Overview
What is Deltek Vision?
Deltek Vision is enterprise resource planning (ERP) software for project based companies.
TrustRadius Insights
Deltek Vision for Engineering & Architecture Firms
It works but it's not flashy
A Payroll Perspective to Deltek Vision
Deltek Vision is being used by our entire organization, from the President & CEO to the file clerk. We do Project Accounting in our line …
Deltek Vision Review
Deltek Vision is a one-stop-shop
Deltek Vision is for you
A Good Fit for AEC
User-friendly and easy to navigate
Reliable and Robust Platform
The PM solution that accounting will love
Deltek Vision To the Rescue!
Robust Accounting Program
Deltek Vision is a good choice
Deltek Vision review (CRM focused)
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Accounts payable (25)9.090%
- Custom reports (29)7.070%
- Standard reports (29)6.060%
- Dashboards (27)5.050%
Reviewer Pros & Cons
Pricing
What is Deltek Vision?
Deltek Vision is enterprise resource planning (ERP) software for project based companies.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Commercient Demo Deltek Vision and Salesforce
Blackbox Connector MailChimp and Deltek Vision Demo
CCG - Deltek Vision CRM with Connect for Microsoft Outlook - Product Demo
Vision Overview Demo
Deltek Vision Overview | BCS Prosoft
Features
Payroll Management
Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.
- 6.9Pay calculation(14) Ratings
Pay calculation provides for computation of employee pay with state and federal deductions.
- 7Benefit plan administration(9) Ratings
Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.
- 7.2Direct deposit files(13) Ratings
Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.
Customization
This addresses a company’s ability to configure the software to fit its specific use case and workflow.
- 8API for custom integration(11) Ratings
An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.
- 7Plug-ins(8) Ratings
A number of third-party plug-ins are available to expand the core functionality of the software.
Security
This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.
- 8Single sign-on capability(18) Ratings
The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.
- 8Role-based user permissions(23) Ratings
Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.
Reporting & Analytics
Users can report on and analyze usage, performance, ROI, and/or other metrics of success.
- 5Dashboards(27) Ratings
Users can create, customize and share dashboards, which provide an overview of the most important metrics.
- 6Standard reports(29) Ratings
The software offers pre-built reports with metrics standard to the category.
- 7Custom reports(29) Ratings
Users can create custom reports.
General Ledger and Configurable Accounting
Financial management solution, including capabilities for general ledger and configurable accounting
- 9Accounts payable(25) Ratings
This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.
- 7Accounts receivable(24) Ratings
This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.
- 8Global Financial Support(7) Ratings
Account using multiple ledgers, multiple currencies, and multiple entities
- 8Primary and Secondary Ledgers(14) Ratings
Record and report across multiple currencies and accounting standards with primary and secondary ledgers
- 8Journals and Reconciliations(15) Ratings
Automate and synchronize ledgers and processes
- 8Configurable Accounting(12) Ratings
Configure accounting rules and segments for each chart of accounts
- 8Standardized Processes(16) Ratings
Centralize financial management to facilitate standardized financial processes
Inventory Management
The ability to track and manage the flow of goods or materials into and out of an inventory.
- 6.5Inventory tracking(2) Ratings
The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.
- 3Automatic reordering(1) Ratings
The software can be set up to automatically reorder a good when it falls below a certain threshold.
- 6.1Location management(2) Ratings
The software can track multiple goods across multiple locations.
Order Management
The ability to process orders, and track them from quote to cash.
- 7Pricing(4) Ratings
Users can set up complex and unique pricing requirements.
- 7Order entry(2) Ratings
Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.
- 8Credit card processing(1) Ratings
The software facilitates credit card processing.
- 9Cost of goods sold(3) Ratings
The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.
- 8Order Orchestration(2) Ratings
Define and execute order fulfillment processes for products as well as services on the same order.
Subledger and Financial Process
Revenue management solution including capabilities for subledgers and financial processes
- 7Billing Management(15) Ratings
Access role-based billing work area, perform discrete and recurring billing
- 6Cash and Asset Management(10) Ratings
Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments
- 8Travel & Expense Management(15) Ratings
Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement
- 4Budgetary Control & Encumbrance Accounting(13) Ratings
Control spending at any budget level or time interval
- 8Period Close(14) Ratings
Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration
Project Financial Management
Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.
- 8Budgeting and Forecasting(12) Ratings
Establish project budgets and forecast future project financials
- 8Project Costing(13) Ratings
Standardize, track, and control costs at all project phases
- 8Cost Capture(11) Ratings
Capture costs including those for procurement, financials or time and labor, including from external systems
- 8Capital Project Management(7) Ratings
Track and manage capital asset costs
- 7Customer Contract Compliance(6) Ratings
Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms
- 7Project Revenue Recognition(12) Ratings
Recognize project contract revenue in line with accounting policies and regulations
Project Execution Management
Project execution management solution including capabilities for project scheduling, resource management, and team member task management.
- 8Project Planning and Scheduling(8) Ratings
Interactive Gantt chart for establishing tasks, durations, and delivery schedule
- 8Task Insight for Project Managers(8) Ratings
Project manager visibility into task progress of team members
- 8Project Mobile Functionality(7) Ratings
Capabilities for project functions such as updating and monitoring task progress and timecards from mobile devices
- 8Definable Resource Pools(3) Ratings
Definable and hierarchical resource pools of potential project resources
Grants Management
Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding
- 8Award Lifecycle Management(2) Ratings
Manage the life of program funding awards from initial funding to close-out
Procurement
Procurement management solution with capabilities for sourcing, contracting, procure-to-pay and supplier management
- 10Bids Analyzed and Compared(1) Ratings
Evaluate, compare and recommend across multiple bids in real-time using diverse user selected criteria and graphical analytics
- 7.3Contract Authoring(1) Ratings
Document authoring with guided navigation, negotiation templates and productivity tools for reviews and collaboration
- 8.2Contract Repository(1) Ratings
Secure and searchable contract repository leveraging standard company language components, structures and formats
Risk Management
Risk management solution with capabilities for managing controls, assessing control effectiveness, certifying controls, and addressing deficiencies
- 6Risk Repository(1) Ratings
Idenity, document, and manage business risks in a unified repository
- 6Control Management(1) Ratings
Establish and update risk and controls matrix, control test plans, and instructions
- 7Control Efficiency Assessments(1) Ratings
Assess control effectiveness on criteria such as geography, business unit, compliance requirements, etc
Logistics
Logistics solution with capabilities for transportation planning, transportation execution, trade compliance, customs management, warehouse management and warehouse workforce management.
- 9Fulfillment Management(1) Ratings
Support for multi-channel demand and execution fulfillment processes
Product Lifecycle Management
Product Lifecycle Management solution with capabilities for innovation management, product development
- 7Proposal Management(6) Ratings
Capture budget, resource, and benefit expectations for proposals
- 4.5Product Master Data Management(1) Ratings
Create, classify, and manage product items, BOMs and product changes
Product Details
- About
- Tech Details
- FAQs
What is Deltek Vision?
Deltek Vision Technical Details
Operating Systems | Unspecified |
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Mobile Application | No |
Frequently Asked Questions
Comparisons
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Reviews and Ratings
(59)Community Insights
- Business Problems Solved
- Pros
- Cons
Deltek Vision is a versatile software that addresses various business needs, making it a valuable tool for organizations of all sizes. Users have utilized Deltek Vision to complete weekly timesheets for project accounting, streamlining the process and ensuring accurate time tracking. The seamless integration with ADP allows for easy export of timesheet data and reconciliation of hours, saving time and reducing errors.
One of the key use cases of Deltek Vision is its ability to centralize data, providing a comprehensive view of the organization. This feature has been particularly beneficial for global organizations with multiple branches, as they can track time and expenses for billing clients while also storing and retrieving corporate history, project details, and client relationships. The software's highly configurable nature enables users to customize it to meet their specific needs and internal business policies.
Deltek Vision serves as a central clearinghouse for project-related data, making billing and data manipulation easier for project managers and executives. It facilitates expense report and timesheet coordination for multiple projects, simplifying billing and reimbursement processes. Additionally, Deltek Vision provides a centralized view of project status and financial tracking, improving project management efficiency.
Architects have found value in using Deltek Vision to manage projects, track progress, and ensure profitability. By integrating directly with timesheets, the software allows architects to track time for different projects, payroll, and submit expense reports.
Overall, Deltek Vision offers a broad range of functionalities such as time tracking, reporting, employee information management, project planning, accounting, and CRM pipeline tracking. While some users may find the user interface challenging initially, they acknowledge that the software successfully centralizes project information and provides access to more project details. Whether it's improving workload management or addressing daily accounting tasks like labor charges and invoicing, Deltek Vision proves to be an essential tool for businesses across various industries.
Flexible and Convenient Time Tracking: Many users have found Deltek Vision's time tracking capabilities to be flexible and convenient. They appreciate the ability to input time on different projects using various methods, such as web browsers and smartphone apps. This flexibility allows for easy and convenient time tracking, regardless of the device being used.
Seamless Integration with External Systems: Reviewers highly praise Deltek Vision's integration capabilities. They find it effortless to integrate and import data from their financial management system and third-party intranet tool. This seamless integration makes it easy to work with data from external systems within Deltek Vision.
Customizable Configuration Options: Users value the ability to build out user-defined fields, grids, and Info Centers within Deltek Vision. They appreciate the flexibility to configure the software according to their business model and policy without needing external consultants. This customization capability allows them to tailor Deltek Vision to meet their specific needs.
Cumbersome Time Sheet Correction Process: Several reviewers have found that correcting a time sheet in Deltek Vision after it has been posted is tedious and time-consuming.
Lack of User-Friendly Interface: A common complaint among users is that the desktop browser interface of Deltek Vision is not intuitive or user-friendly, making it challenging for new users to navigate and utilize the software effectively.
Difficulty in Generating Customized Reports: Many reviewers have expressed frustration with the reporting capabilities of Deltek Vision. The default reports provided by the software often do not meet their specific needs, requiring customization. However, generating personalized reports can be challenging due to the categorization of fields, resulting in difficulty finding and creating desired reports.
Attribute Ratings
Reviews
(1-24 of 24)Deltek Vision Review
- Project Management
- Timekeeping
- Financial Recording
- Reporting
- Fixed Assets transfers of assets
- Fixed Assets reporting
- Fixed Assets changes to assets
Deltek Vision for Engineering & Architecture Firms
- The ability to build out your own user-defined fields, grids, and even whole Info Centers is a huge plus. We can build out what we need in-house, without needing to engage outside consultants for most needs.
- The ability to create both user-initiated and scheduled workflows allows us to add intelligence to our actions within the system. We have weekly scheduled reports going out to the various levels of our organization, as well as workflows to trigger multiple field updates, alerts, emails, etc. to keep necessary people on the path and informed.
- We have had the system for several years and have modified it to fit our needs. Over the years, Deltek Vision has rolled out several updates that closely mimic our modifications. However, the testing of their new updates is not typically stellar. I have to open cases to flag inconsistencies or bugs with new items, even years after they have been released. With them focusing on getting Vantagepoint up and running, those bugs are pushed to the back burner, and they can't give me dates on when they will be fixed, so we continue to use our modifications instead of their available options.
- Their CRM system will have improved functionality in the new Vantagepoint system. Still, it hasn't been able to interact with Outlook to utilize the contacts, clients, or activities (calendar) across networks. This has been a massive ask from our sales force. We have yet to gauge the new functions and how well they work in Vantagepoint.
- Deltek Vision is designed with engineering and architecture firms in mind, so for their needs, it is very well suited. You have a lot of ways to track your projects high level and very detailed reports at your fingertips without having to go to the Accounting department every time you need new numbers. You can also see all invoices etc. if you have granted that access to the PMs. You are also able to get very detailed with your security by a person, as well as role-specific. However, when you have an employee wearing multiple hats, it is hard to grant them access to everything they need in one scenario, while not allowing that access in another.
- They have tried to beef up their scheduling functionality. Still, we haven't used it in a long time because when customers ask for scheduling, they specifically ask for Primavera in the RFQ's, so having this huge scheduling platform in Deltek Vision hasn't been all that useful.
It works but it's not flashy
- Line by line expense reports, easy to upload receipts.
- Only a few steps to submit a time sheet.
- User interface is dated looking.
- Difficult to see project names- they get cut off and you can't expand or scroll to view.
Deltek Vision is a one-stop-shop
- Deltek is a very integrated system for accounting purposes. It stores documents as support for postings (e.g. AP invoices) so you can easily access the source information.
- Time tracking for our consultants is a must and Deltek has a good platform for tracking time and for accounting for time.
- Deltek has the ability to run almost any kind of report that you could possibly think of! There are fields for almost everything and if there aren't specific fields you can add them.
- The user interface of Deltek Vision is less than desirable. It is clunky, hard to learn, and cumbersome to navigate between. Deltek Vision is transitioning to a complete online platform which we have started to transition to, and they have made that "prettier" but the functionality isn't as great, so far.
- While there are lots of reports and fields that can be run, finding how to run or create the report that you are wanting, can be very challenging. Reports are broken out into categories and sometimes you want to see 2 different fields that Deltek hasn't put in the same category, and you can't do that. So there are times where I have to run two different reports, export, and then do vlookups or other comparisons to combine the information.
- Deltek Vision has to be run off of a PC. It does not work on a Mac OS. Some firms may not mind that but as a Mac-based firm, accounting is forced to be the only PC's.
Deltek Vision is for you
- Deltek Vision does an excellent job of providing various methods to input time on various projects. It supports the web browser on the desktop and apps on various smartphones.
- Deltek Vision accesses project data from a single database. So various project information can be recalled for review.
- Deltek Vision can be implemented from the cloud so we don't have to spend time managing an on-premise server to maintain the software.
- Deltek Vision's use of the desktop browser interfaces could use some major upgrades. It's not very user-friendly. When a field is left blank it would prevent the user from saving the timesheet but would not clearly inform the user where the error has occurred.
- Deltek Vision should provide a simple method to print summaries like have its own built-in pdf export program instead of relying on a 3rd party program like Adobe.
User-friendly and easy to navigate
- User-friendly
- Easy to navigate and search for things
- Great cost accounting
- Setting up proposals can be extremely extensive in the beginning
- Easier ways to implement documents
Reliable and Robust Platform
- Tracking detailed time that is tied to programs (we have hundreds of programs)
- Reporting - the reporting is robust with several options
- Access levels - certain people in the company can only access certain information so we can keep employee data confidential
- Mac users have a different view from PC users and it is not as robust as what you can do on a PC.
- You can only access the platform through Internet Explorer on a PC, which is an outdated browser not a lot of employees use for anything else.
- User interface is a bit outdated, it could use a refresh.
Deltek Vision To the Rescue!
- The links developed between clients, contacts, jobs, employees, and activities ... and opportunities are very nice
- We are able to easily configure the info centers (data tables) to meet our business model and policy
- We are integrated with systems outside of Deltek Vision. We integrate and import (nightly) with data from our financial management system. We are also integrated with a third party intranet tool. Very easily done with the right staff on hand.
- Users complain that it is difficult to use, cumbersome
- Reporting and query functions are powerful but not for casual users
- The entire platform is changing over the next 18 months. Which means I will totally have to re-do all my documentation and training materials and provide enterprise re-training. This is like going from an apple to a pizza - 100% overhaul. as the administrator, not looking forward to it.
Robust Accounting Program
- Very robust in accounting funtions
- Dashboards for quick access
- Integrates with some 3rd party software
- Not flexible with the program
- Communication of known defects
- Better for the end user who only does time and expenses
Deltek Vision - Perfect for us
- Deltek Vision tracks project information well and the users can easily see the project financial information.
- Employee time and expenses are easy to enter using Deltek Vision core. Having the ability to enter and review detailed timesheets is a great feature.
- A relatively new feature in Deltek Vision is being able to upload transaction backup documents. The transaction backup documents are also available in reporting. This feature has saved us countless hours of research.
- Deltek Vision's CRM app definitely has room for improvement. The app is hard to use. It also doesn't include leads, which seems strange for a CRM program. We have stopped using it.
- The Deltek Vision inventory reporting module could use some improvement. Being able to select transaction dates would be incredibly helpful.
Deltek Vision Review
- Project Planning
- Reporting
- Analysis
- A lot of project managers and staff other than finance or accounting do not find it user-friendly.
- Project planning currently does not have interaction with the main program for updating information.
Deltek Vision Review
- The Deltek Vision Time & Expense feature is easy to teach and use and with the new iAccess feature employees can enter their time and expense reports from anywhere.
- Deltek Vision has a ton of built-in reports and the availability to customize even more. The reporting is easily downloaded into PDF form or Excel which makes each report more versatile.
- I would like to see more information on how to set up features in Deltek. There is quite a bit of information you can get on how to use a feature once it is up and going, but not a lot of information you can easily get on how to start from scratch.
Deltek Vision Review from a Billing standpoint
- The time sheet and expense entering are very detailed and users can log time from iAccess if they are out of the office as well as upload to receipts straight into vision.
- It works great as a billing system. it's pretty straight forward and being able to run batches or also single invoices depending on your need is helpful.
- It has a wide variety of reporting and you can also customize report to drill down and pull the info you need.
- It can be difficult for new users and somewhat overwhelming.
- You need to be familiar with customizing reports to be able to get what you want. The default reports don't usually provide what information is needed.
- I really hate that we still have to use internet explorer to access vision.
Deltek Review from an HR user
- It is a very detailed time and attendance system that works well for our engineering based business
- It works well for our accounting department as a billing system.
- It has many reporting functions to track our projects to let us know where we are on our budgets.
- I understand that is it is not an HR tool but I wish it had an HR function to it so I wouldn't have to buy other software to get what I need as far as HRIS and recruiting needs.
- While the reporting is good sometimes it takes me a time or two to run the report to get the data I want. Maybe easier reporting features.
Deltek Vision leads the pack
- Accurate data
- Unified location to find benefits information
- Multiple uses
- User-friendly performance
- User-friendly design
Deltek Vision is engineered for excellence
- Central location for all project billing data.
- Integrated with staff forecasting software to help plan staffing needs.
- We were able to collect project descriptions for integration into resumes so that they are current.
- Pull downs could be better.
- The help was weak. Training was required to fully use the software.
- Formatting and printing could be more user-friendly.
Very useful for Professional Services firms
- Tracks labor and expenses at the project, department, and staff level.
- Has a mobile application for staff working at project sites.
- Extensive reporting capabilities.
- Default reports are not intuitive. Most users will need to personalize reports to make them more useful.
- Cumbersome start up procedure. Staff should be able to open their timesheet in one step.
End user of Deltek
- Time sheets. The mobility and ease of the user interface makes doing your time sheets easy.
- Expense reports. The interface is easy to understand and the ability to link your receipts as PDFs makes for better reporting.
- Project look up for basic information is quick and easy.
- Project creation. The interface is hard to understand.
- Assigning personnel to projects and projecting hours needs a lot of work.
- Generating reports makes no sense.
Deltek User's Review
The user interface is not easy to use as others.
- Timesheet
- Invoices/Expenses
- User interface
- Project managing ease
- Marketing pipeline
Deltek is great for streamlining and efficiency.
- The ability to track different times spent on different projects and what phases of each project are billed at.
- Expense reports are very detailed and allow for use to send and itemized list of reimbursables to the client for payment or billing.
- When working with deltek, managing multiple people is helpful as well because we are able to tell when our project become profitable or start to drag and cost us money.
- I think the user interface of deltek needs some work. Its not very user friendly and take a long time to get used to.
- There are number of updates that seem to sometimes crash our system and then it take a while to get it back up and running with their support.
- When creating a time sheet, the amount of detail could be increased so that different phases are billed at different rates. Cannot do this at this time.
Like Deltek, Don't Love It!
- Inclusive - it includes every aspect of the project.
- Searchable - if you know how to use the advanced search function, you can find any piece of information you need.
- User experience - it's clunky and not terribly user-friendly.
- Slow - it can take a long time to save or access information.
- Doesn't play well with others - you simply can't connect it to most any other software. Really difficult to
Vision Fatigue
- Integration of accounting records to CRM records
- Tracking project contacts
- Configurations section is not user friendly and is clunky and poorly laid out / designed. (Very obvious that CRM was completely separate program that was forcibly integrated into accounting portion)
- Please hire a user interface designer
- No good way to track when projects get new names, are acquired by new owners, ...
- No good way to track people across projects and organizations as they move over the years.
Deltek Vision's limited sightline
- Centralizing project information
- Managing reporting automation
- Integrating marketing and accounting information
- User experience
- Integration with MS Outook
- Visualization of project information
Deltek Vision for the Architecture Industry
- Deltek Vision has tremendous flexibility for power users to customize the interface. With a few clicks you can add in new screens for capturing information about your projects.
- Reporting is another feature that can be heavily customized. End users have the ability to create any number of reports that provide insight into their projects. This can all be done without any administrative action.
- Deltek Vision has the ability to integrate with other systems and establish workflows between these systems. This has been a huge benefit to the users.
- Reporting is one of its strengths but some users are overwhelmed with all of the options being provided to them. I believe a more user friendly interface for reporting would be beneficial.
- The business development features are difficult to use for the average user. More effort needs to be done to make these user friendly.