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VPVI-02Get Ready for VantagepointVision to Vantagepoint
Brent Johnson, Deltek
AgendaWhat is Vantagepoint?
Timeline & Logistics
Key Areas of Consideration
What You Should be Doing Now
Questions?
2
What is Deltek Vantagepoint?
3
» Reimagined project-focused solution
for architects, engineers and other
professional service businesses.
» Focused on the user
» Modern Interface
» Intuitive user experience
» Manage entire project lifecycle
from front office to back office
» Next step in Deltek’s Cloud future
» Cloud first
» Cloud optimized solution
What is Deltek Vantagepoint?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 4
» Culmination of the iAccess interface
» Most accessible user experience
ever for Vision
» The Vantagepoint interface
» Browser and platform agnostic
» Reimagined based on functional
expansion and years of feedback
» Workflows
» User interaction
» Takes Vision to a whole new level
What is Deltek Vantagepoint?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 5
User Experience & Convenience
Consolidation &
Reimagination
Customer
FeedbackDashboards
Project
Management
Key Tenets of Vantagepoint
New, modern browser-
based / agnostic
interface designed to
provide optimal and
accessible user
experience.
Deliberate look at
workflows and
functionality to explore
improvements and
opportunity to
streamline.
Evaluation of 16 years
of feedback from
Vision customer base;
incorporating that
feedback into
reimagination.
Providing the right
data at the right data
to drive inform
decision making at all
levels of an
organization.
Deliberate focus on
project manager
persona to ensure
ease of use, relevant
functionality and
accessible value.
6© Deltek, Inc. All Rights Reserved - Confidential. These plans represent our current
estimates on timing and functionality and may be subject to future modification.
What is Deltek Vantagepoint?It is…
» an upgrade for Vision
» using the same technical footprint
» a new interface
» the result of years of feedback from customers
Q1
2019
2017
2002
DPS 1.x
Vision 1.0
Next generation of
Vision; reimagined
interface
Vantagepoint
2.0
2009Vision 6.0
2006Vision 4.0
2012Vision 7.0
2016Vision 7.6
2012Navigator 1.0
2015iAccess
Final release under
Vision product name
Rebranded;
expanded front
office functionality
PM focused browser
interface
UDICs and VPM
introduced
Smart client
interface introduced
Resource Planning
introduced
Innagural release;
Internet Explorer
interface 7
It is not…» named Deltek for Professional Services (DPS)
» a reimplementation or data conversion
» going to eliminate your user defined content
» a new product that you need to re-buy
» going to contain all the functionality of Vision 7.6
» something to which we will “force” customers
» cloud only
Q1
2020Vantagepoint
3.0
Timeline and Logistics
Vision Parity, Transition and Dual Interface» Circumstances of transitional phase will determine when your
organization can upgrade
» All releases of DPS/Vantagepoint are a complete ERP product offering
all Vision functionality (see parity exceptions)
» You need to consider circumstances and determine what makes
sense for your organizations
» Some aspects of the decision are subjective, some are binary
» Big ticket parity exceptions» VPM
» Advanced Resource Planning
» SF330
» Merge Templates from hubs
» Fee Estimates
» Screen Designer in expense reports
» Run consultant accruals based on planning
» Revenue generation custom method based
on planning percent other than JTD/EAC
(no user defined percent)
» Searching – SQL WHERE clause, cross
hub searching
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 9
Interface Transition
Browser Interface All Hubs
CRM
Time, Expense, Approvals
Resource Planning*
Dashboards
Smart Client All Back Office functionality
All Reporting
Utilities and Configuration
Mobile Time & Expense
CRM
DPS 1.x (2017)
Browser Interface All Hubs
CRM
Time, Expense, Approvals
Resource Planning*
Dashboards
Billing, Accounting, GL, Cash Management
Reporting
Some Utilities and Configuration
Smart Client Purchasing / Asset Management
Payroll
Some Utilities and Settings
Mobile Time & Expense
CRM
Vantagepoint 2.0 (2019)
Browser Interface All Hubs
CRM
Time, Expense, Approvals
Resource Planning*
Dashboards
Billing, Accounting, GL, Cash Management
Reporting
Payroll
Some Utilities and Configuration
Smart Client Purchasing / Asset Management
Some Utilities and Settings
Mobile Time & Expense
CRM
Vantagepoint 3.0 (2020)
10© Deltek, Inc. All Rights Reserved - Confidential. These plans represent our current
estimates on timing and functionality and may be subject to future modification.
Where We Are…Where We Are Going…
2017 2018
Deltek for Professional Services 1.x
2020 2022
Vantagepoint 3.0(Q1)
On Prem –Available By Request for
Vision Customers(May)
Vision 7.6 Actively SupportedCloud
Vantagepoint 3.0Upgrades Begin
(Q1)
Reimagination…
11© Deltek, Inc. All Rights Reserved - Confidential. These plans represent our current
estimates on timing and functionality and may be subject to future modification.
Vantagepoint 2.0(March)
CloudPreviews Available
By Request for Vision Customers
(July)
2019
Vantagepoint 3.5(Q3)
Vantagepoint 4.0(Q4)
CloudVantagepoint 3.5Upgrades Begin
(Q4)
Cloud Versus On Prem
© Deltek, Inc. All Rights Reserved. 12
» No plans to force customers to the cloud
» Vantagepoint is a cloud first, cloud optimized product...what does that mean?
» Going to the cloud may not be for everyone, but we recommend you give it a look
» Deltek does some of the heavy lifting for cloud customers when they upgrade
» If you stay on prem, understand the changes and implications
Key Areas of Consideration
Key Areas of Consideration
What Has/Has Not Changed?
Pre Upgrade
Post Upgrade
Today Tells You Where You Should Focus Your Learning
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 14
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 15
Key Areas of Consideration» Vantagepoint Upgrade
Checklist
» Key resource for pre/post
upgrade tasks by area
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 16
» Hubs» All Hubs moved to the browser except
Equipment (formerly info centers)
» Chart of Accounts and Units now in settings
» Combined Hubs:
» Leads + Contacts = Contacts with
Qualification Process
» Clients + Vendors = Firms
» Opportunities + Projects = Projects with
Win/Loss Process
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 17
» Hubs» All Hubs moved to the browser except
Equipment (formerly info centers)
» Chart of Accounts and Units now in settings
» Combined Hubs:
» Leads + Contacts = Contacts with
Qualification Process
» Clients + Vendors = Firms
» Opportunities + Projects = Projects with
Win/Loss Process
Pre-Upgrade: Clean up data
Post Upgrade: Need to review screens in all hubs,
user defined fields, security (role and screen
designer) and workflow.
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 18
» Hubs» All Hubs moved to the browser except
Equipment (formerly info centers)
» Chart of Accounts and Units now in settings
» Combined Hubs:
» Leads + Contacts = Contacts with
Qualification Process
» Clients + Vendors = Firms
» Opportunities + Projects = Projects with
Win/Loss Process
Need to understand how data is affected by
upgrade script – merging hubs and impact UDFs,
security, workflow, etc.
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 19
» Searches» Saved smart client searches are upgraded
as legacy/non-editable searches
» Cross-hub searching not yet available
» SQL Where Clause searching not yet
available
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 20
» Reporting» Reporting in browser, improved UI for options
» SSRS still the reporting platform; custom RDLs will
continue to work assuming schema changes are
accommodated (includes invoice templates)
» Favorite reports are upgraded as non-editable
favorites
» Saved options no longer exist - upgraded as report
favorites with no selection criteria
» Reports for smart client applications remain in smart
client
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 21
» Proposals» New visual proposal builder
» Proposals included in CRM Plus module
» Existing templates will not upgrade
» Proposals can only be exported to PDF in
Vantagepoint 2.0
» No support for merging directly from hubs
» No SF330s in Vantagepoint 2.0
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 22
» Projects Hub» Convergence of Projects and Opportunities
» Opportunities fields/functionality added to
project
» Convergence of Plans and Projects
» Streamlined project creation
» Moved Project focused applications to projects
» Tighter connection between regular and
promotional projects
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 23
» Projects Hub» Convergence of Projects and Opportunities
» Opportunities fields/functionality added to
project
» Convergence of Plans and Projects
» Streamlined project creation
» Moved Project focused applications to projects
» Tighter connection between regular and
promotional projects
Pre-Upgrade: clean up data, set project number in
opportunities
Post Upgrade: Need to understand how data is
affected by upgrade script – project/opportunity
linking, project numbering, standard and UDFs, etc.
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 24
» Resource Planning » Does not have full feature parity with Vision
» Heavily reimagined
» Projects and Planning together at last
» Share structure, fields, UDFs
» Share record level security/separate access
» Enhanced security
» Bulk assignments
» Automatically add JTD assignments
» Rates automatically updated based on effective dates
» Change scale on the fly
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 25
» Resource Planning » Does not have full feature parity with Vision
» Heavily reimagined
» Projects and Planning together at last
» Share structure, fields, UDFs
» Share record level security/separate access
» Enhanced security
» Bulk assignments
» Automatically add JTD assignments
» Rates automatically updated based on effective dates
» Change scale on the fly
Pre Upgrade: Clean up Vision plans
Need to understand how Vision/iAccess plans are
handled during upgrade.
Post Upgrade: review security, set new
assignment security, review UD fields, grids, tabs
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 26
» Resource Planning – Functionality Not Yet Supported » Labor Code Planning (3.0)
» Unit Planning
» Gantt Chart (3.0)/Task Dependencies
» Top-Down Planning
» Planning Expenses or Consultants in Calendar Periods
» Multiple Plans per Project
» Multiple Projects per Plan
» Additional Planning Levels
» Revenue Generation/Consultant Accrual calculations based on planning values
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 27
Key Areas of Consideration» Separate Release
Documentation for
Resource Planning
» Separate checklists for
Resource Planning
Vantagepoint Readiness Portal
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.28
» Administrator Learning > Upgrading to Vantagepoint > Important Release Documentation >
Upgrade Considerations (Eliminations & Limitations)
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 29
» Screen Designer / User Defined Components
» Take special care immediately following the upgrade to
review each and every screen that has been modified
via the screen designer in the smart client
» Screen designer and user defined components have
been combined
» Field Level Security has been simplified; fields
that are hidden in the screen designer are also
hidden in searches; fields on tabs that are set
to hidden, are also set to hidden
» Project Defaults controlled by screen designer
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 30
» Screen Designer / User Defined Components
» All user defined fields that were on a standard
tab in the smart client will be moved to the
overview tab of the respective hub
in the browser
» UDFs that were on a user defined tab in the
smart client will now appear on a user
defined tab of the same name in the browser
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 31
» Screen Designer / User Defined Components
» All user defined fields that were on a standard
tab in the smart client will be moved to the
overview tab of the respective hub
in the browser
» UDFs that were on a user defined tab in the
smart client will now appear on a user
defined tab of the same name in the browser
Take special care immediately following the
upgrade to review each and every screen that
has been modified via the screen designer
in the smart client
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 32
» Screen Designer / User Defined Components
» All planning UD fields and UD tabs will become project UD fields and UD tabs;
prefixed with [plan] so that they can be easily identified after the upgrade
» All Vendor UD fields and UD tabs will become Firm UD fields and UD tabs;
prefixed with [ve] so that they can be easily identified after the upgrade
» All Client UD fields and UD tabs will become Firm UD fields and UD tabs, but
they will not be prefixed
» All Lead UD fields and UD tabs will become Contact UD fields and UD tabs;
prefixed with [lead] so that they can be easily identified after the upgrade
» All Opportunity UD fields and UD tabs will become Project UD fields and UD
tabs; prefixed with [opp] so that they can be easily identified after the upgrade
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 33
» Security
» Take the opportunity to examine your existing roles in
detail; review all settings, and make necessary
adjustments prior to upgrading
» Application tab security can be controlled from the
screen designer and from the security roles application
» All application tabs except the Overview tab will be
hidden from security roles that do not have access to all
tabs; administrator must provide access to tabs and
fields as needed post upgrade
» Project Plans now belong to their respective Project
» New record access rights for employee and generic
assignments
» Open each security role and provide access to new and
changed items as needed (transaction security changes)
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 34
» Security
» Take the opportunity to examine your existing roles in
detail; review all settings, and make necessary
adjustments prior to upgrading
» Application tab security can be controlled from the
screen designer and from the security roles application
» All application tabs except the Overview tab will be
hidden from security roles that do not have access to all
tabs; administrator must provide access to tabs and
fields as needed post upgrade
» Project Plans now belong to their respective Project
» New record access rights for employee and generic
assignments
» Open each security role and provide access to new and
changed items as needed (transaction security changes)
All application tabs except the Overview tab will be
hidden from security roles that do not have access
to all tabs; administrator must provide access to
tabs and fields as needed post upgrade.
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 35
» General» Outlook add-in
» New mobile apps for Vantagepoint
» Navigation menu designer in the smart client has
been eliminated; all navigation menu customizations
are removed during the upgrade
» Configuration has been reorganized as Settings,
grouped by related area
» Collaboration (Kona) is embedded in Vantagepoint
» Saved options for accounting processes are not
carried over to the browser with the application (i.e.
Batch Billing, Consultant Accruals)
Key Areas of Consideration
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 36
» Eliminations» SOAP API Usage
» ABRA HR Interface
» Document Management
» Visualization Reports
» Report Model and Report Builder
» Basic Analysis Cubes
» MODI
» SF254/255
» Server Side Printers
Vantagepoint Readiness Portal
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.37
» Administrator Learning > Upgrading to Vantagepoint > Important Release Documentation >
Upgrade Considerations (Eliminations & Limitations)
Vantagepoint Readiness Portal
CONFIDENTIAL © Deltek, Inc. All Rights Reserved.38
» Administrator Learning > Upgrading to Vantagepoint > Important Release Documentation >
Upgrade Considerations (Eliminations & Limitations)
• Functionality that is being eliminated
• Things that may not upgrade without intervention
• Functionality that is temporarily unavailable
• Functionality that will be limited in Vantagepoint
compared to Vision, Ajera CRM, or CM
• Functionality that will be different in Vantagepoint
No Data Upgrade Considerations
© Deltek, Inc. All Rights Reserved. 39
» Project
» Project Budgets
» Project Review
» iAccess Plans
» Hubs:
» Activities
» Boilerplates
» Employees
» Marketing Campaigns
» User Defined Hubs
» Billing
» Draft invoices in approval
» Unbilled transactions
» Billing Terms
» Billing Groups
» Billing Labor Rate Tables
» Billing Labor Expense Tables
» Records in Approvals Process Expense, AP Invoice approvals, Purchasing,
GL Budget approvals)
» Transactions
» All transactions
» Data entry import file
format
» Expense reports
» Missing credit card
charges associated with
expense reports
» Accounting
» Revenue Groups
» User defined revenue
calculations*
» Cost/Pay Rate Tables
» General Ledger
» Chart of Accounts
» Account Group Tables
» Account Group Names
» general ledger budgets
» consolidated budgets
» consolidation groups
» Organizations
» Cash Management
» Bank reconciliation
statements and import
file formats
» Credit card reconciliation
statements and import
file format
» Vendor payment runs
» Employee payment runs
» Workflows
» User Initiated and
Scheduled
» Employees
» Contacts
» Billing Terms
» Accounts
» User Defined Hubs
» Equipment
» Marketing
Campaigns
» Alerts (Time, Expense,
Transactions, AR aging, RP)
» Security Users
» Settings
» Exchange rates
» user preferences
» calculated fields
» Banks, Taxes, Credit
Cards
» Purchasing (all)
» Asset Mgmt (all)
» Payroll (all)
» Custom Reports
» Like any other upgrade
» More….
What Should You Be Doing Now
Don’t Panic!
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 41
Visit the Vantagepoint Readiness Portal
» Key resources to prepare for
upgrade
» Checklists
» Frequently asked questions
» Focused explanation of key
reimagined areas
» Product demos to help users
prepare
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 42
Client Assistance Program (CAP)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 43
To ensure your success with your upgrade to
Vantagepoint, Deltek has created a comprehensive
Vantagepoint Upgrade Client Assistance Program (CAP)
» Regular check-in meetings centered around
specific upgrade topics and best practices
» Live Q&A with Deltek product experts
during check-in meetings
» Receive a template SmartSheet plan to
support your upgrade
» There is NO cost associated with CAP
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 44
» Upgrade to Vision 7.6
» Deploy and implement iAccess…get your people accustom to the interface
» Watch Deltek communications for more information, check out the blog -www.deltek.com/en/learn/blogs/deltek-vision
» Start planning your upgrade
» Ask questions - [email protected]
» If you are a Vision on-prem customer…consider a test server
What Should You Be Doing Now?
If you are a Vision cloud customer… Request a Preview Environment
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 45
» Vantagepoint
Readiness Portal
» Administrator Learning
> Preview Environment
& Upgrade Information
> Vision/DPS Upgrade
to Vantagepoint
If you have a preview and want a practice upgrade… Request a Preview Refresh
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 46
» Deltek Support
Center
» Cloud Solutions
Page
» Select The
Production
Database Replica
(Sandbox) Refresh
Service Request
When you are ready to upgrade… Select an Upgrade Window
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 47
» Deltek Support
Center
» Cloud Solutions
Page
» Select My
Upgrade Window
Service Request
It’s a lot to do and think about… but the effort will pay off!
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 48
Key Takeaways
► Deltek Vantagepoint is
the next version of Vision
► 7.6 will remain in
maintenance support at
least until end of 2022
► Vantagepoint is available
for on prem customers
and cloud customers
► Watch for
communications, visit the
portal, start planning your
upgrades today
► All Vision customers will
get Vantagepoint as a
part of their annual
subscription/maintenance
► When and how you
upgrade will be up to you
and there are factors you
will need to consider
► Do not assume you
should wait until
everything is the browser
to upgrade
► Do not assume it is too
soon to start planning
your upgrade
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 49
Frequently Asked Questions
Frequently Asked Questions» Is on-prem supported?
» When will the smart client be eliminated?
» Will I need to be in the cloud to use Vantagepoint?
» Will there be another version of Vision or iAccess?
» How long will Vision be supported?
» Will we be forced to move to Vantagepoint?
» How much will Vantagepoint cost us?
» What will happen to all of my user defined content, workflows, screen designs?
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 51
Frequently Asked Questions
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 52
» What will happen to my custom reports?
» What is happening to the Vision Xtend API?
» When will VPM be available for Vantagepoint and will there be any major changes?
» What’s getting eliminated?
» Can I upgrade from versions earlier than Vision 7.6?
» What are the IT / infrastructure requirements for Vantagepoint?
» What about my integrations with 3rd party solutions?
» What training materials will be available to train our users on Vantagepoint?
Download the Content from these Vantagepoint Sessions (if you didn’t attend in person)
CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 53
» VPVI-02 Get Ready for Vantagepoint: Vision to Vantagepoint
» VPVI-04 Get Ready for Vantagepoint Accounting
» VPVI-05 Get Ready for the Convergence of Opportunities and Projects in Vantagepoint
» VPVI-06 Getting Ready for CRM In Vantagepoint
» VPVI-07 This is Vantagepoint
» VPVI-08 Welcome to the Projects Hub in Vantagepoint
» VPVI-12 To Vantagepoint 3.0 and Beyond!
» VPVI-13 Introduction to Vantagepoint Resource Planning
» VPVI-14 Introduction to Vantagepoint Dashboards
» VPVI-15 Creating Executive Dashboards in Vantagepoint
» VPVI-16 Create Winning Proposals with Vantagepoint
» VPVI-20 How to Apply Design Thinking to Your Vantagepoint Configuration
» VPVI-24 Tips and Tricks Multi-Company in Vantagepoint
» VPVI-25 Thinking Out Cloud
» VPVI-26 Streamline Information Management with
Deltek PIM & Vantagepoint/Vision
» VPVI-27 Security, Screen Designer and UDFs
» VPVI-28 Manage Project Progress with Planning
Reports and Alerts in Vantagepoint
» VPVI-30 Getting the Most out of Vantagepoint T&E
» VPVI-41 Preparing for Deltek Vantagepoint CRM
» VPVI-46 How will Vantagepoint Impact your Consulting Firm
» VPVI-76 The New Vantagepoint Export Utility