Audience

Professional services firms looking for a cloud-based IT solution to ensure the easy access of their data in the cloud

About Deltek Vision

Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability.

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Company Information

Deltek
Founded: 1989
United States
www.deltek.com/en/products/project-erp/vision

Videos and Screen Captures

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Product Details

Platforms Supported
Cloud
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online

Deltek Vision Frequently Asked Questions

Q: What kinds of users and organization types does Deltek Vision work with?
Q: What languages does Deltek Vision support in their product?
Q: What kind of support options does Deltek Vision offer?
Q: What other applications or services does Deltek Vision integrate with?
Q: Does Deltek Vision have a mobile app?
Q: What type of training does Deltek Vision provide?

Deltek Vision Product Features

Accounting

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
Expense Tracking Supported
Fixed Asset Management Supported
General Ledger Supported
Multi-Currency Supported
Nonprofits Supported
Project Accounting Supported
Purchase Orders Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Fund Accounting Not Supported
Government Not Supported
Payroll Management Not Supported
Tax Management Not Supported

Billing and Invoicing

Billing Portal Supported
Contact Database Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Multi-Currency Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Tax Calculator Supported
Contingency Billing Not Supported
Customer Portal Not Supported
Mobile Payments Not Supported
Online Invoicing Not Supported
Online Payments Not Supported
Service Ticket Billing Not Supported

Budgeting

Asset Planning Supported
Balance Sheet Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Supported
General Ledger Supported
Income Statements Supported
Multi-Company Supported
Multi-Department / Project Supported
Profit / Loss Statement Supported
Project Budgeting Supported
Version Control Supported
"What If" Scenarios Not Supported
Capital Asset Planning Not Supported
Run Rate Tracking Not Supported

Business Intelligence

Ad Hoc Reports Supported
Benchmarking Supported
Budgeting & Forecasting Supported
Dashboard Supported
Data Analysis Supported
Key Performance Indicators Supported
Performance Metrics Supported
Profitability Analysis Supported
Trend / Problem Indicators Supported
Visual Analytics Supported
Natural Language Generation (NLG) Not Supported
Predictive Analytics Not Supported
Strategic Planning Not Supported

Business Performance Management

Ad Hoc Reports Supported
Ad hoc Analysis Supported
Budgeting & Forecasting Supported
Consolidation / Roll-Up Supported
Dashboard Supported
Key Performance Indicators Supported
Predictive Analytics Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Not Supported

ERP

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Enterprise Asset Management Supported
Financial Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Distribution Management Not Supported
HR Management Not Supported
Inventory Management Not Supported
Supply Chain Management Not Supported
Warehouse Management Not Supported

Expense Report

Approval Process Control Supported
Invoice Management Supported
Multi-Currency Supported
Receipt Management Supported
Reimbursement Management Supported
Time Tracking Supported
Workflow Management Supported
Spend Control Not Supported

Financial CRM

Account Alerts Supported
Asset Management Supported
Expense Tracking Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Territory Management Not Supported

Lead Management

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Nurturing Supported
Lead Segmentation Supported
Pipeline Management Supported
Source Tracking Supported
Lead Distribution Not Supported
Lead Scoring Not Supported
Prospecting Tools Not Supported

Payroll

Reporting/Analytics Supported
401(k) Tracking Not Supported
Attendance Management Not Supported
Benefits Management Not Supported
Check Printing Not Supported
Compensation Management Not Supported
Deductions Management Not Supported
Direct Deposit Not Supported
Multi-Country Not Supported
Multi-State Not Supported
Self Service Portal Not Supported
Tax Compliance Not Supported
Vacation / Leave Tracking Not Supported
W-2 and 1099 Preparation Not Supported
Wage Garnishment Not Supported

Project Management

Agile Methodologies Supported
Budget Management Supported
Client Portal Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Proposal Management

Automatic Formatting Supported
Collaboration Supported
Contact Management Supported
Content Repository Supported
Document Management Supported
Electronic Signature Supported
Knowledge Library Supported
Pipeline Management Supported
Task Management Supported
Templates Supported
Calendar Management Not Supported
RFP Management Not Supported
Requirements Management Not Supported
Revision Management Not Supported
Version Control Not Supported

Resource Management

Capacity Management Supported
Data Visualization Supported
Demand Forecasting Supported
Employee Scheduling Supported
Filtered Search Supported
Resource Allocation Supported
Skills Tracking Supported
Utilization Management Supported
Drag & Drop Not Supported

Time Tracking

Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported
Automatic Time Capture Not Supported
Multiple Billing Rates Not Supported
Offline Time Tracking Not Supported