• iAccess for Vision
  • The Basics
    • iAccess Confidence Builder Videos
    • iAccess Workspaces
    • How to...
      • Log In to iAccess
      • Log Out of iAccess
      • Change Your Password
      • Replace a Forgotten Password
      • Retrieve a Forgotten User ID
      • Select a Workspace
      • Set Date and Number Formats
      • Connect to Kona Business
      • Use Drop-Down Lists and Lookups to Enter Data
      • View Tooltips
      • Display Help Topics
      • Display iAccess Version and Database Name
      • Enable or Disable Usage Tracking
      • Use iAccess on a Tablet
    • Fields and Options
      • iAccess Toolbar
      • My Settings Dialog Box
      • Log In Assistance Dialog Box
      • Rich Text Editor
    • Learn More About...
      • Required Fields
      • Why Labels in the Help Topics May Not Match Labels in iAccess
  • Project Management Workspace
    • Project Management Basics
      • How to...
        • Select a Project
        • Configure the Project List
        • Use a Custom Project Search
        • Edit or Delete a Saved Custom Project Search
        • Edit a Saved Custom Project Search and Save It As a New Search
        • Use Drop-Down Lists and Lookups to Enter Data
        • Assign an Image to a Project
      • Fields and Options
        • Project Management Summary
        • Custom Project Search Dialog Box
        • Project Settings Dialog Box
        • Change Image Dialog Box
        • Rename Search Dialog Box
      • Learn More About...
        • Warning Indicators
        • Vision Screen Designer and the iAccess Project Management Workspace
    • Project Management Overview Tab
      • How to...
        • Select Dashparts
        • Switch Project Amounts from Billing to Cost
      • Fields and Options
        • Projects Overview Tab
        • Aged Accounts Receivable Dashpart
        • Aged Unbilled Labor Dashpart
        • Consultant Plan Summary Dashpart
        • Consultant Progress Dashpart
        • Contract Breakdown Dashpart
        • Contract Calculations Dashpart
        • Expense Plan Summary Dashpart
        • Expense Progress Dashpart
        • Labor Plan Summary Dashpart
        • Labor Plan Timeline Dashpart
        • Project Progress Dashpart
        • Project Plan Summary Dashpart
    • Project Management Planning Tab
      • Project Planning Basics
        • How to...
          • Display a Different Planning Page
          • Create a New Plan in iAccess
          • Convert a Vision Plan to an iAccess Plan
          • Check Out an iAccess Plan
          • Check in an iAccess Plan
          • Recalculate Planned Cost and Billing Amounts
          • Publish Plan Data from iAccess to Vision
          • Switch Planned Amounts from Billing to Cost
          • Hide or Show Summary Data and Charts
        • Fields and Options
          • Planning Toolbar
          • Plan Settings Dialog Box
            • General Settings
            • Labor Tab of the Plan Settings Dialog Box
            • Expenses Tab of the Plan Settings Dialog Box
            • Consultants Tab of the Plan Settings Dialog Box
          • Check In Plans Dialog Box
        • Learn More About...
          • Conditions in Which You Cannot Convert a Vision Plan
      • Contracts
        • Charts
          • Contract Breakdown Chart
          • Contract Calculations Chart
        • Fields and Options
          • Contract Grid
      • Labor
        • How to...
          • Add Labor Resources to a Plan
          • Change the Labor Resource Assignments Grid View
          • Switch Labor Resource Display from Hours to Currency Amounts
          • Shift Calendar Dates
          • Delete Labor Resources from a Plan
        • Charts
          • Labor Plan Summary Chart
          • Labor Plan Timeline Chart
        • Fields and Options
          • Labor Planning Grid
          • Labor Resource Assignments Grid: Calendar View
          • Labor Resource Assignments Grid: Summary View
          • Add Resources Dialog Box
          • Replace Resources Dialog Box
      • Expenses
        • How to...
          • Add Expenses to a Plan
            • Enter an Expense Type in a Plan Resource Row
            • Enter a Vendor in a Plan Resource Row
          • Copy an Expense on a Plan
          • Delete Expenses from a Plan
        • Charts
          • Expense Plan Summary Chart
          • Expense Progress Chart
        • Fields and Options
          • Expenses Planning Grid
          • Expenses Resource Assignments Grid
          • Add Expense Types Dialog Box
      • Consultants
        • How to...
          • Add Consultants to the Consultant Resources Grid
            • Enter a Consultant Type in a Plan Resource Row
            • Enter a Consultant in a Plan Resource Row
          • Copy a Consultant on a Plan
          • Delete Consultants from a Plan
        • Charts
          • Consultants Plan Summary Chart
          • Consultant Progress Chart
        • Fields and Options
          • Consultants Grid Columns
          • Consultants Resource Assignments Grid
          • Add Consultant Types Dialog Box
      • Learn More About...
        • Initial Settings for New Plans
        • Initial Settings for Expenses
        • Initial Settings for Consultants
        • Changes Made to Vision Project Planning if iAccess Plans Are In Use
        • How Plan Data Is Synchronized
        • Project Charge Types and iAccess Plans
        • Security Settings and Labor Costs
        • Unmapped Rows in Vision Plans
        • Conditions in Which You Cannot Convert a Vision Plan
        • Plan Data and the Multicurrency Feature
        • Budget Types for Projects Without a Plan
        • Why Change an iAccess Plan to a Vision Plan?
        • Vision Features That Are Impacted When the Vision Resource Planning Module Is Not Installed
        • Work Breakdown Structure (WBS) on the Planning Grid
        • Reimbursable Consultants Billing Markup Field
        • Reimbursable Expenses Billing Markup Field
    • Project Management Invoices Tab
      • How to...
        • View, Add, Edit, or Delete an Accounts Receivable Comment
        • View a Draft Invoice That Is Awaiting Approval
        • Enter "In Process" Billing Comments for an Invoice
        • Approve an Invoice
        • Reject an Invoice
      • Chart
        • Aged Accounts Receivable Chart
      • Fields and Options
        • Invoices Tab Fields
        • Invoices Tab Grid Columns
        • Draft Invoice to Approve Toolbar
        • Details for Invoice Dialog Box
        • Accounts Receivable Comments Dialog Box
        • Additional Documentation Dialog Box
        • Billing Comments Dialog Box
      • Learn More About...
        • Invoice Approvals
        • Alerts and Invoice Approvals
    • Project Management Collaboration Tab
      • How to...
        • Connect to Kona Business
        • Associate a Project with a Kona Space
        • Disassociate a Project from a Kona Space
        • Add a Kona Conversation, Task, or Event for a Project
        • View a Kona Conversation, Task, Event, or File for a Project
        • Attach a File to a Kona Conversation Task or Event for a Project
        • Go to Kona
      • Fields and Options
        • Project Management Collaboration Tab
      • Learn More About...
        • Integration of Project Management with Kona Business
  • Employee Workspace
    • Employee Basics
      • How to...
        • Go to the Timesheets or Expense Reports Area
        • Use Drop-Down Lists and Lookups to Enter Data
        • Select the Columns that Display in a Grid
        • Resize Grid Sections and Columns
      • Fields and Options
        • Select Columns Dialog Box
    • Timesheets
      • How to...
        • Open a Timesheet
        • Enter Data in a Timesheet
          • Enter a Project for a Time or Expense Record
          • Enter a Phase for a Time or Expense Record
          • Enter a Task for a Time or Expense Record
          • Enter a Labor Code for a Time Record
        • Copy Rows from One Timesheet into Another
        • Submit a Timesheet
        • View or Print a Timesheet Report
        • Set Up Timesheet Reports to Print Automatically When You Submit
        • View Regular and Overtime Hours Totals for a Timesheet
        • View Timesheet Line Item Approval Status
      • Fields and Options
        • Timesheets Form
        • Timesheets Toolbar
        • Revision Explanation Dialog Box
        • Print Report Dialog Box
        • Timesheet Settings Dialog Box
      • Reports
        • Detailed Timesheet Report
        • Summarized Timesheet Report
      • Learn More About...
        • When Comments Are Required on Timesheets
        • Check Hours Entered Against Expected Option
        • Automatically Populating Timesheets with Resource Planning Data
    • Expense Reports
      • How to...
        • Open an Expense Report
        • Enter Data in an Expense Report
          • Enter a Project for a Time or Expense Record
          • Enter a Phase for a Time or Expense Record
          • Enter a Task for a Time or Expense Record
          • Enter an Account for an Expense Record
          • Enter an Expense Category for an Expense Record
          • Enter an Originating Vendor for an Expense Record
          • Enter a Tax Code for an Expense Record
        • Copy an Existing Expense Report
        • Attach Receipts to Expense Reports
          • Upload and Attach a Receipt to an Expense Report
          • Upload and Attach a Receipt to an Individual Expense
          • View a List of Attached Receipts
          • Preview an Attached Receipt
          • Delete a Receipt from an Expense Report
        • Submit an Expense Report
        • Delete an Expense Report
        • Override the Currency or Exchange Rate
        • View or Print an Expense Report
        • Set Up Expense Reports to Print Automatically When You Submit
      • Fields and Options
        • Expense Reports Form
        • Expense Reports Toolbar
        • Business Meals Detail Dialog Box
        • General Detail Dialog Box
        • Travel Detail Dialog Box
        • Currency Override Dialog Box
        • Taxes Dialog Box
        • Expense Report Receipts Dialog Box
        • Expense Line Receipts Dialog Box
        • Print Report Dialog Box
        • Expense Report Settings Dialog Box
      • Reports
        • Detailed Expense Report
        • Summarized Expense Report
      • Learn More About...
        • Expense Report Status
        • Expense Categories
        • Credit Cards and Expense Reports
        • Currency and Exchange Rate Overrides
        • Vision Screen Designer and iAccess Expense Reports
  • Business Development Workspace
    • Business Development Basics
      • The Business Development Workspace
      • How to...
        • Select a Record to View or Edit
        • Use a Custom Search
        • Edit or Delete a Saved Custom Search
        • Edit a Saved Custom Search and Save It As a New Search
        • Add or Change Opportunities, Companies, and Contacts
        • Work with Grids
        • Save Your Work
        • Connect to GovWin IQ
        • Assign an Image to a Record
        • Send a Link to a Record to Another User
      • Fields and Options
        • Rename Search Dialog Box
        • Change Image Dialog Box
    • Dashboard
      • How to...
        • Select Opportunities to Include on the Pipeline Chart
        • Select the Dimension for the Vertical Axis of the Pipeline Chart
        • Select the Time Frame for the Pipeline Chart
        • Select a Presentation Currency for Pipeline Amounts
      • Fields and Options
        • My Opportunities List
        • My Touchpoints List
        • Pipeline Chart
        • Pipeline Settings Dialog Box
        • Custom Opportunity Search Dialog Box
    • Opportunities
      • How to...
        • Select an Opportunity
        • Use a Custom Opportunity Search
        • Add an Opportunity
        • Import Opportunities from GovWin IQ
        • Edit an Opportunity
        • Close an Opportunity
        • Reopen a Closed Opportunity
        • Delete an Opportunity
        • Collaborate Using Kona
          • Connect to Kona Business
          • Create a Kona Space for a New Opportunity
          • Associate an Opportunity with a Kona Space
          • Disassociate an Opportunity from a Kona Space
          • Add a Kona Conversation, Task, or Event for an Opportunity
          • View a Conversation, Task, Event, or File for an Opportunity
          • Attach a File to a Kona Conversation, Task, or Event for an Opportunity
          • Go to Kona
        • View and Update Team Members for an Opportunity
        • View and Update Milestones for an Opportunity
        • Add a Touchpoint for an Opportunity
        • View and Update Touchpoints for an Opportunity
        • View and Update Competitors for an Opportunity
        • Download All Opportunities in a .CSV File
      • Fields and Options
        • Opportunities Summary
        • Opportunities Toolbar
        • Add/Edit Opportunity Form
        • Opportunities Overview Tab
        • Opportunities Collaboration Tab
        • Opportunities Team Tab
        • Opportunities Activities Tab
        • Opportunities Competition Tab
        • Add Touchpoint Dialog Box
        • Close Opportunity Dialog Box
        • Create Kona Task Dialog Box
        • Edit Organization Dialog Box
        • GovWin IQ Opportunities Dialog Box
        • Custom Opportunity Search Dialog Box
        • Other Dialog Boxes
          • Edit Business Development Lead Dialog Box
          • Edit Location Dialog Box
          • Edit Marketing Coordinator Dialog Box
          • Edit Organization Dialog Box
          • Edit Proposal Manager Dialog Box
          • Edit Primary Client Dialog Box
          • Edit Project Manager Dialog Box
          • Edit Principal Dialog Box
          • Edit Supervisor Dialog Box
          • Company Information Dialog Box
          • Team Member Information Dialog Box
          • Competitor Information Dialog Box
      • Learn More About...
        • Integration of Business Development with Kona Business
        • Integration of Business Development with GovWin IQ
        • Imported GovWin IQ Opportunity Data
    • Companies
      • How to...
        • Select a Company
        • Use a Custom Company Search
        • Add a Company
        • Edit a Company
        • Delete a Company
        • Add a Touchpoint for a Company
        • View and Update Touchpoints for a Company
        • View and Update Associations for a Company
        • View and Update Contacts for a Company
        • View and Update Team Members for a Company
      • Fields and Options
        • Companies Summary
        • Companies Toolbar
        • Add/Edit Company Form
        • Companies Overview Tab
        • Companies Touchpoints Tab
        • Companies Associations Tab
        • Companies Contacts Tab
        • Companies Team Tab
        • Add Touchpoint Dialog Box
        • Create Kona Task Dialog Box
        • Custom Company Search Dialog Box
        • Other Dialog Boxes
          • Edit Employees Dialog Box
          • Edit Annual Revenue Dialog Box
          • Edit Location Dialog Box
          • Edit Website Dialog Box
          • Edit Aliases Dialog Box
          • Edit Specialty Dialog Box
          • Edit Socioeconomic Status Dialog Box
          • Contact Information Dialog Box
          • Team Member Information Dialog Box
      • Learn More About...
        • Clients and Vendors and Companies
    • Contacts
      • How to...
        • Select a Contact
        • Use a Custom Contact Search
        • Add an Individual Contact
        • Edit a Contact
        • Delete a Contact
        • Add a Touchpoint for a Contact
        • View and Update Touchpoints for a Contact
        • View and Update Associations for a Contact
        • View and Update Team Members for a Contact
      • Fields and Options
        • Contacts Summary
        • Contacts Toolbar
        • Add/Edit Contact Form
        • Contacts Overview Tab
        • Contacts Touchpoints Tab
        • Contacts Associations Tab
        • Contacts Team Tab
        • Add Touchpoint Dialog Box
        • Create Kona Task Dialog Box
        • Custom Contact Search Dialog Box
        • Other Dialog Boxes
          • Contact Information Dialog Box
          • Edit Location Dialog Box
    • Reporting
      • How to...
        • Select a Standard Report
        • Select a Saved Report
        • Select Records for a Report
        • Clear Report Filters
        • Group Report Rows
        • Select Columns for a Report
        • Change the Order of Report Columns
        • Sort the Report Rows
        • Save a Report
        • Change a Saved Report
        • Delete a Saved Report
        • Download a Report in a .CSV File
      • Reports and Report Options
        • Opportunities Report
        • Companies Report
        • Contacts Report
        • Report Options
        • Report Settings Dialog Box
        • Custom Company Search Dialog Box
        • Custom Contact Search Dialog Box
        • Custom Opportunity Search Dialog Box
        • Save Report Dialog Box
  • Configuration and Administration
    • Security and User Access
      • Setting Up Access to the Business Development Workspace
      • Setting Up Access to the Employee Workspace
      • Setting Up Access to the Project Management Workspace
      • User Access to Business Development Reports
      • Tab Access and Business Development Field Access
    • Set Up Integration with Kona Business
    • Changing System Labels
    • Employee Workspace Configuration and Administration
      • Checklist: Configuring Vision for iAccess Timesheets
      • Checklist: Configuring Vision for iAccess Timesheet Lookups
      • Checklist: Configuring Vision for iAccess Expense Reports
      • Checklist: Configuring Vision for iAccess Expense Report Lookups
      • Checklist: Configuring Vision Multicurrency for iAccess Expense Reports
      • Vision Screen Designer and iAccess Expense Reports
    • Project Management Workspace Configuration and Administration
      • Security Settings and Labor Costs
      • Vision Features and iAccess Data
      • Plan Data and the Multicurrency Feature
      • Integration of Project Management with Kona Business
      • Vision Screen Designer and the iAccess Project Management Workspace
    • Business Development Workspace Configuration and Administration
      • Setting Up Employees
      • Specifying Values for Drop-Down Selection Lists
      • Adding Custom Fields, Grids, and Tabs
      • Customization and Multiple Languages
      • Clients and Vendors and Companies
      • Screen Designer Modifications
      • Integration of Business Development with Kona Business
      • Integration of Business Development with GovWin IQ
      • Set Up Integration with GovWin IQ
      • Autonumbering of Opportunities and Companies
      • Activities in Vision and in iAccess