what’s new with deltek vision 7.5?
TRANSCRIPT
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What’s New in Vision 7.5?
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Deltek Vision 7.5 includes features and enhancements that are a direct result of your input.
ARE YOU READY FOR VISION 7.5?
Give your teams the latest tools and resources to do more with Deltek Vision.
WIN MORE MANAGE MORE DELIVER MORE
deltek.com/vision
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Client Activity Status ReportNurture client
relationships when it matters most. Quickly and visually identify
clients that need attention based on
parameters you define.
deltek.com/vision
No more wondering if your most important clients feel like they are important. Prioritize touch points and identify gaps quickly and easily to keep the relationships alive and healthy.
WIN MORE
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Improved ProposalsSave time building
proposals with easy-to-select projects and
employees so you can invest more time
effectively responding to the RFP.
deltek.com/vision
Easier selection of projects, text and graphics; select project experience based on actual hours worked; merge service estimate totals; and merge several InDesign records in one page.
WIN MORE
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Get an accurate picture of all your fixed assets in one place
so you can make more informed decisions about your assets.
Create, track, manage, depreciate and dispose of fixed assets in one central location with seamless integration with purchasing and accounting.
NEW Asset Management Module
deltek.com/vision
Track, monitor and transfer assets, customize depreciation, assign assets to employees, track asset billing value, manage maintenance and review asset history with Vision Asset Management.MANAGE MORE
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Managing multiple companies can be a challenge, but managing employees within those companies shouldn’t have to be and now it’s easier than ever in Vision.
Multi-Company EmployeeManage one employee record and
associate to multiple companies quickly and easily for a full employee picture and better
data integrity
deltek.com/vision
Multi-company employees allow you to associate employees with more than one company, identify the “home” company and report on company-specific or system-wide data to get what you need when you need it.
MANAGE MORE
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Building on the power of task dependencies in 7.4, these enhancements make it easier for project managers to keep up-to-date on project milestones.
Project Planning EnhancementsEffectively manage project schedules to
keep close track of a project’s critical path and identify potential schedule risks.
deltek.com/vision
Color-coded predecessor tasks, expanded right-click functionality, more intuitive task dependency arrows and reporting, shortcut to insert unplanned employees, better integration with iAccess and much more!
MANAGE MORE
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Give employees the time off they need while
ensuring your project deadlines stay on track with absence request
approvals
Tired of lengthy absence request processes and endless email chains for an approval? With the new Absence Request Approvals, you can let Vision do the work for you. Design simple or complex workflows to automate your approvals all in one centralized system.
Absence Request Approvals
deltek.com/visionDELIVER MORE
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Tired of endless email chains for approvals? Losing track of
what still needs approved? Get it all in one place with approval
review and AP Invoice approvals
Let Vision do the work for you. Design simple or complex workflows to automate your AP Invoice approvals and get a consolidated view of all outstanding approvals so you can quickly and easily keep the process moving.
Even More Approvals
deltek.com/visionDELIVER MORE
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Consolidate budgeting into a single view so you are truly accounting for all aspects of the business and approvers have a single version of the
truth before signing off.
Create, manage, review, edit and approve multiple general ledger budgets from a single view. Choose which budgets are available for GL budgets and make notes at the budget level or account level to meet your needs.
General Ledger Enhancements
deltek.com/visionDELIVER MORE
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Vision 7.5 makes it easier than ever to reconcile your bank statements, saving
time for your accounting team and improving the accuracy of your
financial records.
Import bank statements, automate common entries, automatically match records, review records to manually match any remaining transactions
Bank Reconciliation Enhancements
deltek.com/visionDELIVER MORE
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• Profit Planning Monitor Rolling Forecast
• Range of Period Enhancements• Email Biller• TDM Expansion• And more!
General Usability Improvements
deltek.com/vision
Increase user adoption, improve productivity and
automate more with these general usability enhancements
DELIVER MORE
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Keep your fingers on the project pulse anywhere, anytime with
Deltek iAccess
Deltek iAccess for Vision – Project Management Workspace
deltek.com/visionACCESS MORE
Easy-to-use interface for PMs with screen designer setting enhancements, ETC improvements, custom searches and more to help PMs proactively manage projects
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Proactively manage your pipeline anywhere, anytime and
keep your team up to date
Deltek iAccess for Vision – Business Development Workspace
deltek.com/visionACCESS MORE
Easy-to-use interface with enhanced dashboard, saved reports, custom searches to make it easier than ever to quickly find what you need
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Now, track timesheet revision explanations anywhere, anytime
to keep the timesheet approval process moving
In Touch Time & Expense, you can track timesheet changes, select from a list of global explanations and view all changes from the summary screen.
Timesheet Auditing for Touch T&E
deltek.com/visionACCESS MORE
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For more details on Vision 7.5
Log into Customer Care and download the Vision 7.5 release notes
deltek.com/vision
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Stay up to date with the Deltek Vision blog
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Vision 7.5 feature highlights available now
Back to the Basics with Vision - Tips & Tricks series!
Go back and learn about Vision 7.4 features
Subscribe today! http://bit.ly/DeltekVisionBlog
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Follow our Twitter account for the latest:
@DeltekVision
Stay informed with all of the new and exciting stuff
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Make sure you are receiving important Deltek emails.
You can control what emails you get from us at:deltek.com/legal/managesubscriptions
Join a Vision user group and collaborate with other users.
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So, are you ready to do more with Vision 7.5?
Learn More Contact Us
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