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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.