Deltek iAccess and Vision v7.5 | Deltek Vision User Group Meeting
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BCS Prosoft September 2015 User Group Meeting iAccess 7.5 New Features Tip and Tricks
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Transcript of Deltek iAccess and Vision v7.5 | Deltek Vision User Group Meeting
BCS Prosoft
September 2015 User Group Meeting
iAccess7.5 New Features
Tip and Tricks
http://www.bcsprosoft.com
iAccess
http://www.bcsprosoft.com
iAccess is included with Deltek VisionMust be on version 7.4 CU 6 or higher
http://www.bcsprosoft.com
Business Development
http://www.bcsprosoft.com
Opportunities - Overview
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Opportunities - Team
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Opportunities - Activities
http://www.bcsprosoft.com
Opportunities - Competition
http://www.bcsprosoft.com
Business Development - Companies
http://www.bcsprosoft.com
Business Development - Contacts
http://www.bcsprosoft.com
Business Development - Reporting
http://www.bcsprosoft.com
Planning - Overview
http://www.bcsprosoft.com
Planning - Contract
http://www.bcsprosoft.com
Planning – Labor Calendar View
http://www.bcsprosoft.com
Planning – Labor – Cost or Billing
http://www.bcsprosoft.com
Planning - Invoices
http://www.bcsprosoft.com
Planning – Invoice Approvals
http://www.bcsprosoft.com
Employee - Timesheet
http://www.bcsprosoft.com
Employee – Expense Report
http://www.bcsprosoft.com
How do I find it?
http://www.bcsprosoft.com
On the Toolbar
http://www.bcsprosoft.com
• Configuration oGeneral
System Settings Email tab
http://www.bcsprosoft.com
http://www.bcsprosoft.com
7.5 New Features
http://www.bcsprosoft.com
• Multi-Company Employee • Project Planning Enhancements • Approval Workflows Expansion • Asset Management • CRM & Proposals • General Usability • Touch Time & Expense • iAccess
http://www.bcsprosoft.com
Vision 7.5 General AvailabilityNovember 20, 2015
http://www.bcsprosoft.com
Tips and Tricks
http://www.bcsprosoft.com
Adding iAccess to Roles Security
http://www.bcsprosoft.com
• Configuration – General• User Defined Components–Custom Fields Tab
• Applications include:o Clientso Contactso Opportunitieso Vendors
Adding a UDF to iAccess
http://www.bcsprosoft.com
http://www.bcsprosoft.com
Deltek Insight 2015November 3-6Nashville, TN
http://www.deltekinsight.com
http://www.bcsprosoft.com
Fourth Quarter User Group Meetings:Hawaii Dec. 15, 2015
San Antonio Dec. 15, 2015Houston Dec. 16, 2015
http://www.bcsprosoft.com
BCSProSoft Deltek Account Manager
Shawna Dillard800.882.6705
http://www.bcsprosoft.com
Request a free consultation from an expert at BCS ProSoft
REQUEST COMPLIMENTARY ASSESSMENT
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