History Overview

Most likely, when you install and begin using Vision, you will already have a great deal of project and accounting data stored in other places. You must supply Vision with a certain amount of this historical data (such as account balances as of the installation cutoff date) for your Vision processing and reporting to make sense.

There are three methods for loading your historical data into Vision:

  • Data Migration — Use Vision’s Import utility to move your data into Vision.

  • Database Conversion — Use this method to convert your legacy Deltek database to a Vision database. Legacy Deltek products include Deltek Sema4, Deltek Advantage, Deltek FMS, Deltek Award, and Deltek CRM/Proposals.

  • History Loading Utility — Use this Vision utility to enter your historical data into Vision manually.

The History Concepts help covers only concepts related to the History Loading Utility.

If you choose to enter your historical data through the History Loading utility, you must enter the data with special database forms. These forms are referred to as history loading forms. History loading forms allow you to enter information directly into your Vision database (in other words, you do not have to post this information into the database) and build the reports you will be using to monitor your firm.

The Vision History Loading utility allows you to enter and track data as of the end of the period prior to the installation cutoff date, which is the date you choose to start processing transactions in Vision. All data that you enter in Vision after the installation cutoff date is considered transaction data.

Related Topics:

  • Installation Cutoff Date
    Your installation cutoff date is the date on which you start processing transactions in Vision, also called the "go live" date.
  • History Loading
    When you begin processing information in Vision, you enter transaction data through data entry and then post it to the database. For historical data, however, you bypass this process and enter data on special history loading forms that directly update the appropriate parts of the database and build the reports you will be using to monitor your firm.
Parent Topic: Concepts Overview