Deltek Vision Software


 

Deltek is used by more than 5,000 consulting firms, including, management, IT, architecture and engineering and marketing services. 

Deltek Vision was designed by project management and project accounting experts to meet the specialized needs of project-based firms.

This solution combines project accounting, resource and project management, time/expense management, business development and proposal management into a single, integrated suite.

The software's accounting module offers accounts payable and receivable, revenue recognition, and multi-company and multi-currency support. The CRM module offers opportunity tracking, marketing campaign management, and contact management, all fully integrated with Microsoft Outlook. 

Deltek Vision is fully web-based and available for both cloud or on-premise deployment.Deltek’s 10,000+ users include 400 of ENR's Top 500 design firms and more than 150 of North America’s Top 200 fastest-growing architecture, engineering and environmental consulting companies.

 

Deltek Vision - Vision is 100% Web-Based
 
  • Deltek Vision - Vision is 100% Web-Based
    Vision is 100% Web-Based
  • Deltek Vision - Configurable Dashboards
    Configurable Dashboards
  • Deltek Vision - Project and Resource Planning
    Project and Resource Planning
  • Deltek Vision - Microsoft Outlook Integration
    Microsoft Outlook Integration
  • Deltek Vision - 300+ Standard Microsoft SQL Reports
    300+ Standard Microsoft SQL Reports
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Web browser (OS agnostic)

19 Reviews of Deltek Vision

Showing 1-19 of 19

 

from Studio Four Design, Inc
Specialty: Architect
Size of portfolio: 11 to 20 users Portfolio size: 11 to 20 users

Deltek Vision is best for larger companies

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Likes Best

Deltek has been around for a long time and will be here for a long time. There will always be support & updates for the software, always being up to date.

Likes Least

There is not much I like least. It does it's job and function. It could be easier for a smaller company, but works best for a larger company.

Recommendations

Deltek Vision is for a large company. Maybe 100 or more employees. I would not recommend this for a small company, 100 or less employees.

 

from T. Baker Smith
Specialty: Engineer
Size of portfolio: 100+ users Portfolio size: 100+ users

Relaunch Vision in 2014

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Likes Best

Customer Care is excellent - I use the customer forums a lot.

Likes Least

Vision can be a bit pricey but it's well worth it.

Recommendations

Figure out your needs before you invest. You don't want to invest in a product and not use it to it's full potential.

 

from EarthBalance
Specialty: Other specialty contractor
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

We converted to Vision in 2010, there has been no looking back.

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Likes Best

Customer Care Support is excellent! Like everything else, the more time you can invest, the better off you will be. It provides us one place to capture all of our company's information

Likes Least

Training is expensive but if you can invest the time, it's worth it. The training is very comprehensive and easy to understand once you have the basics down.

Recommendations

Understand what you firm needs before investing. The software is only as good as the information you collect, so be selective but also know that they system can be customized.

 

from TCOM, L.P.
Specialty: Government - federal
Size of portfolio: 100+ users Portfolio size: 100+ users

Deltek Costpoint review

Ease-of-use

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N/A

Likes Best

I work for a small government contractor that uses Costpoint. It is simple to use and has so many options and versatility. Also love the fact that it's internet based.

Likes Least

Some of the Minor functions on Costpoint 7 tend to not work as well as expected.

Recommendations

Definitely worth taking a look into. The ease of use is wonderful.

 

from Stapley Engineering
Specialty: Engineer
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

I've used Vision since 2005 and really like it.

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Likes Best

Once you learn how the applications work, it becomes very intuitive. The next hurdle to cross is understanding the Reporting process - Deltek has made this function very easy in Vision once you've undergone a little bit of training. It's so much easier that having to write SQL reports. Project information is extremely easy to obtain from the Project Info tab. Payroll is a piece of cake too.

Likes Least

I only use the Core, Payroll and Billing modules so I can't comment on CRM. It's very pricey not only to purchase but also has pricey maintenance fees for a small firm to pay.

Recommendations

The reporting capability of this software is wonderful. You can find out anything related to a project just by looking at the Project Info Center.

 

from Veteran Corps of America
Specialty: Other specialty contractor
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Government Contractor using Vision

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N/A

Likes Best

The product is very cost effective, especially if you are a small gov. contractor. It is user friendly and does a lot of what gov-con can do.

Likes Least

I don't like that if I want to partial pay a expense report, I'm unable to. Also don't like that I can't do rates and had to buy an add-on.

Recommendations

Take a very hard look at your needs vs. your wants. This will help determine what product is right for you.

 

from GRLA
Specialty: Architect
Size of portfolio: 6 to 10 users Portfolio size: 6 to 10 users

Great Product for Larger Firms

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Likes Best

Customer support is stellar. There is also a great online forum for user support that is free- its great to connect with other users how they use the product. Real experience is priceless.

Likes Least

Price is hard for smaller firms- you have to buy in 100%

Recommendations

Explore online groups, ask real users about their experiance

 

from Cabrera Services Inc
Specialty: Government - federal
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

User Friendly/Flexible

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Likes Best

Flexibility to customize everything from field labels to user defined fields to entire info centers...and work flows!!!

Likes Least

Would like the same flexibility is some of the other modules like Expense Report Entry and Approval Screen - to add columns.

Recommendations

This is a fantastic ERP system...try and use it all, all the modules work well together.

 

from Concentric Energy Advisors
Specialty: Other specialty contractor
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Deltek Vision

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Likes Best

The vendor is willing to hear what customers would like and attempt to implement it.

Likes Least

Would like more webinars for modules without having to take an entire course.

Recommendations

There are so many features which can be intimidating, best to tackle a few at a time and then add on.

 

from Ehlert Bryan
Specialty: Engineer
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Only limited by your imagination.

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Likes Best

Customization possibilities. Ease of use. Modules that are available.

Likes Least

Customer care is difficult to navigate and they make you create a case online before being able to call.

Recommendations

I recommend finding a user group in your area and attending a meeting.

 

from NCTCOG
Specialty: Government - state & local
Size of portfolio: 100+ users Portfolio size: 100+ users

Vision or Costpoint?

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Likes Best

It is a small scale version of Costpoint that will work with budget of smaller business.

Likes Least

Extensibility is limited with the Vision product. Would like to see more options.

Recommendations

Understand your business requirements before making a commitment to a new software package.

 

from Group2 Architecture
Specialty: Architect
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Goldmine for information

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Likes Best

The availability of information has made timely reporting for efficient. Deltek has a terrific support group.

Likes Least

Some reports could be more useful if they were a little more flexible.

Recommendations

Make sure to use the information on the Customer Care Connect site.

 

from Venture Engineering & Construction
Specialty: Engineer
Size of portfolio: 51 to 100 users Portfolio size: 51 to 100 users

Robust and customizable

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Likes Best

I like that the product can allow/disallow users to access areas of the software to the point of it not even being visible. And beyond that limiting functions within functions. Great to keep information confidential.

Likes Least

All the custom settings need set up that way. And you have to know what you're doing, whether its by tutorials or customer support. Can't set new features up on your own easily.

Recommendations

I'm not sure who is a competitor of this, but we're very happy with what we have!

 

from Bloomy Controls, Inc.
Specialty: Engineer
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Great for project oriented companies.

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Likes Best

Software is easy to use and has capabilities to add items as needed to customize the information or reports. Easy access to support desk for help as well as online access for quit chat. All reports can be downloaded into Excel including everything on the info center.

Likes Least

This is not an accounting software so on the financial side, we download all the reports into Excel and reformat to our needs.

Recommendations

Great at tracking time and expense on the project side. Navigator is great tool for the project managers to see how their projects are progressing.

 

from EDI, Ltd.
Specialty: Other specialty contractor
Size of portfolio: 21 to 50 users Portfolio size: 21 to 50 users

Great integrated ERP solution for project-based business

Ease-of-use

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Likes Best

The product is designed for architects, engineers and project-based consultants and it does that very well. The best part to me is that it is a 360 degree solution from sales lead tracking to proposal creation to project accounting to overall company financial results and back again. It covers the entire project lifecycle and emphasizes how every piece of data from every stage of that cycle integrates and affects all the other stages.
The vendor is great at taking customer feedback and working that in to future releases of its products.

Likes Least

The only difficult thing we have come across is due to the fact that our company is very small and the software is generally built for mid-sized companies. It means that many of the modules can be overkill for us and the training needs a bit more than we expected to use all the features, bells and whistles.

Recommendations

Talk to your peers and competitors about what they use and the triumphs and pitfalls they have had. Make sure you dedicate enough resources to properly train all users and get buy-in from leadership and a few key "power users"

 

from CAI
Specialty: Engineer
Size of portfolio: 100+ users Portfolio size: 100+ users

Excellent product with excellent service and support

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Likes Best

Deltek vision gives you great insight into your project health as well as corporate financials. The team from deltek was excellent during our migration in 2014 and they continue to provide excellent support when we have questions or need to tune the application settings.

Likes Least

I really don't have any negatives about the vendor, they have been excellent. My only complaint about the product is that from a reporting perspective it can be difficult to find a report that crosses infocenters. Certain combinations of sorting/grouping or columns are not available and that has made.

Recommendations

Make sure you understand the data in your existing project accounting system. It makes a world of difference in the ease of migration to a new product.

 

from AKF Group

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We are a 300 plus person firm in a multi-company, multi-office and multilingual / currency environment. We use both cash basis and accrual basis reporting features. We were an FMS user and had to choose either a new software package or migrate to Vision. We decided to go the migration route. One of the big factors leading to this decision was the fact that around 65% of the A&E firms were using Vision.

We had some great migration folks on the team, including Dave from Deltek. What set him apart was his thorough knowledge of the product and his SQL skill set. What, no billing terms came across in the migration? Dave was able to upload the data for us right here on-site.

Like any new complex software, it requires time to learn the nuances and we continue to do so. We have migrated to version 6.1 and are planning to bring our international office onto Vision in Q4. We continue to expand our SQL skill sets and are starting to explore the limitless potential of SQL report writing services. Couple this with the custom cube and the upcoming "super cubes" the ability to report on custom fields, and we are well-positioned to report the past, manage the current and forecast the future.

Without Vision it would have been very hard to set up our new companies. Multi-company is a wonderful thing! As our project volume has expanded, Vision has allowed us to easily distribute drafts across our 10 offices. Prior to Vision, this was a time-consuming, manual process.

I have to confess, I was originally hired as a consultant to PM the Vision conversion. This has led to a wonderful full-time position with a great firm and great people. What could be better!

 

from Baxter & Woodman, Inc.

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Our company made the transition to Deltek Vision in September, 2006 from Wind2 FMS. We were in a growth mode and we needed to change our processes and our accounting\project management software to provide to manage our growing general engineering firm with 250 employees in 10 offices in Illinois and Wisconsin.

We looked for an integrated package to service all of our company’s needs: from vendor payments and 1099s to job costing and resource management. We wanted to be able to customize but also retain software support out-of-house. We wanted a system that would replace various Access databases and Excel spreadsheets and provide information for Accounting, Engineering and Marketing as well as Corporate Management. We wanted to have a single system but also the ability to control what data was revealed based on an employee’s responsibilities within the company. Vision met those needs.

We used the Vision Implementation to review our internal processes and make revisions. Some changes came from within our company but others were suggested by the first-rate Deltek Implementation consultant who worked with us throughout our implementation. Technical questions were answered quickly, honestly and completely by Deltek implementation support. We chose to move slowly but carefully through implementation and it paid off. We view our implementation as completely successful. Any implementation is tough but I would do it again if I had the same Deltek team and the only real change would be a larger budget for pizza at meetings.

Before implementing Vision, only the Accounting department had access to our software. From the day we went live, all employees have been given access to Vision and are expected to use it. With minimal training, our project managers went from requesting project setup on paper to creating projects in Vision themselves, with administrative staff performing oversight and review instead of duplication of information. Time and expense records are entered by the employee – instead of Accounting - and charges can be reviewed for accuracy before the time is posted. Project managers can view reports and draft invoices to see at any moment what could be sent to the client.

We’ve kept part of our implementation team together but now it’s our customization and integration team. Ideas for improvements come from internal staff. When new ideas push our skills to the limit, we have a wealth of resources available with Deltek Technical Support, the Tech Support Knowledge base, the User Forums and User Groups.

Using Vision’s User Defined Fields, Security Roles and settings, and Global Searches and Reports, we’ve achieved a unique Vision of and for our company.

 

from GZA GeoEnvironmental, Inc.

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GZA is a geo-technical and environmental consulting firm with 500+ employees and over 15 offices/locations throughout the U.S. We like to think we are proactive when it comes to our projects and business practices. This is one of the reasons we chose Deltek Vision as our software solution over 8 years ago. GZA has grown along with Vision and we are currently running Vision 6.1 SP3. Through the use of the system we have reduced the time it takes to produce accurate financial information and have given the project managers the data they need to manage their projects. GZA chose Vision because it was a Project Management/Financial Solution, it was for everyone. It gave us what we needed right out of the box.

GZA converted from a DOS-based system to Vision and it was a surprisingly easy transition for all the power users. The team we had converting our system was on top of the process and GZA was able to go live with Vision for time sheets within 5 days. Over the past 8 years we have trained the staff to utilize the many features Vision has to offer. Many of the skeptics in the early stages have come to realize that Vision is easy to use and can be very powerful.

Over the years the customer support has always been helpful and they follow-up to make sure the solution has met our needs. If the issue it too technical the case will get escalated to an expert, and Deltek will stick with you to resolve the problem.

GZA has not completely utilized all the features that Deltek Vision has to offer but we are working towards that goal. As we grow and learn Vision does as well.

 
 
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