Create a Template and Insert Data

To use Vision data in your PowerPoint presentation, you first create a PowerPoint template and insert the desired Vision fields.

To insert Info Center data into a presentation, complete the following steps:

1. Display a new PowerPoint presentation.
2. Click the Add-Ins tab, click Deltek Vision on the toolbar, and click Create Template.
3. On the Create Template dialog box, select the Info Center to use for this template and click Create Template.
4. On your PowerPoint slide, select a text box in which you want to add Vision data, and place your cursor in the text box where you want the data to display. You must insert data in a text box. If you do not have a text box on the slide, create one using the PowerPoint menu before you insert Vision data.
5. On the Deltek Vision Merge Codes dialog box, select the table from which you want to select a field in Table and select the field in Field.
6. If you want standard text either before or after the field, enter the text in Preceding Text or Succeeding Text.
7. Click Insert.
8. To add other fields, repeat steps 4 – 7.
9. In PowerPoint, save the file as a PowerPoint template (.POTX) file.

Postrequisites: After you insert all data fields in the template, use the Merge Presentation option on the Add-Ins toolbar to build the presentation.