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What’s New in

Vision 7.5?

Deltek Vision 7.5 includes features and enhancements

that are a direct result of your input.

ARE YOU READY FOR VISION 7.5?

Give your teams the latest tools and resources

to do more with Deltek Vision.

WIN MORE MANAGE MORE DELIVER MORE

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Client Activity Status Report

Nurture client

relationships when it

matters most. Quickly

and visually identify

clients that need

attention based on

parameters you define.

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No more wondering if your most important clients feel like they are important.

Prioritize touch points and identify gaps quickly and easily to keep the relationships alive and healthy.

WIN MORE

Improved Proposals

Save time building

proposals with easy-to-

select projects and

employees so you can

invest more time

effectively responding to

the RFP.

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Easier selection of projects, text and graphics; select project experience based

on actual hours worked; merge service estimate totals; and merge several InDesign records in one page.

WIN MORE

Get an accurate picture of all

your fixed assets in one place

so you can make more informed

decisions about your assets.

Create, track, manage, depreciate

and dispose of fixed assets in one

central location with seamless

integration with purchasing and

accounting.

NEW Asset Management Module

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Track, monitor and transfer assets, customize depreciation, assign assets to employees,

track asset billing value, manage maintenance and review asset history with

Vision Asset Management.

MANAGE MORE

Managing multiple companies can be a

challenge, but managing employees within

those companies shouldn’t have to be and

now it’s easier than ever in Vision.

Multi-Company EmployeeManage one employee record and

associate to multiple companies quickly and

easily for a full employee picture and better

data integrity

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Multi-company employees allow you to associate employees with more than

one company, identify the “home” company and report on company-specific or system-wide data to get what you need when you need it.

MANAGE MORE

Building on the power of task dependencies

in 7.4, these enhancements make it easier

for project managers to keep up-to-date on

project milestones.

Project Planning EnhancementsEffectively manage project schedules to

keep close track of a project’s critical path

and identify potential schedule risks.

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Color-coded predecessor tasks, expanded right-click functionality, more

intuitive task dependency arrows and reporting, shortcut to insert unplanned employees, better integration with iAccess and much more!

MANAGE MORE

Give employees the

time off they need while

ensuring your project

deadlines stay on track

with absence request

approvals

Tired of lengthy absence request processes and endless email chains for an

approval? With the new Absence Request Approvals, you can let Vision do the

work for you. Design simple or complex workflows to automate your approvals all

in one centralized system.

Absence Request Approvals

deltek.com/visionDELIVER MORE

Tired of endless email chains

for approvals? Losing track of

what still needs approved? Get

it all in one place with approval

review and AP Invoice

approvals

Let Vision do the work for you. Design simple or complex workflows to automate

your AP Invoice approvals and get a consolidated view of all outstanding

approvals so you can quickly and easily keep the process moving.

Even More Approvals


Consolidate budgeting into a

single view so you are truly

accounting for all aspects of

the business and approvers

have a single version of the

truth before signing off.

Create, manage, review, edit and approve multiple general ledger budgets from a

single view. Choose which budgets are available for GL budgets and make notes

at the budget level or account level to meet your needs.

General Ledger Enhancements


Vision 7.5 makes it easier than ever to

reconcile your bank statements, saving

time for your accounting team and

improving the accuracy of your

financial records.

Import bank statements, automate common

entries, automatically match records, review

records to manually match any remaining

transactions

Bank Reconciliation Enhancements


• Profit Planning Monitor Rolling

Forecast

• Range of Period Enhancements

• Email Biller

• TDM Expansion

• And more!

General Usability Improvements

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Increase user adoption,

improve productivity and

automate more with these

general usability

enhancements

DELIVER MORE

Keep your fingers on the project

pulse anywhere, anytime with

Deltek iAccess

Deltek iAccess for Vision –Project Management Workspace

deltek.com/visionACCESS MORE

Easy-to-use interface for PMs

with screen designer setting

enhancements, ETC

improvements, custom

searches and more to help PMs

proactively manage projects

Proactively manage your

pipeline anywhere, anytime and

keep your team up to date

Deltek iAccess for Vision –Business Development Workspace


Easy-to-use interface with

enhanced dashboard, saved

reports, custom searches to

make it easier than ever to

quickly find what you need

Now, track timesheet revision

explanations anywhere, anytime

to keep the timesheet

approval process moving

In Touch Time & Expense, you can

track timesheet changes, select from a

list of global explanations and view all

changes from the summary screen.

Timesheet Auditing for Touch T&E


For more details on Vision 7.5

Log into Customer Care and download the

Vision 7.5 release notes

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Stay up to date with the Deltek

Vision blog

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Vision 7.5 feature highlights

available now

Back to the Basics with Vision -

Tips & Tricks series!

Go back and learn about

Vision 7.4 features

Subscribe today!

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Follow our Twitter account for the latest:

@DeltekVision

Stay informed with all of the

new and exciting stuff

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Make sure you are receiving important

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Join a Vision user group and collaborate with other users.

So, are you ready

to do more with

Vision 7.5?

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