1
Optimization for
Deltek Vantagepoint
​​​Deltek Vantagepoint serves as a cornerstone for ERP and project management. It holds immense potential to be a firm’s most valuable asset. The most requested optimizations are: Building a Plan of Record; Upgrades and Cumulative Updates; Custom User-Defined Hubs, Fields, and Grids; Custom Workflows and Software Automation; Custom Dashboards and System Reporting.​​
2
Microsoft and Google Office Suites Optimization
Our specialized business software solutions are designed to help you leverage your current software systems for greater efficiency, collaboration, and growth.
Let us help you with everything from custom SharePoint sites to custom templates that match your firm's brand and tackle your firm's needs.
3
Business Service
Add-Ons
Our comprehensive suite of business services is designed to empower your organization with expert support and strategic guidance across a variety of everyday needs.
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Let us help you with everything from managing a robust accounting system to the creation of organizational systems.
Our Solutions Grid
The Solutions Grid below lists the most frequently reported issues with Deltek Vantagepoint and our corresponding solutions. ​​​
​Not seeing what you are looking for? Let us know, we would love to add it to our solutions suite.
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*Please note: Microsoft Authenticator MFA may be required when using the available links below or when using purchased solutions.
Software | Issue | Solution | Link to Purchase | More Info |
|---|---|---|---|---|
Deltek Vantagepoint | Using expense reports in the system | Expense Report Process Document | https://tinyurl.com/387ryseu | |
Deltek Vantagepoint | Setup and use the mobile app | Mobile App Process Document | https://tinyurl.com/ykvabytc | |
Deltek Vantagepoint | Use timesheets in the system | Timesheet Process Document | https://tinyurl.com/4txa4b7h | |
Deltek Vantagepoint | Track custom solutions or service offerings and associated track statuses | Solution Tracker | Contact us | |
Deltek Vantagepoint | Set KPI goals and see summary of goals as they pertain to firmwide initiatives and revenue | Firm KPIs Hub | Contact us | |
Deltek Vantagepoint | Track where employees are working | Custom Field for Timesheets | Contact us | |
Deltek Vantagepoint | Track employee interests and align with internal growth opportunities and project planning / staffing | Employee Interest Tracker | Contact us | |
Deltek Vantagepoint | Track stocks for shareholders and link to employee records | Shareholder Hub | Contact us | |
Deltek Vantagepoint | Build fees off of planned costs | Fee Estimate Tool | https://bit.ly/3SSErms | |
Deltek Vantagepoint | Track ASRs on projects and ASR pursuit statuses and change logs | ASR Tracking Tool | Contact us | |
Deltek Vantagepoint | Track and manage invoices for Accounts Payable | Enable and use Invoice Approvals for AP | https://tinyurl.com/8z4n3857 | |
Deltek Vantagepoint | Track and manage invoices and invoice changes for billing | Enable and use Invoice Approvals for Billing | https://tinyurl.com/5ar3kfmd | |
Deltek Vantagepoint | Track and manage employee time off and leave | Enable and use PTO accruals and absence requests | Contact us | |
Deltek Vantagepoint | Track mileage for company vehicles | Business Lease Hub | Contact us | |
Deltek Vantaagepoint | Track and manage leases | Business Lease Hub | Contact us | |
Deltek Vantagepoint | Track and maintain state business licenses and state compliance | Business License Hub | Contact us | |
SharePoint | Maintain and manage policies | SharePoint Policy Hub | Contact us | |
Deltek Vantagepoint | Track changes made to contacts resulting in duplicate contact records | Contact History Tracker | https://bit.ly/3WNCUz4 | |
Deltek Vantagepoint | Easily track changes to employee records for title and cost rate history | Employee Change Tracker | https://bit.ly/3YA02n6 | |
Deltek Vantagepoint | Manage Master Service Agreements and associated projects | MSA Service Agreement (MSA) Hub | https://bit.ly/3WyN9qZ |