User Group Topics

A forum for the Deltek sponsored Vision User Group in Utah.
Barbara Bunting
Posts: 32
Joined: Thu May 29, 2008 1:48 pm
Company: H.W. Lochner, Inc.
Deltek Vision Version: 4.1
Number of Employees: 465
Company Position: Vision System Manager
Vision Modules: Project Control; Accounting; Billing; Time; Expense; Resource Planning; CRM; Proposals; SF forms; Visualization
Number of Offices: 26
Year Vision Installed: 2008
Location: Salt Lake City
Contact:

User Group Topics

Postby Barbara Bunting » Tue Oct 13, 2009 1:37 pm

If you have suggestions for future user group meeting topics, please reply to this post.

• Success stories - Dashboard reports & configuration
• Success stories - Upgrading to Vision 6.1 and Microsoft Office 2010
• Success stories - Resource Planning, Project Planning
• Success stories - Account groupings and custom financial statements
• Success stories - Writing custom or unique reports for PM's or management
• Success stories - Using Vision tickler for license renewals, Cert of Ins expirations, etc.
• Success stories - Working with User Defined Fields
• Success stories - Working with benefit accruals
• Success stories - CRM, Proposals, Opportunities, Leads, Campaigns
• Success stories - The adventures of batch billing ~ a process story
• Performance Management Canvas Designer / Dashboards
• Custom Workflows - Reviews, Copying Data, Open Tabs
• Using Vision Workflow for Business Development
• CRM Reporting Best Practices
• Creating Substance & Consistency to Proposals
• Using Adobe InDesign and Vision for Resumes & Proposals
• Building SF 300's & Custom Proposal Templates with Vision Fields
• Creating Effective Marketing Campaigns
• Tracking Stage Transition in Opportunities
• Multiple Projects per Opportunity
• Merging Contacts

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