Deltek Vantagepoint/Vision User-Defined Fields & Workflow Basics

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)

Join us as we review some basics for adding user-defined components and workflows to Vantagepoint/Vision to suit your firm’s needs.

We will review the following:

• How to Get Started
• Best Practices for User-Defined Fields (UDFs)
• Best Practices for Workflows