A New Online Tool To Get Started With Vision API

Over the years I found that people always had a hard time getting started with Deltek Vision’s API. I do admit, it probably has a lot to do with the message structures the API is expecting.

To jump-start your development I just created an online Test Bench that allows you to connect to your service, run some reads and writes and returns you both a VB.net code sample and a SOAP UI request message that can be copied either into Visual Studio or SOAP UI to give you instant results.

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Deltek Vision: Project Structures Vs. Organizational Structures

The longest and hardest fought over sessions in a Vision implementation are always project numbering and project structures.

While project numbering is usually defined by a legacy application or legacy filing system (and it’s less of an issue as most people think) I came across some misconceptions on Vision’s Work Breakdown Structures (WBS) and how to use them.

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User Defined Fields, Grids and Info Centers

The most used and by far the easiest way of customizing Deltek Vision is the User Defined Controls feature. This allows you to add new fields and grids to any existing info center (like projects, employees, vendors, etc..) or even create your own new info centers from scratch.

Custom fields support all the data types you know from standard Vision like numbers, characters, dates, memo-fields, etc…
but you can also select any of the info centers (built-in and user defined) as data type which will allow you to link one record to another. Continue reading “User Defined Fields, Grids and Info Centers”