Deltek Vision User's Group Meetings
(Registration
Form)
Best
Practices: Billing Processes
Join us for an interactive session sharing Vision billing
best practices. Come prepared to participate, listen and
learn new ideas for the monthly billing process!
.
Best Practices in Billing
. Interactive discussion of Billing Process – do you
have a cash flow improvement method?
. Automation; does it work, how do you set it up?
. Revisit Billing configuration setup
. Pre-billing checklist
. Billing Terms – show numerous ways to set up an invoice
. Pre-billing report to PMs/Execs
. Vision's Interactive Billing versus Batch Billing
. Managing copies of Invoices
. Post Billing report to PMs/Execs
What:
Deltek’s Vision User Group
Place:
Date:
Time:
RSVP:
Lunch:
Provided by Central Consulting Group
Directions: Emailed to registered attendees
Sue Nelson, Administrator
sue.nelson@centralconsultinggroup.com
Authorized Deltek Solution Provider
Vision
Reporting
Tips & Tricks
. Accounting Reporting
. Project Management Reporting
. Advanced reporting capabilities and SQL where clauses
. Downloading from Actuate reports
Session
is by Webex. Space is limited as we have a limited
number of Webex licenses. As such, we are accepting only
one registration per firm.
You may want to use your conference room to include additional
attendees. Firms attending
this session will connect to an 800 number to hear the
audio portion.
What: Deltek’s Vision User Group
Place:
Date:
Time:
RSVP: You will be sent instructions on how to join the
presentation.
Please remember, sign up early as the spaces are limited.
Any questions, please contact Jim Falkanger at 888-284-8812
or by email at
jim.falkanger@centralconsultinggroup.com
Authorized Deltek Solution Provider
Optimizing the Vision dashboard
for accounting and project management users
and Reassessing security configurations 6 months after
a go-live
Please
join Central Consulting Group and Nancy Sperry of Deltek
for the February Deltek
Vision User Group meeting. Now that you are live on Vision,
how do you get the most out
of the Vision Dashboard and Vision security features?
What:
Place:
Date:
Time:
RSVP:
Lunch: Provided by Central Consulting
Group
Map: Maps and parking information will be emailed to registered
attendees
Sue Nelson, Administrator
sue.nelson@centralconsultinggroup.com
Authorized Deltek Solution Provider
Key
Financial Metrics: How to UNLOCK this Vision feature!
Principals
and accounting personnel alike benefit from Vision’s Financial
Metrics.
Our April session will explore the BIG Picture of Financial
Metric data. Join us for
this informative session.
. What is its PURPOSE
. How it is ACTIVATED
. How to FOCUS it for a Dashboard User
. What NEEDS to be done for accuracy
. UNDERSTAND the nomenclature
. Financial Metrics within Version 3.0 – Reports Dashpart
. Discussion on the Key Metrics & Top-Bottom Performers
– When to display and when not to display
What:
Place:
Date:
Time:
RSVP:
Lunch:
Provided by Central Consulting Group
Directions: Emailed to registered attendees
Sue Nelson, Administrator
sue.nelson@centralconsultinggroup.com
Authorized Deltek Solution Provider
