Calling all Vision, Vantagepoint, and Deltek customers! Join us for an exclusive lunch event where you’ll get the inside scoop on Deltek’s exciting product roadmap straight from the Deltek Product Development Team.
What to expect:
A&E firms considering moving to Deltek are also welcome to attend!
Space is limited, so RSVP today!
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 who should consider attending are partners, principals, project managers, and project administrators.
This online training course consists of a 3-hour instructor-led learning course and will provide time for Q&A.
Price: $295 per login to attend. Payment must be received for your registration to be approved. You will receive instructions on how to make the course payment when you register for the sessions.
Join the experts to explore project reporting and dashboards in Vantagepoint. This session is geared towards clients that do not own resource management but are interested in fully using the project management 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 who should consider attending are partners, principals, project managers, and project administrators.
This online training course consists of a 3-hour instructor-led learning course and will provide time for Q&A.
Price: $295 per login to attend. Payment must be received for your registration to be approved. You will receive instructions on how to make the course payment when you register for the sessions.
Join our experts to discover compelling reasons to transition from Deltek Vision to Deltek Vantagepoint. Uncover how Vantagepoint’s modern interface, enhanced functionality, and project-centric approach can elevate your organization’s project management processes. Don’t miss this opportunity to stay ahead in the professional services landscape.
Session 1: Tuesday, February 20, 2024 1:00 pm – 4:00 pm ET
In this session we discuss what revenue generation does, how it works, and how to enable it for your database and projects. You will gain an understanding of the revenue generation cycle, the benefits of using the revenue generation function, and precautions for using the revenue generation function. This session will assist you with multi-company settings, database-wide settings, a breakdown of Deltek Vantagepoint standard revenue generation methods and user-defined revenue methods, as well as individual project settings to ensure your revenue generation is set up is done appropriately for your company needs.
Session 2: Thursday, February 22, 2024 1:00 pm – 4:00 pm ET
In this session we will discuss the advanced settings of revenue generation and practice processing different revenue generation method calculations based on real-life examples. The advanced settings discussion takes a deeper dive into calculations at project and group levels, calculating revenue by category, and setting up revenue limits. The practice examples allow attendees to process revenue generation, run project reports, and review financial reports using unique revenue generation configurations.
This online training course consists of two 3-hour instructor-led learning courses and will provide time for Q&A.
The cost is $590 per login to attend both sessions. Payment must be received for your regisration to be approved. You will receive instructions on how to make the course payment when you register for the sessions.
Come see the features available in Vantagepoint 6.5 Purchasing & Inventory, including new web application access, desktop access and configuration, approvals, as well as the new screen designer for purchasing orders. See PO examples, different out of the box reports, tracking and management within the Web application.
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.
This online training course is 3 hours of instructor-led learning and will provide time for Q&A. You will receive instructions on how to make the $295/class pre-payment payment when you register for the session.
Price: $295 per login
In this hands-on session you will learn the options available to develop and manage dashboards for your organization. See project manager dashboard examples and learn how to set them up. Walk through the different out of the box dashboard base types and where information pulls from. Build dashboard libraries and explore dashboard design.
This online training course is 3 hours of instructor-led learning and will provide time for Q&A. You will receive instructions on how to make the $295/class pre-payment payment when you register for the session.
Price: $295 per login
Join us to gain a better understanding of the options available to you when using Vantagepoint Contract Management and watch a live demo of the software. Contract management features and benefits include: helping with coordinating the contract process, keeping everyone current on the contract status, and ensuring that the compensation amounts that will be billed and received as you execute the project are in sync with the amounts spelled out in the contract.
Webinar Highlights:
Come see why PM’s should be using Deltek Vantagepoint. Learn how Vantagepoint allows project managers to oversee their projects more efficiently. Today managing projects is demanding and even more so when managers are using spreadsheets and other offline systems to track information. During this session, we will cover project management and reporting, best practices, and the various tools Vantagepoint offers. Also see a live demo of our favorite Vantagepoint reporting options with tools that are already at the fingertips of PM’s.