Deltek iAccess and Vision v7.5 | Deltek Vision User Group Meeting
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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.
Deltek iAccess and Vision v7.5 | Deltek Vision User Group Meeting
- 1. BCS Prosoft September 2015 User Group Meeting iAccess 7.5 New Features Tip and Tricks
- 3. http://www.bcsprosoft.com iAccess is included with Deltek Vision Must be on version 7.4 CU 6 or higher
- 5. http://www.bcsprosoft.com Opportunities - Overview
- 9. http://www.bcsprosoft.com Business Development - Companies
- 10. http://www.bcsprosoft.com Business Development - Contacts
- 11. http://www.bcsprosoft.com Business Development - Reporting
- 14. http://www.bcsprosoft.com Planning – Labor Calendar View
- 15. http://www.bcsprosoft.com Planning – Labor – Cost or Billing
- 17. http://www.bcsprosoft.com Planning – Invoice Approvals
- 19. http://www.bcsprosoft.com Employee – Expense Report
- 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 General Availability November 20, 2015
- 28. http://www.bcsprosoft.com Adding iAccess to Roles 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
- 31. http://www.bcsprosoft.com Deltek Insight 2015 November 3-6 Nashville, TN http://www.deltekinsight.com
- 32. http://www.bcsprosoft.com Fourth Quarter User Group Meetings: Hawaii Dec. 15, 2015 San Antonio Dec. 15, 2015 Houston Dec. 16, 2015
- 33. http://www.bcsprosoft.com BCSProSoft Deltek Account Manager Shawna Dillard 800.882.6705 [email protected]
- 34. http://www.bcsprosoft.com Request a free consultation 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.