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Deltek Insight 2012: Using Templates to Streamline Your Day

by on Dec 13, 2012

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Vision offers numerous opportunities to create and use templates to streamline form generation, communications, and data entry processes. Learn how to create and leverage templates to generate basic ...

Vision offers numerous opportunities to create and use templates to streamline form generation, communications, and data entry processes. Learn how to create and leverage templates to generate basic office forms and letters, emails and even marketing materials. See how to create templates for Projects and Opportunities to ensure consistency in record entry/setup and save time and capture standard structure or data for the creation of future records. Beginner Session

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13 of 3 previous next Post a comment

  • deltek Deltek at Deltek Hi Edie, I'm getting answers to your questions. In the meantime, you can reach us directly at socialmedia@deltek.com. Thanks! 1 year ago
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  • EdieMoore Edie Moore Does this add-in work with MS 2010? 1 year ago
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  • EdieMoore Edie Moore I dont have this option under utilities 1 year ago
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Deltek Insight 2012: Using Templates to Streamline Your Day Deltek Insight 2012: Using Templates to Streamline Your Day Presentation Transcript