what’s new with deltek vision 7.5?
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What’s New in Vision 7.5?
Deltek Vision 7.5 includes features and enhancements that are a direct result of your input.
ARE YOU READY FOR VISION 7.5?
Give your teams the latest tools and resources to do more with Deltek Vision.
WIN MORE MANAGE MORE DELIVER MORE
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Client Activity Status ReportNurture client
relationships when it matters most. Quickly and visually identify
clients that need attention based on
parameters you define.
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No more wondering if your most important clients feel like they are important. Prioritize touch points and identify gaps quickly and easily to keep the relationships alive and healthy.
WIN MORE
Improved ProposalsSave time building
proposals with easy-to-select projects and
employees so you can invest more time
effectively responding to the RFP.
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Easier selection of projects, text and graphics; select project experience based on actual hours worked; merge service estimate totals; and merge several InDesign records in one page.
WIN MORE
Get an accurate picture of all your fixed assets in one place
so you can make more informed decisions about your assets.
Create, track, manage, depreciate and dispose of fixed assets in one central location with seamless integration with purchasing and accounting.
NEW Asset Management Module
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Track, monitor and transfer assets, customize depreciation, assign assets to employees, track asset billing value, manage maintenance and review asset history with Vision Asset Management.MANAGE MORE
Managing multiple companies can be a challenge, but managing employees within those companies shouldn’t have to be and now it’s easier than ever in Vision.
Multi-Company EmployeeManage one employee record and
associate to multiple companies quickly and easily for a full employee picture and better
data integrity
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Multi-company employees allow you to associate employees with more than one company, identify the “home” company and report on company-specific or system-wide data to get what you need when you need it.
MANAGE MORE
Building on the power of task dependencies in 7.4, these enhancements make it easier for project managers to keep up-to-date on project milestones.
Project Planning EnhancementsEffectively manage project schedules to
keep close track of a project’s critical path and identify potential schedule risks.
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Color-coded predecessor tasks, expanded right-click functionality, more intuitive task dependency arrows and reporting, shortcut to insert unplanned employees, better integration with iAccess and much more!
MANAGE MORE
Give employees the time off they need while
ensuring your project deadlines stay on track with absence request
approvals
Tired of lengthy absence request processes and endless email chains for an approval? With the new Absence Request Approvals, you can let Vision do the work for you. Design simple or complex workflows to automate your approvals all in one centralized system.
Absence Request Approvals
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Tired of endless email chains for approvals? Losing track of
what still needs approved? Get it all in one place with approval
review and AP Invoice approvals
Let Vision do the work for you. Design simple or complex workflows to automate your AP Invoice approvals and get a consolidated view of all outstanding approvals so you can quickly and easily keep the process moving.
Even More Approvals
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Consolidate budgeting into a single view so you are truly accounting for all aspects of the business and approvers have a single version of the
truth before signing off.
Create, manage, review, edit and approve multiple general ledger budgets from a single view. Choose which budgets are available for GL budgets and make notes at the budget level or account level to meet your needs.
General Ledger Enhancements
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Vision 7.5 makes it easier than ever to reconcile your bank statements, saving
time for your accounting team and improving the accuracy of your
financial records.
Import bank statements, automate common entries, automatically match records, review records to manually match any remaining transactions
Bank Reconciliation Enhancements
deltek.com/visionDELIVER MORE
• Profit Planning Monitor Rolling Forecast
• Range of Period Enhancements• Email Biller• TDM Expansion• And more!
General Usability Improvements
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Increase user adoption, improve productivity and
automate more with these general usability enhancements
DELIVER MORE
Keep your fingers on the project pulse anywhere, anytime with
Deltek iAccess
Deltek iAccess for Vision – Project Management Workspace
deltek.com/visionACCESS MORE
Easy-to-use interface for PMs with screen designer setting enhancements, ETC improvements, custom searches and more to help PMs proactively manage projects
Proactively manage your pipeline anywhere, anytime and
keep your team up to date
Deltek iAccess for Vision – Business Development Workspace
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Easy-to-use interface with enhanced dashboard, saved reports, custom searches to make it easier than ever to quickly find what you need
Now, track timesheet revision explanations anywhere, anytime
to keep the timesheet approval process moving
In Touch Time & Expense, you can track timesheet changes, select from a list of global explanations and view all changes from the summary screen.
Timesheet Auditing for Touch T&E
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For more details on Vision 7.5
Log into Customer Care and download the Vision 7.5 release notes
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Stay up to date with the Deltek Vision blog
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Vision 7.5 feature highlights available now
Back to the Basics with Vision - Tips & Tricks series!
Go back and learn about Vision 7.4 features
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So, are you ready to do more with Vision 7.5?
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