Vantagepoint/Vision Virtual User Group

Deltek Vantagepoint

Rate Tables

Duration: 60-minutes
Previously Recorded

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

Agenda

Best Practices for Rate Tables and its impact on Opportunity Estimates & In-Pursuit Plans

When you think of rate tables, you think of hourly billing, but there’s so much more to rates. For example, how can you monitor project performance or budgets without having the proper rates on your projects? Or know if you’re hitting your targets? Or forecast future work?

Join SN’s Deltek consulting team as they discuss best practices for establishing Billing Rate Tables.

We’ll review the different types of rate tables for Labor and Expenses, and how they impact various areas of Vision/Vantagepoint. We’ll also share details on how Rate Tables are used to create Estimates for Opportunities and/or In-Pursuit Projects within Service Estimates (Vision); Project Estimates (Vantagepoint); and Resource Planning.

VUGM: Deltek Vision/Vantagepoint - 2021/05

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About the Presenters

Susan Patrick | Stambaugh Ness

Susan Patrick | Director, Client SolutionsDeltek University Certified Vision ProfessionalDeltek University Certified Vantagepoint Professional

In her role, Susan leads our team and clients through the software/solution evaluation process. Working diligently to fully understand the needs and requirements of each client, she identifies the ideal solution to help them achieve their goals. Susan has more than 30 years of accounting and technical expertise, including valuable experience as a financial controller in the architecture and engineering industry. She has been instrumental in assisting project-based clients with improving their accounting processes, becoming more efficient, and ultimately more successful.

Jessica Daniele

Jessica DanieleDeltek University Certified Vision ProfessionalDeltek University Certified Vantagepoint Professional
Senior Consultant

Jessica leverages her 15+ years working with Deltek systems, along with significant accounting and finance skills, to help project-based firms be more efficient and profitable. Her areas of expertise include Finance Implementation and Training; Project Accounting; Payroll; Asset Management; System Reviews; Reporting/Analysis; and Data Importing.

 

Barbara Bunting | Stambaugh Ness

Barbara BuntingDeltek University Certified Vision ProfessionalDeltek University Certified Vantagepoint Professional
Senior Consultant

Barbara’s 20+ years of hands-on experience working with Deltek systems translates into high-level skills and knowledge for her clients. Areas of specialization include Resource Planning (Vision, iAccess, Vantagepoint); Project Management Training; Project Management Process Assessments and Development; Info Center Design; Security/System Administration; and Workflow

 

Stacie Ferrell | Stambaugh Ness

Stacie FerrellDeltek University Certified Vision CRM ProfessionalDeltek University Certified Vision ProfessionalDeltek University Certified Vantagepoint Professional
Senior Consultant

Stacie has gained deep technical, marketing, and industry expertise during her 20+ years working with Deltek systems within the architecture and engineering space. Her areas of specialization include CRM Implementation & Training; Proposals (Custom and Government) Implementation & Training; CRM System Reviews; CRM Process Assessments and Development; CRM Data Importing; and Workflows.