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
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