Contract Management

A forum for User Initated & Scheduled Workflows
Helene
Posts: 2
Joined: Tue Sep 24, 2013 9:09 pm
Brief Company Description: Civil Engineering
Deltek Vision Version: 7.0
Number of Employees: 0
Company Position: Accounting Manager
Number of Offices: 0
Year Vision Installed: 2008
Vision User Group: Richmond, VA

Contract Management

Postby Helene » Mon Mar 03, 2014 1:45 pm

We are thinking about using the new Contract Management in Vision 7.1.
One big complaint is the duplicate entry involve. We feel like we have to enter the compensation information on the accounting tab and then again on the contract management tab.

Is anyone using the contract management? Has anyone attempt to create a workflow to automaticly populate the compensation field from the contract management fields?

Emma Howard
Posts: 28
Joined: Fri May 25, 2012 6:19 am
Brief Company Description: WSP Group Africa - 900 users in Africa, subsidiary of WSP Group PLC - 9000 users worldwide, Deltek Vision user since 2009. Engineering company supplying all engineering services from Mechanical through to Green Energy
Deltek Vision Version: 6.1
Number of Employees: 900
Company Position: Deltek Project Manager
Vision Modules: Info Centres, Accounting, Time and Expense, CRM, Custom Proposals
Number of Offices: 0
Year Vision Installed: 2009

Re: Contract Management

Postby Emma Howard » Wed Mar 26, 2014 2:46 am

I would certainly set up a stored proced to populate the compensation fields from the contract management tab if it is not updating automatically

meaglin
Posts: 195
Joined: Thu Nov 05, 2009 10:36 pm
Brief Company Description: Deltek Vision Consultant
Deltek Vision Version: 6.1
Number of Employees: 2
Company Position: Owner/Consultant
Vision Modules: ALL
Number of Offices: 0
Year Vision Installed: 2005
Vision User Group: Utah
Contact:

Re: Contract Management

Postby meaglin » Sun Feb 22, 2015 1:41 pm

You can turn on the "Auto Sync" so that you have no duplicate entry. Record on the Contract Tab, click save and it will auto fill the Budget & Revenue Tab accordingly...
Mel Eaglin
meaglin@vrsllc.com
Visionary Reporting Solutions
San Diego, CA 92109
http://www.vrsllc.com/
http://www.deltekvisionconsultant.com/deltekvisionblog
Phone: (858) 245-8956
"Skype Name: mel.eaglin"


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