This training session will guide you through the entire invoice approval process beginning with settings and workflow options, billing terms processing and steps, draft invoice reviews, submittals, edits, approvals and tracking options. See the views and report options available right within the Vantagepoint database to ease your internal invoice process reviews from biller to project manager or project accountant.

The training course is online for three hours and instructor-led including plenty of time for Q&A. Aktion will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit towards a future class. Refunds will not be provided for no-shows nor cancellations after 24 hours.

Price: $295 per login

 

Register Now

 

This session will show you how to edit, adjust, transfer and write-off labor and expenses on a project prior to invoicing. The differences between Interactive Billing and Batch Billing will be discussed and shown. You will learn how to create draft and final invoices, void invoices and write-off invoices as bad debt.

The training course is online for three hours and instructor-led including plenty of time for Q&A. Aktion will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit towards a future class. Refunds will not be provided for no-shows nor cancellations after 24 hours.

Price: $295 per login

 

Register Now

 

This session will show how to setup billing rates and terms for all project types. Projects can have billing terms setup at any of the three Work Breakdown Structure (WBS) levels. This session will help to review the detail and level you will need to setup your projects’ billing terms to successfully invoice your clients.

The training course is online for three hours and instructor-led including plenty of time for Q&A. Aktion will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit towards a future class. Refunds will not be provided for no-shows nor cancellations after 24 hours.

Price: $295 per login

 

Register Now

 

In this class, users will learn how to navigate and search in Vantagepoint. Through guided instruction, users will enter data into the multiple field types, and use the built-in help system. Users learn the four levels of searching: global, quick find, standard and advanced. Each field type’s use, functionality and purpose are covered. Saving searches and utilizing these searches via the dashboard are also covered.

The training course is online for three hours and instructor-led including plenty of time for Q&A. Aktion will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit towards a future class. Refunds will not be provided for no-shows nor cancellations after 24 hours.

Price: $295 per login

 

Register Now

 

Join the experts to explore project planning in Vantagepoint. This session is geared towards clients that do not own resource management but are interested in fully using the planning tools. This workshop will also investigate the new dashboards that provide at-a-glance information. Planning reporting will be reviewed – both in the reporting format as well as in the dashpart format. Those that should consider attending are partners, principals, project managers and project administrators.

The training course is online for three hours and instructor-led including plenty of time for Q&A. Aktion will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit towards a future class. Refunds will not be provided for no-shows nor cancellations after 24 hours.

Price: $295 per login

 

Register Now

 

 

Understand the options available to develop and manage dashboards for your organization. See project manager dashboard examples. Understand how your overall system and company settings affect the information pulled into dashboards.

 

Register Now

 

During this session Vantagepoint CRM experts will guide you through the Client Relationship Management (CRM) functionality for both Opportunities (In Pursuit Projects) and Awarded Projects. This includes the tracking of firm interactions and client, contact and vendor data necessary for strengthening your relationships for the purpose of winning new projects and enhancing the outcome of existing ones.

The training course is online for three hours and instructor-led including plenty of time for Q&A. Aktion will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit towards a future class. Refunds will not be provided for no-shows nor cancellations after 24 hours.

Price: $295 per login

 

Register Now

 

Join the experts to explore project planning in Vantagepoint. For clients that do own the Resource Management module, there are valuable tools that allow the project managers to see where their projects are currently and to see how their projects are trending. This session will cover resource management reports and how these reports can be set up to meet individual needs. Dashboard creation, views and filters will also be reviewed. Those that should consider attending are partners, principals, project managers and project administrators.

The training course is online for three hours and instructor-led including plenty of time for Q&A. Aktion will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit towards a future class. Refunds will not be provided for no-shows nor cancellations after 24 hours.

Price: $295 per login

 

Register Now

 

 

Learn how to navigate Resource Management in Vantagepoint in this free webinar!

Learn how to navigate resource management, create saved searches and update project plans like a pro! Whether you are new to Deltek software, considering an upgrade to Vantagepoint or just need a better understanding of Resource Management, this is a great opportunity for you! The Resource Management webinar is designed to walk you through the navigation and capabilities; saving searches to save time; plus, learning there are multiple places to update plans.

 

Register Now

 

Join the experts to explore project planning in Vantagepoint – the functionality, the charts and the screens. You will see how populated plans enable the full usability of resource management. This tool is sorted by employee and with properly set up ratios (including the over/under percentages) your company can plan for future staffing needs. Planning reports as well as resource utilization reports will be covered. Those that should consider attending are partners, principals, project managers and project administrators.

The training course is online for three hours and instructor-led including plenty of time for Q&A. Aktion will contact you regarding $295/class pre-payment options after registration. Cancel up to 24 hours in advance for credit towards a future class. Refunds will not be provided for no-shows nor cancellations after 24 hours.

Price: $295 per login

 

Register Now