History Loading Utilities Overview

As part of installing Vision, you enter historical information about your projects and accounts, including labor and expenses accumulated on projects, account balances, and outstanding transactions.

You enter this information as of the installation cutoff date (which is often the start date for your first set of timesheets and expenses processed in Vision).

• Work that occurred before this date is history data.

• Work that occurs after this date is transaction data.

Job-to-date historical amounts must begin at the start of the project and end at the cutoff date.

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

• Data Migration — Use the Vision Import utility to convert your historical data.

• Data Conversion — Convert your historical data directly into Vision from a legacy Deltek product, such as Deltek Sema4, Deltek Advantage, Deltek FMS, Deltek Award, or Deltek CRM/Proposals.

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

If you enter historical data through the History Loading utility, you must enter the data on special history loading forms, which let you enter information directly into your Vision database. You do not have to post this information into the database.

The History Loading utility allows you to enter and track data from the prior period to the installation cutoff date.