Configuration Overview

Your system administrator uses configuration options to establish settings for all users.

If your firm uses multiple companies, you must establish these company-wide settings for each company in your enterprise. If not, you set up the company-wide settings one time for your firm.

Related Topics:

  • Configuration and Multiple Companies
    Configuration consists of both system-wide and company-specific settings. If your firm uses multiple companies, you must establish company-wide settings for each company in your enterprise. If not, you set up the company-wide settings one time for your firm.
  • Configuration and Multiple Currencies
    If your company uses multiple currencies, you must specify currency-related settings.
  • Customizing Overview
    You can customize screens to suit your company's needs, on both a business logic basis and a functional basis.
  • Screen Designer Overview
    Use the Screen Designer to tailor screens and tabs to meet your requirements. Only employees with an Admin type role can access the Screen Designer.
  • Navigation Menu Designer Overview
    You can customize the Navigation menu to better suit your company's needs. You can add new menu items, rearrange existing menu items, or delete menu items.
  • General Configuration Overview
    Use General Configuration to establish settings for all users. You establish both system settings and company settings in General Configuration.
  • Workflow Configuration Overview
    You use workflows to specify conditions in Info Center applications for which you want to be alerted. With Workflows, you can automate the process of being alerted each time that a given event takes place.
  • Security Configuration Overview
    Vision's Security features make it possible for your system administrator to grant or restrict user access to modules, forms, and records in Vision.
  • Organization Setup Overview
    Vision Organization Reporting lets you create individual organizations within your firm.
  • Proposals Configuration Overview
    If your firm uses custom proposals, you can modify merge templates. which are Rich Text File (.rtf) documents that contain merge codes designed to retrieve data from the Info Center.
  • Billing Setup Overview
    Before you use Vision Billing, you must choose settings and provide information that Vision uses on a firm-wide basis for all projects for which you generate invoices. You can override most of this setup information on a project-by-project basis.
  • Accounting Configuration Overview
    Before you can perform and process accounting tasks in Vision, you enter accounting configuration settings.
  • Payroll Setup Overview
    Before your firm uses the Payroll application, you must establish company-wide options, such as the frequency of payroll runs, and set up the withholding codes to associate with employee labor. You also establish security settings for payroll, based on security roles.
  • Time and Expense Configuration Overview
    Use the Time and Expense Configuration forms to set up and administer processing options for timesheets and expense reports created using the Time and Expense application.
  • Purchasing and Inventory Configuration Overview
    When you configure Purchasing and Inventory, you establish purchasing and inventory items, item categories, inventory locations, units of measure, shipping addresses, bill-to codes, and the buyers and approvers, all at a system level for your firm.
  • Planning Configuration Overview
    Use Planning Configuration to establish the default, system-wide settings for Planning users. When you establish defaults, you eliminate much of the preliminary setup and make it possible for users to create new plans more quickly.
  • Asset Management Configuration Overview
    Asset Management is an optional Vision module that you use to track and process depreciation or amortization for asset items that you capitalize. Use Configuration > Asset Management to enter the system-wide configuration settings for the Asset Management application.
  • Module Activation Overview
    Before you can use the Vision software for the first time, you must enter the passwords for the modules that you purchased.
  • About Deltek Vision Form
    The About Deltek Vision form displays version, database, server, language, edition, and software copyright data for your current Vision installation.
Parent Topic: Welcome to the Deltek Vision Help System