Getting Started

Understanding the functionality and logic in Vision will help you get started with performing the tasks that you need to complete.

You will learn about the Vision applications, how to navigate through Vision, and how to use system-wide features. You will learn how to modify the interface to suit your needs and how to use records and reports.

As you read the help, keep in mind that your firm may customize aspects of the user interface. For example, the term "lead" is used in Vision to represent prospect contacts or unqualified contacts that may lead to future business. Your firm may use a different term to describe these people and companies.

Related Topics:

  • Main Areas of Vision
    Get acquainted with the basic areas of Vision.
  • Optional Vision Modules
    You have the option of purchasing and implementing additional modules.
  • Starting Vision and Logging In
    When you start Vision, you log in and select the application in which you want to start working.
  • Active Company
    The company that you select at login, or when you switch to a different company, is the active company. The active company is also known as the current company or the current company context.
  • Dashboard
    The Dashboard is your portal into Vision. Dashboard functionality allows you to combine information from different areas and display it all on a single Web page.
  • Navigation
    When you are new to Vision, it is a good idea to become familiar with the terminology, icons, and toolbar options that you see throughout the application.
  • Deltek Announcements Pane
    The Deltek Announcements pane appears below the Navigation menu on the main Vision screen.
  • System-wide Features
    Certain navigation, data entry, and searching features are used consistently throughout Vision so that you can move seamlessly from one area of Vision to another.
  • Working with Grids
    A grid is a table, with columns and rows, where you enter, change, and view data for a record or transaction. Grids display on the tabs of many forms and on some dialog boxes.
  • Searching for Records
    To locate records in the Vision database, use Lookups, the Info Center Search, or Quick Find.
  • Configuration
    You can modify many parts of Vision to suit your firm's particular needs. This process is called Configuration.
  • Reports
    Vision offers a wide range of reports. The reports come with a set of default formatting options, which you can keep or modify.
  • Work Breakdown Structure
    A work breakdown structure (WBS) divides each of your projects into distinct, manageable work elements in a way that balances management needs with the need to collect an appropriate and effective level of project data.
Parent Topic: Welcome to the Deltek Vision Help System