Main Areas of Vision

Get acquainted with the different areas of Vision.

Area	Description
Dashboard	The Dashboard is your "portal" into Vision, allowing you to create a personalized view of your business world.
Info Center	The Info Center is where you enter and manage your business-related data, including basic information about projects, employees, and accounts.
Calendar and Activities	The Calendar and Activities application provides you with options for scheduling and managing your daily activities, as well as maintaining information about your clients and contacts.
Proposals	Proposals streamlines production of SF330, SF254, SF255, and Custom proposals. It minimizes preparation time and improves communication among the proposal team.
Planning	Planning is designed to guide project managers and proposal writers in constructing and monitoring plans for opportunities and projects.
Billing	Billing lets you bill labor, expenses, fees, and units in all industry-standard formats. It also lets you process, modify, accept, and print invoices and generate billing-related reports.
Transaction Center	The Transaction Center is where you enter and post various types of transactions, including disbursements, expenses, invoices, and vouchers.
Accounting	Accounting is where you perform accounting processes, including accounts payable, accounts receivable, budgeting, and employee expense processing.
Human Resources	Human Resources is where you process payroll and benefit hours accruals, and maintain the ABRA Data Import Utility and the ADP interface.
Time & Expense	Use Time and Expense to record your time and expense report charges and then submit them for processing.
Purchasing	Purchasing allows your firm to automate its procurement processes for items, services and capital items.
Inventory	Inventory lets your firm manage and track all of its items, both inventory items and non-inventory items.
Reporting	Reporting offers you a wide range of reports that present information about all aspects of your projects, clients, employees, and accounts.
Utilities	Utilities are maintenance activities that you use to keep your Vision implementation running optimally.
Configuration	Configuration is where you make decisions about how you want Vision to work for your firm, including choosing the features and settings you want to use.

Optional Vision Modules

Vision applications that you purchase separately include the following:

• Connect for Microsoft Outlook — Use this add-in software to perform some common Customer Relationship Management (CRM) tasks in Microsoft Outlook®. With Connect for Microsoft Outlook, you can manage Vision business appointments, email messages, clients, and contacts as well as Vision activities, vendors, and opportunities, all from Outlook.
• Document Management — Document Management provides a Web-based document collaboration platform, where you can store, share, and collaborate on a set of documents for every project, employee, client, contact, opportunity, or other key Vision record.
• Performance Management — The Performance Management module comes in two editions — one with graphical dashboarding and one without it:
  • Performance Management Analysis Cubes — This module contains only Vision Analysis Cubes. Analysis Cubes provide you with the ability to create Vision custom reports with Microsoft® Excel® 2007 or other report writing software that uses Microsoft Analysis Services (a component of Microsoft® SQL Server™).
  • Performance Management — This module contains Analysis Cubes, graphical dashboarding, and Visualization components. The graphical dashboarding feature is a visual data analysis tool with interactive graphics that enables you to display key metric values in a graphical format. This helps you more easily analyze performance, determine trends, and identify risks to your business. Visualization enables you to use graphical heat/tree maps to represent metrics for your projects, project plans, and opportunities.
• Visualization — This is a legacy module that is no longer available as a standalone module. The Visualization feature in Vision Reporting enables you to utilize graphical heat/tree maps to metrics for your projects, project plans, and opportunities.