Deltek Vision

Begin with the work that wins business. In Deltek Vision, sales and marketing teams capture leads, qualify them, and build costed estimates using rate tables and reusable templates. Draft a polished proposal with scope, milestones, and fee options, then route it for review and e‑signature. When the client says yes, convert the opportunity to a live engagement without rekeying data—budgets, tasks, and billing rules carry over, creating a clean handoff from seller to delivery.

Set up delivery in minutes. Build a work breakdown structure, define deliverables, and attach budgets by phase or task. Choose the contract model—time and materials, fixed fee, or retainer—and apply fee caps, markup rules, and change controls. Use the resource planner to slot people by skill, availability, and cost rate, then publish assignments to team calendars. Staff record time and expenses on web or mobile; supervisors approve with one click and receive alerts for missing entries or overspend. Track progress vs. plan using burn charts and earned value, store drawings and documents with version control, and manage change orders and subcontractor agreements within the same record.

Keep money moving with disciplined controls. Set billing schedules by milestone, percent complete, or recurring cycles. Generate invoices that reflect contract terms—progress bills, retainers, and holdbacks—and push them directly to clients. Automate revenue recognition based on delivery status and see work‑in‑progress in real time. Speed reimbursement with receipt capture and policy checks, and shorten the time to collect using aging dashboards, dunning letters, and promise‑to‑pay logs. Purchasing teams raise POs, match against receipts and vendor bills, and track landed costs. If you carry parts or materials, manage stock with barcodes or lot/serial tracking, bin locations, and transfers between sites. Fixed assets are tracked from acquisition through depreciation and disposal, tying costs back to the engagements they support.

Leaders stay ahead with live analytics. Monitor margin, utilization, backlog, pipeline value, and cash projections from role‑based dashboards. Build forecasts by combining scheduled work with weighted opportunities, then run what‑if scenarios—shift dates, adjust staffing, and see the impact on revenue and capacity. HR teams recruit, onboard, and maintain certifications so schedulers can place the right people on the right tasks. Standardize monthly close with checklists, approvals, and audit trails; use saved views to spot projects at risk and trigger playbooks that guide corrective actions. From prospecting to final invoice, Vision aligns every step into a single, repeatable workflow your team can execute every day.