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Deltek Insight 2011: Reacquainting Yourself with Vision Tips and Tricks

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  • Have Vision 6.1 up and runningUndo stuff that was done in previous sessionOpen new Printing Request document
  • Since joining Deltek and for the last few years at my former company, I have seen how Vision knowledge seems to get forgotten over time – things that we were doing and using when we originally started using Vision have been forgottenIt is not real surprising…I think we only have a certain amount of room in our brains…in our over-stimulated brainsAnd back in November, I did a user group meeting for the UK user group and did a session on tips and tricks and showed some very basic stuff and got quite the responseSince then I have shared these tips in various other settings and also got good responsesSo, I came to the conclusion that there is an appetite out there amongst Vision users for this type of information…so Insight was a great place to share this information – hence the birth of this sessionAnd this is well in line with one constant focuses of mine…that is driving further adoption and accessibility of the Vision product – if I can remind you of tips when using Vision that will hopefully make it more accessible for you
  • Want to cover a wide range – from very simple things to more advanced as wellIf you get bored with some tips, hopefully some others will resonate Some stuff I will demo live, others I will just use powerpoint slides
  • So as I said, reminders of the things you may have forgottenBut, also ideas on things you may not have thought of or ever knownAnd, some new awareness to what might be possibleBottom line is that I hope you leave here with a handful of ideas and tips that make you or someone around you more efficient or more effectiveAnd we are off….
  • Web dashpartCNN Moneyhttp://money.cnn.com/news/briefing/index.html
  • Search for the word “research”Show options for info centers
  • Go to Clients info centerProjects gridMove columns aroundSort columnsExport to Excel
  • Demo
  • Switch to Opportunities info centerLookup – Organization name, Cohen – Select AllSwitch to Grid ViewEnable GroupingGroup by stageShow select fields dialog – add and remove some fieldsFilter – 100 probability onlyUpdate a bunch of informationPrintExport to Excel
  • Demo
  • Demo
  • The example I used then was find all employees that have worked with a client.  You may want to do this when figuring out the team for a proposal.   In Employees, you search for: Search TypeSearch Field OperatorSearch ListProject Primary Client = Anderson & Associates Another example that you could use is find all the healthcare contacts with a title of CEO or President in order to send out a targeted mailing.  In Contacts, you search forSearch TypeSearch FieldOperatorSearch ListConditionContact Title In list CEO;President ANDClient Type = Healthcare 
  • I actually did a Tips and Tricks session at Insight 08 where I talked about searching across ICs.  The example I used then was find all employees that have worked with a client.  You may want to do this when figuring out the team for a proposal.   In Employees, you search for: Search TypeSearch Field OperatorSearch ListProject Primary Client = Anderson & Associates Another example that you could use is find all the healthcare contacts with a title of CEO or President in order to send out a targeted mailing.  In Contacts, you search forSearch TypeSearch FieldOperatorSearch ListConditionContact Title In list CEO;President ANDClient Type = Healthcare 
  • Bring up Search – search for Boston
  • Bring up Create Contact formComplete for and Save and Close
  • Go to Opportunities info centerBring up Johnson Residence oppAdd updateShow activitiy
  • Show workflow
  • Goto client info centerCreate new client and saveShow Link to this record field – paste into new email
  • Show workflow
  • Create Company Links sectionIntranet on nav treehttp://intranet.deltek.com/Or link to file/spreadsheetC:\\Local\\ProjectStatus.xlsxLog out, log back inDemo
  • Go to projects info centerMove Billing client fields to general tab
  • Run Active Opportunities by Stage report without collapsibilityShow options and then run with Stage collapsibility
  • Enable advanced searchExplain levelsClick all fields in Details sectionAdd filter for type “contains medical”Search – resultsExport to Excel
  • Demo
  • Browse to app server – use shortcut – explain locationExplain access to app server – talk to your IT peopleOpen with NotepadEnter new tip
  • Show word documentExplain scenarioGo to Project Number fieldSelect project number
  • demo
  • Show this slide
  • Transcript of "Deltek Insight 2011: Reacquainting Yourself with Vision Tips and Tricks"

    1. 1. VI-220:ReacquaintingYourself with VisionTips and TricksInsight 2011Presented byBret Tushaus, Deltek
    2. 2. Introduction Bret Tushaus  Product Director  Former Vision customer  Using Vision since 2.0 Presentation origins Improving accessibility and adoption2 ©2011 Deltek, Inc. All Rights Reserved
    3. 3. Agenda Basics we all forget (beginner) Kicking it up a notch (intermediate) Advanced Convenience (advanced) Tip sharing Q&A3 ©2011 Deltek, Inc. All Rights Reserved
    4. 4. Key Takeaways Reminders of things you may have forgotten Ideas regarding things you may not have thought of Awareness of the possibilities4 ©2011 Deltek, Inc. All Rights Reserved
    5. 5. Basics We All Forget5 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
    6. 6. User Options Specify your Startup Application6 ©2011 Deltek, Inc. All Rights Reserved
    7. 7. User Options Remember your Windows sizes and positions7 ©2011 Deltek, Inc. All Rights Reserved
    8. 8. User Options Setting the Default Database…eliminate the logon screen8 ©2011 Deltek, Inc. All Rights Reserved
    9. 9. Global Searches Global Searches are available in every info center They can only be created using the advanced lookup Once the Search Criteria is specified click the Organize button Specify the Folder (Global or Personal) - subfolders are created by adding to the folder name9 ©2011 Deltek, Inc. All Rights Reserved
    10. 10. Global Searches Global Searches are available in every info center They can only be created using the advanced lookup Once the Search Criteria is specified click the Organize button Specify the Folder (Global or Personal) - subfolders are created by adding to the folder name10 ©2011 Deltek, Inc. All Rights Reserved
    11. 11. Client Aliases Ensure clients can be referenced by all forms of name11 ©2011 Deltek, Inc. All Rights Reserved
    12. 12. Web Dashparts Expose commonly visited web sites on dashboard12 ©2011 Deltek, Inc. All Rights Reserved
    13. 13. Info Center Search Search across all info centers13 ©2011 Deltek, Inc. All Rights Reserved
    14. 14. Smart Grids Manipulate any grid to meet your needs (sort order, column order, export, print)14 ©2011 Deltek, Inc. All Rights Reserved
    15. 15. Smart Grids Manipulate any grid to meet your needs (sort order, column order, export, print)15 ©2011 Deltek, Inc. All Rights Reserved
    16. 16. Grid View View and update large quantities of records16 ©2011 Deltek, Inc. All Rights Reserved
    17. 17. Grid View Manipulate grid to meet your needs, print/export results17 ©2011 Deltek, Inc. All Rights Reserved
    18. 18. Grid View Manipulate grid to meet your needs, print/export results18 ©2011 Deltek, Inc. All Rights Reserved
    19. 19. Kicking It Up a Notch19 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
    20. 20. Cross Info Center Searches20 ©2011 Deltek, Inc. All Rights Reserved
    21. 21. Cross Info Center Searches21 ©2011 Deltek, Inc. All Rights Reserved
    22. 22. Microsoft Office DesktopIntegration (MODI)Desktop Search Create LaunchOutlook Emails <> Activities Address book Contact validationWord and PowerPoint Search Vision Text Library22 ©2011 Deltek, Inc. All Rights Reserved
    23. 23. Microsoft Office DesktopIntegration (MODI) Perform an info center search right from your desktop23 ©2011 Deltek, Inc. All Rights Reserved
    24. 24. Microsoft Office DesktopIntegration (MODI) Create info center records from your desktop24 ©2011 Deltek, Inc. All Rights Reserved
    25. 25. Microsoft Office DesktopIntegration (MODI) Create Activity from Email25 ©2011 Deltek, Inc. All Rights Reserved
    26. 26. Microsoft Office DesktopIntegration (MODI) Address Book26 ©2011 Deltek, Inc. All Rights Reserved
    27. 27. Microsoft Office DesktopIntegration (MODI) Contact Validation27 ©2011 Deltek, Inc. All Rights Reserved
    28. 28. Microsoft Office DesktopIntegration (MODI)Retrieve text library items and insert in document/presentation28 ©2011 Deltek, Inc. All Rights Reserved
    29. 29. Activity Creation Workflow Making Activity creation even easier29 ©2011 Deltek, Inc. All Rights Reserved
    30. 30. Activity Creation Workflow Making Activity creation even easier30 ©2011 Deltek, Inc. All Rights Reserved
    31. 31. Link to this Record Providing links to records…31 ©2011 Deltek, Inc. All Rights Reserved
    32. 32. Link to this Record …automated by a workflow32 ©2011 Deltek, Inc. All Rights Reserved
    33. 33. Navigation Menu Rearrange and add to fit your organization’s needs33 ©2011 Deltek, Inc. All Rights Reserved
    34. 34. Screen Designer – MovingFields Between Tabs Move fields to where they are most convenient34 ©2011 Deltek, Inc. All Rights Reserved
    35. 35. Reports with Collapsible Groups Improving readability of reports35 ©2011 Deltek, Inc. All Rights Reserved
    36. 36. Advanced Search in Reports Search and extract data from reports36 ©2011 Deltek, Inc. All Rights Reserved
    37. 37. Advanced Search in Reports Search and extract data from reports37 ©2011 Deltek, Inc. All Rights Reserved
    38. 38. Advanced Convenience38 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
    39. 39. Vision Tip of the Day Dashpart Create your own company specific tips39 ©2011 Deltek, Inc. All Rights Reserved
    40. 40. Inter Office Forms Population Leverage Vision data outside of Vision40 ©2011 Deltek, Inc. All Rights Reserved
    41. 41. Inter Office Forms Population Leverage Vision data outside of Vision41 ©2011 Deltek, Inc. All Rights Reserved
    42. 42. Inter Office Forms Population Leverage Vision data outside of Vision42 ©2011 Deltek, Inc. All Rights Reserved
    43. 43. Vision on an iPad Vision on an iPad43 ©2011 Deltek, Inc. All Rights Reserved
    44. 44. Conclusion Reminders of things you may have forgotten Ideas regarding things you may not have thought of Awareness of the possibilities44 ©2011 Deltek, Inc. All Rights Reserved 44
    45. 45. Do You Have a Tip or Trick to Share?Bret Tushausbrettushaus@deltek.com45 May 22, 2012 CONFIDENTIAL ©2011 Deltek, Inc. All Rights Reserved
    46. 46. Questions?Bret Tushausbrettushaus@deltek.com
    47. 47. Engage With The DeltekAE Community twitter.com/deltekvision deltekae.wordpress.com deltekvisionblog.wordpress.com facebook.com/deltekinc youtube.com/user/deltekinc47 ©2011 Deltek, Inc. All Rights Reserved
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