Deltek Vision

Open your day in Vision’s workspace and act on what matters: today’s proposals, pending follow-ups, and budgets at risk. Sales teams draft scope in minutes using rate cards and reusable sections, generate a polished quote, and route it for approval. Convert approved quotes straight into active engagements with contracted phases, fees, and billing rules intact. Track every interaction—emails, calls, and meetings—inside the opportunity, schedule next steps, and trigger reminders so prospects never go cold. Marketing can segment contacts, run nurture sequences, and hand off qualified leads to business development with full context.\n\nProject managers spin up new jobs from templates, define the work breakdown, and set baselines before kickoff. Allocate people by role, skill, or named resource, see capacity gaps, and adjust assignments with drag-and-drop scheduling. Team members submit time and expenses on a regular cadence; supervisors approve in batches, and budget burn updates instantly. When scope shifts, issue a change request that revises fee ceilings and schedules without losing historicals. Store drawings, statements of work, and change logs in a centralized project repository so everyone works from the latest version. Use health indicators—margin, ETC, EAC, and variance— to catch issues early and get back on plan.\n\nAccounting closes the loop. Choose milestone, fixed fee, or time-and-materials billing and generate invoices that pull approved hours, expenses, and markups automatically. Configure revenue rules, recognize revenue accurately, and post to the ledger with clear audit trails. Speed up cash collection by emailing statements, monitoring aging by client or project manager, and escalating items that threaten DSO targets. Operations teams raise purchase requests tied to projects, compare vendor quotes, and issue POs. Receive goods with barcode scans, reconcile to invoices, and keep on-hand balances accurate across locations. Record assets from acquisition through depreciation and disposal to maintain a clean register and predictable costs.\n\nLeaders track utilization, pipeline coverage, hit rates, and forecasted margins from live dashboards. HR and resource managers review staffing heatmaps, match roles to skills, and fill demand with internal mobility or new hires. Run recruiting pipelines, automate onboarding tasks, and keep credentials up to date for compliance. Build ad hoc reports with filters for client, sector, office, or manager and schedule them to stakeholders. Connect Vision to your email, calendar, and document storage; use APIs to sync data with payroll and specialized tools. To speed adoption in a complex environment, roll out by function—first CRM and quoting, then delivery, then finance—and equip each role with role-based views, short SOPs, and quick-reference dashboards that guide daily work.