Name: Deltek Vantagepoint
Rating: 5.5 (11 reviews)
Author: Deltek, Inc.

Help Desk

Kiosk

Web and Video Conferencing

Customer Support

Product Analytics

Version Control

Development

Virtual Classroom

Education

Business Intelligence (BI)

Collaboration

Demand Planning

Enterprise Asset Management

Knowledge Management

Enterprise

Accounting

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

Cloud Storage

Consulting and Advisory Services

Data Catalog

Email Verification

Embedded Database

Fraud Detection

Function as a Service (FaaS)

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Mobile Identity

Network Performance Monitoring

Object Storage

Output Management

Server Management

Technology Business Management

Value Stream Management

WAN Optimization

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

Affiliate

All-in-One Marketing

Audience Engagement

Contact Management

Content Management

Creative Management

Customer Experience Management

Email Marketing

Local Marketing

Marketing Automation

Product Sampling

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Video Conferencing

Wireframing

Professional Services

Auction Software

Call Recording

Customer Relationship Management (CRM)

Product Configuration

Quote to Cash

Revenue Operations

Sales

Application Security

Security Orchestration, Automation and Response (SOAR)

Security

Civil Engineering

Construction Workforce Management

Last Mile Delivery

Lease Management

Nonprofit Advocacy

Vertical-Specific

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### Project Management
User feedback on Deltek Vantagepoint's project management functionality varies widely. While some users appreciate the comprehensive project and portfolio management features offered by the platform, others find it challenging to navigate and learn, especially for new users. The software's ability to centralize project-related information and provide detailed analytics is praised by some, while others highlight limitations in financial budgeting and reporting capabilities. Despite mixed reviews, Deltek Vantagepoint seems to cater well to engineering firms and professional services, aiding in project organization and client focus.

### Project Planning and Budgeting
User sentiment about Deltek Vantagepoint's project planning and budgeting capabilities is quite diverse. While some users appreciate the comprehensive project management functions and the ability to track budgets and revenue effectively, others have raised concerns about the platform's usability, particularly in terms of customization and reporting features. The mixed feedback suggests that while Deltek Vantagepoint offers valuable tools for project planning and budgeting, there are areas that may require further refinement to meet the varying needs of users.

### Portfolio Management
Opinions on Deltek Vantagepoint's portfolio management capabilities vary among users. Some users appreciate the comprehensive features and tools offered for managing projects and resources within the portfolio. However, others find the platform challenging to navigate and learn, which can hinder its effectiveness in optimizing portfolio management processes. The mixed feedback suggests that while Deltek Vantagepoint offers a robust portfolio management solution, there may be room for improvement in terms of user-friendliness and accessibility for all users.

### Time and Expense Tracking
User sentiment regarding Deltek Vantagepoint's time and expense tracking capabilities is generally positive. Users appreciate the ease of entering and submitting timesheets and expenses, as well as the ability to access the software from various devices. Some users find the software to be functional and straightforward for basic time and expense tracking tasks. However, there are also concerns raised about the search functionality and user interface, suggesting room for improvement in these areas. Despite some minor drawbacks, overall, users find Deltek Vantagepoint to be a reliable tool for managing time and expenses efficiently.

### Reporting and Dashboards
User sentiment regarding Deltek Vantagepoint's reporting and dashboards functionalities appears to be mixed. While some users appreciate the comprehensive dashboard with detailed analytics and collaboration features, others have encountered challenges such as slow-running reports, glitches, and the need for improvements in customization options. The system's robustness and the abundance of choices in running reports have been noted, with some users finding the software slightly complex to navigate efficiently. Despite some positive feedback on the user-friendliness and customization options, there are concerns about the system's performance, bugs, and the need for enhanced reporting capabilities.

### Financial Management
Users generally have mixed opinions about Deltek Vantagepoint's financial management capabilities. While some appreciate its integration with accounting functions and the ability to track various financial data points, others find the financial accounting aspect to be clunky and in need of improvement. The platform's financial budgeting features are considered simplistic by some users, requiring additional external budgeting software for more advanced financial planning. Additionally, limitations in reporting capabilities, such as the inability to combine data from different areas within the software, have been highlighted as areas for enhancement. Despite some users finding benefits in the platform's financial management features, there are concerns about the complexity of navigating financial aspects and the need for further development in this area.

### Resource Planning
Users generally praise Deltek Vantagepoint's resource planning capabilities, highlighting its ability to efficiently staff employees to projects and streamline the allocation of resources. While some users have noted minor issues with sorting options and planning overtime, overall feedback indicates that the resource planning module effectively enhances project management processes by providing visibility into resource allocation and facilitating proper staffing on projects. The platform's customizable workflows and secure document management features have also been commended for improving operational efficiency and reducing manual efforts.

### Billing and Invoicing
Users generally appreciate Deltek Vantagepoint's billing and invoicing features. The system allows for efficient tracking of timesheets, expenses, and invoices, streamlining the billing process. However, some users have pointed out minor functionalities that could be improved, such as the ability to drill down to specific levels in the invoice tab and the speed of the project search in transaction entry. Despite these minor issues, overall, users find Deltek Vantagepoint to be a valuable tool for managing billing and invoicing processes effectively.

### Security and User Access
Users generally praise Deltek Vantagepoint's extensive security features and user-friendly interface. While some reviewers appreciate the granular controls and customization options for security, others express concerns about limitations in security options tied to reporting and data visualization. The consensus leans towards the platform offering robust security measures, but there are mixed opinions on the ease of navigation and the dated appearance of the user interface. Despite some users finding the interface slightly outdated, the majority acknowledge the platform's strong security protocols and user access capabilities.

### Training and Support
User sentiment regarding Deltek Vantagepoint's training and support capabilities is varied. While some users appreciate the user-friendly nature of the software and find the learning curve manageable with proper training, others express concerns about the steep learning curve and the need for external consulting help to implement customizations. The consensus seems to be that training is essential to fully utilize the software's functionalities, especially for new users. Additionally, users highlight the importance of ongoing training to maximize the benefits of Deltek Vantagepoint.

### CRM Integration
Users have expressed varying opinions regarding Deltek Vantagepoint's CRM integration. Some users find the CRM module embedded in roles to be a hindrance, especially for those who do not require full access. Additionally, there are concerns about the cost-effectiveness of the CRM module for smaller companies. On the other hand, some users appreciate the customization options and integration capabilities that Vantagepoint offers for CRM functionalities. It is recommended for users to undergo thorough training to maximize the benefits of the CRM integration and to continuously educate staff and leadership on its usage.

### Customization and Upgrades
User consensus seems to be that Deltek Vantagepoint's customization and upgrade capabilities are highly valued. Reviewers appreciate the flexibility and options available for tailoring views, setups, and security controls. The ability to personalize the system without incurring high customization costs has increased user buy-in overall. While some users have encountered glitches and slower performance during report generation, the general sentiment leans towards the positive impact of the upgrades in enhancing user experience and system functionality.

### Implementation and Enhancements
Users have highlighted the positive aspects of Deltek Vantagepoint's implementation, such as the knowledgeable and patient implementation team, user-friendly interface, and the ability to customize views without high costs. However, there are concerns about limitations and glitches, particularly in report generation and system speed. Despite these challenges, users are optimistic about the ongoing enhancements and new features that are expected to address these issues and further improve the system's capabilities.

Users suggest treating the purchase of Deltek software as a professional-grade software purchase. They believe that Deltek products are top-notch and can meet a variety of needs without requiring third-party tools or data experts. Some users also recommend consulting with a third-party consultant for Deltek implementation and exploring other project management software options that prioritize ease of use and intuitive features. Additionally, many users highly recommend Deltek Vision for the architectural industry, particularly in tracking staff time and expenses.

User-Friendly and Easy to Navigate: Users have praised both Deltek Vision and Vantagepoint for their user-friendly interfaces and easy navigation. Many reviewers have stated that the software is intuitive, allowing them to quickly learn and navigate through different features. Some users appreciate the simplicity of the design, which makes it easy to find what they need without any confusion.

Comprehensive Features and Customization Options: Reviewers have expressed their satisfaction with the comprehensive features offered by both Deltek Vision and Vantagepoint. They appreciate the wide range of functionalities available, which enable them to efficiently manage various aspects of their business operations. Additionally, users value the customization options provided by these software solutions, allowing them to tailor the tools according to their specific needs.

Superior Reporting Capabilities: The reporting capabilities of Deltek Vision and Vantagepoint are highly regarded by users. Several reviewers have mentioned that these software solutions offer superior reporting features compared to competitors. They appreciate the ability to generate detailed reports that provide valuable insights into project performance, financial data, resource allocation, and more. This functionality allows businesses to make informed decisions based on accurate information derived from robust reporting capabilities.

Terrible Data Analysis Capabilities: Many users have expressed frustration with the software's data analysis capabilities, stating that it is almost impossible to make sense of the data. Some users find it difficult to pull out specific financial data without purchasing additional products, and others mention the removal of actuals data as a limitation in reporting and planning.

Difficulties with Search Function: Users have complained about the search function for help articles, finding it cumbersome and not easy to use. Many express frustration with the limitations and complexity of the search options, which often require multiple attempts to find what they are looking for.

Slow Startup Time and Glitches: Several users mention that the startup time for the software is slow, taking about a minute to fully open the timesheet. They also report occasional glitches in the software and slow performance when working in Deltek. These issues negatively impact user experience and productivity.

Deltek Vantagepoint is a comprehensive project and portfolio management software that offers a range of use cases for organizations. Users have found that the software allows for efficient management of projects and streamlined billing processes, saving time and allowing for focus on other tasks. With its integration across accounting, operations, and marketing functions, Vantagepoint provides clean integration and customization options based on individual company needs. The module for resource planning eliminates the need for separate third-party applications and Excel spreadsheets, making staffing employees to projects much easier. Additionally, the software fully integrates timesheets, expense reports, purchase orders, and billing, creating inclusive reports and data consolidation.

The web-based nature of Vantagepoint enables users to work from any location with internet or cell service, providing flexibility and accessibility. The project management features, including dashboards, offer improved visibility and insights into project progress and financials. Users have noted the user-friendly planning option and the potential for relevant graphic displays through customizable dashboards. The software helps with data consolidation, ease of access, and role-specific views and security, providing more visibility to project-related transactions.

Deltek Vantagepoint has been praised for its organization and client-focused approach, making it an ideal solution for engineering firms and professional services. However, some users have experienced issues with the planning portion of the software and are still in the process of learning about its various tools and features.

Overall, Vantagepoint has the potential to streamline processes, improve relationships between departments, and save time through automation and scheduled reporting. The software offers real-time data analysis, seamless data access, and entry, reducing the time spent on mundane tasks and enabling better decision-making. Project managers benefit from real-time information, progress tracking, and budget management within Vantagepoint.

With its versatility, end-users can perform various tasks such as time entry, CRM tracking, and project budget management all in one place. Deltek Vantagepoint reduces paper usage through electronic approvals and incorporates timesheet data into project financial reports and accounting.

The software is particularly useful for companies with multiple office locations, helping streamline and organize information. It aids in tracking proposal pipelines and serves as a primary project management tool for many organizations. Deltek Vantagepoint provides a complete package that automates routine tasks, increases revenue assurance, and provides ERP capabilities. It is used for client billing, expense reporting, risk and contract management, project management, and general accounting.

While the software has received positive feedback for its ability to make business processes more efficient and improve relationships between departments, some users have experienced bugs and workflow adjustments that could be improved for a better user experience. However, Deltek Vantagepoint remains a versatile software that can handle various business processes such as expense reports, monthly client invoicing, payroll, and accounting.

The seamless integration between timesheets, expense reports, and the invoicing process has been praised by users for its ease of use. Timesheets can also feed into the payroll system, enabling quick and easy employee ACH generation. By using Deltek Vantagepoint, businesses have been able to reduce their paper usage and keep required business documents within the platform while maintaining proper security.

The customizable workflows within the system send notifications to the appropriate parties, ensuring efficient communication and resource allocation. Users appreciate the company-wide accessibility of the software, as it integrates all business processes into one system, eliminating the need for multiple systems that do not work well together.

Deltek Vantagepoint is used for a variety of tasks, including time sheet management, contact and list updates, and information storage for proposals. It has proven effective in boosting productivity and seamlessly integrating with accounting operations. Proper training is important for maximizing the benefits of the software.

Users find Deltek Vantagepoint a reliable tool for easy and accurate timekeeping and expense tracking. The system generates clean and detailed reports that can be reviewed without hassle. Additionally, the software allows customization of project data, including valuable content for prospective clients and resource allocation tracking.

While some users have mentioned that the user interface appears dated compared to its competitors, Deltek Vantagepoint has been helpful in organizing company resources and allocating time spent per employee on billable projects. Its accessibility from anywhere makes it convenient for remote work and tracking hours. The custom reporting capabilities allow users to generate reports tailored to their specific needs.

Overall, Deltek Vantagepoint is a fully integrated accounting solution that works seamlessly with banking systems and third-party vendors. Although some users have found better systems available for accounting purposes, the software's integration of business processes has made it a valuable asset for many organizations. It simplifies project invoicing processes, approval workflows, and offers project cost accounting, employee system of record, and project tracking capabilities. Deltek Vantagepoint has been instrumental in improving productivity, streamlining accounting processes, and providing comprehensive solutions for businesses.

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Subscription

ConnectWise PSA

Deltek Vantagepoint

Professional Services Automation Software is a type of project management software for companies that need to plan, track, and invoice client projects. Beyond typical project management features like scheduling, task management, resource management, document management, and team collaboration, PSA tools also include features for generating quotes/estimates, invoicing, project & financial reporting, and otherwise communicating with clients.

Professional Services Automation

Powering Project Success with Deltek Vantagepoint - Mobile Time and Expense

Likelihood to Recommend

Usability

Support Rating

Vantagepoint CRM and Mobile CRM - Manage pipeline and nurture client relationships with Vantagepoint CRM

Vantagepoint Resource Management - Avoid burnout and staff project appropriately with Vantagepoint

Vantagepoint Project Management - Control all project information in one place from pursuit through completion with Vantagepoint

Vantagepoint Accounting & Financial Management - Get the flexibility and control to accurately manage your financials with Vantagepoint

Vantagepoint Time & Expense Management - Quickly capture time and expenses on any device to improve cash flow with Vantagepoint

Vantagepoint Dashboards and Business Intelligence -Gain complete visibility across the company to make timely, informed decisions

Deltek is a leading global provider of enterprise software and
information solutions for professional services firms
and other project- and people-based businesses. The vendor says they have delivered
actionable insight that empowers their customers to unlock their business
potential. 20,000 organizations and millions of users in over 80 countries
around the world rely on Deltek to research and identify opportunities, win new
business, recruit and develop talent, optimize resources, streamline operations
and deliver more profitable projects. 

According to the vendor, more
agencies are turning to Deltek to improve their operations and profitability
because they require a trusted partner that specializes in purpose-built
solutions for agencies and project-focused businesses.

Salesforce Sales Cloud

Airtable

Adobe InDesign

Salesforce CMS

OpenAsset

Microsoft Excel

Proposal Specialist

Deltek Vantagepoint 2023-10-06 07:48:03

ScreenConnect

Trend Micro Worry-Free Services Suite

Cove Data Protection

VP of Sales & Account Management

Deltek Vantagepoint 2023-10-05 17:24:59

Deltek Vantagepoint 2022-03-21 11:35:56

ZoomInfo Sales

Unanet CRM by Cosential

Newforma Project Center

Zoho ContactManager (discontinued)

Deltek Vantagepoint 2020-12-17 09:44:32

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

User interface

Easy to understand

Bit complicated

Project data

Time logging

Home

Professional Services Automation Software

Currently, we use Vantagepoint almost exclusively as accounting software along with using it for timesheets. We are looking to implement it for use as a CRM system, as I have used it for in the past. Right now only those in accounting really know how the software is used as the business model of the company is somewhat different from most others in civil engineering. One of the roadblocks to using the software is resistance to change and having to learn a new system.

Timesheets.
Interconnection of data. Activities are tied to contacts, firms, employees, and projects, accessible from any of these hubs.
Customization of fields, tabs, and hubs is very flexible. You can create as many different customizations as necessary for your business model.

Reporting is very clunky and anything but intuitive.
Compared to Vision, Vantagepoint layouts are very cookie-cutter. The latest release allows you to create up to 5 columns, still, it is so much less customizable than Vision in look and feel.
Customer service is poor. If you have a question or issue you can expect it to be addressed in 2-4 weeks, minimum.
Software testing has been poor in the past. Too many bugs have made it through to release on things that should have easily been caught, such as certain workflows not working, etc.

Reporting
Storing project narratives and other project information
Timesheets
Expense reports

Provides a customizable option for many current and to-be-determined use cases.

Adobe InDesign, OpenAsset, Microsoft Excel, monday.com

We used it for over 2 years. We just finished up last month. In my opinion, we did not get any ROI with the product. It was very lackluster with information that we required. When we tried to get more information nobody contacted us. Based on experience, there were erroneous charges from DelTek without explanation and then they would not refund us for charging the account for those fraudulent charges. I believe they did not even provide the service for those additional charges either. When we tried to cancel after 2 years of the product not working for us at all, they tried everything they could to save us. At that point they wanted to talk, but when we were having issues the entire 2 years before, they didn't have the time. That being said, we cancelled, and when the month was over they tried to auto renew us. They said we didn't provide any evidence that we were cancelling. We provided multiple emails where we said we were going to cancel. They wouldn't let us cancel and they even tried to take us to collections at that point. After everything I would not recommend utilizing DelTek at all.

Customer Service
Fraudulent Charges
Listening to their clients

Trend Micro Worry-Free Services Suite, Cove Data Protection, ConnectWise ScreenConnect

I thought that Deltek Vantagepoint was a pretty solid software. From my persepctive, it seemed like there wasn't a lot of flexibility for the user, but I did not usually need to do anything other than log my time, or put in time off. It was pretty easy to use.

Time logging
Checking remaining PTO
Checking total hours on a project.

Time tracking
PTO tracking
Project # tracking

I cannot speak to this as I was not the business owner

We used VantagePoint to consolidate CRM and project data for pursuits, projects, clients, documents, and financials. We were happy with the way it has reduced duplicate entry into multiple systems. It was easy to learn and intuitive for users across multiple levels and departments. It has streamlined the 'pursuit of client' process.

Consolidation of CRM
Project data
Project financials

User interface could be cleaner.
It is a bit complicated.
It could be more focused on marketing.

It saves time.
It is expensive.
It is easy to use.

Cosential, Salesforce CMS and Zoho ContactManager

ZoomInfo, Newforma Project Center, Cosential

Deltek Vantagepoint

Overview

What is Deltek Vantagepoint?