| Asset Name | Description | Roles |
|---|---|---|
| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Upgrade Considerations for Projects - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint.
This video will focus on how Deltek has streamlined the project lifecycle from Vision to Deltek Vantagepoint, and will discuss the seven key considerations relating to Projects that you will want to keep in mind as you upgrade from Vision to Deltek Vantagepoint, thereby allowing you to pursue, manage, and deliver projects more efficiently.
Topics covered: The Deltek Vantagpoint Project Lifecycle Project Stages Existing Opportunities Project Numbers Saved Searches Project Plans Screens and User Defined Fields Security Settings CRM Mobile |
|
| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Upgrade Considerations for Projects - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint.
This video will focus on how Deltek has streamlined the project lifecycle from Vision to Deltek Vantagepoint, and will discuss the seven key considerations relating to Projects that you will want to keep in mind as you upgrade from Vision to Deltek Vantagepoint, thereby allowing you to pursue, manage, and deliver projects more efficiently.
Topics covered: The Deltek Vantagpoint Project Lifecycle Project Stages Existing Opportunities Project Numbers Saved Searches Project Plans Screens and User Defined Fields Security Settings CRM Mobile |
|
| 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 6.0. |
|
| 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 6.0. |
|
| 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 6.0. |
|
| 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 in April and May 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. |
|
| 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 in April and May 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. |
|
| 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 in April and May 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. |
|
| Deltek Vantagepoint Launch Care Implementation - Self-Paced Learning | Duration: 10 hours of video content, plus self-paced working time according to your implementation schedule The Launch Care Vantagepoint Implementation guide is designed exclusively for customers who are engaged with the Deltek Global Consulting Launch Care team. Materials in this course are to be used in conjunction with meetings with your consultant, to guide you through your implementation journey. Course materials are specific to the Launch Care Vantagepoint Implementation program and include meeting agendas, task lists, explanations of Vantagepoint concepts, links to helpful materials and training videos. Topics Covered:
|
|
| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Consolidation of Projects and Opportunities - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint.
This course will help you understand how Opportunities and Projects in Vision have been merged together in the Projects module of Vantagepoint. It also explains the differences and benefits that come from managing the process and lifecycle in one place.
Topics covered: · Vision Opportunities to Vantagepoint Projects · Record Handling & User Defined Fields · Navigation Changes · Creating an In Pursuit Project (as an Opportunity) · Linked Promotional Projects · Project Stages, Numbering, and Searches · Reporting |
|
| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: Consolidation of Projects and Opportunities - Video | This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint.
This course will help you understand how Opportunities and Projects in Vision have been merged together in the Projects module of Vantagepoint. It also explains the differences and benefits that come from managing the process and lifecycle in one place.
Topics covered: · Vision Opportunities to Vantagepoint Projects · Record Handling & User Defined Fields · Navigation Changes · Creating an In Pursuit Project (as an Opportunity) · Linked Promotional Projects · Project Stages, Numbering, and Searches · Reporting |
|
| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: AP and Employee Expense Processing - Video | Duration: 13m This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course will help you understand how Accounts Payable Processing, Employee Expense Processing, Vendor Payment and Employee Payments work in Vantagepoint in relation to how they were managed in Vision. Topics covered:
|
|
| Deltek Vantagepoint Vision to Vantagepoint Crosswalk Series: AP and Employee Expense Processing - Video | Duration: 13m This series is aimed at users who are already familiar with the functionality of Deltek Vision, and would like to understand the changes they will encounter when they upgrade from Vision to Vantagepoint. This course will help you understand how Accounts Payable Processing, Employee Expense Processing, Vendor Payment and Employee Payments work in Vantagepoint in relation to how they were managed in Vision. Topics covered:
|
|
| Deltek Vantagepoint What's New in 6.5 - Video | This guide covers the new features and updates to the existing functionality of Deltek Vantagepoint 6.5. Topics Covered:
|
|
| Deltek Vantagepoint What's New in 6.0 - Learning Video | This guide covers the new features and updates to the existing functionality of Deltek Vantagepoint 6.0. Topics Covered:
|
|
| Deltek Vantagepoint What's New in 5.5 - Functional Reference Guide | This guide covers the new features and updates to the existing functionality in Deltek Vantagepoint 5.5.
Topics Covered:
|
|
| Deltek Vantagepoint What's New in 5.0 - Functional Reference Guide | Duration: 30 min read This guide covers the new features and updates to the existing functionality in Deltek Vantagepoint 5.0. Topics Covered: Accounting Billing Dashboards Timesheets Resource Planning CRM & Proposals Touch/Mobile App & CRM General Enhancements |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint User Fundamentals Series: Overview and Navigation - Learning Video | This learning video will help you familiarize yourself with the basic functionality of Deltek Vantagepoint in both the web and desktop applications. It includes explanations of global icons, navigation, basic search functions, and system help tools. An essential learning aid for all user types who are new to the Vantagepoint system.
Topics Include:
· Launch and Login · Browser and Desktop Differences · Global Icons · Browser Navigation Menu and Favorites · Help Tools |
|
| Deltek Vantagepoint User Fundamentals Series: Overview and Navigation - Learning Video | This learning video will help you familiarize yourself with the basic functionality of Deltek Vantagepoint in both the web and desktop applications. It includes explanations of global icons, navigation, basic search functions, and system help tools. An essential learning aid for all user types who are new to the Vantagepoint system.
Topics Include:
· Launch and Login · Browser and Desktop Differences · Global Icons · Browser Navigation Menu and Favorites · Help Tools |
|
| Deltek Vantagepoint User Fundamentals Series: My Preferences - Video | Learn how to personalize your Deltek Vantagepoint interface, configure the different tabs and settings of My Preferences, and change your Deltek Vantagepoint password.
Topics Covered: My Preferences Overview General Tab Defaults Tab Startup Tab Reporting Tab Image Tab
|
|
| Deltek Vantagepoint User Fundamentals Series: Hubs - Video | This video covers the concept of Hubs in Vantagepoint and explains the many functions common across most Hub screens, and how to leverage them effectively. Details about the functionality of individual Hubs can be found in the DLZ Learning Courses which cover those respective areas of Vantagepoint. Topics Covered: · Overview · Standard and User Defined Hubs · List and Detail View Differences |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Dashboards Series: Dashboard Overview - Video | This learning video explains how to design and create dashboards in Deltek Vantagepoint. Topics Covered:
|
|
| Deltek Vantagepoint Dashboards Series: Dashboard Overview - Video | This learning video explains how to design and create dashboards in Deltek Vantagepoint. Topics Covered:
|
|
| Deltek Vantagepoint Dashboards Series: Creating a Dashboard - Video | This learning video explains how to design and create dashboards for personal use and for sharing with other users. Topics Covered:
|
|
| Deltek Vantagepoint Dashboards Series: Creating a Dashboard - Video | This learning video explains how to design and create dashboards for personal use and for sharing with other users. Topics Covered:
|
|
| Deltek Vantagepoint Dashboards Series: Building Dashparts - Video | This learning video covers creating Dashparts using the Dashpart Designer and the different ways you can customize these Dashparts. Topics Covered: Dashboard Designer Overview Create Dashparts Row Formatting Calculated Fields Columns Presentation Currency |
|
| Deltek Vantagepoint Dashboards Series: Building Dashparts - Video | This learning video covers creating Dashparts using the Dashpart Designer and the different ways you can customize these Dashparts. Topics Covered: Dashboard Designer Overview Create Dashparts Row Formatting Calculated Fields Columns Presentation Currency |
|
| Deltek Vantagepoint Dashboards Series: Vantagepoint Intelligence Introduction - Learning Video | This learning video gives a quick overview of the native dashboards and emphasizes the use of Vantagepoint Intelligence as an advanced analytic solution. See how these tools can deliver meaningful measured data to drive effective decision-making. Topics Covered: Introduction to Vantagepoint data and analytics Native Dashboards overview and demonstration Vantagepoint Intelligence Cube Data and Components Overview Using the Desktop Tool Using Vantagepoint SQL data |
|
| Deltek Vantagepoint Dashboards Series: Analyzing and Visualizing Data with Vantagepoint Intelligence - Learning Video | This learning video shows you how to create visualizations and analyze data with Vantagepoint Intelligence, including 5 specific scenarios that you can follow to make your own sample visualizations using the tool. This course also includes downloadable material to help you understand component names, terminology used within the tool, as well as installation help. Topics Covered:
|
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint User Fundamentals Series: Screen Designer - Video | This learning video explains how to use Screen Designer to create and manage custom hubs, tabs, fields, and grids. Topics Covered:
|
|
| Deltek Vantagepoint User Fundamentals Series: Screen Designer - Video | This learning video explains how to use Screen Designer to create and manage custom hubs, tabs, fields, and grids. Topics Covered:
|
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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. |
|
| 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. |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint User Fundamentals Series: Lookups and Searches - Learning Video | Learn about the functions of the Search feature and the steps on how to find records using the Basic and Advanced search.
Topics Covered: Search Navigation Find Records New Search Functions Generic Search Operators Save Search Advanced Search Edit a Saved Search Delete a Saved Search |
|
| Deltek Vantagepoint User Fundamentals Series: Lookups and Searches - Learning Video | Learn about the functions of the Search feature and the steps on how to find records using the Basic and Advanced search.
Topics Covered: Search Navigation Find Records New Search Functions Generic Search Operators Save Search Advanced Search Edit a Saved Search Delete a Saved Search |
|
| Deltek Vantagepoint User Fundamentals Series: Hey Deltek! - Learning Video | Duration: 10m 28s This learning video provides an overview of Hey Deltek! and demonstrates how you can use this feature to assist you in Deltek Vantagepoint. Topics Covered: Overview - 24s Security Settings - 59s How talking and typing work in Hey Deltek! - 1m 23s Enabling and using Hey Deltek! - 1m 20s Search for Contacts - 1m 39s Create Contacts, Activities and Projects - 4m 24s Locating Online Help information - 1m |
|
| Deltek Vantagepoint Time Series: Timesheet Entries and Absence Requests for End Users - Learning Video | Duration: 16m 04s Learn about the features and functions contained within Timesheets. Topics Covered: Create Timesheet and Add Details - 3m 04s Timesheet Categories and Grid Settings -2m 23s Methods for Recording Work Hours and Comments - 5m 14s Using the Calendar - 2m 03s Absence Requests - 38s Employee Card, Print and Submit Timesheets - 1m 24s |
|
| Deltek Vantagepoint Time Series: Timesheet Entries and Absence Requests for End Users - Learning Video | Duration: 16m 04s Learn about the features and functions contained within Timesheets. Topics Covered: Create Timesheet and Add Details - 3m 04s Timesheet Categories and Grid Settings -2m 23s Methods for Recording Work Hours and Comments - 5m 14s Using the Calendar - 2m 03s Absence Requests - 38s Employee Card, Print and Submit Timesheets - 1m 24s |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Time Series: Building Absence Request Workflow Setup- Learning Video | Learn about the management of absence requests, including how to submit a request and how to approve them, using the features and functions available in Deltek Vantagepoint. The course also takes you through how to build a multi-tiered workflow.
Topics Covered:
|
|
| Deltek Vantagepoint Time Series: Building Absence Request Workflow Setup- Learning Video | Learn about the management of absence requests, including how to submit a request and how to approve them, using the features and functions available in Deltek Vantagepoint. The course also takes you through how to build a multi-tiered workflow.
Topics Covered:
|
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 course offers separate guides for the Android and iOS applications, and both contain detailed information and instructions on how to use various features of the application for the selected operating system. |
|
| Deltek Vantagepoint Time and Expense Series: Mobile/Touch Time and Expense Entry - Quick Reference Guide | Duration: 26 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:
|
|
| Deltek Vantagepoint Time and Expense Series: Mobile/Touch Time and Expense Entry - Quick Reference Guide | Duration: 26 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:
|
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Expense Series: Expense Reports for End Users - Learning Video | Learn about the features and functions contained within the Expense Reports, including the tools needed to record, submit and print Expense Reports Topics Covered: Overview - 1m 59s Expense Report Forms - 1m 12s Adding Expense Lines - 6m 32s Grid, Column & Line options - 1m 31s Credit Card Charges - 3m 27s Amount Advanced - 41s Expense Report Grid - 2m 12 s Actions Toolbar - 2m 53s Expense Report Print & Settings - 2m 31s |
|
| Deltek Vantagepoint Expense Series: Expense Reports for End Users - Learning Video | Learn about the features and functions contained within the Expense Reports, including the tools needed to record, submit and print Expense Reports Topics Covered: Overview - 1m 59s Expense Report Forms - 1m 12s Adding Expense Lines - 6m 32s Grid, Column & Line options - 1m 31s Credit Card Charges - 3m 27s Amount Advanced - 41s Expense Report Grid - 2m 12 s Actions Toolbar - 2m 53s Expense Report Print & Settings - 2m 31s |
|
| Deltek Vantagepoint Expense Series: Expense Reports for Administrators - Learning Video | Duration: 24 mins This learning video will focus on Administrative features and functions contained within the Expense Report application specific to the Supervisor or Administrator role. Topics Covered: Expense Administration Level - 2m 29s Search / View Expense Reports - 2m 42s Create Expense Report for Someone Else - 2m 4s Line number - 53s Expense Report Screen Designer - 4m 25s Transaction Entry - 5m 36s Employee Ledger - 2m 10s |
|
| Deltek Vantagepoint Expense Series: Expense Reports for Administrators - Learning Video | Duration: 24 mins This learning video will focus on Administrative features and functions contained within the Expense Report application specific to the Supervisor or Administrator role. Topics Covered: Expense Administration Level - 2m 29s Search / View Expense Reports - 2m 42s Create Expense Report for Someone Else - 2m 4s Line number - 53s Expense Report Screen Designer - 4m 25s Transaction Entry - 5m 36s Employee Ledger - 2m 10s |
|
| Deltek Vantagepoint Expense Series: Credit Card Overview and Setup - Learning Video | Duration: 14mins 32s This learning video covers the overview and setup of Credit Cards within Deltek Vantagepoint. Topics Covered:
|
|
| Deltek Vantagepoint Expense Series: Credit Card Overview and Setup - Learning Video | Duration: 14mins 32s This learning video covers the overview and setup of Credit Cards within Deltek Vantagepoint. Topics Covered:
|
|
| Deltek Vantagepoint Expense Series: Add Credit Card Charges to Expense Report - Learning Video | Duration: 8min 9s This learning video walks you through the steps in adding imported and non-imported credit card charges to expense reports. Topics Covered:
|
|
| Deltek Vantagepoint Expense Series: Add Credit Card Charges to Expense Report - Learning Video | Duration: 8min 9s This learning video walks you through the steps in adding imported and non-imported credit card charges to expense reports. Topics Covered:
|
|
| Deltek Vantagepoint Expense Series: Paying Vendors with Company-paid Credit Cards - Learning Video | Duration: 7min 57s This learning video walks you through the steps in setting up a company-paid credit card, paying a vendor using a credit card, and paying a company-paid credit card. Topics Covered:
|
|
| Deltek Vantagepoint Expense Series: Paying Vendors with Company-paid Credit Cards - Learning Video | Duration: 7min 57s This learning video walks you through the steps in setting up a company-paid credit card, paying a vendor using a credit card, and paying a company-paid credit card. Topics Covered:
|
|
| Deltek Vantagepoint Expense Series: Credit Card Reconciliation - Learning Video | Duration: 9mins 43s This learning video covers the overview of Credit Card Reconciliation and walks you through the steps in reconciling imported and non-imported credit card charges. Topics Covered:
|
|
| Deltek Vantagepoint Expense Series: Credit Card Reconciliation - Learning Video | Duration: 9mins 43s This learning video covers the overview of Credit Card Reconciliation and walks you through the steps in reconciling imported and non-imported credit card charges. Topics Covered:
|
|
| Deltek Vantagepoint Expense Series: Import Credit Card Charges - Learning Video | This learning video provides an overview of credit card usage and processing as well as covering the aspects of importing credit card charges. Topics Covered: Benefits Setup Import Options Imported Charges Error Report Tips and Tricks |
|
| Deltek Vantagepoint Expense Series: Expense Report Entry - Infographic | This covers the overview of the Expense Processing functionality and the creation of expense reports. Topics covered: Features Expense Processing Functionalities Grid Settings Credit Card Charges |
|
| Deltek Vantagepoint Expense Series: Expense Report Entry - Infographic | This covers the overview of the Expense Processing functionality and the creation of expense reports. Topics covered: Features Expense Processing Functionalities Grid Settings Credit Card Charges |
|
| Deltek Vantagepoint Expense Series: Expense Report Entry - Infographic | This covers the overview of the Expense Processing functionality and the creation of expense reports. Topics covered: Features Expense Processing Functionalities Grid Settings Credit Card Charges |
|
| 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. |
|
| 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. |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Expense Series: Accounting 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Expense Series: Approvals - Learning Video | Duration: 8 mins Learn about Expense Approval and the Approval Workflow setup Topics Covered: Approvals - 25s Approvals Screen - 47s Approval Workflow - 33s Expense Approval & Workflow Setup Demonstration - 5m 50s |
|
| Deltek Vantagepoint Product Concepts and Overview - Video | This video provides a comprehensive introduction to the features and functionality of Deltek Vantagepoint and explains all of the key modules of the application in significant depth and detail, as well as covering the many settings and options which users need to be aware of when going through the system configuration process.
As such, it is primarily intended for management and admin-level employees from companies who are about to begin their implementation of the Vantagepoint product.
Topics Covered: Getting Started Hubs Timesheets and Expenses Approvals Chart of Accounts Transaction Center Billing Projects Resource Planning Reporting |
|
| Deltek Vantagepoint Product Concepts and Overview - Video | This video provides a comprehensive introduction to the features and functionality of Deltek Vantagepoint and explains all of the key modules of the application in significant depth and detail, as well as covering the many settings and options which users need to be aware of when going through the system configuration process.
As such, it is primarily intended for management and admin-level employees from companies who are about to begin their implementation of the Vantagepoint product.
Topics Covered: Getting Started Hubs Timesheets and Expenses Approvals Chart of Accounts Transaction Center Billing Projects Resource Planning Reporting |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint CRM Series: CRM Overview - Learning Video | Duration: 9 mins This video will give you an overview of the Customer Relationship Management feature of Deltek Vantagepoint. Get to know the benefits of using CRM and the Hubs Menu of CRM. Topics covered: CRM Overview, Features & Benefits - 3m 10s CRM Hubs Overview and Menu - 4m 6s |
|
| Deltek Vantagepoint CRM Series: CRM Overview - Learning Video | Duration: 9 mins This video will give you an overview of the Customer Relationship Management feature of Deltek Vantagepoint. Get to know the benefits of using CRM and the Hubs Menu of CRM. Topics covered: CRM Overview, Features & Benefits - 3m 10s CRM Hubs Overview and Menu - 4m 6s |
|
| Deltek Vantagepoint CRM Series: Lead Qualification - Learning Video | Duration: 13m 08s Gain an understanding of the Lead Qualification feature within Deltek Vantagepoint CRM. Topics Covered: Leads Overview, Qualification, Risks and Benefits - 2m 3s Enable Lead Qualification - 1m 6s Contacts Hub and New Contacts - 2m 3s Qualify and Disqualify Status - 2m 23s Marketing Campaigns - 1m 26s |
|
| Deltek Vantagepoint CRM Series: Lead Qualification - Learning Video | Duration: 13m 08s Gain an understanding of the Lead Qualification feature within Deltek Vantagepoint CRM. Topics Covered: Leads Overview, Qualification, Risks and Benefits - 2m 3s Enable Lead Qualification - 1m 6s Contacts Hub and New Contacts - 2m 3s Qualify and Disqualify Status - 2m 23s Marketing Campaigns - 1m 26s |
|
| Deltek Vantagepoint CRM Series: Projects Hub - Learning Video | Duration: 34mins Learn about the tabs and functions of the Projects hub, relating to CRM processes in Deltek Vantagepoint. Topics Covered: Overview and Navigation - 3m 28s Projects Hub Tabs - 3m 55s Creating a Project - 5m 2s Add Additional Project Information - 1m 42s Linking Promotional Projects - 2m 46s Actions Menu - 5m 57s Tracking Employee Communication Activities - 2m 51s Milestones Dashpart - 1m 40s |
|
| Deltek Vantagepoint CRM Series: Projects Hub - Learning Video | Duration: 34mins Learn about the tabs and functions of the Projects hub, relating to CRM processes in Deltek Vantagepoint. Topics Covered: Overview and Navigation - 3m 28s Projects Hub Tabs - 3m 55s Creating a Project - 5m 2s Add Additional Project Information - 1m 42s Linking Promotional Projects - 2m 46s Actions Menu - 5m 57s Tracking Employee Communication Activities - 2m 51s Milestones Dashpart - 1m 40s |
|
| Deltek Vantagepoint CRM Series: Employees Hub - Learning Video | Duration: 20 mins This video covers features and tabs that are relevant to CRM functionality, in the Employees Hub in Deltek Vantagepoint. Topics Covered: Employees Hub Tabs Overview - 2m 12s Adding an Employee - 2m 41s Personal and Contact Details Tabs - 3m 09s Activities Tab - 2m 03s Firms and Contacts Tab - 1m 20s Actions Menu - 3m 21s List and Detail views - 1m 50s Linking Employee to User - 1m 07s |
|
| Deltek Vantagepoint CRM Series: Employees Hub - Learning Video | Duration: 20 mins This video covers features and tabs that are relevant to CRM functionality, in the Employees Hub in Deltek Vantagepoint. Topics Covered: Employees Hub Tabs Overview - 2m 12s Adding an Employee - 2m 41s Personal and Contact Details Tabs - 3m 09s Activities Tab - 2m 03s Firms and Contacts Tab - 1m 20s Actions Menu - 3m 21s List and Detail views - 1m 50s Linking Employee to User - 1m 07s |
|
| Deltek Vantagepoint CRM Series: Firms Hub - Learning Video | Duration: 22 mins Learn about the tabs and functions of the Firms Hub relating to CRM processes in Deltek Vantagepoint. Topics Covered: Firms Hub Overview, Types, and Actions - 4m 45s Creating a new Firm - 4m 28s Vendor Addresses & Tab - 3m 47s Activities Tab - 2m 03s Firm Hierarchy - 3m 59s Actions Menu - 3m 21s Searching, List, and Detail views - 2m 47s |
|
| Deltek Vantagepoint CRM Series: Firms Hub - Learning Video | Duration: 22 mins Learn about the tabs and functions of the Firms Hub relating to CRM processes in Deltek Vantagepoint. Topics Covered: Firms Hub Overview, Types, and Actions - 4m 45s Creating a new Firm - 4m 28s Vendor Addresses & Tab - 3m 47s Activities Tab - 2m 03s Firm Hierarchy - 3m 59s Actions Menu - 3m 21s Searching, List, and Detail views - 2m 47s |
|
| Deltek Vantagepoint CRM Series: Boilerplates Hub - Learning Video | Duration: 10mins This video will give you an overview of the Boilerplates Hub in Deltek Vantagepoint. Topics Covered: • Overview and Features - 1m 45s • Boilerplate Tabs - 39s • List View and Detail View - 55s • Boilerplate Navigation - 2m 12s • Actions menu - 28s • Adding a Boilerplate - 27s • Boilerplate Actions Demonstration – 1m 45s |
|
| Deltek Vantagepoint CRM Series: Boilerplates Hub - Learning Video | Duration: 10mins This video will give you an overview of the Boilerplates Hub in Deltek Vantagepoint. Topics Covered: • Overview and Features - 1m 45s • Boilerplate Tabs - 39s • List View and Detail View - 55s • Boilerplate Navigation - 2m 12s • Actions menu - 28s • Adding a Boilerplate - 27s • Boilerplate Actions Demonstration – 1m 45s |
|
| Deltek Vantagepoint CRM Series: Contacts Hub - Learning Video | This learning video focuses on the Contacts Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Contacts Hub and Tabs - 2m 29s Create New Contact - 3m 43s Qualify Contact - 1m 14s Create Activity - 5m 37s Actions and Add Touchpoint - 5m 5s List View and Detail View - 2m 27s |
|
| Deltek Vantagepoint CRM Series: Contacts Hub - Learning Video | This learning video focuses on the Contacts Hub section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Contacts Hub and Tabs - 2m 29s Create New Contact - 3m 43s Qualify Contact - 1m 14s Create Activity - 5m 37s Actions and Add Touchpoint - 5m 5s List View and Detail View - 2m 27s |
|
| Deltek Vantagepoint CRM Series: Marketing Campaigns Hub - Learning Video | Duration: 17m 4s This learning video focuses on the Marketing Campaigns Hub section of Deltek Vantagepoint. This is intended for CRM users and personnel who maintain and manage CRM for their organization. Note that some functionality is only available within the “CRM Plus” module of Vantagepoint. Topics Covered: Features and Functions - 6m 14s Monitor Marketing Campaign - 1m 40s Qualify Contact - 3m 47s Review campaign results - 4m 50s List and Detail view - 2m 1s |
|
| Deltek Vantagepoint CRM Series: Marketing Campaigns Hub - Learning Video | Duration: 17m 4s This learning video focuses on the Marketing Campaigns Hub section of Deltek Vantagepoint. This is intended for CRM users and personnel who maintain and manage CRM for their organization. Note that some functionality is only available within the “CRM Plus” module of Vantagepoint. Topics Covered: Features and Functions - 6m 14s Monitor Marketing Campaign - 1m 40s Qualify Contact - 3m 47s Review campaign results - 4m 50s List and Detail view - 2m 1s |
|
| Deltek Vantagepoint CRM Series: Activities Hub - Learning Video | Duration: 21mins 59sec This learning video focuses on the Activities Hub section of Deltek Vantagepoint. This is intended for CRM users and personnel who maintain and manage CRM for their organization. Topics Covered: Overview - 3m 59s Creating an Activity - 5m 8s Activity Types, Settings & Calendar - 4m 38s Touchpoints & Reminders - 2m 41s Reassigning Activity Roles & Scheduling Follow Ups - 3m 25s |
|
| Deltek Vantagepoint CRM Series: Activities Hub - Learning Video | Duration: 21mins 59sec This learning video focuses on the Activities Hub section of Deltek Vantagepoint. This is intended for CRM users and personnel who maintain and manage CRM for their organization. Topics Covered: Overview - 3m 59s Creating an Activity - 5m 8s Activity Types, Settings & Calendar - 4m 38s Touchpoints & Reminders - 2m 41s Reassigning Activity Roles & Scheduling Follow Ups - 3m 25s |
|
| Deltek Vantagepoint CRM Series: Calendar - Learning Video | This learning video focuses on the Calendar section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Calendar Overview & Settings - 1m 32s Calendar View Options & Features - 5m 27s Manage Activities and Share Calendar - 4m 58s |
|
| Deltek Vantagepoint CRM Series: Calendar - Learning Video | This learning video focuses on the Calendar section of Deltek Vantagepoint. This is intended for CRM users, and personnel who maintain and manage CRM for their organization. Topics Covered: Calendar Overview & Settings - 1m 32s Calendar View Options & Features - 5m 27s Manage Activities and Share Calendar - 4m 58s |
|
| Deltek Vantagepoint CRM Series: Reporting - Learning Video | This learning video is part of the Deltek Vantagepoint CRM Series and will focus on the Vantagepoint Reports that are related to Customer Relationship Management or CRM.
Activity Reports |
|
| Deltek Vantagepoint CRM Series: Reporting - Learning Video | This learning video is part of the Deltek Vantagepoint CRM Series and will focus on the Vantagepoint Reports that are related to Customer Relationship Management or CRM.
Activity Reports |
|
| Deltek Vantagepoint CRM Series: Dashparts - Learning Video | Duration: 20m
Learn the dashparts specifically related to CRM and the other pre-built dashboards that are included with CRM.
Topics Covered Upcoming Milestones Dashpart My Activities Dashpart Pipeline Dashpart Project Fees Used Project Pipeline CRM Dashboards Business Development Active Pursuits Business Development Hit Rate Analysis |
|
| Deltek Vantagepoint CRM Series: Dashparts - Learning Video | Duration: 20m
Learn the dashparts specifically related to CRM and the other pre-built dashboards that are included with CRM.
Topics Covered Upcoming Milestones Dashpart My Activities Dashpart Pipeline Dashpart Project Fees Used Project Pipeline CRM Dashboards Business Development Active Pursuits Business Development Hit Rate Analysis |
|
| Deltek Vantagepoint CRM Series: Vantagepoint Connect for End Users with MS Outlook - Learning Video | This learning video provides you with information on how to use Deltek Vantagepoint Connect integration with Microsoft Outlook on Office 365. Topics include: |
|
| Deltek Vantagepoint CRM Series: Vantagepoint Connect for End Users with MS Outlook - Learning Video | This learning video provides you with information on how to use Deltek Vantagepoint Connect integration with Microsoft Outlook on Office 365. Topics include: |
|
| Deltek Vantagepoint CRM Series: Vantagepoint Connect for End Users with Gmail - Learning Video | Duration: 17m 13s Learn how to use Vantagepoint Connect with Gmail to track and record customer communications. Topics include: Features - 50s Contextual Pane - 1m 58s Create Contacts - 2m 20s Create Firms - 1m 5s Create Activity - 1m 32s Display Records Associated with an Email - 23s Contextual Pane Search - 2m Sync Contacts - 1m 55s Create Activity from Contact Email - 1m 8s Sync Calendar - 2m 49s |
|
| Deltek Vantagepoint CRM Series: Vantagepoint Connect for MS Outlook 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. |
|
| Deltek Vantagepoint CRM Series: Vantagepoint Connect for MS Outlook 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. |
|
| Deltek Vantagepoint CRM Series: Vantagepoint Connect Setup for Administrators with Gmail - Learning Video | This learning video is intended to provide administrators with the information they need to setup Vantagepoint Connect with Gmail. We’ll demonstrate the steps and requirements needed for setting up Vantagepoint Connect for Gmail by creating a custom Google App within the Google Cloud Platform. Topics Covered: Create Custom Google App Role Security Configure Connection for Each User Install the Custom Google App in User Gmail Accounts |
|
| Deltek Vantagepoint CRM Series: CRM Processing - Infographic | Duration: 10m Read This guide gives you quick reference information about CRM functionality Topics Covered Calendar Activities Contacts Marketing Campaigns |
|
| Deltek Vantagepoint CRM Series: CRM Processing - Infographic | Duration: 10m Read This guide gives you quick reference information about CRM functionality Topics Covered Calendar Activities Contacts Marketing Campaigns |
|
| Deltek Vantagepoint CRM Series: CRM Processing - Infographic | Duration: 10m Read This guide gives you quick reference information about CRM functionality Topics Covered Calendar Activities Contacts Marketing Campaigns |
|
| Deltek Vantagepoint CRM Series: SF330 Proposals - Learning Video | Duration: 37 mins 29s This learning video provides you an overview of the Business Process Flow of SF330 Proposals in Deltek Vantagepoint. The video walks you through the steps to create an SF330 Proposal, run the Proposal Log to link an SF330 Proposal to a Project, and merge a completed SF330 Proposal from Vantagepoint into a Microsoft Word Template. Topics Covered: Create SF330 proposal, Process Flow & Role Security - 27m 31s |
|
| Deltek Vantagepoint CRM Series: SF330 Proposals - Learning Video | Duration: 37 mins 29s This learning video provides you an overview of the Business Process Flow of SF330 Proposals in Deltek Vantagepoint. The video walks you through the steps to create an SF330 Proposal, run the Proposal Log to link an SF330 Proposal to a Project, and merge a completed SF330 Proposal from Vantagepoint into a Microsoft Word Template. Topics Covered: Create SF330 proposal, Process Flow & Role Security - 27m 31s |
|
| 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. |
|
| 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. |
|
| 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 |
|
| 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 |
|
| 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. |
|
| 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. |
|
| 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 |
|
| Deltek Vantagepoint CRM Series: Mobile/Touch App for CRM - Quick Reference Guide | Learn about features and functionality of Vantagepoint CRM that are available within the Deltek Touch/Mobile App. Topics Covered:
|
|
| 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 course offers separate guides for the Android and iOS applications, and both contain detailed information and instructions on how to use various features of the Deltek CRM app for the selected operating system. |
|
| Deltek Vantagepoint CRM Series: Custom Proposals Introduction - Learning Video | Duration: 22mins 30s
Learn about the features and functions of Custom Proposals, including how to create new proposals, export proposals, and save proposals as templates.
Topics Covered:
Overview and Composition - 1m 14s Process Flow - 2m 4s Custom Proposals Screen Demonstration - 6m 29s Create New Proposal - 5m 25s Export & Save as Template - 5m 40s |
|
| Deltek Vantagepoint CRM Series: Custom Proposals Introduction - Learning Video | Duration: 22mins 30s
Learn about the features and functions of Custom Proposals, including how to create new proposals, export proposals, and save proposals as templates.
Topics Covered:
Overview and Composition - 1m 14s Process Flow - 2m 4s Custom Proposals Screen Demonstration - 6m 29s Create New Proposal - 5m 25s Export & Save as Template - 5m 40s |
|
| Deltek Vantagepoint Projects Series: Projects Lifecycle and Essential Information - Learning Video | Understand the key steps of the Project Lifecycle and how they relate to each other, as well as learning where to find and track essential project-related information in Deltek Vantagepoint. A downloadable copy of the Lifecycle chart referred to throughout this course is available under the "Resources" tab. Topics Covered:
|
|
| Deltek Vantagepoint Projects Series: Projects Lifecycle Flowchart - Infographic | Duration: 4 min read
This flowchart shows some of the most common routes of progress that users of Deltek Vantagepoint may follow when setting up and managing a Project, from the beginning of the engagement with the customer to the eventual close of the project. |
|
| Deltek Vantagepoint Projects Series: Project Creation - Learning Video | This Learning Video explains and demonstrates the main concepts and steps involved in creating new Projects in Deltek Vantagepoint.
Topics include: · Security & Access to Create Projects - 2m 7s · New Projects Overview & Charge Type - 1m 59s · Project Stage - 28s · How to Create a Project - 36s · Project Number - 1m 49s · Create Project Manually - 1m 34s · Create Project from Existing Project - 31s · Create Project from Template - 30s · Project Work Breakdown Structure - 3m 34s · Demonstration of all Project Creation methods - 7m 20s |
|
| Deltek Vantagepoint Projects Series: Managing Project Numbers - Learning Video | Learn how to format the project number structure, change an existing project number and schedule the format change of project numbers, as well as reformatting the project numbering structure by using the Key Convert utility.
Topics include: Project Number Formats Integration with PIM Best Practises with Project Numbers Manual vs Automatic Numbering Regular vs Overhead Project Numbering Pre-Award Project Numbering Changing Project Numbers When Awarded Changing Project Numbers With Key Convert Changing Project Numbers While Project Is In Use |
|
| Deltek Vantagepoint Projects Series: Promotional Project - Learning Video | Learn all about promotional projects in Deltek Vantagepoint, determine options and security access rights you would need when creating them, generate reports that include or exclude promotional projects, cost transfer options, and how to close promotional projects.
Topics include: Promotional Projects Definition |
|
| Deltek Vantagepoint Projects Series: Overhead Project - Video | This learning video covers how to create, edit, and manage Overhead projects, including utilizing the autonumbering features, generating reports excluding Overhead projects, and analyzing performance using the Project Review screen. Topics Covered:
|
|
| Deltek Vantagepoint Projects Series: Project Form - Video |
Duration 38m This Learning Video covers the Projects area of the Projects Hub - also known as the Project Form - and how you can use it to enter, manage, and edit the essential management and accounting data for your projects. Topics Covered:
|
|
| Deltek Vantagepoint Projects Series: Budget Worksheet - Video | Learn how to use the Budget Worksheet to enter and review labor, expense, and consultant budgets for your projects. The course also explains the advantages that come from the correct use of the Budget Worksheet, as well as the consequences of improper budgeting. Topics Covered: Budget Overview and Strategies for Maintaining Control Budget Settings and Labor Options Labor Codes Budget at Billing and Cost Rate Percent Complete Budget Summary at Billing and Cost Copy Budget Project Structure Reports and Project Review |
|
| Deltek Vantagepoint Projects Series: Project Initiation - Setting up the Project for Success - Learning Video | Duration: 21 mins This video shows you how to set up a project in Deltek Vantagepoint to be as successful as possible, and takes you through all the steps from winning the work to final delivery. This video is a recording of a live webinar presentation. Topics include:
|
|
| Deltek Vantagepoint Resource Planning Series: Settings and Options - Learning Video | Learn how to use the Resource Planning settings in defining how you want to enter and view project plans, calculate planned amounts, and manage resource assignments.
Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Settings and Options - Learning Video | Learn how to use the Resource Planning settings in defining how you want to enter and view project plans, calculate planned amounts, and manage resource assignments.
Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Labor Categories, Employee Fields, and Generic Resources - Learning Video | This learning video covers setting up a labor category, identifying the key Employee Hub fields that can be used for Resource Planning purposes, and creating a generic resource.
Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Labor Categories, Employee Fields, and Generic Resources - Learning Video | This learning video covers setting up a labor category, identifying the key Employee Hub fields that can be used for Resource Planning purposes, and creating a generic resource.
Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Projects Hub Navigation and Fields - Learning Video | Learn about the fields and options that are available within Projects Hub. Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Projects Hub Navigation and Fields - Learning Video | Learn about the fields and options that are available within Projects Hub. Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Navigation, Actions Bar, and Plan Settings - Video | Duration: 23m This learning video explains how to use the Action menu within the Plan form of the Projects Hub in performing basic planning tasks. Topics covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Navigation, Actions Bar, and Plan Settings - Video | Duration: 23m This learning video explains how to use the Action menu within the Plan form of the Projects Hub in performing basic planning tasks. Topics covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Contract Tab - Learning Video | Duration: 4min 50s This learning video covers the overview of the Contract tab within the Plan form of the Projects Hub. Topics covered: Contract Tab Overview - 1m 1s Grid Settings - 1m 25s Demonstration - 2m 10s |
|
| Deltek Vantagepoint Resource Planning Series: Contract Tab - Learning Video | Duration: 4min 50s This learning video covers the overview of the Contract tab within the Plan form of the Projects Hub. Topics covered: Contract Tab Overview - 1m 1s Grid Settings - 1m 25s Demonstration - 2m 10s |
|
| Deltek Vantagepoint Resource Planning Series: Schedule Tab - Learning Video | Duration: 3 mins This learning video focuses on how to use the Schedule tab to view and shift scheduled resources. Topics covered: Schedule Shift Overview - 32s Shift Schedule Demonstration - 2m 08s |
|
| Deltek Vantagepoint Resource Planning Series: Schedule Tab - Learning Video | Duration: 3 mins This learning video focuses on how to use the Schedule tab to view and shift scheduled resources. Topics covered: Schedule Shift Overview - 32s Shift Schedule Demonstration - 2m 08s |
|
| Deltek Vantagepoint Resource Planning Series: Labor Tab - Video | This learning video covers the overview of the Labor tab within the Plan form of the Projects Hub. This also includes a demonstration of the actions you can perform within the Labor tab.
Topics covered: Labor Tab Screen Grid Settings Add / Adjust Hours Reschedule Date Plan Assigning Resources Analysis Tool Employee Card |
|
| Deltek Vantagepoint Resource Planning Series: Labor Tab - Video | This learning video covers the overview of the Labor tab within the Plan form of the Projects Hub. This also includes a demonstration of the actions you can perform within the Labor tab.
Topics covered: Labor Tab Screen Grid Settings Add / Adjust Hours Reschedule Date Plan Assigning Resources Analysis Tool Employee Card |
|
| Deltek Vantagepoint Resource Planning Series: Expenses and Consultants Tabs - Video | Duration: 20m Learn about the different functions of the Expense and Consultant tabs. Topics covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Expenses and Consultants Tabs - Video | Duration: 20m Learn about the different functions of the Expense and Consultant tabs. Topics covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Units Tab - Video | Learn how to add and manage units on the Units tab in Project Planning. Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Units Tab - Video | Learn how to add and manage units on the Units tab in Project Planning. Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Resource View and Project View - Learning Video | Duration: 22mins Learn the different features and functions of the Resource View and Project View for Resource Planning in Deltek Vantagepoint. Topics covered: Introduction - 1m 8s Resource View Settings, Options, and Search - 2m 47s Select Resource and Add Assignment - 2m 57s Update, Reschedule and Delete Assignments - 3m 7s Project View - 1m 7s Demonstration and Utilization Review - 10m 22s |
|
| Deltek Vantagepoint Resource Planning Series: Resource View and Project View - Learning Video | Duration: 22mins Learn the different features and functions of the Resource View and Project View for Resource Planning in Deltek Vantagepoint. Topics covered: Introduction - 1m 8s Resource View Settings, Options, and Search - 2m 47s Select Resource and Add Assignment - 2m 57s Update, Reschedule and Delete Assignments - 3m 7s Project View - 1m 7s Demonstration and Utilization Review - 10m 22s |
|
| Deltek Vantagepoint Resource Planning Series: Schedule Dependencies - Learning Video | Learn how to create schedule dependencies between work breakdown structure (WBS) levels. Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Schedule Dependencies - Learning Video | Learn how to create schedule dependencies between work breakdown structure (WBS) levels. Topics Covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Resource Planning Reports - Video | Learn how to generate different resource planning reports available in Deltek Vantagepoint.
Topics covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Resource Planning Reports - Video | Learn how to generate different resource planning reports available in Deltek Vantagepoint.
Topics covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Resource Management Reports - Video | Duration: 5min Learn about how to use the different reports found under the Resource Management hub in Deltek Vantagepoint. Topics covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Resource Management Reports - Video | Duration: 5min Learn about how to use the different reports found under the Resource Management hub in Deltek Vantagepoint. Topics covered:
|
|
| Deltek Vantagepoint Resource Planning Series: Revenue Forecast for End Users - Learning Video | Duration: 19mins 8s This learning video is intended to provide you with the information on how to create Revenue Forecast. You will learn about the module requirements, how to enable, create, export, and report on Revenue forecasts, as well as the process for recording ETC revenue amounts. This also covers settings for defining the store currency using multicurrency environment. Topics Covered: Requirements, Benefits & Methods - 2m 42s Enabling Revenue Forecast - 35s Check Out Plan - 1m 5s Column Values & Contract Information - 2m 30s Job To Date (JTD) values, Backlog and WBS - 1m 34s Forecast Date Handling - 1m 7s ETC revenue - 3m 7s Reschedule - 1m 22s Reporting - 1m 29s Exporting and Multicurrency - 1m 45s |
|
| Deltek Vantagepoint Resource Planning Series: Revenue Forecast for End Users - Learning Video | Duration: 19mins 8s This learning video is intended to provide you with the information on how to create Revenue Forecast. You will learn about the module requirements, how to enable, create, export, and report on Revenue forecasts, as well as the process for recording ETC revenue amounts. This also covers settings for defining the store currency using multicurrency environment. Topics Covered: Requirements, Benefits & Methods - 2m 42s Enabling Revenue Forecast - 35s Check Out Plan - 1m 5s Column Values & Contract Information - 2m 30s Job To Date (JTD) values, Backlog and WBS - 1m 34s Forecast Date Handling - 1m 7s ETC revenue - 3m 7s Reschedule - 1m 22s Reporting - 1m 29s Exporting and Multicurrency - 1m 45s |
|
| Deltek Vantagepoint Resource Planning Series: Revenue Forecast for Administrators - Learning Video | Duration: 10mins 14s This learning video provides the information about setting up Revenue Forecast that is specific to your role as an administrator. You will learn about the setup requirements, Revenue Forecast methods, period setup recommendations, role security settings, project settings, as well as multi-currency with Revenue Forecast. Topics Covered: Set up Methods, Requirements, and Periods - 2m 44s Security Settings - 2m 57s Project Settings - 1m 53s Multi-currency - 24s |
|
| Deltek Vantagepoint Resource Planning Series: Revenue Forecast for Administrators - Learning Video | Duration: 10mins 14s This learning video provides the information about setting up Revenue Forecast that is specific to your role as an administrator. You will learn about the setup requirements, Revenue Forecast methods, period setup recommendations, role security settings, project settings, as well as multi-currency with Revenue Forecast. Topics Covered: Set up Methods, Requirements, and Periods - 2m 44s Security Settings - 2m 57s Project Settings - 1m 53s Multi-currency - 24s |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Standard Reporting Series: Delivered Standard Reports - Video |
Topics Covered:
|
|
| Deltek Vantagepoint Standard Reporting Series: Delivered Standard Reports - Video |
Topics Covered:
|
|
| Deltek Vantagepoint Purchasing Series: Purchase Orders - Learning Video | This course provides a general overview of the Deltek Vantagepoint Purchasing application and the full workflow, from creating to reviewing, printing, and closing orders. Topics Covered:
|
|
| Deltek Vantagepoint Purchasing Series: Blanket Purchase Orders - Learning Video | Learn about the process for creating and releasing Blanket Purchase Orders in Deltek Vantagepoint. Topics Covered:
|
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Purchasing Series: Purchase Order Approvals - Learning Video | Learn about the process for approving purchase orders in Deltek Vantagepoint. Topics Covered:
|
|
| Deltek Vantagepoint Purchasing Series: Purchase Items - Learning Video | Duration: 7mins 36s Learn the different Item Types, Categories, and Tabs used in Purchasing. Topics Covered: Item Types - 1m 8s Item Categories - 48s General Tab - 56s Vendors Tab - 20s Inventory Tab - 20s Purchase Items Demonstration - 3m 5s |
|
| Deltek Vantagepoint Purchasing Series: Item Review - Learning Video | Learn how to view the details of your inventory and non-inventory items on Purchase Requisitions, Requests for Price Quotes and Purchase Orders, using the Item Review application.
Topics Covered:
Item Review Overview
Browser Functionality
Desktop Functionality
Security Access Rights |
|
| Deltek Vantagepoint Purchasing Series: Purchase Requisitions - Learning Video | Learn how to create, approve, print, and review the Purchase Requisition Form in Deltek Vantagepoint. Topics Covered: Access and Create a Purchase Requisition |
|
| Deltek Vantagepoint Purchasing Series: Purchase Receiving - Learning Video | Learn how to enter, modify, reject, and review receipt records using the Receipt Form of the Purchasing module in Deltek Vantagepoint.
Topics Covered: Receiving Form Receipt Grid Quality Codes Excess Receiving Project Review |
|
| Deltek Vantagepoint Purchasing Series: Purchase Reports - Learning Video | Learn about the different standard purchasing reports available and how they can be used to monitor and manage past and current purchase activities. Topics Covered: Browser and Desktop Access |
|
| 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:
|
|
| 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:
|
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Billing Processing Series: Interactive Billing - Learning Video | Duration: 18 mins
Learn about the setup and usage of Interactive Billing within Deltek Vantagepoint.
Topics Covered:
|
|
| Deltek Vantagepoint Billing Processing Series: Interactive Billing - Learning Video | Duration: 18 mins
Learn about the setup and usage of Interactive Billing within Deltek Vantagepoint.
Topics Covered:
|
|
| Deltek Vantagepoint Billing Processing Series: Group Billing - Learning Video | Duration: 5 mins
Learn about the setup and usage of Group Billing within Deltek Vantagepoint.
Topics Covered:
|
|
| Deltek Vantagepoint Billing Processing Series: Group Billing - Learning Video | Duration: 5 mins
Learn about the setup and usage of Group Billing within Deltek Vantagepoint.
Topics Covered:
|
|
| Deltek Vantagepoint Billing Processing Series: Batch Billing - Video | Learn about Batch Billing, how to run it, email invoices, and how to finalize invoices using Batch Billing in Deltek Vantagepoint.
Topics Covered: · Running Batch Billing · Emailing Invoices · Finalizing Invoices · Accepting Invoices through Batch Billing |
|
| Deltek Vantagepoint Billing Processing Series: Batch Billing - Video | Learn about Batch Billing, how to run it, email invoices, and how to finalize invoices using Batch Billing in Deltek Vantagepoint.
Topics Covered: · Running Batch Billing · Emailing Invoices · Finalizing Invoices · Accepting Invoices through Batch Billing |
|
| Deltek Vantagepoint Billing Processing Series: Invoice History - Learning Video | Duration: 10 mins
Learn how to email, reprint, create a credit memo, and void invoices using the Invoice History tab.
Topics Covered: · Overview - 1m · Email invoices - 16s · Reprint Final Invoices - 22s · Credit Memos - 1m 5s · Void Invoice - 1m 50s · Delete Invoice - 40s · Invoice History Demonstration - 3m 51s |
|
| Deltek Vantagepoint Billing Processing Series: Invoice History - Learning Video | Duration: 10 mins
Learn how to email, reprint, create a credit memo, and void invoices using the Invoice History tab.
Topics Covered: · Overview - 1m · Email invoices - 16s · Reprint Final Invoices - 22s · Credit Memos - 1m 5s · Void Invoice - 1m 50s · Delete Invoice - 40s · Invoice History Demonstration - 3m 51s |
|
| Deltek Vantagepoint Billing Processing Series: Employee Realization - Learning Video | Duration: 7min 45s Learn about the Employee Realization, how to set up the feature, difference between Invoice Frequency and Period Frequency, processing Employee Realization, and generating reports with Employee Realization. Topics Covered:
|
|
| Deltek Vantagepoint Billing Processing Series: Employee Realization - Learning Video | Duration: 7min 45s Learn about the Employee Realization, how to set up the feature, difference between Invoice Frequency and Period Frequency, processing Employee Realization, and generating reports with Employee Realization. Topics Covered:
|
|
| Deltek Vantagepoint Billing Processing Series: Setting Up Invoice Approval - Learning Video | Duration: 6 mins This video will give you more information on setting up and establishing Invoice Approvals. Topics Covered: Overview and Enabling Approvals - 1m 12s Establishing Approval Process - 51s Assigning Approval process - 21s Identifying Key Employees - 25s Demonstration: Enable, Setup and Define Invoice Approval Process - 2m 39s |
|
| Deltek Vantagepoint Billing Processing Series: Submitting Invoice for Approval - Video | Duration: 6 mins |
|
| 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 |
|
| Deltek Vantagepoint Billing Processing Series: Invoice Digital Markup - Learning Video | Duration: 19m 43s This learning video covers enabling and setting up Digital Invoice Markup, and walks you through the steps in adding digital markups in Draft Invoice Approvals. Topics Covered: Overview and Key Terms - 54s Benefits, Roles and Process Flow – 2m 30s Invoice Approval Setup - 54s Enabling Digital Markup - 2m 37s Using the Annotation Tool for Review and Digital Mark Up – 8m 50s Finalizing Invoices – 2m 30s |
|
| 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 |
|
| Deltek Vantagepoint Billing Processing Series: Invoice Template Editor -Learning Video | Learn how to create custom invoice templates for your billing invoices using the Invoice Template Editor.
Topics Covered: Invoice Template Editor Form Tabs Preview Template Add Images Assign Templates to Projects Assign Templates within Billing Terms |
|
| Deltek Vantagepoint Billing Processing Series: Invoice Template Editor -Learning Video | Learn how to create custom invoice templates for your billing invoices using the Invoice Template Editor.
Topics Covered: Invoice Template Editor Form Tabs Preview Template Add Images Assign Templates to Projects Assign Templates within Billing Terms |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Billing Processing Series: Labor Billing Tables - Learning Video | Duration: 29m39s Learn about the setup and configuration of Labor Billing Rate Tables to calculate billing rates on invoices, billing extensions on project reports and billing and cost rates in Resource Planning. 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 |
|
| Deltek Vantagepoint Billing Processing Series: Labor Billing Tables - Learning Video | Duration: 29m39s Learn about the setup and configuration of Labor Billing Rate Tables to calculate billing rates on invoices, billing extensions on project reports and billing and cost rates in Resource Planning. 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 |
|
| Deltek Vantagepoint Billing Processing Series: Expense Billing Tables - Learning Video | Duration: 14m14s Learn about the setup and configuration of Expense Billing Rate Tables to calculate billing rates on invoices, billing extensions on project reports and billing and cost rates in Resource Planning. 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 |
|
| Deltek Vantagepoint Billing Processing Series: Expense Billing Tables - Learning Video | Duration: 14m14s Learn about the setup and configuration of Expense Billing Rate Tables to calculate billing rates on invoices, billing extensions on project reports and billing and cost rates in Resource Planning. 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 |
|
| Deltek Vantagepoint Billing Processing Series: Managing Retainers - Video | Learn how to set up and apply retainers, and which situations they should be used in. Topics Covered:
|
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Accounting Series: Firms Hub - Learning Video | Duration: 9m 8s This learning video focuses on the Firms Hub section of Deltek Vantagepoint, and provides information on the tabs related to Accounting and AP processes. Topics Covered: • Firms Hub Tabs - 1m 2s • Contacts Tab - 18s • Vendor Tab, Vendor Review and PWP - 1m 50s • Voucher Review - 15s • Project Template - 32s • Firms Hub Demonstration: Client Records and Vendor Types - 4m 42s |
|
| Deltek Vantagepoint Accounting Series: Firms Hub - Learning Video | Duration: 9m 8s This learning video focuses on the Firms Hub section of Deltek Vantagepoint, and provides information on the tabs related to Accounting and AP processes. Topics Covered: • Firms Hub Tabs - 1m 2s • Contacts Tab - 18s • Vendor Tab, Vendor Review and PWP - 1m 50s • Voucher Review - 15s • Project Template - 32s • Firms Hub Demonstration: Client Records and Vendor Types - 4m 42s |
|
| Deltek Vantagepoint Accounting Series: Employees Hub - Learning Video | Duration: 13m 15s This video covers features and tabs that are relevant to Accounting functionality, in the Employees Hub in Deltek Vantagepoint. Topics Covered: Hubs Overview - 2m 30s Employees Hub Tabs: Overview and Contact Details - 1m 12s Details Tab & Accounting Tab - 1m Job Costing & Cost Rate Calculation - 2m 42ss Absence Accruals & Direct Deposits Grids - 1m 19s Time & Expenses Tab - 56s Employees Hub and Key Fields Demonstration - 2m 33s |
|
| Deltek Vantagepoint Accounting Series: Employees Hub - Learning Video | Duration: 13m 15s This video covers features and tabs that are relevant to Accounting functionality, in the Employees Hub in Deltek Vantagepoint. Topics Covered: Hubs Overview - 2m 30s Employees Hub Tabs: Overview and Contact Details - 1m 12s Details Tab & Accounting Tab - 1m Job Costing & Cost Rate Calculation - 2m 42ss Absence Accruals & Direct Deposits Grids - 1m 19s Time & Expenses Tab - 56s Employees Hub and Key Fields Demonstration - 2m 33s |
|
| Deltek Vantagepoint Project-based and Batch Accounting Overview - Video | This video introduces important key concepts for Deltek Vantagepoint regarding project-based accounting and batch-based accounting concepts. Topics Covered:
|
|
| Deltek Vantagepoint Project-based and Batch Accounting Overview - Video | This video introduces important key concepts for Deltek Vantagepoint regarding project-based accounting and batch-based accounting concepts. Topics Covered:
|
|
| Deltek Vantagepoint Accounting Series: Projects Hub - Learning Video | This learning video introduces the different account-related functionalities of the Projects Hub in Deltek Vantagepoint.
Topics Covered: · Project Hub Sections & Tabs · Overview & Work Breakdown Structure Levels · Accounting Tab · Contract Management: Compensation Tab · Project Template · Projects Hub Demonstration |
|
| Deltek Vantagepoint Accounting Series: Projects Hub - Learning Video | This learning video introduces the different account-related functionalities of the Projects Hub in Deltek Vantagepoint.
Topics Covered: · Project Hub Sections & Tabs · Overview & Work Breakdown Structure Levels · Accounting Tab · Contract Management: Compensation Tab · Project Template · Projects Hub Demonstration |
|
| Deltek Vantagepoint Accounting Series: Overhead Allocation - Learning Video | Duration: 15 mins Learn the basic concepts, the different setup methods, and the steps on how to run an Overhead Allocation in Deltek Vantagepoint. Topics Covered: What is Overhead? - 32s Benefits and Overview - 1m 37s Settings - 13 Overhead Allocation Setup - 4m 53s Run Overhead - 3m 54s Reconciling and Processing Overhead Allocation - 1m 59s |
|
| Deltek Vantagepoint Accounting Series: Overhead Allocation - Learning Video | Duration: 15 mins Learn the basic concepts, the different setup methods, and the steps on how to run an Overhead Allocation in Deltek Vantagepoint. Topics Covered: What is Overhead? - 32s Benefits and Overview - 1m 37s Settings - 13 Overhead Allocation Setup - 4m 53s Run Overhead - 3m 54s Reconciling and Processing Overhead Allocation - 1m 59s |
|
| Deltek Vantagepoint Accounting Series: Overhead Allocation by Organization - Learning Video | Duration: 12mins This learning video covers basic concepts of Overhead Allocation by Organization method and shows Overhead Allocation by Organization Setup Methods. Topics Covered: Overview of Overhead by Organization - 3m 38s Individual Organization Setup - 1m 46 Distribute to Operating Organization - 2m 7s Methods, Basis, Rates and Variance Project - 1m 37s Running Overhead Allocation - 46s Reporting and Reconciling - 1m 21s |
|
| Deltek Vantagepoint Accounting Series: Overhead Allocation by Organization - Learning Video | Duration: 12mins This learning video covers basic concepts of Overhead Allocation by Organization method and shows Overhead Allocation by Organization Setup Methods. Topics Covered: Overview of Overhead by Organization - 3m 38s Individual Organization Setup - 1m 46 Distribute to Operating Organization - 2m 7s Methods, Basis, Rates and Variance Project - 1m 37s Running Overhead Allocation - 46s Reporting and Reconciling - 1m 21s |
|
| Deltek Vantagepoint Accounting Series: Labor Cross Charges - Learning Video | Duration: 18mins Learn how to process labor cross charges in Deltek Vantagepoint. Topics Covered:
|
|
| Deltek Vantagepoint Accounting Series: Labor Cross Charges - Learning Video | Duration: 18mins Learn how to process labor cross charges in Deltek Vantagepoint. Topics Covered:
|
|
| Deltek Vantagepoint Accounting Series: Employee Costing Methods - Infographic | A quick guide to the different methods and features of Employee Costing (including Provisional Cost, and Adjust Salaried Job Cost), the steps in enabling Cost Rate Tables, the three types of Cost Rate Tables in Deltek Vantagepoint (Labor Rate, Labor Category, and Labor Code), and the usage of Effective Dates and Cost Rate Overrides. Topics Covered: Job Costing Information Employee Costing Methods Types of Cost Rate Tables |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Accounting Series: Revenue Generation - Learning Video | Duration: 33mins 38s This learning video covers the basic concepts of the Revenue Generation module in Deltek Vantagepoint, including setup, reporting, and a demonstration of how to use the tool to calculate your Revenue Recognition Topics Covered:
|
|
| Deltek Vantagepoint Accounting Series: Revenue Generation - Learning Video | Duration: 33mins 38s This learning video covers the basic concepts of the Revenue Generation module in Deltek Vantagepoint, including setup, reporting, and a demonstration of how to use the tool to calculate your Revenue Recognition Topics Covered:
|
|
| Deltek Vantagepoint Accounting Series: Bank Reconciliation - Learning Video | Duration: 25m 37s This learning video covers the overview of Bank Reconciliation as well as its features and functions. Topics Covered: Overview - 43s Bank Code vs GL Account - 1m Bank Reconciliation Form and Tabs - 11m 10s Bank Entries - 5m Bank Reconciliation Report - 1m 8s Close Statement - 2m 57s |
|
| Deltek Vantagepoint Accounting Series: Bank Reconciliation - Learning Video | Duration: 25m 37s This learning video covers the overview of Bank Reconciliation as well as its features and functions. Topics Covered: Overview - 43s Bank Code vs GL Account - 1m Bank Reconciliation Form and Tabs - 11m 10s Bank Entries - 5m Bank Reconciliation Report - 1m 8s Close Statement - 2m 57s |
|
| Deltek Vantagepoint Accounting Series: Set Up and Run Bank Reconciliation Import - Learning Video | Learn the features and functions of the Import tab, the bank setup, and the Bank Reconciliation import process in Deltek Vantagepoint.
Topics Covered:
· Import Tab and Bank Setup
· File Format and Date Handling
· Matching Rules
· Connecting Your Bank Accounts using Plaid
· Import Transactions
· Import Bank Statement
· Errors Report
· Import History
Undo Import |
|
| Deltek Vantagepoint Accounting Series: Set Up and Run Bank Reconciliation Import - Learning Video | Learn the features and functions of the Import tab, the bank setup, and the Bank Reconciliation import process in Deltek Vantagepoint.
Topics Covered:
· Import Tab and Bank Setup
· File Format and Date Handling
· Matching Rules
· Connecting Your Bank Accounts using Plaid
· Import Transactions
· Import Bank Statement
· Errors Report
· Import History
Undo Import |
|
| Deltek Vantagepoint Accounting Series: Process Imported Bank Reconciliation Items - Learning Video | Learn about the features and functions of Bank Reconciliation related to imported items.
Topics Covered: · Matched Transactions · Import Tab · Clear Matched Transactions · Match Imported Records from Bank Feed · Create Receipt |
|
| Deltek Vantagepoint Accounting Series: Process Imported Bank Reconciliation Items - Learning Video | Learn about the features and functions of Bank Reconciliation related to imported items.
Topics Covered: · Matched Transactions · Import Tab · Clear Matched Transactions · Match Imported Records from Bank Feed · Create Receipt |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Accounts Payable Series: Printing Checks - Learning Video | 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 Posting Logs Print Vendor Payments |
|
| Deltek Vantagepoint Accounts Payable Series: Printing Checks - Learning Video | 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 Posting Logs Print Vendor Payments |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Accounts Payable Series: AP Reporting and AP Voucher Entry - Learning Video |
Topics Covered:
|
|
| Deltek Vantagepoint Accounts Payable Series: AP Reporting and AP Voucher Entry - Learning Video |
Topics Covered:
|
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Accounts Payable Series: AP Reconciliation and Reports - Learning Video | Duration: 3m 39s Learn how to compare the balance between your sub ledger and general ledger in Deltek Vantagepoint. Topics Covered: File Reconciliation - 1m 23s Voucher Ledger - 16s Trial Balance - 18s General Ledger Reconciliation - 1m 6s |
|
| Deltek Vantagepoint Accounts Payable Series: AP Reconciliation and Reports - Learning Video | Duration: 3m 39s Learn how to compare the balance between your sub ledger and general ledger in Deltek Vantagepoint. Topics Covered: File Reconciliation - 1m 23s Voucher Ledger - 16s Trial Balance - 18s General Ledger Reconciliation - 1m 6s |
|
| Deltek Vantagepoint Accounts Payable Series: AP Invoice Approvals - Video | This learning video covers enabling and setting up AP Invoice Approval, creating an AP Invoice, using the approval actions, creating an AP Voucher from the approval, and posting the approved AP Voucher.
Topics Covered:
Setup and Enable AP Invoice Approval
Create AP Invoice
AP Invoice Notes
Approval Actions
Approval Progress
Create AP Voucher
Delete AP Invoice
Post Approved AP Voucher |
|
| Deltek Vantagepoint Accounts Payable Series: AP Voucher Review - Learning Video | Duration: 6m 37s Learn how to use the Voucher Review screen to search for and view posted vouchers in Deltek Vantagepoint. Topics Covered: Overview - 46s Detailed Line Items - 1m 1s Supporting Document - 44s Voucher Review Demonstration - 3m 32s |
|
| Deltek Vantagepoint Accounts Payable Series: AP Voucher Review - Learning Video | Duration: 6m 37s Learn how to use the Voucher Review screen to search for and view posted vouchers in Deltek Vantagepoint. Topics Covered: Overview - 46s Detailed Line Items - 1m 1s Supporting Document - 44s Voucher Review Demonstration - 3m 32s |
|
| Deltek Vantagepoint Accounting Series: Transaction Center Overview - Learning Video | Duration: 4m 50s This learning video provides an overview of Transaction Center and its options for processing transactions. Topics Covered: Transaction Center Overview - 36s Processing Overview - 20s Menu Selections - 1m 7s Transaction Processing Flowchart - 18s Navigating the Transaction Center - 1m 32s |
|
| Deltek Vantagepoint Accounting Series: Transaction Center Overview - Learning Video | Duration: 4m 50s This learning video provides an overview of Transaction Center and its options for processing transactions. Topics Covered: Transaction Center Overview - 36s Processing Overview - 20s Menu Selections - 1m 7s Transaction Processing Flowchart - 18s Navigating the Transaction Center - 1m 32s |
|
| Deltek Vantagepoint Accounting Series: Creating Transaction Files - Learning Video | Duration: 12m 22s This learning video explains how to create different types of transaction files, set control totals, and establish recurring transactions in Transaction Entry. Topics Covered: Transaction Settings - 24s Transaction Entry & Toolbar - 1m 57s AP Vouchers - 19s AP Disbursements - 37s Cash Receipts - 18s Recurring Transactions - 55s Demonstration: Creating Transactions - 6m 59s |
|
| Deltek Vantagepoint Accounting Series: Creating Transaction Files - Learning Video | Duration: 12m 22s This learning video explains how to create different types of transaction files, set control totals, and establish recurring transactions in Transaction Entry. Topics Covered: Transaction Settings - 24s Transaction Entry & Toolbar - 1m 57s AP Vouchers - 19s AP Disbursements - 37s Cash Receipts - 18s Recurring Transactions - 55s Demonstration: Creating Transactions - 6m 59s |
|
| Deltek Vantagepoint Accounting Series: Transaction Lists - Learning Video | Duration: 3m 20s This learning video explains what a Transaction List is and covers how to view or print a Transaction List report. Topics Covered: Transaction List Overview & Contents - 54s Review and Print a Transaction File from a list - 2m 6s |
|
| Deltek Vantagepoint Accounting Series: Transaction Lists - Learning Video | Duration: 3m 20s This learning video explains what a Transaction List is and covers how to view or print a Transaction List report. Topics Covered: Transaction List Overview & Contents - 54s Review and Print a Transaction File from a list - 2m 6s |
|
| Deltek Vantagepoint Accounting Series: Posting Transaction Files - Learning Video | Duration: 6m 25s This learning video explains how to post transactions and print or preview a Posting Log. Topics Covered: Transaction Posting Overview - 27s Automatic Posting and Effects on General Ledger - 58s Posting Log Process including Print & Preview - 1m 33 Demonstration: Create and post a Transaction File - 3m 2s |
|
| Deltek Vantagepoint Accounting Series: Posting Transaction Files - Learning Video | Duration: 6m 25s This learning video explains how to post transactions and print or preview a Posting Log. Topics Covered: Transaction Posting Overview - 27s Automatic Posting and Effects on General Ledger - 58s Posting Log Process including Print & Preview - 1m 33 Demonstration: Create and post a Transaction File - 3m 2s |
|
| Deltek Vantagepoint Accounting Series: Time and Expense Posting - Video | This learning video covers the functions of the Time and Expense Posting feature including posting timesheets and expense reports, reversing incorrect timesheets, and scheduling the posting of timesheets, expense reports, and reversed timesheets.
Topics Covered:
Feature Overview
Timesheet and Expense Report Tabs
Timesheet Corrections Tab |
|
| Deltek Vantagepoint Accounting Series: Year-End Resources - Infographic | Details of the resources which are available to assist Vantagepoint customers with Year-End processes and functionality. This course is a link to online material that requires an account with Deltek Support to access. The material contains guidance on Benefit Accrual, Accounting, Payroll, W2, and 1099 forms, as well as checklists and advice on all aspects of Year-End procedures available within Deltek Vantagepoint. |
|
| Deltek Vantagepoint Utilities Series: Utilities Overview and Period Setup - Learning Video | Duration: 21m Learn about the Utilities menu items and how to set up periods, add a new period, change an active accounting period, and access the Posting Log Review report. Topics Covered:
|
|
| Deltek Vantagepoint Utilities Series: Utilities Overview and Period Setup - Learning Video | Duration: 21m Learn about the Utilities menu items and how to set up periods, add a new period, change an active accounting period, and access the Posting Log Review report. Topics Covered:
|
|
| Deltek Vantagepoint Utilities Series: Transactions, Search and Replace, Key Conversions, and Project Closeout - Learning Video | Learn how to use the different utilities in Deltek Vantagepoint to perform maintenance tasks in your database. Topics Covered:
|
|
| Deltek Vantagepoint Utilities Series: Transactions, Search and Replace, Key Conversions, and Project Closeout - Learning Video | Learn how to use the different utilities in Deltek Vantagepoint to perform maintenance tasks in your database. Topics Covered:
|
|
| Deltek Vantagepoint: 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 |
|
| Deltek Vantagepoint: 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 |
|
| Deltek Vantagepoint: 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 |
|
| Deltek Vantagepoint: 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Data Management Series: Importing Journal Entry Transactions - Video | This course covers importing Journal Entry transactions through the Desktop Data Import utility.
Topics covered: Considerations, Risks & Benefits File Requirements Security Settings Importing and Reviewing Journal Entries Reviewing, Printing, and Posting Entries
Duration: 14m |
|
| Deltek Vantagepoint Data Management Series: Importing Journal Entry Transactions - Video | This course covers importing Journal Entry transactions through the Desktop Data Import utility.
Topics covered: Considerations, Risks & Benefits File Requirements Security Settings Importing and Reviewing Journal Entries Reviewing, Printing, and Posting Entries
Duration: 14m |
|
| Deltek Vantagepoint Data Management Series: Importing Journal Entry Transactions - Video | This course covers importing Journal Entry transactions through the Desktop Data Import utility.
Topics covered: Considerations, Risks & Benefits File Requirements Security Settings Importing and Reviewing Journal Entries Reviewing, Printing, and Posting Entries
Duration: 14m |
|
| Deltek Vantagepoint Data Management Series: Importing Project Hub Records - Video | Duration: 15 mins |
|
| Deltek Vantagepoint Data Management Series: Importing Project Hub Records - Video | Duration: 15 mins |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| Deltek Vantagepoint Security Series: Roles Planning Tab - Learning Video | Duration: 5min Learn about the settings found on the Planning tab of Roles Security to establish a user role's access rights to several project planning functions. Topics Covered: Roles Planning Overview - 20s Planning tab Sections - 38s Planning Tab Demonstration - 3m 30s |
|
| Deltek Vantagepoint Security Series: Roles Planning Tab - Learning Video | Duration: 5min Learn about the settings found on the Planning tab of Roles Security to establish a user role's access rights to several project planning functions. Topics Covered: Roles Planning Overview - 20s Planning tab Sections - 38s Planning Tab Demonstration - 3m 30s |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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 |
|
| RESTful API Guide for Deltek Vantagepoint - Support Material | The RESTful Service for Deltek Vantagepoint empowers customers and vetted partners and third parties to build custom applications that interact with Vantagepoint. The Vantagepoint API provides broad coverage of the Vantagepoint solution, including access to information stored in configuration, the hubs, and access to transaction-related functions.
The reference documentation does not cover all scenarios or roles. Permission and client data will differ based on modules and integrations that interact with Vantagepoint. Mock examples complete with requests, responses, and parameters are provided for general understanding. For advanced assistance, please talk to your Deltek Consultant. |
|
| Deltek Vantagepoint Master Certification Exam | Duration: 1h 30m 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. Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint Certified Master User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. |
|
| Deltek Vantagepoint Accounting Certification Exam | Duration: 1h 30m 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. Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint Certified Accounting User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. |
|
| Deltek Vantagepoint Customer Relationship Management (CRM) Certification Exam | Duration: 1h 30m The Deltek Professional Vantagepoint Customer Relationship Management (CRM) Certification Exam validates skills within the CRM Module of the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint CRM User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. |
|
| Deltek Vantagepoint Resource Planning Certification Exam | Duration: 1h 30m The Deltek Professional Vantagepoint Resource Planning Certification Exam validates skills within the Resource Planning Module of the Vantagepoint product suite. Successful completion of the Certification exam is required to receive the Professional Certification. Completion of specific Deltek training courses is not required to be certified. Passing the exam confirms you have practical application knowledge required to be a Deltek Vantagepoint Certified Resource Planning User. Open the course page to view information that will help you prepare for the exam, which includes criteria and conditions for taking the exam, study suggestions, sample questions, and more. Once you have read and understood the accompanying information, you can start the exam whenever you are ready. |
|
| 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. |
|
| 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. |
|
| 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. |
|
| 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. |
|
| 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 |
|
| 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 |
|
| 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 |
|
| 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. |
|
| 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. |
|
| 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. |
|
| 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. |
|
| 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. |
|
| 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 |
| 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. |
|