What’s New in Vision 7.4?

What’s New in

Vision 7.4?

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.

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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

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new and exciting stuff

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Join a Vision user group and collaborate with other users.

So, are you ready

to optimize more

with Vision 7.4?

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