Workshops

Fundamentals of Vision Reporting and Introduction of Analysis Cubes (SOLD OUT)

The Fundamentals of Vision Reporting and Introduction of Analysis Cubes workshop is perfect for new and existing Vision users wishing to refresh and expand their proficiency. In the first segment, we will review Deltek Vision’s flexible reporting tools, which allow you to tailor reports to your firm’s specific requirements. You will learn reporting fundamentals, such as report options, selections, and saving favorites. The course includes instruction on the time saving features of deploying reports to the dashboard, reporting on summary tables, and the graphing capabilities of Visualization. We will evaluate specific reports used by firms to measure project performance and business with hands-on exercises.

In the final segment we will work with Vision Analysis Cubes, which combine the benefits of Microsoft® SQL Server® 2005 Analysis Services and Microsoft Excel®. With Analysis Cubes, users can support informed decision-making by assembling data from multiple time periods and multiple perspectives, including financial and project data, on a single report with the click of a mouse.

Course Timing: 9:30 a.m. – 3:30 p.m.
Prerequisites: User Fundamentals (formerly User Basics)
Intended Audience: New and Existing users

Vision Project Planning and Resource Management (SOLD OUT)

Deltek Vision's Resource Planning is the first fully integrated project management solution for professional services organizations that allows you to control projects and manage resources to maximize results. This workshop reveals Vision’s sophisticated, automated Resource Planning capabilities helping you to improve efficiency and increase data integrity. Make the most of your firm’s resources with resource skill search, resource utilization reporting, and resource utilization alerts.

Learn to create plans using project management tools like EAC and EAC % Complete, calculated automatically for you in your plan. Also, schedule professional staff based on skill sets, experience, and availability. Additionally, monitor and control project performance by using milestone alerts to inform you when JTD spending is 20% over your plan. You’ll learn to support proposals with plans, confirm resource availability, and review options for your path going forward.

Course Timing: 9:30 a.m. – 3:30 p.m.
Prerequisites: User Fundamentals (formerly User Basics)
Intended Audience: Project Managers, Resource Planners, Executives

Costpoint Advanced Revenue Recognition (SOLD OUT)

This session focuses exclusively on the complex issue of revenue recognition and the Project Ledger within Costpoint. Incorporating a mix of theory and hands-on exercises, this advanced course examines how Costpoint stores revenue in the Project Ledger for different revenue formulas - ultimately impacting the Project Status Report.

We look closely at the issues of switching revenue formulas, changing the revenue formula level, adopting a new owning org, and deleting formulas. Underlying all of this, we examine the effects of the revenue redistribution utility. This utility is the keystone to a healthy Project Ledger and accuracy on the Project Status Report at all levels of the project. Our activities include before and after looks at the project ledger, transaction entry, and revenue processing.

Course Timing: 9:30 a.m. – 3:30 p.m.
Prerequisites: Minimum of one year experience with Costpoint.
Intended Audience: Project Managers, Revenue Accountants

Costpoint Touchpoints: Interactions between Modules and Other Products (SOLD OUT)

This session focuses on the interaction that exists between Costpoint’s modules and our suite of product offerings. We start with a high level overview, and then we go into the specifics of data flows between modules. We incorporate data flows between Time & Expense, Costpoint, Cobra, Open Plan, and wInsight.

Using extensive data flow diagrams, this session emphasizes the inter-dependencies between products and Costpoint modules. This theory based class provides an opportunity for discussion and questions regarding these products, the coordination of processing and timing options, and the criticality of having a “big picture” view of how the integration of these products impacts the design and use of these products. If you have been operating in a vacuum within the boundaries of one product, this course “brings it all together”.

Course Timing: 9:30 a.m. – 3:30 p.m.
Prerequisites: General knowledge of our product offerings.
Intended Audience: Accounting management with an oversight capability for Costpoint and our related product offerings; new and prospective users.

BPM for Costpoint: Cognos 8 Advanced Report Studio Techniques (SOLD OUT)

In this hands-on workshop, we will explore Report Studio. First, we look at how to connect two objects, a list report and a crosstab, in the same report using the Master Detail Relationship. Next, the workshop explores how two tables can be joined for a specific report within Report Studio using the Query Explorer. Then, we will look at how to create a template.

Finally, we switch our focus to Framework Manager. In this part of the workshop, we provide a high level overview of Security. We examine Dimensional Modeling to create data sources for PowerPlay cubes and discuss Best Practice Modeling using the Deltek packages.

Course Timing: 9:30 a.m. – 3:30 p.m.
Prerequisites: Knowledge of Report Studio
Intended Audience: Report Writers

Utilizing the Job Status Reports for Revenue Analysis and Troubleshooting (SOLD OUT)

This workshop will provide you with the tools necessary for streamlining your month-end revenue recognition process. Incorporating a mix of theory, hands-on exercises and group activities, we review basic contract set-up requirements, revenue formulas, and troubleshooting tips by contract type.

We will analyze the implications of changing revenue formulas on a contract. Also on the agenda are best practices for improving efficiency and streamlining JSR report production including use of the “Batch Manager”. After a detailed review of key Job Status Reports by contract type, we present live examples for troubleshooting revenue.

Course Timing: 9:30 a.m. – 3:30 p.m.
Prerequisites: GCS Fundamentals
Intended Audience: Existing users; Revenue Accountants.

wInsight Fundamentals 2008 (SOLD OUT)

Do you want to proactively manage your projects by locating problem areas before they arise? Do you need to graphically review performance trends and generate statistical estimates at complete? Deltek wInsight can help you do this and more!

Join other program controls and project management peers who use Deltek wInsight to run effective earned value reports by combining cost and schedule data to comply with earned value requirements and improve project forecasting. In this workshop, you will get hands on experience with our award-winning Deltek wInsight application. You will learn the fastest way to measure project progress and produce the kind of earned value reports that everyone can understand.

Course Timing: 9:30 a.m. – 3:30 p.m.
Prerequisites: None.
Intended Audience: Existing users; Earned Value Focal Points, Program Controls Professionals and Program Managers.