Missing Timesheets 2.0 for Deltek Vision v 7

I posted this one a week or two ago, with a solution for missing timesheet reporting…
Missing timesheet days for Deltek Vision

I’ll admit that it bothered me. The report wasn’t very good. It didn’t show if an entire timesheet was missing, nor if the total number of hours still met expectations when there were timesheet days missing.

So I upgraded the report. Now you can run this report in Deltek Vision 7.1 through 7.6 (and Deltek Professional Services as well) which will show you missing timesheets for all employees.  The report has the following features:

  1. Run the report for any period of time by entering a start and end date.
  2. Filter the report by any subset of employees if needed.
  3. Show missing timesheets.
  4. Show missing timesheet days.
  5. Show cases where the number of hours is less than the expected amount for any day or timesheet period even if all days have timesheet entries.
  6. The report is deployed to your existing Deltek Vision implementation, cloud or self hosted, inside of your regular standard reporting interface. This means it uses all the same security settings, favorites and saved searches. You can also export this report to PDF, Word or Excel like any other Deltek Vision report!

Price: $2,500 USD
Maintenance: $500/year

Note: This report will adapt to whatever timesheet periods you have established in Deltek Vision.

Here is a quick guide for how it works:

Missing Timesheets Report

New Partnership for Deltek Vision and Deltek Professional Services consulting

I am excited to announce the official launch of Version X Solutions!

Version X Solutions is a new partnership that brings together a combined 30 years of Deltek Vision knowledge and experience under one umbrella.

We offer a wide and practical range of products and services including custom modules, custom reports, and even a cloud hosting service.

We’ve put together the beginnings of an inventory, and will continue to add to it as we come up with new ideas and do more interesting work for clients. If you have an extension we need, we’d love to hear about it!

Of course we still offer hourly consulting for nebulous or “figure it out as we go” projects.

You can read more about us and our current offering here.

What does this mean for existing customers?

Our new partnership will not adversely affect the existing relationships I have built with you over the years.

You will continue to get the same great friendly, responsive and most importantly, knowledgeable consulting services you have come to rely on from me.

Thank you for your continued business and I look forward to working with you in the near future.

From now on, please refer to the Version X Solutions site for information about products and services offered.

 

 

 

Deltek Vision Adjust Salaried Job Cost – advanced module (upgraded)

I recently upgraded the ASJC Log, a report developed to go alongside the custom module built to replace the standard ASJC module in Deltek Vision.  If you’re not sure you completely understand ASJC, go ahead and read this article first: Old ASJC Article

Here is what often baffled me about the standard ASJC:
questions about ASJC

To learn more about my custom ASJC Module, which is basically a more advanced and robust version that does the same and more, and even better, read this article: Deltek Vision ASJC Module (custom)

Yesterday I upgraded the log report so you can see exactly which projects had their costs adjusted. In this example the employee names have been changed to protect sensitive data.  Here is a screenshot:
asjc log

Contact me to add this module to your implementation.

 

The “next” version of Deltek Vision – Deltek Professional Services

There has been a lot of discussion lately around the current iAccess platform and Deltek’s new offering coming up titled “Deltek Professional Services” or DPS. Some of that discussion has been concern about what will or not be available in the new platform, what will need to be upgraded or dropped entirely, and if the platform will be “better” than the current Vision 7.6 (Deltek’s latest and apparently last version).

Deltek Professional Services is the “next major upgrade” for Deltek Vision. That means in the next 5 years, you will need to upgrade if you want to continue getting official support for your ERP platform.

I attended a webinar yesterday with many of the same questions you probably have and came away with these important answers to my questions:

Question: What is DPS generally? Is it just a Vision 8.0, or is it iAccess or what?
Answer1: DPS is a much needed overhaul of some features of Vision, while preserving many core back office functionality. From what I saw, there is a major focus on re-imagining and re-designing most front office user experiences and ways of managing information. From what I gather, “front office” users are all the people not in the accounting department.  Keep in mind that for the longest time, Vision’s strongest functional set has been in accounting. Now the focus is on better crm, project management and executive tools.
Answer 2: DPS also brings us browser agnostic functionality. I’m pretty sure this means you can use it on a Mac OS based device as well. This is great news for your marketing and design teams who tend to prefer Mac based products.

Question: Do we HAVE to move to the cloud? Can we still have an on premise version? This question is especially important for large firms with lots of integrations with other systems and customizations of Deltek Vision.
Answer: NO you don’t have to move to the cloud. An on premise version will be made available later in 2018

Question: What about all the money we’ve invested in custom reports, workflows, user defined infocenters and other components? Will we be required to re-write all the SSRS reports we have like when Vision reporting moved from Actuate to SSRS? (remember that? yuck!)
Answer: All your customizations (I read that as “most”) will port over just fine. From what I can tell, the things that will suffer or have to be replaced entirely are any cubes-based functionality, heavy outlook integrations, proposals and the VPM module. At least that’s for version 1.0 (yes, they’re starting new versioning since it’s been renamed).  I can’t say what’ exactly will happen with later versions.

Question: What if we are already on the cloud version (hosted by Deltek)? What will happen and when?
Answer: According to Deltek, “All Vision cloud customers will get DPS as a part of their annual subscription.”
I read this as – you’re going to get migrated to DPS whether you like it or not if you’re on Deltek’s cloud version.  It’s just a matter of when. This is one of the reasons I advise my customers against moving to Deltek’s cloud provided version.  If you are tired of maintaining servers and a staff to maintain Vision (especially smaller firms), stay tuned for an alternative cloud offering coming up next week that allows you control, access to the database, and no forcing of upgrades or major changes to your current licensing agreement.

Question: What should we be doing to prepare our firm for this upgrade?
Answer: According to Deltek you should be doing the following:
1. Check out the DPS portal (you should have received a link to it in an email if you’re a customer who’s kept up with licensing and maintenance fees)
2. Deploy and get used to iAccess (it’s free with all versions 7.X)
3. If you are in the cloud, request a preview (testing) environment.
4. Call me for help. No, of course they didn’t say that, but if you’re looking for an independent expert without obligation to sell you stuff, then you should.

Questions: Why does Deltek want us to move to their cloud offering so bad?
Answer: Call me for a frank discussion on this.
(contact page here)

 

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.

 

 

Missing Timesheet report for Deltek Vision

Are you disappointed in the content of this support article?

article date
Link to KB article

KB Article #:

269

Summary:

Is there a Missing Timesheet Report?

Description:

Is there a report that shows Missing Timesheets?

Resolution:  Yes, there is a Timesheet Status report that can be run by Vision Timesheet Admin’s. Follow the below steps to run this report while logged in as a Vision Timesheet Admin:

1.  Go into Time & Expense.
2.  Click the Employees button on the top toolbar.
3.  On the right-hand side of the dialog select or deselect the Status checkbox for those timesheets you want to see in the report.
4.  Select the Status Report option. You can run this report to show any combination of TimesheetsMissing, Submitted, In Progress, Approved, Posted.

NOTE: this report can only be run for only one Labor Period Ending Date. A report which needs more than one Labor Period Ending Date would be an enhancement request.

I have a solution for you, and it’s this report:

Deltek Vision Missing Timesheet Days Report:

Features:
Filter by employee or show all employees
Run report for “days back” from today to show any length of time.

Price: $2,900

Yearly Maintenance: 17%

Version 2 features to be added:

Show time sheets where employees have entered less than standard hours.

This report will work for any Version of Vision 7.4 and later, as well as the new Deltek Professional Services platform coming out next year.

 

Here’s a screenshot of the report:

missing timesheet days

Get in touch if you want more information:

Contact Info

Deltek Vision ASJC Module

I just completed another install of the custom ASJC Module for a client.

In the process, I re-wrote the user guide and developed a custom report that shows exactly what adjustments are made for each employee by week.

If you’re trying to understand how your average hourly cost rate changes for employees on salary, this report is a good way to see the effect, provided you scrap the standard Vision Adjust Salaried Job Cost process and use ours instead.

Here’s a snapshot of the report:

reportsnapshot

 

Here’s a link to the user guide.

Deltek Vision Salaried Job Cost User Guide

It does a good job of explaining exactly how our module works, and how it’s superior to the standard functionality.

Contact us at loren@saundersconsultinggroup.com for details.