Deltek Vision: Tracking Your Company Vehicle Costs With Units

Does your company track company vehicle cost? Did you ever wonder if you charge enough for their usage back to the client?

One way of doing this is using some of the advanced features in the Units Info Center. In the unit definition there is a field called Credit Account. If you put a valid financial account into this field, Vision will start posting offsetting credits for any unit that has cost assigned to it, similar to what the Job Cost Variance account does.

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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”