What s New in Vision 7.5?

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1 What s New in Vision 7.5?

2 ARE YOU READY FOR VISION 7.5? Deltek Vision 7.5 includes features and enhancements that are a direct result of your input. WIN MORE MANAGE MORE DELIVER MORE Give your teams the latest tools and resources to do more with Deltek Vision.

3 Client Activity Status Report Nurture client relationships when it matters most. Quickly and visually identify clients that need attention based on parameters you define. 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

4 Improved Proposals Save time building proposals with easy-toselect projects and employees so you can invest more time effectively responding to the RFP. 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

5 NEW Asset Management Module 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. 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

6 Multi-Company Employee Manage one employee record and associate to multiple companies quickly and easily for a full employee picture and better data integrity 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 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

7 Project Planning Enhancements Effectively manage project schedules to keep close track of a project s critical path and identify potential schedule risks. 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. 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

8 Absence Request Approvals 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 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. DELIVER MORE

9 Even More Approvals Tired of endless 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. DELIVER MORE

10 General Ledger Enhancements 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. DELIVER MORE

11 Bank Reconciliation Enhancements 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 DELIVER MORE

12 General Usability Improvements Profit Planning Monitor Rolling Forecast Range of Period Enhancements Biller TDM Expansion And more! Increase user adoption, improve productivity and automate more with these general usability enhancements DELIVER MORE

13 Deltek iaccess for Vision Project Management Workspace Keep your fingers on the project pulse anywhere, anytime with Deltek iaccess Easy-to-use interface for PMs with screen designer setting enhancements, ETC improvements, custom searches and more to help PMs proactively manage projects ACCESS MORE

14 Deltek iaccess for Vision Business Development Workspace Proactively manage your pipeline anywhere, anytime and keep your team up to date Easy-to-use interface with enhanced dashboard, saved reports, custom searches to make it easier than ever to quickly find what you need ACCESS MORE

15 Timesheet Auditing for Touch T&E 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. ACCESS MORE

16 For more details on Vision 7.5 Log into Customer Care and download the Vision 7.5 release notes

17 Stay up to date with the Deltek Vision blog 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 Subscribe today!

18 Stay informed with all of the new and exciting stuff Make sure you are receiving important Deltek s. You can control what s you get from us at: deltek.com/legal/managesubscriptions Follow our Twitter account for the Join a Vision user group and collaborate with other users.

19 So, are you ready to do more with Vision 7.5? Learn More Connect with Customer Contact Us