Deltek Insight 2012: Vision Tips & Tricks

Vision Tips & Tricks

Brent Johnson, Senior Designer, DeltekDeb Eastberg, Senior Designer, DeltekPS-119

CONFIDENTIAL ©2012 Deltek, Inc. All Rights Reserved2

Introduction

Brent Johnson Vision Designer Former Vision customer Working with Vision since 3.0

Deb Eastberg Vision Designer Former Vision consultant, Rapid Response support ,

conversion specialist and legacy product support, consultant and trainer

Working with Vision since 2005


Agenda

Everyday Basics for All

For the Intermediate User

The Efficient Administrator

Q&A

Tip Sharing


Everyday Basics for Everyone

Options and Display Settings

Dashparts on Dashboards

Timesheet Settings and Options

Access to Information


Options


Options


Display Settings

Save your settings and show your employees how to apply them.

04/18/2023 CONFIDENTIAL ©2012 Deltek, Inc. All Rights Reserved8

Dashboard and Dashparts

9

System Dashparts

Add Alerts for Time Sheet, workflow and other warnings

Add links to commonly used Applications

Create lists of commonly accessed records.


Dashboard\Configure\Web Dashpart

Use a File type dashpart to display a jpg, word doc etc.

11

Do This, Don’t Do This:

A web dashpart will run the website on your dashboard.

Create a System Dashpart\Links to display links to websites or files.

12

Do This, Don’t Do That:

Create a favorite report that displays only the graph (web dashpart).

Create a favorite report list (system dashpart).

13

Web Dashpart\Favorite Report

A web dashpart Favorite Report will display the entire report on your dashboard.


Tip of the Day

You may want to remove the Tip of the Day for Project Managers or Time Entry users.


Copy a Dashboard Out to New Users


Time Sheet\Show Options

Show employees Ratios, Benefit Hours or Planned Hours information.


Timesheet Comments

Comments will now display more of the text within the Time Sheet window.

18

Comments and Edit Options

Formatting can be applied to text and will print on reports. Edit dialog also has a spell checker.


Timesheet Alerts

Set up Company Alerts for time sheets.

Use e-mail with a link and send reminders multiple times…


Access to Employee Review

If you give your Time Entry role access to standard reports you may want to limit their access to other employees. Use the Employee Number is Me Record Level View.


E-mail Reports


Project Manager and Vendor Payments

Project Manager can search on checks related to a particular project

Depending on User rights the Vendor Review is available and will display Voucher Detail and Payment Summary.

Other reports are available, based on user rights.


For the Intermediate User

Cross Info Center searchGlobal SearchE-mail and Instant MessagingReport Options Document MapThe List ViewSmart Grids Project Lookup Override


Cross Info Center Searches


Cross Info Center Searches


Search Text Lookup


Global Searches

Global Searches are available in every info center

You can create a Global Search from the Standard Lookup

Once the Search Criteria is specified click the Organize button

Specify the Folder (Global or Personal) - subfolders are created by adding to the folder name


Instant Messaging & Email

You can send Instant Messages and Emails directly to Vision employees. Enable Instant Messaging in General System Settings. To IM or Email, click on the indicator.


Show Reports


Report Archives


Archived Reports


Info Center List View


List View Print & Export to Excel


List View Enable Grouping


Smart Pinning


Show/Hide the Document Map

Select the Document Map to quickly navigate to a Project


Project Lookup Override


Project Lookup Override


Advanced Features

Navigation TreeRemittance e-mailsPR Summary TablesWorkflows\E-mailsUser Defined Info CentersAnalysis CubesCustomer Care


Customize the Navigation Menu

Rearrange and add to fit your organization’s needs.

Actions include HTTP, Open Application, File, Report


Navigation Menu Designer

Adding favorite reports to Nav Tree will allow employees to run the report but not change options or selection criteria.


E-mail Remittance Form


Refresh PRSummary Table: Run Reports\Rebuild Dashparts Faster

44

Use Summary Fields in Scheduled Workflows


Workflow Buttons


Screen Designer Workflow Buttons

47 CONFIDENTIAL ©2012 Deltek, Inc. All Rights Reserved

User Defined Info Centers

Offsite Storage

Country RecruitingCompany Library

IT Service RequestsFunding

Training Requests

Company Store

You create info centers built for unique needs without custom coding

Appear to be standard info centers to the typical user

Are configured just like other info centers

These unique info centers are not available in Transaction Center.

48

Configuration\General\User Defined Components

Placeholder

49

Navigation Tree Display

Placeholder


Example of Service Request

Placeholder


Earnings folderBacklog Effective Multiplier.Net Revenue Net Revenue @ Billing Profit Profit Excluding Overhead Profit Percent Profit Percent Excluding Overhead Realization Ratio Spent @ Billing Spent @ Cost Spent @ Cost Excluding Overhead Unbilled Variance Variance Percent Accounts Receivable Balance Billed Compensation Consultant Fee Reimbursable Allowance Total Compensation Phase folderPhase Compensation Phase Consultant Fee Phase Reimbursable Allowance Phase Total Compensation Project folderProject Compensation Project Consultant Fee Project Reimbursable Allowance Project Total Compensation Task Compensation Task Consultant Fee Task Reimbursable Allowance Task Total Compensation Expense Billing Expense Cost Labor Overtime Cost Labor Overtime Hours Labor Regular Cost Labor Regular Hours Labor Special Overtime Cost Labor Special Overtime Hours Labor Total Billing Labor Total Cost Labor Total Hours Overhead ReceivedRevenue

EarningsBacklogContract BacklogEffective MultiplierGross MarginGross Margin PercentNet RevenueNet Revenue @ BillingProfitProfit PercentRealization RatioSpent @ BillingSpent @ CostSpent @ Cost Excluding OverheadVarianceVariance PercentEarnings - MulticurrencyBacklog in Billing CurrencyBacklog In Project CurrencyContract Backlog in Billing CurrencyContract Backlog in Project CurrencyEffective Multiplier In Billing CurrencyEffective Multiplier In Project CurrencyGross Margin In Billing CurrencyGross Margin In Project CurrencyGross Margin Percent in Billing CurrencyGross Margin Percent in Project CurrencyNet Revenue In Billing CurrencyNet Revenue In Project CurrencyProfit In Billing CurrencyProfit In Project CurrencyProfit Percent In Billing CurrencyProfit Percent In Project CurrencySpent @ Cost Excluding Overhead In Billing CurrencySpent @ Cost Excluding Overhead In Project CurrencySpent @ Cost In Billing CurrencySpent @ Cost In Project CurrencyUnbilledDWO 360 DWO 90 UnbilledUnbilled - ConsultantUnbilled - LaborUnbilled - ReimbUnbilled - Revenue Method 4Unbilled - Revenue Method 5Unbilled OtherUnbilled - MulticurrencyUnbilled - Consultant In Billing CurrencyUnbilled - Consultant In Project CurrencyUnbilled - Labor In Billing CurrencyUnbilled - Labor In Project CurrencyUnbilled - Reimb In Billing CurrencyUnbilled - Reimb In Project CurrencyUnbilled - Revenue Method 4 In Billing CurrencyUnbilled - Revenue Method 4 In Project CurrencyUnbilled - Revenue Method 5 In Billing CurrencyUnbilled - Revenue Method 5 In Project CurrencyUnbilled in Billing CurrencyUnbilled in Project CurrencyUnbilled Other In Billing CurrencyUnbilled Other In Project CurrencyAccount MeasuresAccounts CountAccounts Receivable BalanceMulticurrencyAccounts Receivable Balance In Billing CurrencyAccounts Receivable Balance In Project CurrencyActivities MeasuresActivities CountAR TrendingAR Over 120AR Over 30AR Over 60AR Over 90DSO 360 DSO 90 Total Outstanding ARMulticurrencyAR Over 120 In Billing CurrencyAR Over 120 In Project CurrencyAR Over 30 In Billing CurrencyAR Over 30 In Project CurrencyAR Over 60 In Billing CurrencyAR Over 60 In Project CurrencyAR Over 90 In Billing CurrencyAR Over 90 In Project CurrencyBilledBilledBilled Add OnsBilled ConsultantsBilled FeesBilled InterestBilled LaborBilled OtherBilled ReimbursablesBilled TaxesBilled UnitsBilled By CategoryBilled - ConsultantBilled - LaborBilled - Other CategoryBilled - ReimbBilled - Revenue Method 4Billed - Revenue Method 5Billed By Category - MulticurrencyBilled - Consultant In Billing CurrencyBilled - Consultant In Project CurrencyBilled - Labor In Billing CurrencyBilled - Labor In Project CurrencyBilled - Other Category In Billing CurrencyBilled - Other Category In Project CurrencyBilled - Reimb In Billing CurrencyBilled - Reimb In Project CurrencyBilled - Revenue Method 4 In Billing CurrencyBilled - Revenue Method 4 In Project CurrencyBilled - Revenue Method 5 In Billing CurrencyBilled - Revenue Method 5 In Project CurrencyMulticurrencyBilled Add Ons In Billing CurrencyBilled Add Ons In Project CurrencyBilled Consultants In Billing CurrencyBilled Consultants In Project CurrencyBilled Fees In Billing CurrencyBilled Fees In Project CurrencyBilled In Billing CurrencyBilled In Project CurrencyBilled Interest In Billing CurrencyBilled Interest In Project CurrencyBilled Labor In Billing CurrencyBilled Labor In Project CurrencyBilled Other In Billing CurrencyBilled Other In Project CurrencyBilled Reimbursables In Billing CurrencyBilled Reimbursables In Project CurrencyBilled Taxes In Billing CurrencyBilled Taxes In Project CurrencyBilled Units In Billing CurrencyBilled Units In Project CurrencyClient MeasuresClients CountCompensation - ContractContract CompensationContract Consultant FeeContract Reimbursable AllowanceContract Total CompensationMulticurrencyContract Compensation In Billing CurrencyContract Compensation In Functional Currency

Contract Consultant Fee In Billing CurrencyContract Consultant Fee In Functional CurrencyContract Reimbursable Allowance In Billing CurrencyContract Reimbursable Allowance In Functional CurrencyContract Total Compensation In Billing CurrencyContract Total Compensation In Functional CurrencyPhase~ Contract Compensation In Billing CurrencyPhase~ Contract Compensation In Functional CurrencyPhase~ Contract Consultant Fee In Billing CurrencyPhase~ Contract Consultant Fee In Functional CurrencyPhase~ Contract Reimbursable Allowance In Billing CurrencyPhase~ Contract Reimbursable Allowance In Functional CurrencyPhase~ Contract Total Compensation In Billing CurrencyPhase~ Contract Total Compensation In Functional CurrencyProject Contract Compensation In Billing CurrencyProject Contract Compensation In Functional CurrencyProject Contract Consultant Fee In Billing CurrencyProject Contract Consultant Fee In Functional CurrencyProject Contract Reimbursable Allowance In Billing CurrencyProject Contract Reimbursable Allowance In Functional CurrencyProject Contract Total Compensation In Billing CurrencyProject Contract Total Compensation In Functional CurrencyTask~ Contract Compensation In Billing CurrencyTask~ Contract Compensation In Functional CurrencyTask~ Contract Consultant Fee In Billing CurrencyTask~ Contract Consultant Fee In Functional CurrencyTask~ Contract Reimbursable Allowance In Billing CurrencyTask~ Contract Reimbursable Allowance In Functional CurrencyTask~ Contract Total Compensation In Billing CurrencyTask~ Contract Total Compensation In Functional CurrencyPhase~Phase~ Contract CompensationPhase~ Contract Consultant FeePhase~ Contract Reimbursable AllowancePhase~ Contract Total CompensationProjectProject Contract CompensationProject Contract Consultant FeeProject Contract Reimbursable AllowanceProject Contract Total CompensationTask~Task~ Contract CompensationTask~ Contract Consultant FeeTask~ Contract Reimbursable AllowanceTask~ Contract Total CompensationCompensation - PlanPlan Compensation BillingPlan Compensation CostPlan Consultant Fee BillingPlan Consultant Fee CostPlan Reimbursable Allowance BillingPlan Reimbursable Allowance CostPlan Total Compensation BillingPlan Total Compensation CostCompensation - ProjectCompensationConsultant FeeReimbursable AllowanceTotal CompensationCompensation - ProjectCompensation In Billing CurrencyCompensation In Functional CurrencyConsultant Fee In Billing CurrencyConsultant Fee In Functional CurrencyPhase~ Compensation In Billing CurrencyPhase~ Compensation In Functional CurrencyPhase~ Consultant Fee In Billing CurrencyPhase~ Consultant Fee In Functional CurrencyPhase~ Reimbursable Allowance In Billing CurrencyPhase~ Reimbursable Allowance In Functional CurrencyPhase~ Total Compensation In Billing CurrencyPhase~ Total Compensation In Functional CurrencyProject Compensation In Billing CurrencyProject Compensation In Functional CurrencyProject Consultant Fee In Billing CurrencyProject Consultant Fee In Functional CurrencyProject Reimbursable Allowance In Billing CurrencyProject Reimbursable Allowance In Functional CurrencyProject Total Compensation In Billing CurrencyProject Total Compensation In Functional CurrencyReimbursable Allowance In Billing CurrencyReimbursable Allowance In Functional CurrencyTask~ Compensation In Billing CurrencyTask~ Compensation In Functional CurrencyTask~ Consultant Fee In Billing CurrencyTask~ Consultant Fee In Functional CurrencyTask~ Reimbursable Allowance In Billing CurrencyTask~ Reimbursable Allowance In Functional CurrencyTask~ Total Compensation In Billing CurrencyTask~ Total Compensation In Functional CurrencyTotal Compensation In Billing CurrencyTotal Compensation In Functional CurrencyPhase~Phase~ CompensationPhase~ Consultant FeePhase~ Reimbursable AllowancePhase~ Total CompensationProjectProject CompensationProject Consultant FeeProject Reimbursable AllowanceProject Total CompensationTask~Task~ CompensationTask~ Consultant FeeTask~ Reimbursable AllowanceTask~ Total CompensationEmployee MeasuresEmployee Hours Per DayEmployee Prior Years With This FirmEmployee Provisional Rate BillingEmployee Provisional Rate CostEmployee Target RatioEmployee Utilization RatioEmployee Years With Other FirmsEmployees CountTotal Employee Hours Per DayEmployees Contract CreditsEmployee Contract Credit AmountEmployee Contract Credit Amount In Billing CurrencyEmployee Contract Credit Amount In Functional CurrencyEmployee Contract Credit PercentExpensesConsultant Direct BillingConsultant Direct CostConsultant Reimbursable BillingConsultant Reimbursable CostConsultant Total BillingConsultant Total CostExpense BillingExpense CostOther Expense Direct BillingOther Expense Direct CostOther Expense Reimbursable BillingOther Expense Reimbursable CostOther Expense Total BillingOther Expense Total CostUnit Direct BillingUnit Direct CostUnit QuantityUnit Reimbursable BillingUnit Reimbursable CostUnit Total BillingUnit Total CostCumulativeConsultant Cumulative BillingConsultant Cumulative CostConsultant Direct Cumulative BillingConsultant Direct Cumulative Cost

Consultant Reimbursable Cumulative BillingConsultant Reimbursable Cumulative CostExpense Cumulative BillingExpense Cumulative CostOther Expense Cumulative BillingOther Expense Cumulative CostOther Expense Direct Cumulative BillingOther Expense Direct Cumulative CostOther Expense Reimbursable Cumulative BillingOther Expense Reimbursable Cumulative CostUnit Cumulative BillingUnit Cumulative CostUnit Cumulative QuantityUnit Direct Cumulative BillingUnit Direct Cumulative CostUnit Reimbursable Cumulative BillingUnit Reimbursable Cumulative CostCumulative - MulticurrencyConsultant Direct Cumulative Cost in Billing CurrencyConsultant Direct Cumulative Cost in Project CurrencyConsultant Reimbursable Cumulative Cost in Billing CurrencyConsultant Reimbursable Cumulative Cost in Project CurrencyConsultant Total Cumulative Cost in Billing CurrencyConsultant Total Cumulative Cost in Project CurrencyExpense Cumulative Cost in Billing CurrencyExpense Cumulative Cost in Project CurrencyOther Expense Direct Cumulative Cost in Billing CurrencyOther Expense Direct Cumulative Cost in Project CurrencyOther Expense Reimbursable Cumulative Cost in Billing CurrencyOther Expense Reimbursable Cumulative Cost in Project CurrencyOther Expense Total Cumulative Cost in Billing CurrencyOther Expense Total Cumulative Cost in Project CurrencyUnit Direct Cumulative Cost in Billing CurrencyUnit Direct Cumulative Cost in Project CurrencyUnit Reimbursable Cumulative Cost in Billing CurrencyUnit Reimbursable Cumulative Cost in Project CurrencyUnit Total Cumulative Cost in Billing CurrencyUnit Total Cumulative Cost in Project CurrencyMulticurrencyConsultant Direct Cost In Billing CurrencyConsultant Direct Cost In Project CurrencyConsultant Reimbursable Cost In Billing CurrencyConsultant Reimbursable Cost In Project CurrencyConsultant Total Cost In Billing CurrencyConsultant Total Cost In Project CurrencyExpense Cost In Billing CurrencyExpense Cost In Project CurrencyOther Expense Direct Cost In Billing CurrencyOther Expense Direct Cost In Project CurrencyOther Expense Reimbursable Cost In Billing CurrencyOther Expense Reimbursable Cost In Project CurrencyOther Expense Total Cost In Billing CurrencyOther Expense Total Cost In Project CurrencyUnit Direct Cost In Billing CurrencyUnit Direct Cost In Project CurrencyUnit Reimbursable Cost In Billing CurrencyUnit Reimbursable Cost In Project CurrencyUnit Total Cost In Billing CurrencyUnit Total Cost In Project CurrencyLaborLabor CountLabor Overtime CostLabor Overtime HoursLabor Regular CostLabor Regular HoursLabor Special Overtime CostLabor Special Overtime HoursLabor Total BillingLabor Total CostLabor Total HoursCumulativeLabor Cumulative BillingLabor Cumulative CostLabor Cumulative HoursCumulative - MulticurrencyLabor Cumulative Cost in Billing CurrencyLabor Cumulative Cost in Employee CurrencyLabor Cumulative Cost in Project CurrencyMulticurrencyLabor Overtime Cost In Billing CurrencyLabor Overtime Cost In Employee CurrencyLabor Overtime Cost In Project CurrencyLabor Realization Amount In Billing CurrencyLabor Realization Amount In Project CurrencyLabor Regular Cost In Billing CurrencyLabor Regular Cost In Employee CurrencyLabor Regular Cost In Project CurrencyLabor Special Overtime Cost In Billing CurrencyLabor Special Overtime Cost In Employee CurrencyLabor Special Overtime Cost In Project CurrencyLabor Total Cost In Billing CurrencyLabor Total Cost In Employee CurrencyLabor Total Cost In Project CurrencyTime AnalysisBenefit CostBenefit Hours Direct Cost Direct Cost OvertimeDirect Cost Special OvertimeDirect Hours Direct Hours OvertimeDirect Hours Special OvertimeIndirect Cost Indirect Cost OvertimeIndirect Cost Special OvertimeIndirect Hours Indirect Hours OvertimeIndirect Hours Special OvertimeLabor Realization AmountLabor Realization Hours Non- Billable Cost Non- Billable Cost OvertimeNon- Billable Cost Special OvertimeNon- Billable Hours Non- Billable Hours OvertimeNon- Billable Hours Special OvertimeTime Analysis - MulticurrencyBenefit Cost In Billing CurrencyBenefit Cost In Project CurrencyDirect Cost In Billing CurrencyDirect Cost In Project CurrencyDirect Cost Overtime In Billing CurrencyDirect Cost Overtime In Project CurrencyDirect Cost Special Overtime In Billing CurrencyDirect Cost Special Overtime In Project CurrencyIndirect Cost In Billing CurrencyIndirect Cost In Project CurrencyIndirect Cost Overtime In Billing CurrencyIndirect Cost Overtime In Project CurrencyIndirect Cost Special Overtime In Billing CurrencyIndirect Cost Special Overtime In Project CurrencyNon- Billable Cost In Billing CurrencyNon- Billable Cost In Project CurrencyNon- Billable Cost Overtime In Billing CurrencyNon- Billable Cost Overtime In Project CurrencyNon- Billable Cost Special Overtime In Billing CurrencyNon- Billable Cost Special Overtime In Project CurrencyOpportunity MeasuresOpportunities Average Days OpenedOpportunities CountOverheadOverheadMulticurrencyOverhead In Billing CurrencyOverhead In Project CurrencyPlan ExpensesBaselineBaseline Consultant Direct BillingBaseline Consultant Direct Cost

Baseline Consultant Reimbursable BillingBaseline Consultant Reimbursable CostBaseline Consultant Total BillingBaseline Consultant Total CostBaseline Other Expense Direct BillingBaseline Other Expense Direct CostBaseline Other Expense Reimbursable BillingBaseline Other Expense Reimbursable CostBaseline Other Expense Total BillingBaseline Other Expense Total CostBaseline Unit Direct BillingBaseline Unit Direct CostBaseline Unit QuantityBaseline Unit Reimbursable BillingBaseline Unit Reimbursable CostBaseline Unit Total BillingBaseline Unit Total CostBaseline - EACTotal Baseline - EAC Consultant Direct BillingTotal Baseline - EAC Consultant Direct CostTotal Baseline - EAC Consultant Reimbursable BillingTotal Baseline - EAC Consultant Reimbursable CostTotal Baseline - EAC Consultant Total BillingTotal Baseline - EAC Consultant Total CostTotal Baseline - EAC Other Expense Direct BillingTotal Baseline - EAC Other Expense Direct CostTotal Baseline - EAC Other Expense Reimbursable BillingTotal Baseline - EAC Other Expense Reimbursable CostTotal Baseline - EAC Other Expense Total BillingTotal Baseline - EAC Other Expense Total CostTotal Baseline - EAC Unit Direct BillingTotal Baseline - EAC Unit Direct CostTotal Baseline - EAC Unit QuantityTotal Baseline - EAC Unit Reimbursable BillingTotal Baseline - EAC Unit Reimbursable CostTotal Baseline - EAC Unit Total BillingTotal Baseline - EAC Unit Total CostEACEAC Consultant Direct BillingEAC Consultant Direct CostEAC Consultant Reimbursable BillingEAC Consultant Reimbursable CostEAC Consultant Total BillingEAC Consultant Total CostEAC Other Expense Direct BillingEAC Other Expense Direct CostEAC Other Expense Reimbursable BillingEAC Other Expense Reimbursable CostEAC Other Expense Total BillingEAC Other Expense Total CostEAC Unit Direct BillingEAC Unit Direct CostEAC Unit QuantityEAC Unit Reimbursable BillingEAC Unit Reimbursable CostEAC Unit Total BillingEAC Unit Total CostETCETC Consultant Direct BillingETC Consultant Direct CostETC Consultant Reimbursable BillingETC Consultant Reimbursable CostETC Other Expense Direct BillingETC Other Expense Direct CostETC Other Expense Reimbursable BillingETC Other Expense Reimbursable CostETC Unit Direct BillingETC Unit Direct CostETC Unit Reimbursable BillingETC Unit Reimbursable CostMeasures.ETC Consultant Total BillingMeasures.ETC Consultant Total CostMeasures.ETC Other Expense Total BillingMeasures.ETC Other Expense Total CostMeasures.ETC Unit QuantityMeasures.ETC Unit Total BillingMeasures.ETC Unit Total CostPercent CompletePercent Complete Baseline Consultant BillingPercent Complete Baseline Consultant CostPercent Complete Baseline Other Expense BillingPercent Complete Baseline Other Expense CostPercent Complete Baseline Unit BillingPercent Complete Baseline Unit CostPercent Complete JTD Consultant BillingPercent Complete JTD Consultant CostPercent Complete JTD Other Expense BillingPercent Complete JTD Other Expense CostPercent Complete JTD Unit BillingPercent Complete JTD Unit CostPercent Complete Planned Consultant BillingPercent Complete Planned Consultant CostPercent Complete Planned Other Expense BillingPercent Complete Planned Other Expense CostPercent Complete Planned Unit BillingPercent Complete Planned Unit CostPercent Complete User-Entered Consultant BillingPercent Complete User-Entered Consultant CostPercent Complete User-Entered Other Expense BillingPercent Complete User-Entered Other Expense CostPercent Complete User-Entered Unit BillingPercent Complete User-Entered Unit CostPlan TotalsBaseline Total Expense BillingPlanned Total Expense BillingPlanned Total Expense CostPlannedPlanned Consultant Direct BillingPlanned Consultant Direct CostPlanned Consultant Reimbursable BillingPlanned Consultant Reimbursable CostPlanned Consultant Total BillingPlanned Consultant Total CostPlanned Other Expense Direct BillingPlanned Other Expense Direct CostPlanned Other Expense Reimbursable BillingPlanned Other Expense Reimbursable CostPlanned Other Expense Total BillingPlanned Other Expense Total CostPlanned Unit Direct BillingPlanned Unit Direct CostPlanned Unit QuantityPlanned Unit Reimbursable BillingPlanned Unit Reimbursable CostPlanned Unit Total BillingPlanned Unit Total CostPlanned - EACTotal Planned - EAC Consultant Direct BillingTotal Planned - EAC Consultant Direct CostTotal Planned - EAC Consultant Reimbursable BillingTotal Planned - EAC Consultant Reimbursable CostTotal Planned - EAC Consultant Total BillingTotal Planned - EAC Consultant Total CostTotal Planned - EAC Other Expense Direct BillingTotal Planned - EAC Other Expense Direct CostTotal Planned - EAC Other Expense Reimbursable BillingTotal Planned - EAC Other Expense Reimbursable CostTotal Planned - EAC Other Expense Total BillingTotal Planned - EAC Other Expense Total CostTotal Planned - EAC Unit Direct BillingTotal Planned - EAC Unit Direct CostTotal Planned - EAC Unit QuantityTotal Planned - EAC Unit Reimbursable BillingTotal Planned - EAC Unit Reimbursable CostTotal Planned - EAC Unit Total BillingTotal Planned - EAC Unit Total CostPlan LaborBaselineBaseline Hours

Baseline Labor BillingBaseline Labor CostBaseline - EACTotal Baseline - EAC HoursTotal Baseline - EAC Labor BillingTotal Baseline - EAC Labor CostEACEAC HoursEAC Labor BillingEAC Labor CostEarned ValueACWP Planned BillingACWP Planned CostBCWS Baseline BillingBCWS Baseline CostBCWS Planned BillingBCWS Planned CostBCWP Baseline BillingBCWP Baseline CostBCWP Fees BillingBCWP Fees CostBCWP Planned BillingBCWP Planned CostETCETC HoursETC Labor BillingETC Labor CostPercent CompletePercent Complete Baseline Labor BillingPercent Complete Baseline Labor CostPercent Complete JTD Labor BillingPercent Complete JTD Labor CostPercent Complete Planned Labor BillingPercent Complete Planned Labor CostPercent Complete User-Entered Labor BillingPercent Complete User-Entered Labor CostPlannedPlanned HoursPlanned Labor BillingPlanned Labor CostPlanned - EACTotal Planned - EAC HoursTotal Planned - EAC Labor BillingTotal Planned - EAC Labor Cost Plan Measures Plans CountPlan TotalsBaselineBaseline Total BillingBaseline Total CostBaseline Total Expense CostTotal Baseline Consultant BillingTotal Baseline Consultant CostTotal Baseline Consultant Direct BillingTotal Baseline Consultant Direct CostTotal Baseline Consultant Reimbursable BillingTotal Baseline Consultant Reimbursable CostTotal Baseline Labor BillingTotal Baseline Labor CostTotal Baseline Labor HoursTotal Baseline Other Expense BillingTotal Baseline Other Expense CostTotal Baseline Other Expense Direct BillingTotal Baseline Other Expense Direct CostTotal Baseline Other Expense Reimbursable BillingTotal Baseline Other Expense Reimbursable CostTotal Baseline Unit BillingTotal Baseline Unit CostTotal Baseline Unit Direct BillingTotal Baseline Unit Direct CostTotal Baseline Unit QuantityTotal Baseline Unit Reimbursable BillingTotal Baseline Unit Reimbursable CostBaseline - EACTotal Baseline - EAC Total BillingTotal Baseline - EAC Total CostCompensation - Plan AnalysisPlan Analysis Compensation BillingPlan Analysis Compensation CostPlan Analysis Consultant Fee BillingPlan Analysis Consultant Fee CostPlan Analysis Reimbursable Allowance BillingPlan Analysis Reimbursable Allowance CostPlan Analysis Total Compensation BillingPlan Analysis Total Compensation CostEACEAC Total BillingEAC Total CostETCETC Total BillingETC Total CostMultipliersBudget Multiplier Billing Budget Multiplier Cost EAC Multiplier Billing EAC Multiplier Cost Plan Multiplier Billing Plan Multiplier Cost Target Multiplier BillingTarget Multiplier CostPlannedPlanned Total BillingPlanned Total CostTotal Planned Consultant BillingTotal Planned Consultant CostTotal Planned Consultant Direct BillingTotal Planned Consultant Direct CostTotal Planned Consultant Reimbursable BillingTotal Planned Consultant Reimbursable CostTotal Planned Labor BillingTotal Planned Labor CostTotal Planned Labor HoursTotal Planned Other Expense BillingTotal Planned Other Expense CostTotal Planned Other Expense Direct BillingTotal Planned Other Expense Direct CostTotal Planned Other Expense Reimbursable BillingTotal Planned Other Expense Reimbursable CostTotal Planned Unit BillingTotal Planned Unit CostTotal Planned Unit Direct BillingTotal Planned Unit Direct CostTotal Planned Unit QuantityTotal Planned Unit Reimbursable BillingTotal Planned Unit Reimbursable CostPlanned - EACTotal Planned - EAC Total BillingTotal Planned - EAC Total CostPlanned Billable Utilize HoursPlanned Billable Utilization HoursPlanned Utilize HoursPlanned Utilization HoursProject BudgetingPhase~Phase~ Budget Expense BillingPhase~ Budget Expense CostPhase~ Budget Expense EAC BillingPhase~ Budget Expense EAC CostPhase~ Budget Expense ETC BillingPhase~ Budget Expense ETC CostPhase~ Budget HoursPhase~ Budget Labor BillingPhase~ Budget Labor CostPhase~ Budget Labor EAC BillingPhase~ Budget Labor EAC CostPhase~ Budget Labor EAC HoursPhase~ Budget Labor ETC BillingPhase~ Budget Labor ETC CostPhase~ Budget Labor ETC Hours

ProjectProject Budget Expense BillingProject Budget Expense CostProject Budget Expense EAC BillingProject Budget Expense EAC CostProject Budget Expense ETC BillingProject Budget Expense ETC CostProject Budget HoursProject Budget Labor BillingProject Budget Labor CostProject Budget Labor EAC BillingProject Budget Labor EAC CostProject Budget Labor EAC HoursProject Budget Labor ETC BillingProject Budget Labor ETC CostProject Budget Labor ETC HoursTask~Task~ Budget Expense BillingTask~ Budget Expense CostTask~ Budget Expense EAC BillingTask~ Budget Expense EAC CostTask~ Budget Expense ETC BillingTask~ Budget Expense ETC CostTask~ Budget HoursTask~ Budget Labor BillingTask~ Budget Labor CostTask~ Budget Labor EAC BillingTask~ Budget Labor EAC CostTask~ Budget Labor EAC HoursTask~ Budget Labor ETC BillingTask~ Budget Labor ETC CostTask~ Budget Labor ETC HoursProject MeasuresPhase Weighted Percent Complete - ExpensePhase Weighted Percent Complete - LaborPhase Weighted Percent Complete - OverallProject Weighted Percent Complete - ExpenseProject Weighted Percent Complete - LaborProject Weighted Percent Complete - OverallTask Weighted Percent Complete - ExpenseTask Weighted Percent Complete - LaborTask Weighted Percent Complete - OverallProject MeasuresPhase~Phases~ CountPhase~ Percent CompletesPhase~ Percent Complete - ExpensePhase~ Percent Completes Phase~ Percent Complete - LaborPhase~ Percent Completes Phase~ Percent Complete - OverallProjectProjects CountProject Percent CompletesProject Percent Complete - ExpenseProject Percent Complete - LaborProject Percent Complete - OverallTask~Tasks~ CountTask~ Percent CompletesTask~ Percent Complete - ExpenseTask~ Percent Complete - LaborTask~ Percent Complete - OverallPromotional SpentPromotional Spent At BillingPromotional Spent At CostMulticurrencyPromotional Spent At Cost In Billing CurrencyPromotional Spent At Cost In Project CurrencyReceivedReceivedMulticurrencyReceived In Billing CurrencyReceived In Project CurrencyRevenue - OpportunityOpportunity RevenueOpportunity Weighted RevenueRevenue - PlanPlan Consultant RevenuePlan Expense RevenuePlan Labor RevenuePlan RevenuePlan Unit RevenueRevenue - ProjectRevenueRevenue - ConsultantRevenue - LaborRevenue - Other CategoryRevenue - ReimbRevenue - Revenue Method 4Revenue - Revenue Method 5Revenue 360Revenue 90MulticurrencyRevenue - Consultant In Billing CurrencyRevenue - Consultant In Project CurrencyRevenue - Labor In Billing CurrencyRevenue - Labor In Project CurrencyRevenue - Other Category In Billing CurrencyRevenue - Other Category In Project CurrencyRevenue - Reimb In Billing CurrencyRevenue - Reimb In Project CurrencyRevenue - Revenue Method 4 In Billing CurrencyRevenue - Revenue Method 4 In Project CurrencyRevenue - Revenue Method 5 In Billing CurrencyRevenue - Revenue Method 5 In Project CurrencyRevenue In Billing CurrencyRevenue In Project CurrencyTime AnalysisDirect over Total HoursDirect over Total Hours less Benefit Direct over Total CostDirect over Total Cost less Benefit AvailableAvailable Billable Goal Available Cost Available Full Time Equivalent Available Hours Available Number of Working Days Available Planned Billable UtilizationAvailable Planned Scheduled Ratio Available Planned Utilization Direct over Available HoursDirect over Available Cost less Benefit Direct over Available Cost Direct over Available Hours less BenefitLabor Realization over Available Hours StandardDirect over Standard Cost Direct over Standard Cost less Benefit Direct over Standard Hours Direct over Standard Hours less Benefit Labor Realization over Standard Hours Standard Billable Goal Standard Cost Standard Full Time Equivalent Standard Hours Standard Number of Working Days Standard Planned Billable UtilizationStandard Planned Scheduled Ratio Standard Planned Utilization Vendor MeasuresVendor Paid Last YearVendor Paid This YearVendors Count

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t)Vision Analysis Cubes


Pivot Table using Vision data

Analysis Cubes allows year by year, quarter by quarter, period by period comparisons.


Support Site features


Support Contact Manager

Creates and updates users

Controls Access

Can review all support cases

Who is the Support Contact Manager at your company?

[email protected]

mailto:[email protected]

55

Adding a Support Contact


Auto Login to Customer Care

Storing the customer care user/password


Questions?

Deb [email protected]

Brent [email protected]


Do You Have a Tip or Trick to Share?


Thank You for Joining Us!

Session Takeaways:

Reminders of things you may have forgotten.

Ideas regarding things you may not have considered.

Awareness of features you may not currently use.

Technology

Deltek Insight 2012: Vision Tips & Tricks