Deltek

Deltek Vision

4 / 5 389 reviews

Who Uses This Software?

Deltek Vision supports professional services firms like management & IT consulting, market research and architecture & engineering.


Average Ratings

389 Reviews
  • 4 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Deltek
  • www.deltek.com/
  • Founded 1989
  • United States

About Deltek Vision

Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.


Deltek Vision Features

  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator
  • "What If" Scenarios
  • Balance Sheet
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Project Budgeting
  • Run Rate Tracking
  • Version Control
  • Ad hoc Analysis
  • Ad hoc Query
  • Ad Hoc Reports
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Analysis
  • Data Visualization
  • Key Performance Indicators
  • OLAP
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Strategic Planning
  • Trend / Problem Indicators
  • Ad hoc Analysis
  • Ad Hoc Reports
  • Budgeting & Forecasting
  • Consolidation / Roll-Up
  • Dashboard
  • Key Performance Indicators
  • Predictive Analytics
  • Qualitative Analysis
  • Quantitative Analysis
  • Scorecarding
  • Strategic Planning
  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Accounting Management
  • CRM
  • Dashboard
  • Distribution Management
  • Enterprise Asset Management
  • Financial Management
  • HR Management
  • Inventory Management
  • Project Management
  • Purchasing
  • Sales Management
  • Supply Chain Management
  • Warehouse Management
  • Approval Process Control
  • Invoice Management
  • Multi-Currency
  • Receipt Management
  • Receipt Upload
  • Reimbursement Management
  • Spend Control
  • Time Tracking
  • Workflow Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Activity Tracking
  • Campaign Management
  • Lead Capture
  • Lead Distribution
  • Lead Nurturing
  • Lead Scoring
  • Lead Segmentation
  • Pipeline Management
  • Prospecting Tools
  • Source Tracking
  • 401(k) Tracking
  • Attendance Management
  • Benefits Management
  • Check Printing
  • Compensation Management
  • Deductions Management
  • Direct Deposit
  • Multi-Country
  • Multi-State
  • Self Service Portal
  • Tax Management
  • Vacation / Leave Tracking
  • W-2 Preparation
  • Wage Garnishment
  • Agile Methodologies
  • Budget Management
  • Client Portal
  • Cost-to-Completion Tracking
  • Customizable Templates
  • Gantt Charts
  • Idea Management
  • Kanban Board
  • Milestone Tracking
  • Resource Management
  • Time & Expense Tracking
  • Traditional Methodologies
  • Automatic Formatting
  • Calendar Management
  • Collaboration
  • Contact Management
  • Content Repository
  • Document Management
  • Electronic Signature
  • Knowledge Library
  • Pipeline Management
  • Requirements Management
  • Revision Management
  • RFP Management
  • Task Management
  • Templates
  • Version Control
  • Capacity Management
  • Data Visualization
  • Demand Forecasting
  • Drag & Drop
  • Employee Scheduling
  • Filtered Search
  • Resource Allocation
  • Skills Tracking
  • Utilization Management
  • Automatic Time Capture
  • Billable & Non-Billable Hours
  • Billing & Invoicing
  • Employee Database
  • Mobile Time Tracking
  • Multiple Billing Rates
  • Offline Time Tracking
  • Overtime Calculation
  • Timesheet Management
  • Vacation / Leave Tracking

Deltek Vision Reviews Recently Reviewed!


I'm a believer in Deltek Vision

Jun 27, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: We use Vision for CRM and Proposals-Custom Proposals and Government forms. I love the connectivity between your firms, contacts with your opportunities and jobs. Using Vision enables us to store and retrieve our corporate history and the story of us...our projects, our people and our client relationships. I confess I am a power-user and have done most of the configuration to the system, so therefore understand it more than most others, but I can provide data of any kind from our system. We are integrated with a different accounting platform, so I can also provide up-to-date project reporting. We also use an intranet connector that makes our information easily obtainable/viewable through PC and mobile app (not the Deltek mobile app). I have used the Deltek Vision product since 2005 and had prior Deltek products since the late 1990's. Dewberry is a 2,000 person firm with 50 office locations in 18 states.

Cons: Although I live and breathe Deltek Vision, numerous people at our firm just can't grasp the details and complain that it is not user friendly. The learning curve seems slow for some people to overcome, actually many people, but once it's figured out, there seems to be high value in their usage. I like the custom reporting tool but my users find it so difficult that most refuse to use it. I think the most successful firms will have a Vision expert and a strong IT (SQL, reports) and application team on staff. If not, you probably would need a consultant. My team has been able to keep everything in house to date.

Comprehensive software solution, but plan on building your processes around it

Mar 07, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Powerful reporting and a mostly, all-in-one solution for managing our firm and projects

Cons: Usability. The lack of a user to be able to sit down with the product and pull the data they want without significant training. Data reported is calculated differently in part of the software - revenue in one area is actual billed amount while revenue in another is hours worked times billing rates.

Overall: I've been the Vision champion in our organization since 2008 when we began to use it. Vision has been steadily improving over the past 10 years and also been getting left behind in innovation. Over our time with Vision we've evaluated other software at a few points and have not found a single solution that can provide a similar integrated experienced. The power of Vision and the reporting is built on Microsoft's SQL engine, but it does require users to be invested in learning it's use to get the most out of it. Without proper time devotion, training, and some trial and error it does leave users frustrated.

Along with the power of the product comes a lot of over-complication and reported amounts that often aren't as expected or isn't fully explained or clear on where the data is coming from and what it means. This is probably the primary problem with Vision in my eyes - data labeled in one area of the program isn't the same as data reported under the same or very similar label in another part of the program.

The end user experiences and ease of use is greatly lacking, but should be vastly improved as Vision is (finally) becoming modern and migrating from a .NET platform to a HTML/web-based platform. This upgrade shows promise of having better end user use and intuitiveness. We are hopeful that Vision will continue to be a tool for our company for many more years.

Recommendations to other buyers: Invest the time and outside help needed to properly setup the software and train your staff. Get management buy-in to reinforce frequent use then it becomes a very power, useful too.

Twelve Years as a Deltek User

Nov 15, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The user experience. The ability to customize the interface. The ability to quickly drill down into reports.

Cons: It is such a rich,deep product that some of its functionality remains unused.

Overall: In 2004, the professional services firm I worked for was managing a $10M/year business using Quickbooks. It was clunky and problematic, with no real analytic capability (i.e., where and how were we making money). I investigated various solutions, and discovered Deltek Vision. We hired an outside consultant to install and configure Vision for us,and life changed. We suddenly had a true business management solution. As the CFO, I finally had a tool that could give me true insight into the underpinning of our business,and where were profitable (and where we were not).

Two years later, at a architectural firm, I inherited Axiom Protrax, practically a DOS-based solution. I quickly tired of operating with a 20-year old platform, and advocated for Vision. Having experienced one implementation,I was not enthused with dropping $60K for an outside party to tell me what to do to configure the system. So, over three months,I single-handedly configured and implemented Vision at a 50-person architectural firm. And it has made all the difference. Vision has continued to grow, through internal development and outside acqusition, and through it all they have maintained a consistent look and feel to the product. Adding functionality without detracting from the user experience. And their customer support has remained top-notch. I love the quick chat. If I just have a quick question, I can go quick chat, and quickly resolve my issues.

I love this produce, and it meets the needs of my business.

Recommendations to other buyers: This is a great solution for professional service firms, though be sure folks get the training they need to fully utilize all of its functions.

See your Vision with Deltek!!!

Mar 08, 2018
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: This product is specifically designed to support the complete project lifecycle of professional services firms, Deltek Vision helps measure your most critical business functions. From pipeline building and client management to project execution and financial management, Deltek Vision users can experience measurable benefits immediately, including increased employee utilization, streamlined project management, reduced DSO and increased margins and profitability.

Pros: Deltek Vision's is a software solution that allows you utilize custom proposal modules and government forms modules to cut down on hours off of proposal preparation. Because Deltek is the "source of truth" for our employee history and project history we are able to easily and quickly pull information from Vision onto proposal templates in minutes. Pulling information from a centralized archive it gives our users confidence in the data, employee updates/feedback are made one time (in Vision) instead having to always start the process over whenever a new proposal document is presented to the employee and gives our marketing professionals the extra time needed to craft the proposal to meet the RFP and client requested information. We use Deltek Vision to support our Strategic Plan goal for the company growing and win more work!

Cons: The user interface is extremely difficult to get used to. Since we started using this software my group has received a lot of calls from people in my organization who are unsure how to do basic searches and will ask us for help/assistance because they'd rather not deal with it. The main thing that is not intuitive is its search function, which is critical.

Used Vision's General Ledger primarily in my role to produce month end and year end financial stmts.

Jan 09, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money

Pros: The general ledger was easy and logical for an accountant. The work breakdown structure allowed for reporting consolidated reports as well as subsidiary level, office level, and departmental reports. Vision handled large amounts of transactions and data efficiently.

Vision offers functionality to do time sheets and expense reports remotely.

Vision has great security features that can remove access to certain areas or information based on an employees role in the Company. It is easy to remove rights immediately when employees leave the Company. In addition, roles can control who can make changes or post transactions.

Vision allows for automated reporting. For example, an Accounts Receivable report can be automatically sent to an employee's email on a scheduled basis.

Cons: The software is not logical for non-accountants. The software is primarily for A'E firms but very difficult for those users. Most of the engineers are unable to write and run project reports. When they do get a report, the report isn't easily understood.

The software is difficult to support internally and requires a database specialist to get maximum value. Vision contains a massive amount of data but the canned reports do not always offer the different types of data in same report. Unless you can write custom reports, you will have to pay expensive consulting fees.

Searching for other solutions.

Feb 28, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: Reliability

Cons: It is getting clunky. Advantage, the predecessor to Vision, was easier to operate than Vision is. The customer service has also went down hill.

Overall: Customer service used to be wonderful, but now, they want everything web based, so don't even try calling the 800 number. The web based portal takes ages to get a response: just upgrade your case immediately, or you are going to be waiting days for an answer. The software is getting too big to be useful for any one segment of the company, and requires a good deal more work than is necessary. There is a lot of duplicate entering needed.

They do have a few support staff who have been there forever. Those people are worth their weight in gold. Yes. I know. This is a review, I shouldn't name names. But one of the rep is darn good, and patient, and gets you the correct answer. Maybe they'll give her a raise for this.

Once you figure out how to get the information needed out of the software, it is reliable.

Here is a for instance: in the Info Center, I can enter a budget in the project info center. Then, I can reenter a budget in the planning info center. Then, I can reenter a budget in the accounting. It would be nice if it was just something that would flow through.

I have been doing accounting with Deltek for 14 years now: I have begun the search for a replacement software.

Recommendations to other buyers: It might be great for a company that has the resources to hire one person for each accounting function, say, one for AR, one for AP, one for budgeting, etc. If you only have a few people trying to run this software, it is about useless other than to do some basic accounting tracking. Don't bother buying the add ons like planning. They require another person.

Could be a lot more user-friendly

Apr 14, 2017
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Reliable for accounting and basic functions

Cons: Not user-friendly and requires a consultant to get into more complex areas unless you have someone on staff that has sufficient experience.

Overall: The following is my opinion and I am not speaking on behalf of my company as most of my years with Deltek were before I joined Rockwell:

I have used Deltek for over 12 years and my experiences vary by the module. Newer modules such as project planning or online T&E are notorious for being excessively buggy. For many years my company avoided project planning based on reputation alone. The latest version of the planning module also was introduced with a serious lack of error prevention and trapping - such as allowing project plans to be edited in resource planning while the user is in the plan. Although some bugs are unavoidable, they are excessive and notorious in Vision which is frustrating to the user.

The help documentation is serious lacking in explanative detail and the search feature is abysmal - the results are often totally unrelated to what your search phrase is - and often it locks up before you get there. It is a shame because I think there are good features in Vision that people don't get to - such as workflow - because the poor documentation requires the hiring of consultants. Maybe this is by design, but it is too costly to keep doing this.

The accounting module is an example of a module that is solid as are others. And I find the people that handle the help and chat services to be dedicated and as helpful as possible.

Deltek Vision Review

Mar 20, 2017
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Tracking projects

Cons: Not intuitive when it comes to customizing and running reports. Too many sub areas and can be hard to find the right thing.

Overall: Some of the areas are easy to use but some stuff is hard to find and add. It would be better to have simple terms and explanations in order to add information or search boxes, we have trouble sometimes configuring reports. The layout seems simple but it is actually kind of confusing. I would like to be able to change things and have more control to manipulate and still be able to run the reports under my projects. We are working and figuring it out as we go but still having trouble figuring out how to populate the information we are looking for because it is what we think it is. Also, sometimes it is hard to add in things because it is hard to figure out what sub area that item would be in. Overall I just feel the product could be a little more user friendly for running reports and customizing things. We are trying to incorporate Vision more this year to get the rest of our team on board so I hope to learn more as we go, but I still find that ultimately it takes a lot of time to figure some of the things out just because it isn't really intuitive at all. I think vision should go around and meet with those using the product to see what more they could change to make it more user friendly. It is hard to explain over a written review. I will say however, that the program does work great for tracking projects invoices and such so overall on that part I am satisfied.

Vision Essentials review

Apr 05, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: See previous comments

Cons: See previous comments

Overall: We purchased deltk vision module to help us do project and resource planning of our critical engineering resources. We are medical supplier and using deltek to help us align project planning functions to resource draw. Our business is very dynamic due to customer, regulatory and market dynamics. Needless to say what starts out as a plan can change many times over. The linkages between the planning and the resource capacity assesments and reports are great. The Planning portion of deltek seems underdeveloped. Simple functions like a undo button dont exist. Comparisons of users who lived in a MS Project environment prior to deltek complain about simple functionality. I know there are upgrades coming throughout the year and we are anticipating some of our frustrations might be resolved.. Will wait and see. We are on the last year of our contract and love the resource feedback that the deltek system gives us. The cost to doing that is too much time in the planning module required to get that output. When initially selecting deltek it was obvious to us that it was geared to more service industry sectors then to a R&D and manufacturing company like ours. Using it going on 3 years we have enough frustrations with the planning side that we are researching other options to understand if something better exists. Really hope the planning side improves and makes our project managers more efficient.

Recommendations to other buyers: See previous comments

Searching for data results in quick results, good report generation feature, easy to edit.

Nov 07, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It allows me to have three databases open. In my case, Projects, Employees and Timesheets. It's great to toggle between them without having to log out and in again. Data retrieval is quick. It allows me to search for very specific information so my results don't overwhelm. Data access is controlled at the user level so people cannot edit fields without proper permission. Before Vision, we used a database that contained project numbers that were preserved in the Vision database. So if we need to look up project data based on the old number, we are able to. This saves us a lot of time.

Cons: It is difficult to learn this software on your own beyond searching. There are so many features that allow us to look at the data in several ways. Most of those ways are unknown to me so training is required. I would suggest that companies provide proper training before implementing it firmwide to avoid frustration.

Overall: Information about each project such as who is the PM, lead architect, lead accountant, project location, legacy data, status, etc. is essential to our business. We can easily search for all current projects in any city, state, province, country. Our PMs use this to keep track of payments, invoices, employees assigned to the project, budget data, and documents stored on our servers can be linked from within a record. We can view other projects for the vendor or client.

Vision Review by Accounting

Feb 28, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Integregrates the engineers project management with accounting reporting.

Cons: Payroll tax/End of Year Tax Reporting is lacking.

Overall: Vision has good features and is lacking in some features. Vision used to be able to alphabetize A/R Statements when we initially started using it. Through upgrades, Vision lost that feature that we found valuable for our billing process. Vision is lacking in end of year reporting functionality. For example, end of year 1099 functionality is lacking. States require the account id assigned to companies to be reported on 1099s. Vision is currently unable to print accurate paper copies nor is it able to provide an accurate electronic file. Customer support was not able to help me and I had to manually edit the electronic file in order to have a 1099-MISC that would pass our state's criteria. Vision does not provide reporting for form 1099-INT which I need for reporting interest on shareholder payouts. Financial reporting is lacking some. Balance Sheets typically have Assets on page 1 and Liabilities and Equity on page 2. I have not found a way to easily achieve this with settings in Vision. I have employees that would like to be able to review their payroll withholdings and paystubs at any given time, but are not able to do that. At times, Vision is disappointing for the Accounting department. At other times, it is a rock star for us.

Recommendations to other buyers: No.

Powerful yet not so user friendly.

Nov 09, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 7.0/10 Not
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Comments: Not so user friendly, too much steps to get one voucher in. Entering description is not so easy and flexible, keep getting too much error message.

Pros: Biggest help is that It has WIP feature where we can keep track or our work in progress without outsourcing to vendors. It offers full accounting functions.

Cons: In the reports, info are not easily accessible with clicking the items you want to see. VIsual weakness where it does not disclose all info in the window and cannot adjust borders left or right to fully expose all info...always need to use left and right scroll to enter or see the whole line.. voucher and invoice number too short, can't fit long numbers, All the modules are not available...can't tell if other modules that we don't have licenses are useful to us or we need it if we don't know how it works or what it can do,,,,it doesn't give trial period like quickbooks or peachtree where we can test it for short period. Reports are too much options but doesn't have options that allows us to see more clearly. Visual really too messy...would like to see simpler and clear reports.

Could build an aircraft carrier with this software or use it to run a small destroyer, depending on your needs.

Aug 31, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Overall as compared to the other 5 ERP systems I have used over the years I have to say Vision is one of the best out there, especially for project oriented tracking. Deltek is also a company looking for improvement and advancement within their programs. The new generation they are working on to Vision takes the program to a very modern and more robust place. Great things are coming!

Pros: Has the ability to be customized in many ways to improve functionality and process routine tasks behind the scenes with workflows. Great when you want scheduled reports to be pushed out to staff on a regular basis, can be either be emailed or sent to a dashboard. System is fairly easy to use and navigate once you get the hang of it. However, the size and capability can be off putting if you give too much access to none power users.

Cons: Although there are many reports and lots of options within each report they can also be limiting. For example if you wanted to run an A/R graph for aging you can only choose three options (Current, 30, & 60 days). Therefore if you have five options (Current, 30+, 60+, 90+, 120+) you will need to run two graphs to see all the info. However, if you have someone who know SQL you can design and write your own reports which is a plus.

The product is ok but the Customer Support and Configuration Conceptual Scope presentation is lame

Mar 07, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: OK project reporting and tracking

Cons: Complexity of configuration options that are not presented well in "the manual" (on line only and if you want it on paper, even after having purchased the product, you have to PAY extra for it!) and very little "conceptual based" information. The "User Guidance" seems geared to a non-professional managing this software as evidenced by the "how to click click" mentality in instructions. Also, getting past the front line Help People (who are great) to a higher level to discuss concerns is IMPOSSIBLE. And the "Customer Care" system - re-designed and implemented since 2003) is a step backward in "Care" to my view. Also, the company does not send out "Known Bugs" as they are discovered, rendering re-work at so many levels it should be of concern to the company yet there is a stated policy of NOT releasing them to PAID FOR users.

Overall: As a skilled user of many software products, getting an overview of the Configuration and it's effect on each module is very difficult and thus hard to seamlessly change once set. The product seems designed to promote consulting fee generation by Deltek, and when one can't CALL a 1-800 number and get support WITHOUT opening a "Case" (and being charged for same or having to fight to not be charged) it speaks volumes about the company's priorities. The company also seems more concerned about fancy reporting than improving existing BOOKEEEPING needs in the product. I no longer recommend this product to others.

Recommendations to other buyers: Look elsewhere or keep it simple.

Deltek Vision ERP Implementation needs an onsite professional

Nov 15, 2016
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: The controller left December 31st. The company went live February 1st. I began February 6th and I had never seen Deltek Vision before that day. Deltek Vision is a powerful, project management software which can help you have almost real-time visibility into all aspects of your business. Hi, my name is Kathy Nixon and I am a CPA, a PMP, and a professional coach. Post-acquisition mergers of systems, processes, and teams is my niche.

This assignment had me serving as interim corporate controller of a $130M+ Revenue company who was merging its three companies currently on Quickbooks all into one system, Deltek Vision.

Greatest take-aways:

1. Designate a Subject Matter Expert. It can be a Deltek Vision consultant or a third-party consultant with heavy Deltek Vision experience.

2. Develop a Steering Committee across all company disciplines and meet weekly. Decision making and joint buy-in is important.

3. Communicate, Communicate, Communicate. Communication to all areas of your organization is imperative to the success of the implementation.

4. Train, review, test, train some more. It takes a village to raise this child.

5. Designate or hire a project manager. For success, you need someone focused on all areas of this software's implementation. Setup, testing of setup, training, input, verify input accuracy, invoicing, collections, accounting and financial reporting.

6. Expect 6 months (to a year) before everyone is onboard.

7. Develop a budget which includes 5 times the software's cost. Yes, five times. It is a pay me now or pay to correct it later proposition.

Good luck! Wishing you success. Let me know how I can help.

Deltek Review from a billing standpoint

Jun 28, 2017
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Deltek Vision is mainly well suited for project managers to view project data in one place and also for billing purposes. It allows you to view a project as whole or drill down and see a certain time frame. Deltek Vision could be updated to be more HR inclusive. Right now we can only use it for time and expense and also payroll.

Pros: The time sheet and expense entering are very detailed and users can log time from iAccess if they are out of the office as well as upload to receipts straight into vision. It works great as a billing system. it's pretty straight forward and being able to run batches or also single invoices depending on your need is helpful. It has a wide variety of reporting and you can also customize report to drill down and pull the info you need.

Cons: It can be difficult for new users and somewhat overwhelming. You need to be familiar with customizing reports to be able to get what you want. The default reports don't usually provide what information is needed. I really hate that we still have to use internet explorer to access vision.

Deltek Vision - Wonderful Program to Control & Grow Your Project Based Business

Mar 29, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The reporting features are so inclusive that you really can get any info you need at the click of report once you have them set up.

Cons: It relies on accurate entry of data so I can't even say that there's a negative about the software just that you need consistent processes of input in order for the features to work efficiently.

Overall: Deltek Vision is a work horse of a software program. Its functionality is extensive and requires a full time person to be invested fully into set up and maintenance of the many features available. We find that we aren't able to use many of the great features simply because we don't have the time to explore and learn them all. Reporting features are fantastic and so useful in project management. Highly recommend this program for any project based company.

Recommendations to other buyers: For smaller companies all modules may not be required so I would start with the core product and work up to the other modules. There is a lot of functionality in each one so you need staffing responsible for set up and use in each section of you won't be able to use the program to its full ability.

My Experience

Feb 28, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
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Pros: The A/R transaction entry, the advanced search in reporting, timesheet processes.

Cons: The project reporting list of fields not in alphabetical order when you are trying to create a report. I know you can sort but it would take that step away if it was automatic. The search for an invoice number under Accounting/Accounts Receivable/Invoice Review.

Overall: Overall, Vision is good. One feature I do not care for is the reporting and the fields are not in alphabetical order. I love the advanced search feature in reporting. I love the A/R transaction input experience where you just pull the invoice and it puts everything in. That is outstanding. Timesheets is another great feature of Deltek. One thing I feel needs to improve is the A/R search under the Accounting Tab/Accounts Receivable/Invoice Review, if you don't know the invoice number and search by client, it pulls all projects for that client. It should only pull those projects with outstanding A/R. I don't care for the customer service thru the help. Calling was much better.

Deltek Vision has everything an A&E firm needs to run its daily business. From project planning on.

Jun 26, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: Everything that you need is in one software program. You can plan a new project, see which employees are available to sssign tasks to, and run payroll all with out leaving the software. Reports, including custom reporting, is quick and as easy as selecting what you want the report to show and hitting preview. From there you can print or save as either a PDF or as an excel spreadsheet which makes the reports even more versatile. With the addition of iAccess it's helping the 'away-from-the-office' employees be able to check time sheets and project info from anywhere.

Cons: The learning curve for implementing features not previously used is a little steep. There's not a lot of "free" tutorials for setting up features to begin with, although you can find quite a bit of information about using features once you have them set up correctly.

Review of Vision

Mar 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: It is intuitive and versatile and could be used to meet our customers needs.

Cons: Compared to BST which I have to use now I love everything about Vision. When I had not experienced the contrast I would say there were some fields that you typed in that you had to expand to use and that was a nuisance. Or that in interactive billing there is a lot of gray space that I would rather see my data in. However, I had ever used BST before I would have be thrilled to open the screen to change the notes instead of 5 components to do one invoice.

Overall: I used Vision from July 2007 thru the present, my company was bought out last fall and we are forced to switch to BST as our accounting system. Vision is infinitely superior to BST. BST is an abomination it takes twice as long AT LEAST to do anything. I wish we could continue to use vision. It was more flexible, intuitive and efficient.

Recommendations to other buyers: If you are choosing between vision and BST choose Vision a thousand times over.

Great product, customizable and great support

Jun 27, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The customer support at Deltek is great, they are always available to help you out with questions you may have wither technically or application use. Vision is also customizable, they have a talented staff that is able to help customize the software to your business's needs. Standard out of box features are easy to use and the company is always looking for input from customers to improve it's use.

Cons: It get a little bit more on the cumbersome side to use if your a larger company, although I feel like this might in part be due to our customization of the software as well. As mentioned in my Pros, Deltek's support staff is always helpful in any situation so with their help we can usually work through any issues that occur.

Overall: Centralized Project based accounting and reporting.

Can do almost anything you want, but not intuitive

Apr 20, 2017
4/5
Overall
2 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: Ability to report out data and create customizable reports and methods of reviewing and previewing that data. Useful for forecasting and reviewing upcoming projects.

Cons: Not user friendly or intuitive. Field names and connections to other fields are not readily apparent. Takes years to become fluent in the program.

Overall: Vision has the ability to track time and expenses and prepare project plans and report out that information in infinite detail. Benefits to your firm can be vast from timesheets, to project plans to CRM data and coordination.

However its unlimited potential also leads to a lack of intuitive processes for the casual user. Lots of training time is required for high performance users to be able to track and understand the data and reporting and connection. Can require significant time to accurately input and adjust details as project fees and schedules change.

Deltek Vision

Feb 21, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Comments: We use vision for billing, invoicing is made simpler and PMs have an easier time managing their projects. iAccess greatly helps PM's get a quick snapshot of their projects on a daily basis - which means more efficiency.

Pros: Time and expense management as well as reporting and being able to drill down for PMs on certain aspects of their projects. The reporting functions well, and the batch billing is excellent for running large amounts of invoices at one time.

Cons: I don't like that it only runs on internet explorer - it's a bit outdated. I also wish that it was more HR inclusive. It would be great if you could run unposted labor reports that included the billing rates which is a minor inconvenience. Also if you could run an unposted unit report as well that would greatly benefit the PMs.

Deltek Vision

Apr 14, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Comments: DRMP, Inc is a Civil Engineering firm with 350+ employees. It has been using Vision since 10 years ago and before that it used Advantage. The following modules have been implemented: - Vision Core - Vision CRM - Vision Payroll - Deltek Talent Acquisition And we're in the process of implementing Asset Management and Deltek Talent Performance Vision is used as our ERP system company wide.

Pros: - Very customizable. As it uses SQL as the backend database, custom store procedures can be created to automate company processes. - Very powerful software that can meet a lot of the company's needs. - The use of workflows is something else that is very beneficial because it allows to automate task.

Cons: - The security portion is cumbersome and sometimes not very flexible. - Training is very expensive

Deltek Vision Review

Apr 11, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Extremely
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Comments: We have used Deltek Vision via the Cloud for two years. My previous firm was not on the cloud and it appeared we had more issues which I believe were related to our IT Department not always updating the software. The seamless updates are great.

I would have like to have more written manuals for the software. When I originally started using Deltek there were general manuals for each module. I found these invaluable.

The features and functionality is above what we need as a small firm. However, as we grow I can see were many of the functions we do not use will become invaluable.

We have had to reach out to customer support for technical issues related to problems with individuals users and each time the technical support has been excellent and our problems solved quickly. We have never had an "outage" or problem accessing the software which is a big plus.

While I would recommend this software to most firms, due to the cost of the software I would suggest smaller or start-up firms explore other options to see if their needs can be met through other software until the business is on solid ground.

Capterra-loader

Important business data in real time.

Apr 26, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: What I like about Deltek Vision modules are purchasing and asset management because they allow me to track purchase orders and fixed assets; It helps me to get new business, improve performance and optimize the operations of our company.

Cons: For some people within the company's user interface it is not always so friendly and does not have much ability to change the screen size.

In addition, it may not be ideal for companies that only require specific modules, since all the modules are included in the software.

Overall: I am using Deltek Vision to identify problems affecting the performance of our company and hinder the successful implementation of some projects. I am also taking advantage of useful features to improve performance and complete projects successfully.

EMajor Civil Engineer Review of Deltek Vision

Apr 11, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Ease of tracking time and ability to break down complex projects and filter billings.

Cons: iAccess doesn't show a project description when entering cells, see comment in review

Overall: I have used many of the tools in Vision, including the new iAccess and am excited to see what continues to improve. I do have one wish that i hope could be granted and that is to have iAccess show the project task and phase (not just the number) when your cursor is in a cell to enter time, like it shows in Vision. That way it will allow a double check as a user enters their time, I have found more errors when team members are using iAccess because they may not realize they are entering a code for ROW in Phase 53 and it should have been Utilities in Phase 52. And the line chart showing actual and planned progress will become a great asset. Thanks

Recommendations to other buyers: See comment in review. thanks

DKH Deltek Review - Bad software!

Mar 21, 2017
1/5
Overall
1 / 5
Ease of Use
2 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: Highly integrated across the business.

Cons: Almost impossible to use.

Overall: The software is terribly unfriendly to the user. It requires that a company hire outside consultants to make it do the things it should do straight out of the box. We have been on this software for more than ten years and we still are not getting a good value.

If Deltek would assemble ten representatives from architecture and engineering firms, we could give you the advice you need to make this a great product, right out of the box. It could be fully functional for 85% of the A/E market. But instead, we complain and our suggestions go into some bottomless pit of other suggestions that never seem to come back to the top. I would never recommend Deltek Vision to anyone who is not yet trapped into using it.

Recommendations to other buyers: Listen to me and all of the other clients who are begging to help you improve.

Project and Project Financials

Mar 07, 2017
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
Likelihood to Recommend: 6.0/10 Not
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Pros: Strong link of time-sheet charges to projects

Cons: Compartmentalizing of data such that reporting is difficult.

Lack of more advanced project tasks tracking.

Overall: Like most full service attempts, Deltek has it strengths and weaknesses. It is ties financials and projects together very well. Integration of the time-sheet is an asset. The ability to charge time to Opportunities would be a major enhancement.

Report is difficult. Though there is an adhoc capability the compartmentalizing of data in info centers makes it impossible to create needed reports with the base software. I understand there are add-ons, but I haven't used them.

The Project Planning module leaves a lot to be desired. It is not intuitive and is missing many features required; e.g. robust gantt charting, dependencies, automatic links to projects, etc.

Great tool for project management and proposal preparation

Oct 12, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: I've used this software for at least 3 years now, it's great for many things like project management and proposal preparation. It allows you to store and organize so much info per each project you might be working on. In my case, we use it for architectural and engineering projects. We use it daily.

Cons: The platform is a bit outdated looking, but the software does its job which is organizing info. One of the main cons I would see is the creation of duplicates, this is a great issue when doing proposal preparation. Some people have read-only permissions but other who can edit often create duplicates, so a little maintenance needs to be done here and there.

Cumbersome and Awkward

Mar 20, 2017
1/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money

Pros: the reporting features once we actually spend the enormous amount of time to set them up.

Cons: Too much time to set up the system. Cumbersome planning module, the CRM is not back compatible with Outlook so we have to enter all the contacts twice, such a waste of time and man power.

Overall: The amount of time we spend dealing with the system is frustrating. The employee time tracking/planning software could use an update so it is easier to track time and much easier to plan. Right now it is very time consuming to plan a project.

Recommendations to other buyers: less cumbersome, more integrative, more intuitive,. For example, keeping time sheets compliant, you have to open the last pay period to know where you were for a week and it does not tally the time per week to make calculating overtime more consistent.

Professional Engineering Firm

Apr 11, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Everything is very direct - you don't waste time looking for the program you need or wondering which program to utilize.

Cons: Some of the features (ie - vacation accruals) are difficult to set without previous software programming experience.

Overall: Vision allows our firm to seamlessly track project progress and maintain our office system in a safe and convenient location. We have been able to reduce paper-waste by uploading invoices and A/P directly into Vision. User settings allow our employees quick access to items needed to complete their projects efficiently. We are definitely happy with Vision!

Recommendations to other buyers: Keep setup tied to a few select people - Vision doesn't notice duplicate entries (Vendors with the same name, similar names, etc...) , so it's easy for that to happen and go unnoticed.

Deltek 2020

Mar 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The integration of data between departments. I also like the capabilities for user designed fields.

Cons: Some integration has not been successful. Would like to carve out some time to address again.

Overall: I have been a Deltek user for 25 years and have gone through many software changes from CFMS to Advantage to Deltek. Your team is very good with upgrades and now that we are in the Cloud, even better. We utilize your Knowledge base before we place a call for Chat. Your team members are very good at following up to make sure our question / concern was addressed. If I could add one thing to my wish list it would be a fully integrated HRMS module. Deltek's flexibility has enabled me to create my own, but a fully functioning module would be tremendous benefit for me.

Recommendations to other buyers: Very user friendly.

Great integrated ERP solution for project-based business

Jun 12, 2015
4/5
Overall
3.5 / 5
Ease of Use
4.5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: The product is designed for architects, engineers and project-based consultants and it does that very well. The best part to me is that it is a 360 degree solution from sales lead tracking to proposal creation to project accounting to overall company financial results and back again. It covers the entire project lifecycle and emphasizes how every piece of data from every stage of that cycle integrates and affects all the other stages. The vendor is great at taking customer feedback and working that in to future releases of its products.

Cons: The only difficult thing we have come across is due to the fact that our company is very small and the software is generally built for mid-sized companies. It means that many of the modules can be overkill for us and the training needs a bit more than we expected to use all the features, bells and whistles.

Recommendations to other buyers: Talk to your peers and competitors about what they use and the triumphs and pitfalls they have had. Make sure you dedicate enough resources to properly train all users and get buy-in from leadership and a few key "power users"

You Need a Dedicated Coach with This Product

Feb 28, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Pros: A great variety of modules to help you in your business; creates some great reports (those that I am familiar with).

Cons: Wish there were tutorials with program. I have used You Tube videos to help out periodically.

Overall: I love the Deltek Vision product, I just wish there was a dedicated person that could walk through every aspect with you. There are a lot of facets that I have to feel my way through and this creates a lack of confidence. Even when we get the help, I feel as if they are so well versed it is not always communicated in laymen's terms for the everyday person. Maybe having a person who is dedicated to helping a company through their process.

Recommendations to other buyers: Sort of pricy but all the people behind the scenes have to be paid, so understood.

Rigid, Dated Software

Mar 20, 2018
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Extremely
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Comments: I'd recommend looking for software that meets your needs and that can integrate with other software. There are so many features that could really make this a great product, but the company won't invest what it takes to make this better for their clients.

Pros: Single-piece of software to handle project-based accounting. Timesheets, expense reports, general ledger and everything else is in one place.

Cons: Reporting is difficult, even using out-of-box reports. The accounting functionality is clunky, and it's not state-of-the-art software in any of the areas that it handles. Implementation is expensive, and it's difficult to get the information needed to run your firm.

Great Program, Lots of Capability

Mar 30, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: The capabilities are amazing.

Cons: It's a bit bulky. I wish that there was more of an "a la carte" way to use the program. We are a small design firm, and a good chunk of Vision isn't really anything we use.

Overall: We are a small architecture firm and, honestly, Vision is probably way bigger than what we actually have needed in the past. That said however, we have really benefitted from the portions of the program that we do use and have used, and there are several new portions that we are just starting to grow into. Our experience with the customer service team has been great, they really take the time to work with you so you understand what you're doing, and the Quick Chat feature is great for those quick little questions you have from time

Capterra-loader

Deltek makes us better manage project budget.

Jul 09, 2018
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: Deltek is easy to use ,thanks to the intuitiveness of its user interface.

In time past we overly expended on projects to the extent that we crossed project budgets ,and thereby missed key project milestones. Since switching to Deltek over a year ago ,we have been able to better follow through with project budgets without overspending.

Obviously having project planning, business development and Accounting together into one platform was very much helpful. We have been able to customize the Deltek Workflow to fit into the personal needs of my team ,thereby making much more effective.

Cons: From experience so far , Delteck Vision expense reporting is flawed in the area of mobility , receipt uploads ,and ease of customization.

Capterra-loader

Used it for years, HR seems to like it, but it's complicated as hell for PMs

Apr 04, 2018
2/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
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Pros: It keeps up with as many projects as we have - and we've got a bunch! We use it to track hundreds of projects, and it never crashes/drops - it's been very stable for us, and if you can understand how to ask for the right data, the reports are pretty helpful.

Cons: Understanding how to ask for the right data is very challenging sometimes. It's also hard to catch typos or other mistakes - it would be really nice if it has some inteligence, and could say "hey, you've charged time for the past month to project number 1234.5, and this month you're charging time to 12345 - is that a typo?"

I wish Deltek was more intuitive to use

May 31, 2018
3/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
Likelihood to Recommend: 4.0/10 Not
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Extremely
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Comments: I have not attempted to use Deltek for anything other than submitting my regular time sheet. I am aware that there are other uses which could potentially add value for a business.

Pros: I use this project to keep track of my time sheet on a bi-weekly basis. I like that Deltek allows for comments to be entered under for each day so I can easily communicate to my supervisor all of the work that I did during the pay period.

Cons: There was a bit of a learning curve in regards to launching the application on my PC. It was not as intuitive as I had hoped it would be. I also sometimes experience difficulty when attempting to save the time sheet data I have entered in. This happens most often after my computer has been left idle with the application still running in the background.

Project Based ERP

Feb 22, 2018
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: I love that this is a project based solution as well as the ability to customize the product. PM and accountants are able to clearly see every project and allows for easy out of the box project reporting. Customer service is also amazing.

Cons: Our set up is a bit different, we have a lot of customization which sometimes affects the software's performance, but this is our own doing so we can't hold it against the product. The fact that it can be customized is a plus, the downside is you have to upgrade the custom(s) every time you want to upgrade or even apply the a CU.

Inter-connectivity is a problem

Mar 20, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
Likely
Extremely
Likely

Pros: It has powerful features - the connection between financial data and project planning is a real plus.

Cons: Lack of flexibility and inter-connectivity is a constant frustration.

Overall: Connecting CRM functions to MS Outlook is a continuous and long-term weakness (for over 10 years). Project planning connectivity to MS project is also very spotty - works sometimes, most of the time - it does not work. Reporting has always been a problem - not enough flexibility. Same for search capability - often fields are not available that are needed for proper selection of records. All of these issues have been raised many time via cases over the years - they never seem to get fixed.

Recommendations to other buyers: No

The "Do It All" Project-Based ERP

Nov 20, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Comments: Deltek Vision has quite the array of built-in configuration settings to allow any project-based consulting firm to tailor the software to their needs. One of my favorite things about Deltek Vision is that it gives me the ability to track and integrate critical business information through the use of the software's built-in custom information centers.

Pros: Customer Support, Extensibility, Built in Configuration Options, Vast Reporting Capabilities, Detailed Documentation, Full Project Life-Cycle Integration

Cons: To keep consulting costs to a minimum, it would be best to have an internal SME to get the most out of the product.

Love Deltek Vision!

Apr 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: The flexibility. Ease of use.

Cons: The reporting feature. In my last job, where I also functioned database administrator, I used Crystal Reports (which I really liked) to create the reports I needed. In my new job, I don't have Crystal so I've been having to make do with the standard reports which aren't as customizable.

Overall: I have been using Deltek Vision for well over a decade. I love it! It's flexible, easy to use and completely customizable.

Recommendations to other buyers: Make sure your firm has an advocate - a go-to person - for the software/database. Someone that's going to understand the depths of the data and repercussions of extreme customization.

CRM Consultant

Mar 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Custom configuration capability is awesome. You don't have to be a programmer to learn how to set it up. Searching and reporting tools are second to none.

Cons: Sometimes the great amount of capability can be intimidating to customers. That is why I always recommend training for a successful implementation.

Overall: I have been using Deltek Vision for over 10 years and have seen many clients benefit greatly from its capabilities and features.

Recommendations to other buyers: Give it a try and start with your largest priorities first. Talk to Deltek Vision customers to learn their success stories. Join a Deltek CRM User group to learn best practices.

Great Customizable Solution for Project Based Firms over 100 and growing

Apr 18, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
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Pros: Configurable, fully integrated ERP, project based,

Cons: Being a cloud based customer, the delay in which the Cloud Operations team responds to issues and how they communicate.

Overall: Vision is an amazing tool that allows end users the ability to configure and customize the program to their needs. There are some limitations with what the SAAS / Cloud Option can do and definite delays with needing things done with when working with the Cloud Ops Team, however normal Customer Support is amazing. Definitely spend the money in consulting and developing the program prior to deployment, will save the organization money in the long run and make end users happy.

My Vision experience

Mar 22, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: everything is integrated: project, accounting, marketing, leads, conferences

Cons: different elements can be very, very technical

Overall: this begins our 4th year of Vision use after a conversion from QuickBooks. there is no other software I'm aware of that has the project reporting capabilities that Vision does; sometimes it's a little overwhelming. It would be nice if some of the "standard' reports would be created a little different to become another standard report. On the minus side, our Project Managers have complained that you have to put the same information in too many places; that it would be nice if the same info flowed into all the other of Vision.

Very good!

Mar 29, 2017
5/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It takes the place of 4 separate systems and accessible from anywhere since its cloud based.

Cons: As a professional services firm it seems to be lacking in features for our processes.

Overall: In my experience I have been happy overall with my Deltek Vision software. As a professional services firm, there are features I am hoping for that will make my job easier. Workflows are good but could be easier to build. The planning module is also good but needs more automated features......too manual at this point. Billing module for our firm is also very manual....takes 1 - 2 days to complete and post.

Recommendations to other buyers: Request for more professional services features please.

DELTEK VISION

Mar 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Cons: The HELP is very difficult to understand at times ... someone should spend the time to make it 'helpful' and 'understandable'. It is very cumbersome and if you don't have other firms using the software, many times you are stuck for answers. We also think it is VERY costly!!!

Overall: We have found Deltek to be a great software program in many respects for our engineering company. Although there is a huge learning curve to get started it is well worth taking the time to learn the many facets available in making your everyday functioning in the office run smoothly.

Recommendations to other buyers: Make it more affordable!! Have better support!

Capterra-loader

Phenomenal support and very expansive software set

Jul 11, 2018
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Very responsive, very good support and never ending modules to make employees lives easier. We are currently using the Time and Expense mobile apps with little to no challenges. Setup took a bit of work but support was there ever step of the way. Any problem is corrected within hours instead of days.

Cons: Due to the complexity and versatility it is not as point and click for install or use as some other products. This is a very welcome trade off for me and my company as the benefits outweigh the cons.

Finance Analyst

Feb 28, 2017
3/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Good financial modules, CRM features.

Cons: Fixed assets module should be part and parcel of the and invoicing needs some improvement. Payroll function is limited in terms of meeting the reporting requirements.

Overall: A robust platform for project management. The challenge is to be able to maximize the utilization of all the features...some are necessary...others optional. The platform is like having a dishwasher with all the bells and whistles and so it may not be suited for a firm that only wants regular cycle.

Recommendations to other buyers: More flexibility in invoicing without the need to use a third party to do the customizations.

Deltek Vision Cloud SAS

Mar 29, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Integrated T&E with financials.

Cons: User manual does not provide enough detail on configuration. Anything complicated requires use of a consultant.

Overall: I have been using Deltek Vision for approximately two years. Company provides professional services, so mainly T&E projects, a few fixed price projects. Integrated T&E and financials works very well. Standard reports provide most of what we need and have found customizing easy to do. Mainly using accounting, billing, T&E, reporting. Setting up new projects, new employees, new vendors, and new clients is pretty simple. However, some of the backend setup, such as Revenue Methods is complicated, so we've had to hire a consultant a couple of times. Deltek Customer Support has been great. Prompt response time and great follow up. No issues with system availability either.

Happy Controller

Nov 15, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Reporting, seamlessness between time/billing

Cons: Payroll module

Only available on explorer

Overall: 5 years on Vision, accounting & payroll modules.

We are moving to outsourced payroll. We have found the payroll module to be cumbersome and not as well supported as the rest of Vision. Simple problems that seem like easy fixes (ex. W-2 forms not lining up for preprinted forms), are not addressed. There seems little interest or support from Deltek, and it would be so nice to be able to have under one umbrella, but as employee reporting requirements (ACA) are increasing, we weren't comfortable to continue with the Payroll module as it exists.

Deltek Vision is a great ERP!

Jun 29, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Project Reporting - Project review feature allows PM view their project financial information easily Time and Expense - Easy for end users Reporting - Robust reporting module Easily customizable - Can easily add additional fields, custom grid, and other information that is needed

Cons: Mobile apps - The mobile apps are not user friends. They are clumsy for end users. Reporting is difficult for new users - New users need a lot of training on report. It is so logical it is hard for new users

Long Time User

Mar 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: the ease of taking our labor tracking from timesheet to billings. Also like the easy to get reports.

Cons: We have occasional issues with the invoice template being a bit too standard and hard to adjust for specific billing situations.

Overall: Have been using Deltek software for our A/E firms accounting functions since the 90's. It has always done a great job and the Vision software has made our accounting work so much easier. The timesheet program is a great interface and tracks all our projects status.

Recommendations to other buyers: Would be great to have a phone app where time could be logged in remote if needed.

Seamless transition to the Deltek First in the Cloud

Mar 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Deltek Vision is a full suite of tools to manage our business. I'm very excited about the direction the software is heading (HTML 5)

Overall: Since we moved to the Deltek First in the Cloud, our platform has run smoothly. Reports are running quicker, no more glitches or errors, and the additional functionality is transforming how we do business. As a result, my team has time to perform "value add" rather than maintenance and trouble-shooting.

Recommendations to other buyers: As with any software, you only get out what you put into a software implementation. Do it right, do it well, and it will save you time and money for eternity.

Great Overall ERP Program

Mar 07, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: All in one package and being more user friendly makes reporting easier for end users.

Cons: Using deltek vision you have to be very specific with reports and with the queries or the information may be wrong. I hope that this issue will be resolved.

Overall: Deltek Vision has made major improvements in reporting and its mobile features. Its easier to use for end users and the reporting functions are amazing. The customer support is exceptional and they has not been any down time while using the cloud services.

Recommendations to other buyers: With new strides in iaccess, it is easier to use on the go.

Need a more intuitive user interface

Mar 07, 2017
3/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Pros: Powerful software with the ability to track a great deal of operational data/information in one location.

Cons: lack of intuitive user interface

Overall: My accounting staff likes the software but they work in it every day. For those who use the software less frequently it is very cumbersome and is not intuitive. The user interface is horrible for those who don't work in the software every day.

Customer support is through third-party contracts and Deltek provides little in enabling those relationships. Except for software updates, support is poor and we are on our own to figure it out.

I have used this software to report time and expenses for many years.

Nov 09, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: When configured properly this software is very user friendly and intuitive. There are a lot of features that not everyone will need but certainly useful if you take the time to learn it.

Cons: I can't think of anything I don't like about this software. The insert function inserts a new line item below instead of above the line selected but that is just a tiny bit annoying. I'm over it.

Overall: It captures time and expense data very thoroughly. I like that there is a field for every detail you would need to enter.

Deltek Vision does it all

Jun 28, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Sign up with a local user group and attend Insight to enhance your Vision skill set.

Pros: Deltek Vision is high on connections. Start with the Client, link off to the: contacts for that Client, Opportunities created for that Client, Projects created for that Client and see a Project Review which includes billing, cost and AR information.

Cons: Since Deltek Vision is both powerful and comprehensive, there is a learning curve. Be prepared by reading documentation and learning from your coworkers.

It's not user friendly.

Jun 07, 2017
3/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
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Pros: It's less expensive affordable than other softwares out there. It has all the important features yet it is still updating with more features every year.

Cons: It's reports are not customizable to better fit our need. Hard to adjust to our need. Voucher numbers and invoice numbers are too short. Columns and tabs are too shortvertical way where only option is to scroll down rather than fully open the tab it will still not show all the transaction. I still have to scroll down.

Not impressed

Sep 07, 2018
2/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: The Iaccess online variant is easy to use but not as intuitive

Cons: it really takes a while to get used to. its got lots of quarks and not intuitive.

Overall layout design can use some rework. Like the buttons on the right are too hidden and not obvious how to add remove rows.

Overall: we submit our timesheets on Friday and they do their server work on fridays as well. this shuts the service down and won't let you submit timesheets on Friday. who's idea was it to do server updates on Friday when most people submit their timesheets?

Review of Deltek Vision

Mar 14, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The familiarity of the program. I have been using it for years now.

Cons: I have smaller clients and it is overkill for what they need plus it is so expensive for small offices.

Overall: I am an outside consultant and used Deltek Advantage for years. Have used Vision at different clients now for about 8 years and also used Axium Ajera a few years ago. I love some things about Ajera and some of Deltek. I think one of the biggest helps has been being able to close the Bank Reconcilation in Vision.

Recommendations to other buyers: Make it less expensive without all the bells and whistles for smaller firms.

Deltek is my frenemy

Apr 11, 2017
4/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: To me its easier than Oracle and CRM other accounting systems.

Cons: without upgrades the capabilities and ease of doing things is limited.

Overall: I have used Deltek Vision for 10 years or so. Most of my frustrations are with features. My first company I used it for was a super user and this company we are not and I see that there are a lot of hang ups.

Recommendations to other buyers: The compatibility with web needs to be improved and a package for smaller companies so that we can purchase some of the addition add-ons without spending so much since the company is smaller but wants to have more capabilities.

needs to join 21century

Mar 27, 2017
2/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
2 / 5
Customer Support

Pros: after three years of set up we can run some very useful reports

Cons: too many options that need to be configured, very cumbersome to use.

Overall: This software tries to be too many things to too many people.

As a result it is difficult to use, and takes more time to deal with than it should.

We have had Vision for three years now and are still setting it up after paying your consultants a lot of money to set it up. Super furstrating

Recommendations to other buyers: make it more user friendly and take out some of the less important factors, let people pay to upgrade if they need some unique function.

Deltek Vision is a solution for professional services companies.

May 22, 2018
4/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: Deltek Vision is very good because it offers updated data in real time through graphical charts in roles, customizable reports and alerts, it also allows companies that manage all financial aspects, Deltek Vision is a software solution that allows to use customized design modules and forms modules for the preparation time of the proposal. With Deltek Vision you can support each strategy goal for the organization to grow and earn more work.

Cons: It happens that in some reports, you can not easily change the information that is being clicked on the items you want to display. Module cabinets are not available. The reports are too many options, but they do not have options that allow us to visualize with greater clarity.

Overall: A single piece of software to manage project-based accounting. Timesheets, expense reports, general ledger and everything else are in one place. Clear vision can help each strategy goal so that the organization grows and gains more work. It provides crucial data in real time through graphic charts in roles, customizable reports and alerts. Account managers and public accountants can clearly see each project and allow easy-to-use project reports. The customer service is also amazing.

Deltek Vision - Review

Mar 07, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Customize to the company

Access via computer, smart phone and internet for employees time sheets and expense reports

Cons: Customer Support not the best and the Knowledge Base Articles are very outdated!

Must hire an outside consultant to customize a newly purchased module

Overall: I use Deltek everyday! I do love that I customize the system to fit our company needs. The features are plenty but the customer support not so much.

Recommendations to other buyers: Concerned about the changes and not being prepared for it to be a smooth transition

Very basic program that will meet basic needs

Mar 19, 2018
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: Deltek is a relatively simple program to use for tracking employees and projects. The simplicity of it almost makes it complicated, but it will get the job done if you are looking for an affordable program for project management.

Cons: Deltek is extremely elementary in an age where companies need more functionality within programs of this nature. This platform is only for project management, which means in a larger company, you will need to supplement with an actual HRIS. You end up putting in information twice (one with deltek and one with an HRIS) which is a time-waster. It would be nice if the program communicated to and HRIS, so that changes or information input into Deltek wouldn't need to be entered in multiple places.

Overall: Makeshift HRIS for smaller companies

Excellent, feature rich, user friendly software

Aug 15, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Overall it is worth the money, if you are looking for getting control of your project based business this is the product for you. Great reporting capabilities.

Pros: I have used Vision and several different companies and it has been a great experience every time. Very user friendly, they listen to their customers with improvements to functionality.

Cons: IT is not the cheapest software by any measure. It is expensive to buy and the support and customization consulting is expensive.

cash receipts report and client overpayments

Feb 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: everything is tied together in one software. I like the versatility.

Cons: I dont like that there is not an overpayment total that comes up on the interactive billing screen on the projet

Overall: Cash receipts report--- I feel there should be more opens available when running the report, wish it could be run by project not just by client.



Client overpayment----It would be nice in interactive billing screen when opening a project that the overpayment/retainer balance show without going to the add on screen in the billing terms.

Deltek Vision B+

Mar 10, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: It is comprehensive and the features are useful for managing almost all aspects of a business.

Cons: It is not always clear how to get the information I need out of it. The support site helps, but it is still not always clear and simple.

Overall: I switched from Deltek Advantage a few years ago and have found it to be fairly easy to use for my purposes. However, Vision is a tool with a lot of features and I know it has potential that I have no idea how to tap into. Would be nice if there was a more straightforward way to maximize it for our business.

Recommendations to other buyers: For small businesses, this program might be overkill. There's a lot of features that we simply can't figure out how to incorporate into our 10 person firm.

Happy Customer

Mar 07, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Logical, intuitive and the addition of requested features

Cons: New features/changes can cause inconsistencies in existing reports

Overall: Deltek Vision provides us with logical and intuitive tools coupled with excellent customer support. The features work as you expect them to consistently. In the event of a question I have utilized their customer resources, FAQ's as well as their helpdesk via chat, email and phone. Their customer support is quick and efficient following up until a solution is reached. Very Happy Customer.

The basic functions of this software are easy to use, but it also has more complex capabilities.

May 09, 2018
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that this software is easy to learn and operate. It has a simple user interface in order to easily input time tracking and payroll line items.

Cons: The thing I like least about this software is the complexity. When searching for specific date, it is difficult to set the correct parameters in order to find exactly what I need to find.

Overall: I am able to easily input and track time, expenses, purchasing, and payroll with the easy user interface

Deltek is great!!

Apr 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I love the different functionalities of the software, it can be used for many purposes.

Cons: Sometimes it can have glitches or errors that prevent me from saving my work, which results in me having to start over again. This is rare, though.

Overall: I use Deltek everyday at work for many purposes. From handling all of our accounting functions to our staff resource planning to storing Human Resource data, Deltek is the perfect tool to have all of this in one, easy-to-use software!

Great Tool

Mar 29, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that it is easy to use, easy to teach to others and a great place to store all of the important information that we need for our day to day business.

Cons: There are some limits to functionality, but I have been able to work with the customer support team to find a workaround.

Overall: I love using Deltek Vision, it is a great place to keep all of our business related information. There are many resources to keep up to date on changes to the software.

Deltek/Vision review - April 3, 2017

Apr 04, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: like that we can go as simple or as deep as we want with the use of items

Cons: documentation is too complex. you should have educators as your consultants and have them write your support/how to documentation. too complex right out of the gate. need overlays of difficulty/features so that knowledge is built up gradually.

Overall: I am enjoying learning the many features of Vision - will take a LOT of time - but the robust nature of most of its features is great. Disappointed in the PO module - quirky - please bring up to par. Disappointed in some reporting limitations - fields not being available for filtering, and detail not being available always.

Great ERP Software for service companies!

Apr 11, 2017
5/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Revenue Generation, Reporting, and Analysis Cubes

Cons: Lack of credit card reporting, and limited 1099 setup.

Overall: We are a Service Company and have been using Vision for a little over a year now. Out of the box you have a lot of options on how to setup the system to meet your firm's needs. If there is customization that isn't available out of the box the software is flexible enough so that it can be incorporated into your firm's setup. After working through the implantation issues we are beginning to see all the benefits the system is able to prove to management.

Recommendations to other buyers: Make sure you have or hire a database expert on your team that is familiar with ERP systems. It will help your implementation go smoothly.

I love Vision!

Mar 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Love the pay when pay function, it works great.

Cons: Running reports can be a bit tricking, you need to massage the data to get what you want.

Overall: All you need is some basic training of Vision and you can do just about anything. I've worked in CostPoint before as well and the training on that was horrible, but moving from CostPoint to Vision was super easy. If you have the right trainers when implementing, you will have no problems.

Recommendations to other buyers: use iAccess, it's a great tool for the project manager's.

Data and Reporting

Feb 21, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Can't live without Vision

Pros: Being able to access the database directly to create queries for data QA and reporting. Being able to schedule recurring reports - Vision works for me even when I'm not at work! Accounting and CRM link to each other seamlessly.

Cons: Bittersweet - Vision is being rewritten into Deltek Professional Services. I'll need to relearn, however, the upgrades should be fabulous.

Used to manage small to mid-sized projects

Aug 02, 2018
4/5
Overall
2 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Ability to customize reports, the intent of the dashboard (to auto-populate key reports), window into accounting for aged AR and invoicing.

Cons: Auto-titles for built-in reports are counterintuitive, and generally there seem to be bugs with the search function across several of the categories (accounting, projects, etc.). We use this in tandem with iAccess, and there are often clear discrepancies when running reports/viewing the same project across these two platforms.

Overall: Ability to run reports in real time to view key metrics, tracking profitability, tracking timecards

Deltek needs to offer more basic training courses.

Apr 14, 2017
4/5
Overall
1 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Deltek offers a lot of potential if you know how to use it.

Cons: Can't find user groups or formal training in the area.

Overall: I have had no training in the software and have trouble finding or creating reports I need. There are no basic training courses in our area and I don't have time to read the entire help section.

Deltek needs to offer more basic training courses, even if it is online courses. It would be nice to have some formal basic training or user groups in Nashville.

Great System

Oct 07, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Ability to add other modules as needed

Cons: Some areas are not very user friendly

Overall: Our firm has used Deltek for many years now. It is a very valuable resource tool. We use it as our primary project management software and it has worked well for us. There are some areas that are not as user friendly and it can take quite a bit of effort to figure it out but once you understand how the system works, the possibilities are endless.

Recommendations to other buyers: Take advantage of the training prior to using it on your own

Great software - familiarize yourself with report

Feb 28, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Customized reports, customer service is great.

Cons: Reporting is not user friendly; training is expensive

Overall: We have used Deltek Vision for 8 years and have enjoyed many of its features. I gave the fewest amount of stars on the ease of use because I feel like you really have to experiment with the reporting features to see what works for you. Many of the standard reports don't work for our company, but I like that I can customize the reports for what we can use.

Mobile Application Laking

Mar 07, 2017
3/5
Overall
3 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Extremely
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Cons: Copy and paste functionality is not very smooth. you should be able to copy entire timesheets (including the actual time for each record) into another timesheet...similarly for expense reports. Also, the mobile application is quite lacking and must be updated almost constantly.

Overall: Overall pretty easy to use the software, but the mobile application is very lacking because you have to update the application constantly.

great for time sheets

Apr 18, 2017
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
2 / 5
Customer Support
Likelihood to Recommend: 2.0/10 Not
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Extremely
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Pros: timesheets organized

Cons: confusing to use anything else

Overall: the overall software is confusing...mainly because I've never been trained and not sure of it's capabilities. no time to train at work....need some outreach or easy videos. I'm interested in how I can plot time and resources, maybe a gantt chart or deduct some workers from overall job costs bec. it isn't relevant....as a timesheet entry software it is great, otherwise.....it's confusing.

Recommendations to other buyers: have more training and outreach

Worth Every Dollar

Apr 14, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: all in one, no real need for anything else

Cons: sometimes using online version can run slow and you have to replace certain links. as well as the temp docs can eat up space

Overall: Once the software is learned it is invaluable. its basically a one stop shop. Your business can run a million times smoother knowing Vision is being used in all aspects to help you keep on top of things.

Recommendations to other buyers: make sure you have enough space on computer for temp files

Industry Leader

Nov 15, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: reliable, stable, highly refined

Cons: costly at times

Overall: I've used several ERP systems and I believe that Deltek is the best for what we in our industry are tasked with doing on a daily basis. The company has worked hard to keep pace with changes in technology by creating an effective mobile strategy and evolving the product to take advantage of the web/mobile first strategy that has proven effective for so many other software manufacturers.

Recommendations to other buyers: work with a good consultant

Deltek Review

Mar 14, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: this software is very comprehensive. It has everything you possibility would need to run an engineering firm.

Cons: Trying to figure out how to set up and run the reports because there are so many options to choose from.

Overall: I feel the reports are difficult to use. would be nice if they had some pre set up reports that engineering firms could use.

Recommendations to other buyers: it would be nice to have some standardize reports to select from.

Great product for project management.

Jun 15, 2017
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: Been using Deltek for over 15 years and it's the best product for any company that is project based.

Pros: Timesheets / Expense reports. Info Center Designer - you are able to add and personalized. Downloading majority of items into any version...like Excel. iAccess

Cons: Reporting - needs more flexibility to combine fields to get customized reporting. More financial functions needed.

Vision is not for us

Mar 07, 2017
2/5
Overall
1 / 5
Ease of Use
1 / 5
Features & Functionality
5 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
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Cons: switching of periods

not intuitive

difficult to build reports

not user friendly

Overall: After 10+ years using the program, it certainly doesn't get easier. Sadly I think quickbooks would have been a better value. Vision is not intuitive and the difficult to learn and use. For our company size the cost of the software is too expensive and again, difficult to use.

Recommendations to other buyers: Just make it a simpler platform! Too much programming and training for new users.

Deltek into the Future!

Mar 20, 2017
3/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Variety of use: timesheets, invoicing, PM, reconciling accounts

Cons: I would like access to an updated user manual

Overall: Deltek is pretty user friendly accounting/project management database that is constantly receiving feedback from its users to make modifications to the platform for easier use. There are a lot of ins-and-outs so I appreciate the forums and the tech's are very responsive. I would recommend this software to any business!

We love Deltek Vision!

Nov 15, 2016
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Depth of functionality and continued product growth.

Cons: Some areas are hard to implement into the organization, like project planning and resource management. If there were more how to or why to use instructions and documentation for these areas, that would be very beneficial.

Overall: Product and feature enhancements over the past few years have been awesome! Keep up the good work and great support.

Deltek Vision is so customizable!

Dec 28, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: The out of the box product is good, add to that the functionality, and then on top of that how easy it to customize to your needs - it towers on top of other similar software products.

Cons: I get frustrated when a new version comes out and in their process of adding something new they break something that wasn't broken and then take a while to fix it.

Vision - 2017

Feb 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Ease of use.

Cons: Sometimes hard to figure out special reports, however, customer service is always available to help.

Overall: Vision is easy to use and to train new employees to use. It has been easy for us to complete year end and new year transition. Customer service is very helpful.

Recommendations to other buyers: Take your time during the set-up phase. Once you start using a function and then decide you need to change it, it is hard to get rid of the original set-up.

Deltek Vision

Dec 05, 2017
4/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
2 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Superior product for A & E firms.

Pros: Very robust program. Endless options for customization of settings and reporting. Able to leave multiple windows of data open while looking for additional information.

Cons: The Help function is not very easy to understand. Often doesn¿t have the issue I¿m looking for. Calling support is frustrating and I avoid calling.

Solid accounting software with plenty of room for customization

Nov 02, 2017
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It's a relational database in its root, sitting on top of a MS SQL database, so the flexibility inherent in that is a huge plus. It's project-based, which is essential for A&E firms. Over-the-chat tech support is a pretty awesome feature.

Cons: Reporting could be better. It's pretty clunky and unintuitive, thus forcing many users to reach for Excel for the usual features. Other than the over-the-chat tech support, the learning resources are pretty scarce, but Deltek is actively trying to remedy that.

accounting functions + reports

Jun 12, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: The reports are easy to use, lots of reports are already pre-loaded and I love that you can export into a PDF, word document or excel document. The accounting functions are very easy to navigate and labeled very clear.

Cons: Reports: I wish there was a way to customize the reports even more and/or combined several report and multiplier months.

Overall it's a great tool for project management.

Feb 16, 2018
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: Deltek helps to improve business development by organizing all client information very effectively. Deltek can segregate the works that have been finished and determining the time that has been spent on each work.Billing and invoices are differentiated based on the client project. We can customize everything according to our work requirement, Deltek provides a good customer support for any problem.

Cons: The interface is not intuitive there are no basic tutorials showing how to use the interface. Expense report submission needs improvement which takes a lot of time to create it.Apart from this, there is no more issues using this software.

There is room for growth

Apr 07, 2017
3/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: Its ease of use for the novice/beginner

Cons: n/A

Overall: Deltek Vision accomplishes the job that it is designed to do for our company. There are items that can be improved on but overall the functionality is good. I have not really had to deal with support but have been told by the ones that do that they are normal for responsiveness. There are many software providers in this realm and I don't know if this one really shines above another.

Somewhat Inadequate

Aug 03, 2018
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
Likelihood to Recommend: 3.0/10 Not
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Pros: Not Much to say here, entering timesheets is somewhat easy but the time sheets aren't processed and updated in real time.

Cons: It is difficult to pull running list of projects based on time frames or other parameters. Very unintuitive to use! There's not much room for customizations to track different metrics on project by project basis.