This is a transcript of my VI–67 session at 2017’s Deltek Insight
- On Premise vs. In The Cloud
- Getting with the report template
- Creating the report statement
- Using the selection feature
- Adding custom parameters
- Using the column selection feature
- Using the sorting/grouping feature
Continue reading “VI–68: Tips and Tricks for Creating Vision Custom Reports”
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.
Continue reading “Deltek Vision: Project Structures Vs. Organizational Structures”
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 the following chapters will help you doing just that. In the first article we will go through a step-by-step guide on how to create your own custom report.
Continue reading “Deltek Vision: Custom Reporting”
Deltek Vision’s ® invoices work but they are far from pretty…
This blog will show you how you can modify both layout and content for your company’s invoice so it matches your corporate identity.
On the way I will show you some tips and tricks on how the get more out of the invoices (add custom information, multiple designs for different clients, etc…)