VPVI-09 · • Stored procedure validates that it’s all correct and populates the unit and unit...

VPVI-09:Bend Vantagepoint to Your Will

Darrell Aaron, Central Consulting Group

WELCOME

• I appreciate you coming at the best time slot on Thursday

• We’re going to have a lot of fun

• We’re going to be doing some thinking, this will require your active participation

• Discuss what the limits might be of the system

• At the end we will real-time solve as many actual issues provide by you as we can

VPVI:101 –CCG HISTORY

• Deltek partners since 2002• Team of 31 people• Offer a full suite of Vision services

• Implementation• M&A• Consulting & Training• Integrations• Customizations• SQL Reporting, Development and clean up• Technical

VPVI:102 - INTRO TO DARRELL

Originally from Leavenworth,

KSLive in Iowa

I have 2 children

Love what I do solving

problems

Enjoy: Guitar, Martial Arts,

Basketball

VPVI:102 - INTRO TO DARRELL

VPVI:102 - INTRO TO DARRELL

I’m this guy

Doesn’t look like it,

but I missed

VPVI:102 - INTRO TO DARRELL

SQL and Database for 11 Years

CCG since January 2018

High School Valedictorian

VPVI:131 – DELTEK PHILOSOPHY

Vision/Vantagepoint are platforms. You can build anything on top of

them.

Everything today applies to both

VPVI:160 – GYM

Exercise Time

VPVI:160 – GYM

Sometimes to get people to do

something all you have to do is ask

VPVI:201 – WOODSHOP

Tools- Custom Fields

- Custom Grids- Custom Info Centers- Workflows

- Alerts- Conditionally Require- Stored Procedures / Column Change- Web Services

VPVI:210 – ART

VPVI:210 – ART

Learned this from Dennis McGuire over at SilverEdge at one of his sessions

VPVI:221 – Mixed Media

VPVI:290 – Math

Pg. 25 of Deltek Clarity Report

https://info.deltek.com/40-AE-Clarity-Report

VPVI:290 – Math

$98,619 / 2,080 hrs = $47.41

If you have 50 users on average

And save them 1 hour a week

That’s 50 * 50 * 47.41 = $118,525

VPVI:301 – Rev Rec Automation

Problem: Hundreds of Projects, all moving from start date to expected completion date

Can’t just set rev method to Compensation / Months because the end date shifts constantly on the same project

Have to use a percent complete revenue method, but it’s not feasible for the team to update that many

VPVI:301 – Rev Rec Automation

Oh yeah, to further complicate it1. Each phase has multiple tasks with different profit

centers 2. Not all of the tasks move to same percent.3. There could be 3 or 4 different start and end dates for

these tasks4. Each phase might have 30 tasks and 3 phases5. Now we’re talking about thousands of things that

need to be updated monthly.6. For a team of 4 people…

VPVI:301 – Rev Rec Automation

One last requirement…

The revenue must always be positive.

VPVI:301 – Rev Rec Automation

Custom Info Center to manage the grouping of org codes/ tasks

Custom grid on Projects Info Center, to set the start and end dates on those groupings

Stored procedure to do the math

Now all they have to do is keep the dates updated and click a button.

VPVI:305 – Auto Units

Problem: • Overhead Recovery Fee being applied as units.• Every hour gets 1 unit• Must be split out on the bill• Potentially every task on the project could have a

different rate.• Thus, they’re manually calculating it for a ton of

projects.• Entering them through Interactive Billing

VPVI:305 – Auto Units

Further complications• Multi-company• Multi-currency• Need them to show on the draft invoices• Then recalculate after write-offs, transfers, etc…• Then maybe recalculate after changes to that

one

VPVI:305 – Auto Units

Ideas on how to solve this one?

VPVI:305 – Auto Units

Here’s what we did• Created custom grid on project info center• The enter phase, task and rate• Stored procedure validates that it’s all correct and

populates the unit and unit table• Created user defined info center to control posting• They check a box, click a button and it posts the

units to the ledger.

VPVI:330 – Importing Timesheets

Problem: • Field Services Team enters timesheets in a

different system• They want the timesheets to appear as if they

were entered directly into Vision

Complication:• It’s timesheets…

VPVI:330 – Importing Timesheets

Ideas on how to solve this one?

VPVI:330 – Importing Timesheets

Here’s what we did• Custom Info Center for importing timesheets• Each info center record is a week• Custom grid in that info center with the same

columns as the export from the other system• Stored procedure turns that into timesheets• Post timesheets normally

VPVI:330 – Importing Timesheets

We have also• Done this is an API integration• Benefit: no manual process• Downside: Large upfront cost/specialized skills

VPVI:401 – SAP Integration

Problem: • Part of a large conglomerate where transactions,

employee expenses and new projects are created in SAP

• Using Vantagepoint for timesheets and project management

• Need everything in there for real project management

• Too much to enter manually

VPVI:401 – SAP Integration

Clear cut case for using the API

VPVI:401 – SAP Integration

Clear cut case for using the API

VPVI:401 – SAP Integration

VPVI:401 – SAP Integration

VPVI:401 – SAP Integration

VPVI:401 – SAP Integration

VPVI:401 – SAP Integration

VPVI:501 – Self-Study

Let’s talk about your problems.

QUESTIONS AND THANK YOU

DARRELL AARON

darrell.aaron@centralconsultinggroup.com

(319) 450 - 7788