Mastering Deltek Vantagepoint Units
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
Join Kim Coaker for an interactive User Group session focused on optimizing one of the most powerful, yet underutilized, features in your system: Units. For project-based firms, Units are the key to streamlining billing, improving cost recovery, and enhancing overall project visibility.
The goal of this session is to move beyond basic data entry and explore how a well-managed unit structure can drive firm-wide efficiency. We will dive into the practical “how-to” of unit management while sharing best practices to ensure your system is performing at its peak.
In this session, we’ll cover:
- Foundational Setup: How to create and maintain unit tables for maximum efficiency.
- Workflow Integration: Best practices for using units on timesheets and transactions.
- Billing Excellence: Proven methods for aligning units with billing to ensure accurate cost recovery.
- Strategic Insights: Tips for connecting units with accounting, project management, and reporting needs.
- Real-World Applications: Common use cases, pitfalls to avoid, and practical examples from across the industry.
Whether you are looking to refine your current processes or are implementing Units for the first time, this session provides the practical guidance you need to optimize your Deltek Vantagepoint environment and gain better control over your project data.
Who Should Attend: Accounting, Project Management, Operations, and System Administrators
Skill Level: Beginner to Intermediate
