Project Management Workspace

The Project Management workspace collects performance and utilization data at project levels and consolidates this information to help you accurately assign, budget, and forecast resource, expense, and consultant information over the life cycle of a project.

The Project Management workspace enables you to use projects that were entered in Vision as the basis for new iAccess plans. When you create a plan in iAccess, the project's existing structure and information are imported into iAccess. This enables you to schedule work for each level of the project's structure, and develop estimates of labor, expense, and consultant costs. You can also view and approve invoices related to each project.

In iAccess, you can also convert an existing Vision plan to an iAccess plan. This carries over all relevant plan data, but requires that you maintain the plan within iAccess.

Note: The Project Management workspace is only available in iAccess if your firm is licensed for the Project Control module, the Accounting module, or both in Vision. If it is available, your access to the tabs in this workspace depends on the security rights that are assigned in Vision.

Related topics:

  • Project Management Basics
    The Project Management workspace is designed to be simple to learn and simple to use. In a very short time, you will know your way around and be ready to use it to plan projects, review invoices, and use Kona to collaborate with project team members.
  • Project Management Overview Tab
    The Overview tab in the Project Management workspace provides critical project information in fast-to-access, easy-to-understand fields and charts. Use this tab for a quick overview of your project's key metrics, including dates, calculations, and core project financial information.
  • Project Management Planning Tab
    Use the Planning tab in the Project Management workspace to access contract information and labor, expenses, and consultants planning data.
  • Project Management Invoices Tab
    iAccess works directly with Vision to enable you to view the invoices that are related to your projects. The Invoices tab in the Project Management workspace in iAccess synthesizes information from various areas of Vision to provide a detailed overview of the receivables, dates, amounts, and retainage information for the project's invoices.
  • Project Management Collaboration Tab
    Kona from Deltek is integrated with the Project Management workspace in iAccess to support collaboration among those working on a project. Kona is a private and secure collection of work spaces that members of the team associated with a project can use to communicate, share documents, assign and manage tasks, and schedule events.
Parent Topic: iAccess for Vision