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Pre-built utilities, templates, and tools to enhance your Deltek Vantagepoint or Unanet A/E system.

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Vantagepoint Custom Report bundle: Workflow Visibility Reports
Deltek Vantagepoint
Utility

Vantagepoint Custom Report bundle: Workflow Visibility Reports

Stop digging through clunky menus. Get instant, searchable visibility into your Workflow Buttons, Emails, and SQL Procedures.


For the Operations Manager & Process Lead


See what your system is doing—without the headache. Trying to understand your company's automation using the standard Vantagepoint report is like trying to read a dictionary that isn't in alphabetical order. It is cluttered, confusing, and you can't search for anything.


The Workflow Insight Bundle changes that. It breaks your automation down into three clean, readable reports:


  • The "Hub" View: See your workflows organized naturally by function (Projects, Employees, Firms), so you can instantly answer questions like "Do we have an alert set up for new Projects?"


  • Email Verification: Quickly review exactly which emails are being sent by the system, ensuring your teams (and clients) are getting the right messages.


  • Button Logic: See a clear list of every custom button and what it does, so you never have to guess.


  • Access for Everyone: Unlike the admin screens, these reports are safe to share with team leads. They reveal process, not sensitive data.


For the SQL Developer & System Admin


Bypass the UI. Audit faster. The native Workflow Management interface is powerful, but it is also slow, restricted to Admins, and impossible to search effectively. If you are trying to find which workflow is triggering a specific Stored Procedure, clicking through menus is a waste of billable time.


Technical Specifications:


  • Searchable Stored Procedures: The Workflow Procedures report allows you to search by stored procedure name. Instantly identify every workflow instance calling that specific script.


  • Functional Grouping: Data is structured by Hub/Application location, allowing for rapid impact analysis when modifying specific modules.


  • No Admin Rights Needed: Give your junior devs or analysts visibility into the logic layer without giving them "God Mode" access to the configuration screens.


  • Structured Output: Unlike the standard PDF export, these reports are clean, sortable, and designed for quick auditing.


Examples snips:


Workflow buttons:

Workflow Emails:


Workflow Stored Procedures:


  • Organized view of Workflow Emails
  • Organized view of Workflow Buttons
  • Organized view of Workflow Stored Procedures

$2,500.00

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Vantagepoint Custom Report: SCG Deep Scan
Deltek Vantagepoint
Utility

Vantagepoint Custom Report: SCG Deep Scan

For the Administrator & Power User


Don't just find the data—understand it.


  • Find Anything: Search for a partial name, number, or code, and we scan the entire system to find it.


  • Get the Context: Alongside your search results, the report displays the official descriptions for that specific table and column. You don't just see where the data is; you learn what it does.


  • Solve Problems Faster: Whether you are tracking down a "ghost" record or auditing strange data, you get the full picture (Location + Definition) in one view.


For the SQL Developer & Technical Lead


A Self-Documenting Global Search Engine.


When performing forensic data analysis, finding the string is only half the battle. You also need to understand the intent of the schema where that string resides. This tool bridges the gap between raw data and system documentation.


Technical Specifications:


  • Integrated Data Dictionary: The report cross-references the system’s metadata to pull in the official schema definition for every result. It returns the Table Description and Column Purpose alongside the raw data match.


  • Universal String Search: Dynamically iterates through all database tables and columns to locate values, regardless of data type.


  • Context-Aware Debugging: ideal for new developers or consultants who are navigating an unfamiliar Vantagepoint environment. It eliminates the need to constantly switch between SSMS and the Help files.


  • Execution Expectation: A full deep-dive scan typically takes 5–10 minutes, prioritizing completeness and context over speed.


⚠️ Important Security Notice

Administrator Access Only Recommended This report is extremely powerful and is designed to bypass standard screen-level security filters to ensure a complete search. This means it may return results (and descriptions) from sensitive areas like Payroll or HR. We strongly recommend limiting access to this report to System Administrators or highly trusted Data Managers.


Here is an example out put from a client database:




  • Search specific columns and tables
  • Partial and exact search
  • Exclude tables from search

$2,500.00

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Vantagepoint Custom Report: SCG Column Analysis
Deltek Vantagepoint
Utility

Vantagepoint Custom Report: SCG Column Analysis

Understand your data before making configuration changes.


Managing field changes in Vantagepoint shouldn't be a guessing game. Every time you rename a field, hide a column, or change a dropdown in Screen Designer, there is a risk that you might accidentally "break" a hidden workflow or process running in the background.


The SCG VP Column Analysis report gives you X-Ray vision before you make changes.


How it helps you:


  • Search Simply: Just type part of a name (like "Project" or "Client") and see results.


  • Visualize Usage: We show you exactly which screens and tabs are using that field, so you know what will be affected.


  • Workflow Protection: See if that field is triggering any automated alerts or updates. If a field is driving a critical workflow, this report warns you before you delete or modify it.


  • Clean Up with Confidence: Want to remove an old field? Check first to see if it’s actually being used, or if it’s sitting empty.


The Bottom Line: Make configuration changes faster and with total peace of mind.



Full-Stack Impact Analysis & Data Dictionary.

When you are refactoring schema or debugging complex customization errors, "checking the front end" is cumbersome at best.

You need to know deep dependencies—stored procedures, views, and data density—to ensure data integrity, but you need a way to do it that isn't clicking around looking for stuff.


The SCG VP Column Analysis engine reveals the entire backend relationship of any column in your database.


Technical Specifications:

  • Dependency Mapping: Instantly identifies SQL objects dependent on your target column, including Stored Procedures, Views, and Functions.


  • Advanced Workflow Forensics: Traces column usage deep inside workflow logic, including specific Conditions, Modify Actions, and embedded Stored Procedures within the workflow engine.


  • Metadata & Density Analysis: Returns precise table locations and row counts. Quickly determine if a column is NULL across the board or heavily populated before you migrate or deprecate it.


  • Flexible Search Logic: Supports comma-delimited lists and partial string matching (e.g., searching "cust" returns Customer, CustType, and CustomField schema matches simultaneously).


The Bottom Line: Reduce technical debt and eliminate regression errors during upgrades or customizations.


The 3 images below are samples from a customer database:


  • Field dependency searching
  • Modify parameters right on report

$2,500.00

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