Author: Michael Dobler

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September 2020: The API Automation Series

As of September, I will start a new multi-part series that explores a no-code approach to Vantagepoint integrations using API Integration Automation Platforms. This series will be exclusive to Patreon members and will consist of blog entries and some video tutorials that go into the various details of such an integration.

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The Trouble with Job Costing

Over many years and many discussions I found that Deltek Vision’s concept of job costing is still a stumbling stone for many accounting specialist, especially when it comes to explain this to their accountant at year end. The main issue with this is probably because most consultants will tell these firms to offset the values in the job cost credit account with actual payroll cost and it will never tie out. Let me try to

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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

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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,

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Deltek Vision: Things You Cannot Do With Workflows

User initiated work flows are the back bone of Vision’s extensibility. You are able to react on every insert, update or delete for any info center record and create your own validations, field calculations or messages for the event. You can even call your own code functions, web services and stored procedures. But there’s on big limitation you have to remind yourself…

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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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Deltek Vision: Custom Reporting

Did your finance department ever approach you to create them that one specific report that’s missing? Did you ever wonder if you could write a report that would take advantage of Deltek Vision’s ® reporting capabilities and allow you to create selections, set up your own grouping, show and hide columns and create your own favourites? Or did you ever wanted to create invoices with a bit more bling than the plain standard ones? Then

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Background Tasks in ASP.net (Web Services or API)

I just came across a System.Threading.Timer issue and thought I might share it with the community: As part of a background task that pulls data out of Vision and sends it to a 3rd party I implemented a background task into a ASP.net Web Service using the System.Threading.Timer and TimerCallback.

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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

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