Deltek Vantagepoint

Deltek Vision has been reimagined to enhance how project-based firms interact with their ERP applications.

Say hello to Deltek Vantagepoint. Intuitive and powerful, this all-in-one Enterprise Resource Planning solution delivers innovative features, a sleek user-friendly interface, cutting-edge dashboards, and impactful workflows. Vantagepoint allows project-based firms to reimagine how they do business, from the inside out, with an unprecedented 360-degree view of projects from start-to-finish.

Accounting & Financial Management

Establish Positive Cash Flow with Greater Control

Vantagepoint combines flexibility and control to manage your most important numbers. Offering features to capture and allocate costs to the right projects, produce accurate invoices, and automate vendor invoice approvals electronically, Vantagepoint helps you better predict and regulate future cash flow. With enhanced visibility into project financials, your PM’s have the tools they need to more fully manage projects that are on time and on budget from beginning to end.

  • Accelerate month-end reporting
  • Fully control accounts payables & receivables
  • Monitor KPI’s including utilization, project margins, and average/hourly rates
CRM & Pipeline Management

Position Your Firm to Win More Business

When it comes to pipeline, the more information you have, the more strategic you can be. Vantagepoint leads you step-by-step along the pursuit process from identifying the right projects to pursue, to negotiation, contract management, and winning the project, all in one centralized location.  Then once those leads turn into opportunities, Vantagepoint provides you with a streamlined process to create high impact proposals that win new projects.

  • Easily create and update contacts on mobile devices
  • Know if you have enough pipeline to support your teams and meet your goals
  • Deliver competitive and reliable estimates to drive profitability
Project Management

Managing the Project Lifecycle in One Central Location

With Vantagepoint you can proactively manage every aspect of a project from pursuit through close-out, monitor performance, and enjoy complete visibility from one centralized location. Vantagepoint even helps you mitigate risks that get in the way of success including cost tracking and schedule overruns, managing contracts and compensation amounts, and with the alert feature, quickly solving issues before they become problems.

Vantagepoint’s project-centric features that breathe new life into your firm.

  • Notify team members of new project assignments and add planned hours to timesheets
  • Expedite invoice review and approval
  • Leverage project history to plan more profitable future projects
Resource Management

Maximize Resources for More Efficient Projects

Schedule the right people on the right projects at the right time easily with Vantagepoint including the ability to forecast weeks and months in advance, identify resource gaps, and plan accordingly for staff training or new talent acquisition. Keeping projects on track is essential, and Vantagepoint agrees.  Built-in features help you reassign and reschedule resources to keep projects and engagements on time, including the ability to quickly identify overburdened and underutilized staff to adjust accordingly.

  • Assign the best resources based on employee skills, expertise, and capacity
  • Use generic resources to budget hours before assigning actual resources
  • Identify overburdened or underutilized staff to adjust accordingly
Reporting & Business Intelligence

Anticipate and Monitor for Future Growth Needs

Vantagepoint gives you a crystal-clear look inside your business with company-wide metrics, customized dashboards, conditional formatting, charts, and filters. You see exactly what you need when you need it with instant access to your most important financial metrics. Plus, future-oriented features allow you to adjust performance in the right places to boost profitability and customized reports give you real-time numbers that are easy to read and understand, so the right people have the right data.

  • Set goals and measure progress
  • Identify and address issues before they become problems,
  • Enhance accountability by tracking metrics and performance by client, project, and team
Quickbooks Online Integration

The Best of Both Worlds

Track your financial transactions and general ledger in QuickBooks Online and benefit from the robust project management, resource planning, and client relationship management features that Vantagepoint offers.

This intuitive integration will transfer time entry from Vantagepoint automatically into your payroll processing in QuickBooks Online and add the cash receipts for billing invoices from QuickBooks Online directly to your project details in Vantagepoint.

Establish Positive Cash Flow with Greater Control

Vantagepoint combines flexibility and control to manage your most important numbers. Offering features to capture and allocate costs to the right projects, produce accurate invoices, and automate vendor invoice approvals electronically, Vantagepoint helps you better predict and regulate future cash flow. With enhanced visibility into project financials, your PM’s have the tools they need to more fully manage projects that are on time and on budget from beginning to end.

  • Accelerate month-end reporting
  • Fully control accounts payables & receivables
  • Monitor KPI’s including utilization, project margins, and average/hourly rates

Position Your Firm to Win More Business

When it comes to pipeline, the more information you have, the more strategic you can be. Vantagepoint leads you step-by-step along the pursuit process from identifying the right projects to pursue, to negotiation, contract management, and winning the project, all in one centralized location.  Then once those leads turn into opportunities, Vantagepoint provides you with a streamlined process to create high impact proposals that win new projects.

  • Easily create and update contacts on mobile devices
  • Know if you have enough pipeline to support your teams and meet your goals
  • Deliver competitive and reliable estimates to drive profitability

Managing the Project Lifecycle in One Central Location

With Vantagepoint you can proactively manage every aspect of a project from pursuit through close-out, monitor performance, and enjoy complete visibility from one centralized location. Vantagepoint even helps you mitigate risks that get in the way of success including cost tracking and schedule overruns, managing contracts and compensation amounts, and with the alert feature, quickly solving issues before they become problems.

Vantagepoint’s project-centric features that breathe new life into your firm.

  • Notify team members of new project assignments and add planned hours to timesheets
  • Expedite invoice review and approval
  • Leverage project history to plan more profitable future projects

Maximize Resources for More Efficient Projects

Schedule the right people on the right projects at the right time easily with Vantagepoint including the ability to forecast weeks and months in advance, identify resource gaps, and plan accordingly for staff training or new talent acquisition. Keeping projects on track is essential, and Vantagepoint agrees.  Built-in features help you reassign and reschedule resources to keep projects and engagements on time, including the ability to quickly identify overburdened and underutilized staff to adjust accordingly.

  • Assign the best resources based on employee skills, expertise, and capacity
  • Use generic resources to budget hours before assigning actual resources
  • Identify overburdened or underutilized staff to adjust accordingly

Anticipate and Monitor for Future Growth Needs

Vantagepoint gives you a crystal-clear look inside your business with company-wide metrics, customized dashboards, conditional formatting, charts, and filters. You see exactly what you need when you need it with instant access to your most important financial metrics. Plus, future-oriented features allow you to adjust performance in the right places to boost profitability and customized reports give you real-time numbers that are easy to read and understand, so the right people have the right data.

  • Set goals and measure progress
  • Identify and address issues before they become problems,
  • Enhance accountability by tracking metrics and performance by client, project, and team

The Best of Both Worlds

Track your financial transactions and general ledger in QuickBooks Online and benefit from the robust project management, resource planning, and client relationship management features that Vantagepoint offers.

This intuitive integration will transfer time entry from Vantagepoint automatically into your payroll processing in QuickBooks Online and add the cash receipts for billing invoices from QuickBooks Online directly to your project details in Vantagepoint.

Deltek ProjectCon 2022!

Formerly Deltek Insight

November 15 – 18
Gaylord Opryland in Nashville TN

 

ProjectCon is the destination for over 3,000 project-based business professionals to gain valuable insights and knowledge to improve performance and accelerate growth through Deltek solutions.

Let us know you’ll be there!

Deltek ProjectCon

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