Deltek Vision Project Management
Deltek Vision Project Management
Deltek Vision is a leading enterprise software solution designed for professional services firms to improve business performance, streamline operations, and win new business by integrating your firm’s end-to-end business processes by automating the planning, tracking and administration of your resources and projects.
Click on the modules below for more information:
Deltek Vision Project Management Modules Tab
Resource Management
Make sure the right people are on the right projects at the right time. Automate scheduling, resource allocation, budgeting and forecasting to help project managers and resource planners determine whether proposed fees are accurate, appropriate staff is available and allocated effectively, and projects come in on time and on budget. Timesheet entries and expense reports feed actual costs back into the project plan for an accurate rolling forecast that managers can use to make faster, more informed decisions and ensure projects stay on track.
Key Functionality:
- Build an initial fee estimate, resource assignment, and schedule for a project or proposal
- Create project and accounting records from the plan once a proposal is accepted
- Update the project plan on a pre-determined frequency
- Compare ETC with Budget to Complete (BTC) at any time to identify important variances
- Assign project resources on a job-type or actual employee basis
For more information, please download the Resource Planning PDF
Services Estimating
Deltek Vision's Services Estimating capabilities simplify labor and expense estimating by automatically calculating project costs and margins. Integrated with Deltek Vision's Resource Planning module, approved service estimates are seamlessly converted into an active project plan, thereby reducing input error and improving overall efficiencies.
Key Functionality:
- Develop forecasts to internally determine project viability
- Quickly deliver project estimates in a variety of formats that accurately reflect target revenue and margins
- Minimize data entry errors and avoid redundancies Simplify estimation-to-planning process
- Easily analyze projections to determine optimal billing rates
Proposal Automation
Empower your marketing and sales team to efficiently produce winning proposals that stand out from the competition - including custom proposals, RFP responses and government proposals. Ensure your proposals contain the most recent and relevant information by giving employees access to an up-to-the-minute central source of company boilerplates, metrics, résumés and more.
Key Functionality:
- Deltek Vision ensures consistency and fast creation of proposals and eliminates cut-copy-paste proposal creation
- Update content in one place to make it available for all proposals. Vision assures that proposals don't accidentally include outdated and obsolete information culled from older proposals
- Integration with Microsoft Word and popular desktop publishing systems
Time and Expense Tracking
Integrated with Vision Billing, Resource Planning and Project Management, and Client Relationship Management modules, Vision Time and Expense Management provides real-time visibility into costs that impact your projects and profitability.
Key Functionality:
- Speed up and increase the accuracy of the time collection process through an intuitive interface that is always accessible to employees
- Ensure that hours and expenses collected are immediately accessible throughout the system and eliminate redundant data entry that leads to errors and omissions
- With Time and Expense Management, you are giving managers a true picture of project labor hours and quickly invoicing clients for improved cash flow
For more information, please download the Financial Management PDF
