Deltek Vision Custom Invoice grouped by Team instead of by Project, Phase, Task

Here’s an interesting take on a Deltek Vision custom invoice I just completed for a client headquartered in Houston, TX.

They needed Labor, Units and Expenses grouped by the Team Supervisor instead of project element (project, phase, task), and only when there was a Team Supervisor on the project.

For these types of projects needing this new format, the team could post to multiple places on the project itself, so the grouping by project, phase and task had to be hidden or circumvented.

Lastly, a project might not show team data exclusively.  Meaning, that some of the invoice items needed to be in the standard format with standard groupings.  Thus, on the same invoice you might have billing items that were grouped and displayed in the “old” format, as well as data displayed in the “new” team based format.

Since the invoice in Deltek Vision is basically a giant SSRS report with 25+ sub reports, it took a bit of work to do this one.

First, I had to create a new sub report that displayed Labor, Units and Expense data using team supervisor groupings instead of Project, Phase and Task.

Then, it required modifying the queries of all the sub reports so the standard invoice format wouldn’t show the team data, but would still show the non-team data if there were both types on the same invoice.

The summarized items report required queries that pull data differently from the invoice than the normal Vision standard report does.

Here’s a screenshot from an example print out of just the team data after exporting to Excel… names and other elements have been changed to protect sensitive information:

Ensite Invoice w Callouts

If the Billing Invoice Template editor in Deltek Vision isn’t meeting your needs, contact me to discuss what can be done about it.

Looking forward to working with you.

 

 

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