planning reports available and the steps in generating a Project Planning Report. This course is part of the Project Planning and Resource Management Series. [Keywords and Related Searches - training videos, toolbar, select resources, search results, panel, view by, organization, legend, change hours, employee, copy, move, availability, grid, labor plan, EVT, summary, actuals, forecast, planned, requirements, analysis, list, performance, schedule, organization, hard booked, soft booked, under utilized, generic assignments, generic resource, change assignment, move hours, re-assign, reassign, planning analysis] |
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| Vision Advanced Series: Data Import - Recorded Session | In this 1.5-hour course, you will learn to configure Security relating to Data import, import General Journal Transactions using the Standard Data Import, update and import Employee Records and import Project Records using Advanced Data Import. This course is part of the Advanced Series. [Keywords and Related Searches - training videos, role, security, record access, accounting, actions, depreciation, text file, field mapping, transaction center, entries, precautions, allow updates, results, error report, journal entry, journal entries, validation, validate, utility, utilities, JE, delimiter, delimited, Excel, CSV, TXT, batch, salary, salaries, input table, pay rate, job cost rate, project, data dictionary] |
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| Vision Billing Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of Billing in Vision |
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| Vision Accounting and Accounts Payable Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of Accounting and Accounts Payable in Vision |
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| Vision CRM Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of using the CRM Module in Vision |
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| Vision Expense Configuration and Processing Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of Expense configuration and processing in Vision |
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| Vision Project Planning and Resource Management Series: Knowledge Check - Support Material | Duration: 26m Use this interactive Knowledge Check to test your understanding of Project Planning and Resource Management in Vision |
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| Vision Purchasing Series: Knowledge Check - Support Material | Duration: 13m Use this interactive Knowledge Check to test your understanding of Purchasing in Vision. |
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| Vision Time Series: Knowledge Check - Support Material | Duration: 19m Use this interactive Knowledge Check to test your understanding of Entering and Processing Timesheets in Vision |
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| Vision User Fundamentals Series: Knowledge Check - Support Material | Duration: 22m Use this interactive Knowledge Check to test your understanding of User Fundamentals in Vision |
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| Vision Tips and Tricks - Self-Paced Learning | Duration: 1h Learn about the use of components that will make things easier in Deltek Vision. Topics covered: Accessing Vision and the Support site - 3m 45s User options - 4 m Dashboard - 3m 40s Touch CRM and Touch Time & Expense - 8m 15s List View and other Grids - 3m 10s iAccess- 6m Reporting - 5m 25s General Accounting - 4m 30s Emails - 2m 30s Searches and Lookups - 2m 35s Time & Expense - 3m 30s User Defined Components - 2m 10s Transaction Center - 2m 10s Potpourri - 7m |
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| Vision Master Certification Exam | Duration: 2h The Deltek Professional Vision Master Certification Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision Master Certified User. |
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| Vision Certification with Accounting Exam | Duration: 2h The Deltek Professional Vision Certification with Accounting Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision with Accounting Certified User. |
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| Vision Certification with Customer Relationship Management Exam | Duration: 1h30m The Deltek Professional Vision Certification with Customer Relationship Management (CRM) Exam validates skills within the Vision product suite. Successful completion of the Certification exam is required to receive the Certification. Deltek Training is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vision with Customer Relationship Management (CRM) Certified User. |
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