Deltek introduction

In today’s fast-paced business landscape, managing multiple functions efficiently is crucial for success. Enterprise Resource Planning (ERP) software systems have become indispensable tools for businesses seeking a unified platform to streamline their operations. Among the top contenders in this realm is Deltek ERP, a comprehensive solution designed to cater to the diverse needs of project-based businesses, coupled with Professional Services Automation (PSA) features.

Deltek ERP offers a diverse range of ERP products that suit businesses of all sizes, from small enterprises to large corporations. Whether you’re in government, professional services, construction, or manufacturing, Deltek ERP has solutions tailored to your specific industry needs.

Deployment Flexibility

One of the standout features of Deltek ERP is its flexibility in deployment. You have the option to choose between on-premises and cloud-based solutions, with the latter hosted on reputable cloud computing platforms such as AWS and Microsoft Azure. This ensures reliable performance, scalability, and accessibility.

Mobile Applications for Enhanced Mobility

In an era where mobility is paramount, Deltek ERP doesn’t disappoint. It offers mobile applications for both iOS and Android devices, enabling users to stay connected and manage critical business functions on the go. This accessibility is especially valuable for professionals who need to make decisions and access data remotely.

Product Highlights

Deltek ERP encompasses various products tailored to specific business needs:

Cost Point for Manufacturing:

Ideal for both commercial and government contract manufacturers, this product excels in real-time order management. It offers modules for business intelligence, compliance support, material management, accounting (MMAS), and Defense Federal Acquisition Regulation Supplement (DFARS). The inclusion of Material Requirements Planning (MRP) aids in efficient manufacturing planning across multiple projects.

Ajera for Professional Services:

This product is tailored for professional services enterprises, offering features like business intelligence, accounting, project management, invoicing, and time tracking. It supports global operations with compliance features aligned with international standards like IFRS 15, IFRS 16, GAAP, and ASC606. The mobile application ensures professionals can manage their tasks and projects effectively.

Workbook for Agencies and In-House Teams:

Designed for project financial and people management, Workbook includes features for task management, Kanban boards, calendar integration, and pre-built reports for creating dashboards. It also enables collaboration with clients through limited visibility accounts and provides valuable financial insights for future planning.

Pros and Cons Deltek

Deltek ERP has earned its reputation as a top-rated system, mainly due to its flexible deployment options and partnerships with industry-leading cloud providers. Compliance features cater to the specific needs of government contractors. However, some users have reported challenges with the user interface and noted higher costs compared to competitors. Therefore, it’s advisable to request multiple quotes and explore alternatives like SAP S/4HANA, Oracle NetSuite, Sage 300, and Acumatica before making a final decision.

In a world where efficient business operations are paramount, Deltek ERP stands as a robust solution for project-based enterprises. With its array of products catering to diverse industries, deployment flexibility, and mobile accessibility, it empowers businesses to streamline operations and stay competitive. While it has its share of pros and cons, it’s undoubtedly a contender worth considering in the ERP landscape.

If you’re still uncertain about whether Deltek ERP is the right fit for your business, our product selection tool at can provide you with a free list of ERP software recommendations. Click the button on the left to get started on your journey towards enhanced business efficiency with Deltek ERP.

Streamlining Business Operations with Deltek Vision: A Comprehensive Overview

Welcome to an in-depth exploration of Deltek’s solution for project-focused businesses. In this presentation, We’ll delve into Deltek’s background, why Deltek Vision is a game-changer for project-focused businesses, and conclude with an overview of its capabilities.

Deltek: A Trusted Name in Business Solutions

With a history dating back to 1983, Deltek has been a steadfast partner in helping firms navigate complex business challenges. Boasting over 12,000 satisfied customers and accolades from industry analysts like Forrester, Gartner, and SWAG White, Deltek is a recognized leader in project-focused solutions. Today, we’ll focus on Deltek Vision, a product embraced by over 4,000 professional service firms worldwide.

The Power of Deltek Vision

Deltek Vision’s modular design allows businesses to construct a comprehensive solution to manage the entire project lifecycle. Its user-friendly interface and single-database architecture make implementation a breeze. One key advantage is the ability to consolidate all data into a single database, eliminating disconnected systems that lead to inaccurate data and inefficiencies. This streamlined approach not only enhances data accuracy but also simplifies licensing, maintenance, and upgrades.

Exploring Deltek Vision’s Dashboard

The Deltek Vision dashboard provides instant access to crucial information tailored to individual roles within your organization. Whether you’re an Operations Manager, Marketing Manager, Project Manager, or a Timesheet user, the dashboard adapts to your specific needs. Here’s a glimpse of the invaluable insights it provides, giving you a competitive edge in understanding your sales channels’ performance :

Key Financial Metrics: Access vital financial information at a glance, with customizable metrics to suit your requirements.

Top Five Projects’ Profit: Monitor the profitability of your top projects for the year.

Billed vs. Compensation: Track projects where the invoiced amount exceeds the billable fee, aiding in change order decisions.

Alerts: Stay informed with alerts for items that require attention, such as overdue timesheets, awarded opportunities, or AR aging reports.

My Reports: Easily access pre-configured reports relevant to your role, simplifying data retrieval.

Company Project Visualization

Deltek Vision offers a powerful visualization tool for assessing project portfolios. This heat map allows you to identify outliers within your project mix quickly. You can switch between various metrics, such as profit or accounts receivable, to gain insights into project performance. This tool facilitates effective project portfolio management and helps in making informed decisions.

Opportunity Management

Deltek Vision seamlessly integrates opportunity management into its suite. Opportunities represent potential future revenue, and you can track them through various stages. You have the flexibility to customize stages and utilize workflow automation for alerts and notifications. This ensures that your team never misses a critical step in the sales process.

Service Estimates

Service estimates within Deltek Vision simplify project budgeting. You can easily create project plans, allocate resources, and estimate costs. The system leverages cost and billing rate tables, streamlining the process and ensuring accuracy in budgeting. Additionally, activities and notes can be associated with each estimate, providing a comprehensive view of the project’s planning phase.

Client and Contact Management

Deltek Vision excels in client and contact management, allowing you to track relationships with clients and contacts associated with your projects. This is invaluable for firms that frequently collaborate with various clients and need to maintain a clear record of interactions.

Seamless Integration

One of the most significant advantages of Deltek Vision is its seamless integration of CRM functions with project planning, timesheets, and accounting. This integration eliminates data silos and ensures consistent data flow throughout your organization, enhancing efficiency and data accuracy.

Customization and User-Friendly Interface

Deltek Vision empowers you to customize the system to suit your unique needs. You can tailor the look and feel of your info centers, create customized fields, and add helpful tooltips to guide users effectively. This flexibility ensures that Deltek Vision adapts to your specific business processes.

Deltek Vision is a comprehensive solution designed to transform project-focused businesses. Its user-friendly interface, seamless integration, and robust customization options empower organizations to streamline operations, enhance data accuracy, and make informed decisions. With Deltek Vision, you gain a powerful tool that unifies CRM, project management, and financials, all within a single, accessible platform.

If you’re considering Deltek Vision or exploring ERP solutions, remember to evaluate your specific business needs and seek multiple quotes to make an informed decision. Deltek Vision stands as a contender worth considering, but it’s essential to assess how well it aligns with your organization’s goals and processes.

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Streamlining Project Management with Vision 7.0: A Comprehensive Overview

Vision 7.0, the latest iteration of the project management software, brings a host of new features to the table, revolutionizing how businesses track and manage projects, contracts, and resources. In this article, we’ll explore how Vision 7.0 simplifies project management, from timesheets to budgeting and resource Deltek Vision 7.0 can enhance your project management capabilities and improve efficiency across your organization.

fast-paced business environment, effective project management is crucial for success. Deltek Vision 7.0 is a powerful tool designed to streamline project management processes, from project creation and planning to time tracking, expense management, billing, and reporting.

Timesheet Management Made Easy:

One of the standout features of Vision 7.0 is its enhanced timesheet management capabilities. By simply checking a checkbox, users can streamline the process, making timesheets readily available for project tracking. This feature ensures that project managers are always up-to-date with their team’s progress.

Workflow Automation for Approvals:

Vision 7.0 introduces a robust workflow engine that automates various tasks. For instance, it can notify project managers when a project receives approval, allowing them to promptly inform their teams to start work. This automation reduces delays and ensures efficient project execution.

Contract Management:

A key highlight of Vision 7.0 is its advanced contract management functionality. Users can effortlessly enter contract details and break them down into phases and tasks. Notably, any changes made to contracts are automatically reflected in the project’s work breakdown structure, ensuring accurate planning and tracking.

Employee Credit Tracking:

Vision 7.0 goes beyond basic project management by enabling the tracking of employee credits. This is especially useful for commissions or bonuses tied to specific contracts or projects. The system generates comprehensive sales credit reports for a deeper understanding of compensation.

Team Collaboration and Visibility:

The Team Tab in Vision 7.0 introduces an array of collaborative enhancements.. It automatically populates team members based on timesheets, expense reports, and AP vouchers, providing project managers with a real-time view of who is contributing to the project. Additionally, the ability to refresh hours ensures accurate tracking without the need for additional reports.

Project Review and Accounts Receivable:

Project Review in Vision 7.0 provides a quick overview of project progress compared to the budget. This functionality enables project managers to gain valuable insights into their projects’ financial performance.. Additionally, the software simplifies accounts receivable management by allowing users to preview and email invoices directly from the system, eliminating the need for manual retrieval.

Project Planning and Budgeting:

Vision 7.0 excels in project planning and budgeting. It offers a seamless transition from opportunity management to project planning, eliminating redundant data entry. Users can budget both labor and expenses, ensuring a comprehensive overview of project costs.

Resource Utilization:

Resource utilization is a critical aspect of project management, and Vision 7.0 provides a dedicated screen for it. Users can visualize their team’s workload across a calendar, identifying underutilized and overbooked resources. This aids in efficient resource allocation and project planning.

Profitability Analysis:

The software includes an analysis tool that helps project managers assess profitability based on various factors such as billable fee, overhead multiplier, and contingency percentage. Empowering project managers with the data they need to make well-informed choices regarding project pricing and resource allocation.

Streamlined Resource Allocation:

Vision 7.0 simplifies resource allocation by allowing users to search for available employees based on skills, job titles, and other criteria. This ensures that the right resources are assigned to the right projects, preventing overbooking and optimizing workforce efficiency.

Streamlining Project Management with Deltek Vision 7.0: A Comprehensive Guide

Setting Up Projects and Project Planning

Deltek Vision 7.0 simplifies project creation and planning, allowing you to initiate projects quickly and efficiently. With the system’s user-friendly interface, you can easily set up projects, assign resources, and define project phases and tasks. This eliminates the need for complex custom coding or external reporting tools, making project setup a breeze.

Utilizing Generic Resources

A standout feature of Deltek Vision 7.0 is its capacity to efficiently utilize generic resources. When creating projects, you can assign generic resources as placeholders until you identify specific team members. Later, you can easily replace generic resources with named resources, ensuring your project teams are appropriately staffed.

Time Tracking and Timesheets

Accurate time tracking is essential for monitoring project progress and managing resources effectively. Deltek Vision 7.0 simplifies time tracking through its intuitive timesheet module. Timesheets can be generated based on project planning, eliminating the need for users to search for the projects they are working on. This ensures that timesheets are aligned with project budgets and schedules.

Expense Management

In addition to time tracking, Deltek Vision boasts robust expense management capabilities, simplifying financial tracking and reporting. Users can create detailed expense reports, including categories like meals, mileage, and other project-related expenses. The system automatically assigns general ledger account codes based on expense categories, reducing manual coding efforts and ensuring accuracy in financial reporting.

Interactive Billing

Billing clients accurately and efficiently is a critical aspect of project management. Deltek Vision 7.0 simplifies the billing process with its interactive billing feature. Project managers can review and edit draft invoices, making it easy to adjust billing amounts, hold specific items, or transfer costs between projects. This flexibility ensures that your clients receive accurate invoices and helps prevent billing discrepancies.

Robust Reporting

Effective reporting is the key to informed decision-making. Deltek Vision 7.0 offers a wide range of reporting options, allowing users to create custom reports tailored to their specific needs. Whether you need financial reports, project-specific reports, or utilization analyses, the system provides the tools to generate meaningful insights. Reports can be easily customized and saved for future use, ensuring that critical data is readily available.


Conclusion: Vision 7.0 is a game-changer in the world of project management software. Its comprehensive features, from timesheet automation to resource allocation and profitability analysis, streamline project management processes, making them more efficient and effective. With Vision 7.0, businesses can take their project management to the next level, improving collaboration, transparency, and profitability.

Deltek Vision 7.0 is a comprehensive project management solution that streamlines processes from project inception to completion. Its user-friendly interface, robust features, and reporting capabilities make it an invaluable tool for organizations of all sizes. By utilizing Deltek Vision 7.0, businesses can enhance project management efficiency, improve resource utilization, and gain valuable insights into their operations. If you’re looking to optimize your project management processes, Deltek Vision 7.0 is a solution worth considering.