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Deltek iAccess and Vision v7.5 | Deltek Vision User Group Meeting
This document summarizes a BCS Prosoft user group meeting covering iAccess 7.5 new features and tips/tricks. Key topics included multi-company employees, project planning enhancements, approval workflows, asset management, CRM/proposals, and usability updates. Vision 7.5 general availability is scheduled for November 20, 2015. The meeting also announced upcoming user group meetings in Hawaii, San Antonio, Houston in December and information on requesting a free consultation from BCS Prosoft.
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Deltek iAccess and Vision v7.5 | Deltek Vision User Group Meeting
- 1. BCS Prosoft September 2015 UserGroup Meeting iAccess 7.5 New Features Tip and Tricks
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- 3. http://www.bcsprosoft.com iAccess is includedwith Deltek Vision Must be on version 7.4 CU 6 or higher
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- 14. http://www.bcsprosoft.com Planning – LaborCalendar View
- 15. http://www.bcsprosoft.com Planning – Labor– Cost or Billing
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- 25. http://www.bcsprosoft.com • Multi-Company Employee •Project Planning Enhancements • Approval Workflows Expansion • Asset Management • CRM & Proposals • General Usability • Touch Time & Expense • iAccess
- 26. http://www.bcsprosoft.com Vision 7.5 GeneralAvailability November 20, 2015
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- 28. http://www.bcsprosoft.com Adding iAccess toRoles Security
- 29. http://www.bcsprosoft.com • Configuration – General •User Defined Components –Custom Fields Tab • Applications include: o Clients o Contacts o Opportunities o Vendors Adding a UDF to iAccess
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- 31. http://www.bcsprosoft.com Deltek Insight 2015 November3-6 Nashville, TN http://www.deltekinsight.com
- 32. http://www.bcsprosoft.com Fourth Quarter User GroupMeetings: Hawaii Dec. 15, 2015 San Antonio Dec. 15, 2015 Houston Dec. 16, 2015
- 33. http://www.bcsprosoft.com BCSProSoft Deltek AccountManager Shawna Dillard 800.882.6705 shawna.dillard@bcsprosoft.com
- 34. http://www.bcsprosoft.com Request a freeconsultation from an expert at BCS ProSoft REQUEST COMPLIMENTARY ASSESSMENT http://www.bcsprosoft.com/slideshare Do you need a Deltek Vision Consultant?
Editor's Notes
- #2 Good afternoon! Clark has asked me to spend some time with you to give you an overview of Vision so that you can better understand why a client would benefit from buying and implementing it. I appreciate you taking the time out of your schedule to meet with me. Organizations, ranging in size from a dozen employees to global enterprises, rely on Deltek every day to win more business, deliver projects on time and on budget and improve performance. Vision users commonly experience measurable benefits, such as improved employee utilization, streamlined project management and improved profitability.