Newforma & Vision Integration

A forum for discussing NPC and its relationship with Deltek Vision.
klc
Posts: 14
Joined: Tue Aug 25, 2009 7:35 am
Company: Dawood Engineering, Inc.
Brief Company Description: Engineering Firm focused in Highway and Structures. Also have a sister company with focus on Land Development.
Deltek Vision Version: 4.1
Number of Employees: 100
Company Position: Project Management Coordinator/Deltek Administrator
Vision Modules: Accounting, CRM, Planning
Number of Offices: 3
Year Vision Installed: 2008

Newforma & Vision Integration

Postby klc » Mon Aug 30, 2010 6:51 am

We recently implemented Newforma in our company and it seems to be going rather well. At Insight this year, BNIM gave a presentation showing how they integrated Newforma and Vision to achieve a paperless invoicing system. I understand the Vision side - saving it pdf rather than printing it. I understand how the PMs are to access the files in Newforma. However, what I don't know is how to get the files from Vision to Newforma. Does anyone have any ideas?

Thanks!
Kristie Corle
Project Management Specialist
Dawood Engineering, Inc.
Enola, PA 17025

User avatar
Gerald Cox
Site Admin
Posts: 549
Joined: Fri May 23, 2008 10:45 am
Company: Hurt & Proffitt, Inc.
Brief Company Description: We are primarily a Civil Engineering and Surveying firm that offers a few other supporting services. We upgraded to Vision from Advantage in 2005.
Deltek Vision Version: 5.1
Number of Employees: 70
Company Position: IT Director
Vision Modules: Accounting / Billing / Time & Expense / Payroll / CRM / Proposals / Planning
Number of Offices: 3
Year Vision Installed: 2005
Vision User Group: Richmond, VA

Re: Newforma & Vision Integration

Postby Gerald Cox » Tue Aug 31, 2010 8:20 am

The VI-108 presentation does not refer to anything automated so I assume that part is a manual process. It appears that accounting puts the invoice in the project and then assigns an action item to it.

dkaptur
Posts: 3
Joined: Tue Aug 07, 2012 5:46 pm
Brief Company Description: Environmental company
Deltek Vision Version: 6.1
Number of Employees: 200
Company Position: controller
Vision Modules: f
Number of Offices: 0
Year Vision Installed: 2011

Re: Newforma & Vision Integration

Postby dkaptur » Thu Aug 09, 2012 2:47 pm

When you have a minute could you please let me know how much it runs.

Thanks

User avatar
Gerald Cox
Site Admin
Posts: 549
Joined: Fri May 23, 2008 10:45 am
Company: Hurt & Proffitt, Inc.
Brief Company Description: We are primarily a Civil Engineering and Surveying firm that offers a few other supporting services. We upgraded to Vision from Advantage in 2005.
Deltek Vision Version: 5.1
Number of Employees: 70
Company Position: IT Director
Vision Modules: Accounting / Billing / Time & Expense / Payroll / CRM / Proposals / Planning
Number of Offices: 3
Year Vision Installed: 2005
Vision User Group: Richmond, VA

Re: Newforma & Vision Integration

Postby Gerald Cox » Thu Aug 09, 2012 3:07 pm

dkaptur, I don't think I understand your question.


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