vpvi-02 - microsoft€¦ · overview tab of the respective hub in the browser » udfs that were on...

VPVI-02Get Ready for VantagepointVision to Vantagepoint

Brent Johnson, Deltek

AgendaWhat is Vantagepoint?

Timeline & Logistics

Key Areas of Consideration

What You Should be Doing Now

Questions?

2

What is Deltek Vantagepoint?

3

» Reimagined project-focused solution

for architects, engineers and other

professional service businesses.

» Focused on the user

» Modern Interface

» Intuitive user experience

» Manage entire project lifecycle

from front office to back office

» Next step in Deltek’s Cloud future

» Cloud first

» Cloud optimized solution


CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 4

» Culmination of the iAccess interface

» Most accessible user experience

ever for Vision

» The Vantagepoint interface

» Browser and platform agnostic

» Reimagined based on functional

expansion and years of feedback

» Workflows

» User interaction

» Takes Vision to a whole new level



User Experience & Convenience

Consolidation &

Reimagination

Customer

FeedbackDashboards

Project

Management

Key Tenets of Vantagepoint

New, modern browser-

based / agnostic

interface designed to

provide optimal and

accessible user

experience.

Deliberate look at

workflows and

functionality to explore

improvements and

opportunity to

streamline.

Evaluation of 16 years

of feedback from

Vision customer base;

incorporating that

feedback into

reimagination.

Providing the right

data at the right data

to drive inform

decision making at all

levels of an

organization.

Deliberate focus on

project manager

persona to ensure

ease of use, relevant

functionality and

accessible value.

6© Deltek, Inc. All Rights Reserved - Confidential. These plans represent our current

estimates on timing and functionality and may be subject to future modification.

What is Deltek Vantagepoint?It is…

» an upgrade for Vision

» using the same technical footprint

» a new interface

» the result of years of feedback from customers

Q1

2019

2017

2002

DPS 1.x

Vision 1.0

Next generation of

Vision; reimagined

interface

Vantagepoint

2.0

2009Vision 6.0

2006Vision 4.0

2012Vision 7.0

2016Vision 7.6

2012Navigator 1.0

2015iAccess

Final release under

Vision product name

Rebranded;

expanded front

office functionality

PM focused browser

interface

UDICs and VPM

introduced

Smart client

interface introduced

Resource Planning

introduced

Innagural release;

Internet Explorer

interface 7

It is not…» named Deltek for Professional Services (DPS)

» a reimplementation or data conversion

» going to eliminate your user defined content

» a new product that you need to re-buy

» going to contain all the functionality of Vision 7.6

» something to which we will “force” customers

» cloud only

Q1

2020Vantagepoint

3.0

Timeline and Logistics

Vision Parity, Transition and Dual Interface» Circumstances of transitional phase will determine when your

organization can upgrade

» All releases of DPS/Vantagepoint are a complete ERP product offering

all Vision functionality (see parity exceptions)

» You need to consider circumstances and determine what makes

sense for your organizations

» Some aspects of the decision are subjective, some are binary

» Big ticket parity exceptions» VPM

» Advanced Resource Planning

» SF330

» Merge Templates from hubs

» Fee Estimates

» Screen Designer in expense reports

» Run consultant accruals based on planning

» Revenue generation custom method based

on planning percent other than JTD/EAC

(no user defined percent)

» Searching – SQL WHERE clause, cross

hub searching


Interface Transition

Browser Interface All Hubs

CRM

Time, Expense, Approvals

Resource Planning*

Dashboards

Smart Client All Back Office functionality

All Reporting

Utilities and Configuration

Mobile Time & Expense

CRM

DPS 1.x (2017)


CRM


Resource Planning*

Dashboards

Billing, Accounting, GL, Cash Management

Reporting

Some Utilities and Configuration

Smart Client Purchasing / Asset Management

Payroll

Some Utilities and Settings


CRM

Vantagepoint 2.0 (2019)


CRM


Resource Planning*

Dashboards

Billing, Accounting, GL, Cash Management

Reporting

Payroll

Some Utilities and Configuration

Smart Client Purchasing / Asset Management

Some Utilities and Settings


CRM

Vantagepoint 3.0 (2020)



Where We Are…Where We Are Going…

2017 2018

Deltek for Professional Services 1.x

2020 2022

Vantagepoint 3.0(Q1)

On Prem –Available By Request for

Vision Customers(May)

Vision 7.6 Actively SupportedCloud

Vantagepoint 3.0Upgrades Begin

(Q1)

Reimagination…



Vantagepoint 2.0(March)

CloudPreviews Available

By Request for Vision Customers

(July)

2019



CloudVantagepoint 3.5Upgrades Begin

(Q4)

Cloud Versus On Prem

© Deltek, Inc. All Rights Reserved. 12

» No plans to force customers to the cloud

» Vantagepoint is a cloud first, cloud optimized product...what does that mean?

» Going to the cloud may not be for everyone, but we recommend you give it a look

» Deltek does some of the heavy lifting for cloud customers when they upgrade

» If you stay on prem, understand the changes and implications


What Has/Has Not Changed?

Pre Upgrade

Post Upgrade

Today Tells You Where You Should Focus Your Learning



Key Areas of Consideration» Vantagepoint Upgrade

Checklist

» Key resource for pre/post

upgrade tasks by area



» Hubs» All Hubs moved to the browser except

Equipment (formerly info centers)

» Chart of Accounts and Units now in settings

» Combined Hubs:

» Leads + Contacts = Contacts with

Qualification Process

» Clients + Vendors = Firms

» Opportunities + Projects = Projects with

Win/Loss Process






» Combined Hubs:





Win/Loss Process

Pre-Upgrade: Clean up data

Post Upgrade: Need to review screens in all hubs,

user defined fields, security (role and screen

designer) and workflow.






» Combined Hubs:





Win/Loss Process

Need to understand how data is affected by

upgrade script – merging hubs and impact UDFs,

security, workflow, etc.



» Searches» Saved smart client searches are upgraded

as legacy/non-editable searches

» Cross-hub searching not yet available

» SQL Where Clause searching not yet

available



» Reporting» Reporting in browser, improved UI for options

» SSRS still the reporting platform; custom RDLs will

continue to work assuming schema changes are

accommodated (includes invoice templates)

» Favorite reports are upgraded as non-editable

favorites

» Saved options no longer exist - upgraded as report

favorites with no selection criteria

» Reports for smart client applications remain in smart

client



» Proposals» New visual proposal builder

» Proposals included in CRM Plus module

» Existing templates will not upgrade

» Proposals can only be exported to PDF in

Vantagepoint 2.0

» No support for merging directly from hubs

» No SF330s in Vantagepoint 2.0



» Projects Hub» Convergence of Projects and Opportunities

» Opportunities fields/functionality added to

project

» Convergence of Plans and Projects

» Streamlined project creation

» Moved Project focused applications to projects

» Tighter connection between regular and

promotional projects



» Projects Hub» Convergence of Projects and Opportunities

» Opportunities fields/functionality added to

project

» Convergence of Plans and Projects

» Streamlined project creation

» Moved Project focused applications to projects

» Tighter connection between regular and

promotional projects

Pre-Upgrade: clean up data, set project number in

opportunities

Post Upgrade: Need to understand how data is

affected by upgrade script – project/opportunity

linking, project numbering, standard and UDFs, etc.



» Resource Planning » Does not have full feature parity with Vision

» Heavily reimagined

» Projects and Planning together at last

» Share structure, fields, UDFs

» Share record level security/separate access

» Enhanced security

» Bulk assignments

» Automatically add JTD assignments

» Rates automatically updated based on effective dates

» Change scale on the fly



» Resource Planning » Does not have full feature parity with Vision

» Heavily reimagined

» Projects and Planning together at last

» Share structure, fields, UDFs

» Share record level security/separate access

» Enhanced security

» Bulk assignments

» Automatically add JTD assignments

» Rates automatically updated based on effective dates

» Change scale on the fly

Pre Upgrade: Clean up Vision plans

Need to understand how Vision/iAccess plans are

handled during upgrade.

Post Upgrade: review security, set new

assignment security, review UD fields, grids, tabs



» Resource Planning – Functionality Not Yet Supported » Labor Code Planning (3.0)

» Unit Planning

» Gantt Chart (3.0)/Task Dependencies

» Top-Down Planning

» Planning Expenses or Consultants in Calendar Periods

» Multiple Plans per Project

» Multiple Projects per Plan

» Additional Planning Levels

» Revenue Generation/Consultant Accrual calculations based on planning values


Key Areas of Consideration» Separate Release

Documentation for

Resource Planning

» Separate checklists for

Resource Planning

Vantagepoint Readiness Portal

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.28

» Administrator Learning > Upgrading to Vantagepoint > Important Release Documentation >

Upgrade Considerations (Eliminations & Limitations)



» Screen Designer / User Defined Components

» Take special care immediately following the upgrade to

review each and every screen that has been modified

via the screen designer in the smart client

» Screen designer and user defined components have

been combined

» Field Level Security has been simplified; fields

that are hidden in the screen designer are also

hidden in searches; fields on tabs that are set

to hidden, are also set to hidden

» Project Defaults controlled by screen designer




» All user defined fields that were on a standard

tab in the smart client will be moved to the

overview tab of the respective hub

in the browser

» UDFs that were on a user defined tab in the

smart client will now appear on a user

defined tab of the same name in the browser




» All user defined fields that were on a standard

tab in the smart client will be moved to the

overview tab of the respective hub

in the browser

» UDFs that were on a user defined tab in the

smart client will now appear on a user

defined tab of the same name in the browser

Take special care immediately following the

upgrade to review each and every screen that

has been modified via the screen designer

in the smart client




» All planning UD fields and UD tabs will become project UD fields and UD tabs;

prefixed with [plan] so that they can be easily identified after the upgrade

» All Vendor UD fields and UD tabs will become Firm UD fields and UD tabs;

prefixed with [ve] so that they can be easily identified after the upgrade

» All Client UD fields and UD tabs will become Firm UD fields and UD tabs, but

they will not be prefixed

» All Lead UD fields and UD tabs will become Contact UD fields and UD tabs;

prefixed with [lead] so that they can be easily identified after the upgrade

» All Opportunity UD fields and UD tabs will become Project UD fields and UD

tabs; prefixed with [opp] so that they can be easily identified after the upgrade



» Security

» Take the opportunity to examine your existing roles in

detail; review all settings, and make necessary

adjustments prior to upgrading

» Application tab security can be controlled from the

screen designer and from the security roles application

» All application tabs except the Overview tab will be

hidden from security roles that do not have access to all

tabs; administrator must provide access to tabs and

fields as needed post upgrade

» Project Plans now belong to their respective Project

» New record access rights for employee and generic

assignments

» Open each security role and provide access to new and

changed items as needed (transaction security changes)



» Security

» Take the opportunity to examine your existing roles in

detail; review all settings, and make necessary

adjustments prior to upgrading

» Application tab security can be controlled from the

screen designer and from the security roles application

» All application tabs except the Overview tab will be

hidden from security roles that do not have access to all

tabs; administrator must provide access to tabs and

fields as needed post upgrade

» Project Plans now belong to their respective Project

» New record access rights for employee and generic

assignments

» Open each security role and provide access to new and

changed items as needed (transaction security changes)

All application tabs except the Overview tab will be

hidden from security roles that do not have access

to all tabs; administrator must provide access to

tabs and fields as needed post upgrade.



» General» Outlook add-in

» New mobile apps for Vantagepoint

» Navigation menu designer in the smart client has

been eliminated; all navigation menu customizations

are removed during the upgrade

» Configuration has been reorganized as Settings,

grouped by related area

» Collaboration (Kona) is embedded in Vantagepoint

» Saved options for accounting processes are not

carried over to the browser with the application (i.e.

Batch Billing, Consultant Accruals)



» Eliminations» SOAP API Usage

» ABRA HR Interface

» Document Management

» Visualization Reports

» Report Model and Report Builder

» Basic Analysis Cubes

» MODI

» SF254/255

» Server Side Printers





• Functionality that is being eliminated

• Things that may not upgrade without intervention

• Functionality that is temporarily unavailable

• Functionality that will be limited in Vantagepoint

compared to Vision, Ajera CRM, or CM

• Functionality that will be different in Vantagepoint

No Data Upgrade Considerations

© Deltek, Inc. All Rights Reserved. 39

» Project

» Project Budgets

» Project Review

» iAccess Plans

» Hubs:

» Activities

» Boilerplates

» Employees

» Marketing Campaigns

» User Defined Hubs

» Billing

» Draft invoices in approval

» Unbilled transactions

» Billing Terms

» Billing Groups

» Billing Labor Rate Tables

» Billing Labor Expense Tables

» Records in Approvals Process Expense, AP Invoice approvals, Purchasing,

GL Budget approvals)

» Transactions

» All transactions

» Data entry import file

format

» Expense reports

» Missing credit card

charges associated with

expense reports

» Accounting

» Revenue Groups

» User defined revenue

calculations*

» Cost/Pay Rate Tables

» General Ledger

» Chart of Accounts

» Account Group Tables

» Account Group Names

» general ledger budgets

» consolidated budgets

» consolidation groups

» Organizations

» Cash Management

» Bank reconciliation

statements and import

file formats

» Credit card reconciliation

statements and import

file format

» Vendor payment runs

» Employee payment runs

» Workflows

» User Initiated and

Scheduled

» Employees

» Contacts

» Billing Terms

» Accounts

» User Defined Hubs

» Equipment

» Marketing

Campaigns

» Alerts (Time, Expense,

Transactions, AR aging, RP)

» Security Users

» Settings

» Exchange rates

» user preferences

» calculated fields

» Banks, Taxes, Credit

Cards

» Purchasing (all)

» Asset Mgmt (all)

» Payroll (all)

» Custom Reports

» Like any other upgrade

» More….

What Should You Be Doing Now

Don’t Panic!


Visit the Vantagepoint Readiness Portal

» Key resources to prepare for

upgrade

» Checklists

» Frequently asked questions

» Focused explanation of key

reimagined areas

» Product demos to help users

prepare


Client Assistance Program (CAP)


To ensure your success with your upgrade to

Vantagepoint, Deltek has created a comprehensive

Vantagepoint Upgrade Client Assistance Program (CAP)

» Regular check-in meetings centered around

specific upgrade topics and best practices

» Live Q&A with Deltek product experts

during check-in meetings

» Receive a template SmartSheet plan to

support your upgrade

» There is NO cost associated with CAP


» Upgrade to Vision 7.6

» Deploy and implement iAccess…get your people accustom to the interface

» Watch Deltek communications for more information, check out the blog -www.deltek.com/en/learn/blogs/deltek-vision

» Start planning your upgrade

» Ask questions - [email protected]

» If you are a Vision on-prem customer…consider a test server

What Should You Be Doing Now?

http://www.deltek.com/en/learn/blogs/deltek-vision

mailto:[email protected]

If you are a Vision cloud customer… Request a Preview Environment


» Vantagepoint

Readiness Portal

» Administrator Learning

> Preview Environment

& Upgrade Information

> Vision/DPS Upgrade

to Vantagepoint

If you have a preview and want a practice upgrade… Request a Preview Refresh


» Deltek Support

Center

» Cloud Solutions

Page

» Select The

Production

Database Replica

(Sandbox) Refresh

Service Request

When you are ready to upgrade… Select an Upgrade Window


» Deltek Support

Center

» Cloud Solutions

Page

» Select My

Upgrade Window

Service Request

It’s a lot to do and think about… but the effort will pay off!


Key Takeaways

► Deltek Vantagepoint is

the next version of Vision

► 7.6 will remain in

maintenance support at

least until end of 2022

► Vantagepoint is available

for on prem customers

and cloud customers

► Watch for

communications, visit the

portal, start planning your

upgrades today

► All Vision customers will

get Vantagepoint as a

part of their annual

subscription/maintenance

► When and how you

upgrade will be up to you

and there are factors you

will need to consider

► Do not assume you

should wait until

everything is the browser

to upgrade

► Do not assume it is too

soon to start planning

your upgrade


Frequently Asked Questions

Frequently Asked Questions» Is on-prem supported?

» When will the smart client be eliminated?

» Will I need to be in the cloud to use Vantagepoint?

» Will there be another version of Vision or iAccess?

» How long will Vision be supported?

» Will we be forced to move to Vantagepoint?

» How much will Vantagepoint cost us?

» What will happen to all of my user defined content, workflows, screen designs?


Frequently Asked Questions


» What will happen to my custom reports?

» What is happening to the Vision Xtend API?

» When will VPM be available for Vantagepoint and will there be any major changes?

» What’s getting eliminated?

» Can I upgrade from versions earlier than Vision 7.6?

» What are the IT / infrastructure requirements for Vantagepoint?

» What about my integrations with 3rd party solutions?

» What training materials will be available to train our users on Vantagepoint?

Download the Content from these Vantagepoint Sessions (if you didn’t attend in person)


» VPVI-02 Get Ready for Vantagepoint: Vision to Vantagepoint

» VPVI-04 Get Ready for Vantagepoint Accounting

» VPVI-05 Get Ready for the Convergence of Opportunities and Projects in Vantagepoint

» VPVI-06 Getting Ready for CRM In Vantagepoint

» VPVI-07 This is Vantagepoint

» VPVI-08 Welcome to the Projects Hub in Vantagepoint

» VPVI-12 To Vantagepoint 3.0 and Beyond!

» VPVI-13 Introduction to Vantagepoint Resource Planning

» VPVI-14 Introduction to Vantagepoint Dashboards

» VPVI-15 Creating Executive Dashboards in Vantagepoint

» VPVI-16 Create Winning Proposals with Vantagepoint

» VPVI-20 How to Apply Design Thinking to Your Vantagepoint Configuration

» VPVI-24 Tips and Tricks Multi-Company in Vantagepoint

» VPVI-25 Thinking Out Cloud

» VPVI-26 Streamline Information Management with

Deltek PIM & Vantagepoint/Vision

» VPVI-27 Security, Screen Designer and UDFs

» VPVI-28 Manage Project Progress with Planning

Reports and Alerts in Vantagepoint

» VPVI-30 Getting the Most out of Vantagepoint T&E

» VPVI-41 Preparing for Deltek Vantagepoint CRM

» VPVI-46 How will Vantagepoint Impact your Consulting Firm

» VPVI-76 The New Vantagepoint Export Utility

[email protected]

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