Deltek Vision Getting Started Navigation

Deltek Vision: Getting Started Navigation Introduction
Welcome to Deltek Vision Getting Started Navigation Overview Goal: Become familiar with basic Vision Features
and navigation: including User Options, Dashboard and Info Center User Options allow you to do the following:
Set startup and viewing options Enable/disable Activity reminders
Set reporting and printer preferences Set numbering formats
Re-set user password Use the General tab to:
Hide the navigation menu after selecting a menu item (left application menu)
Automatically retrieve records when opening lookups – allow records to appear automatically
Automatically retrieve your own record in Employee review (most employees will only
have access to their own) Change Password: (for Vision) If you are not
using Windows Authentication, you may use this button to change your Vision password. Use the Startup tab to: Determine what appears when you start up Vision. Blank Page
Dashboard – Your personal dashboard appears when you log into Vision. Selected Application – When you select this
option, the Select button becomes enabled, which lists all the available menu items (based
on Security settings) on the Vision Main Menu. Select the item that you want to appear when
you log in. Determine whether you want Vision to remember
the size and position that you specified for windows and reports (default Vision setting
is 1024×768 Use the Reporting tab to:
Set default printer. Set default font. Determine page size and margins. Use the Activity tab to:
Enable email reminders (activity reminders are sent directly to email, and Vision DOES
NOT have to be running) Enable pop-up reminders (activity reminders
display on whatever screen is opened in Vision – Vision must therefore be running for pop-ups
to work Use the Support tab to:
Enter Username for Deltek support website Enter Password for Deltek support website
(If your company has a support plan with Deltek, you can use this username and password to
log on to the Deltek support website.) To Add a Dashpart
>Configure>Add System Dashpart Type Dash Part Name>Select Dash Part Type from drop-down list To Configure Dashpart
>Click Configure button>Click Add>Select client(s) from client lookup dialog screen
The Client Info Center contains detailed information
about your company’s current and prospective clients. Use the Client Info Center to maintain all
client information, including addresses, phone numbers, contact names, related activities,
files, associations with employees, links to ongoing and completed projects, and details
about future opportunities. Info Search Dialog (standard search shown):
open the dialog box and type the name or a portion of the name of the client you want
to find. This will bring up a list of names with same
or similar spelling for you to choose from. Advanced Search: using the drop-down menu,
select Advanced Search to find other linked options such as Client Name, Contact Name,
Project Long Name, and so on. Vision then searches the Info Center looking
for matching records—that is, records in which your search text appears in the Info
Centers and columns you selected. Add a New client record:
Select Info Center, Clients from the Vision main menu. Vision opens the Client Info Center. Select New, New Client to open a new client
record. You may copy from another record if you have
similar clients with matching information. General Tab: You may use either alpha or numbers
for the client Number. Fill out the balance of the screen with known
information. You will see pull down menus for the type
of client, status & relationship (optional). There is a section for the Web Site at the
bottom of the screen. To use, simply select the icon and a text
screen will open Contacts Tab: Enter new, edit, or delete contacts
here. The Client address will automatically pull
through, unless “Other/Home Address” is selected.   Activities Tab: This tab
may be used by anyone who is working with the client to keep track of meetings, notes,
etc. You may add as little information that you
may need, and you can associate multiple activities to one client. The
Opportunities Tab (CRM module) is where a client may be linked to a new or existing
opportunity. This tab will be used more by the Marketing
Department, but may be accessed by anyone. One client may be Associated with many opportunities
in this way.

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