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 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 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

Missing Timesheet report for Deltek Vision

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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