Deltek Vantagepoint/Vision PTO Requests & Approvals

The SN Deltek Vantagepoint/Vision Virtual User Group Meeting is a monthly virtual event where we will discuss the new capabilities, features, and new enhancements to the Deltek Vantagepoint / Deltek Vision Solutions.

Agenda

Preparing for Vantagepoint (the series)

• Time off!: We all enjoy and need time off from work – some well-deserved downtime. If you are still passing paper or emails for these time-off requests and approvals, you’ll want to join us to see how you can automate that process from the employee’s request through approval.

• Managing Clients and Contacts with Utilities: We will review Best Practices for managing Client and Contact records and illustrate how Utilities can assist with record maintenance and data cleansing. Some areas we will cover include Data Import, Key Conversions, and Creating a Client from a Vendor.