Deltek iAccess and Vision v7.5 | Deltek Vision User Group Meeting

BCS Prosoft

September 2015 User Group Meeting

iAccess7.5 New Features

Tip and Tricks

http://www.bcsprosoft.com

iAccess

http://www.bcsprosoft.com

iAccess is included with Deltek VisionMust be on version 7.4 CU 6 or higher

http://www.bcsprosoft.com

Business Development

http://www.bcsprosoft.com

Opportunities - Overview

http://www.bcsprosoft.com

Opportunities - Team

http://www.bcsprosoft.com

Opportunities - Activities

http://www.bcsprosoft.com

Opportunities - Competition

http://www.bcsprosoft.com

Business Development - Companies

http://www.bcsprosoft.com

Business Development - Contacts

http://www.bcsprosoft.com

Business Development - Reporting

http://www.bcsprosoft.com

Planning - Overview

http://www.bcsprosoft.com

Planning - Contract

http://www.bcsprosoft.com

Planning – Labor Calendar View

http://www.bcsprosoft.com

Planning – Labor – Cost or Billing

http://www.bcsprosoft.com

Planning - Invoices

http://www.bcsprosoft.com

Planning – Invoice Approvals

http://www.bcsprosoft.com

Employee - Timesheet

http://www.bcsprosoft.com

Employee – Expense Report

http://www.bcsprosoft.com

How do I find it?

http://www.bcsprosoft.com

On the Toolbar

http://www.bcsprosoft.com

• Configuration oGeneral

System Settings Email tab

http://www.bcsprosoft.com

http://www.bcsprosoft.com

7.5 New Features

http://www.bcsprosoft.com

• Multi-Company Employee • Project Planning Enhancements • Approval Workflows Expansion • Asset Management • CRM & Proposals • General Usability • Touch Time & Expense • iAccess

http://www.bcsprosoft.com

Vision 7.5 General AvailabilityNovember 20, 2015

http://www.bcsprosoft.com

Tips and Tricks

http://www.bcsprosoft.com

Adding iAccess to Roles Security

http://www.bcsprosoft.com

• Configuration – General• User Defined Components–Custom Fields Tab

• Applications include:o Clientso Contactso Opportunitieso Vendors

Adding a UDF to iAccess

http://www.bcsprosoft.com

http://www.bcsprosoft.com

Deltek Insight 2015November 3-6Nashville, TN

http://www.deltekinsight.com

http://www.bcsprosoft.com

Fourth Quarter User Group Meetings:Hawaii Dec. 15, 2015

San Antonio Dec. 15, 2015Houston Dec. 16, 2015

http://www.bcsprosoft.com

BCSProSoft Deltek Account Manager

Shawna Dillard800.882.6705

shawna.dillard@bcsprosoft.com  

http://www.bcsprosoft.com

Request a free consultation from an expert at BCS ProSoft

REQUEST COMPLIMENTARY ASSESSMENT

http://www.bcsprosoft.com/slideshare

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