what’s new in vision 7.4?
Post on 16-Jul-2015
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Deltek Vision 7.4 includes features and enhancements
that are a direct result of your input.
OPTIMIZE MORE WITH VISION 7.4
Give your teams the latest tools and resources
to optimize more with Deltek Vision.
WIN MORE MANAGE MORE DELIVER MORE
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Clients require different proposal fee structures
and now Vision makes it easier to meet your
client demands. Now, you can create a fee
estimate more quickly and easily based on what
the client needs.
Fee Estimate WizardQuickly and easily create consistent fee
estimates with standardized service profiles
and fee structure
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More consistent estimates lead to more successful projects. You can pre-set
disciplines, phases and even fee amounts by service profile.
WIN MORE
Some project tasks can’t be started until
another task is complete. With task
dependencies, you can keep track of
dependent tasks and their impact on the
overall project schedule.
Planning Task DependenciesEffectively manage project schedules to
keep close track of a project’s critical path
and identify potential schedule risks.
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A new schedule tab features an interactive Gantt chart that makes it easier
than ever to slide task dates, adjust deadlines and monitor project success.
MANAGE MORE
Create simpler invoices that
reduce confusion for your
clients. Include the details
they need to see so
you can get paid faster.
With Vision 7, you can create
easy-to-read invoices. You can
add project fields, highlight totals,
simplify subtotals and group
billing phases.
Invoice Template Editor Improvements
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Make approving POs simpler
with the new approval
workflows in Vision 7. Delegate
approvals, track comments and
check status in one place.
Tired of tracking people down for a signature or endless email chains for an
approval? With the new Approvals, you can let Vision do the work for you. Design
simple or complex workflows to automate your purchasing approvals all in one
centralized system.
New Approval Workflows
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NEW Equipment Info Center
lets you manage more in Vision
– the system you already know.
And, purchasing improvements
continue to streamline your
processes and increase
efficiency.
The new equipment info center is the foundation for a future asset management
module. With the new info center and other purchasing improvements, you can
eliminate ancillary systems and leverage document management for purchasing.
Purchasing Improvements
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Some projects require more invoicing
flexibility. With pre-invoices, you don’t have
to wait until after the project is complete.
You can send a request for payment or
retainer at the outset of the project.
With pre-invoices, you can send a request for
payment that is not recorded on the general
ledger. If paid, it shows up on the GL, but if
not, it can easily be cancelled.
Pre-Invoices
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Expanding the functionality of Vision to
meet German requirements benefits all
Vision users. Enhancements include
architectural fee requirements, pre-
invoices, controls, audits and more.
New features such as the pre-invoices and fee estimates were developed to
comply with German regulations, but many users around the world are finding
these features helpful to make their jobs easier and reduce manual entry.
Internationalization
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• Recurring and reversing journal
entries
• Profit planning monitor
• Email remittance – edit “from”
address
• Lookup limit override
• Employee quick find – active only
• TDM – associate with all lines
• Project key convert with planning
• And more!
General Usability Improvements
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Increase user adoption, improve
productivity and automate more with
these general usability enhancements
Now, it is faster and easier to find
what you are looking for and update
key information from anywhere,
at anytime
In Time & Expense, you can use the
keypad to enter hours instead of the
number scroll.
And, in CRM, you can hide inactive
records to make searching faster and
easier.
Touch Time & Expense and Touch CRM
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The latest enhancements to
Navigator include ETC & EAC
for consultants and expenses
as well as updates to converting
plans to accommodate task
dependencies
Navigator
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For more details on Vision 7.4
Log into customer care and download the
Vision 7.4 release notes
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Stay up to date with the Deltek
Vision blog
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Vision 7.4 feature highlights
available now
Tips & Tricks series coming
soon!
Go back and learn about
Vision 7.4 features
Subscribe today!
http://bit.ly/DeltekVisionBlog
Follow our Twitter account for the latest:
@DeltekVision
Stay informed with all of the
new and exciting stuff
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Make sure you are receiving important
Deltek emails.
You can control what emails you get from us at:
deltek.com/legal/managesubscriptions
Join a Vision user group and collaborate with other users.
So, are you ready
to optimize more
with Vision 7.4?
Learn More Contact Us
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with Customer Care
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