Configuration Overview
Your system administrator uses configuration options to set up Vision for all users.
If your firm uses the Multicompany feature, you must establish these company-wide settings for each company in your enterprise. If not, you set up the company-wide settings one time for your firm.
Related Topics
- Configuration and Multicompany
Vision Configuration consists of both system-wide and company-specific settings. If your firm uses the Multicompany feature, you must establish these company-wide settings for each company in your enterprise. If not, you set up the company-wide settings one time for your firm. - Configuration and Multicurrency
If your company uses the Multicurrency feature, there are certain currency-related settings that you need to establish. - Customizing
Vision Overview
You can customize Vision to suit your company's needs, on both a business logic basis and a functional basis. - Screen Designer Overview
Use the Screen Designer to tailor screens and tabs to meet your requirements. Only employees with an Admin type role can access the Screen Designer. - Navigation Menu Designer Overview
Use the Navigation Menu Designer to customize the Vision Navigation menu to better suit your company's needs. You can add new menu items, rearrange existing menu items, or delete menu items. The changes you make apply to all users. - General Configuration Overview
Use General Configuration to establish Vision settings for all users.You establish both system settings and company settings in General Configuration. - Workflow Configuration Overview
You use workflows to specify conditions in Info Center applications for which you want to be alerted. With Workflows, you can automate the process of being alerted each time that a given event takes place. - Security Configuration Overview
Vision's Security features make it possible for your system administrator to grant or restrict user access to modules, forms, and records in Vision. - Organization Setup Overview
Vision Organization Reporting lets you create individual organizations within your firm. - Proposals Configuration Overview
If your firm uses custom proposals, you can modify merge templates. which are Rich Text File (.rtf) documents that contain merge codes designed to retrieve data from the Info Center. - Planning Configuration Overview
Use Planning Configuration to establish the default, system-wide settings for Planning users. When you establish defaults, you eliminate much of the preliminary setup and make it possible for users to create new plans more quickly. - Billing Setup Overview
Before you use Vision Billing, you must choose settings and provide information that Vision uses on a firm-wide basis for all projects for which you generate invoices. You can override most of this setup information on a project-by-project basis. - Accounting Configuration Overview
Before you can perform and process accounting tasks in Vision, you enter accounting configuration settings. - Payroll Setup Overview
Before your firm uses the Payroll application, you must establish company-wide options, such as the frequency of payroll runs, and set up the withholding codes to associate with employee labor. You also establish security settings for payroll, based on security roles. - Time and Expense Configuration Overview
Use the Time and Expense Configuration forms to set up and administer processing options for timesheets and expense reports created using the Time and Expense application. - Purchasing and Inventory Configuration Overview
When you configure Purchasing and Inventory, you establish inventory locations and categories, units of measure, shipping addresses, bill-to codes, and designate the buyers and approvers at your firm. - Approvals Configuration Overview
Use Approvals Configuration to set up and configure approval workflows that allow you to use an approval process for Purchasing and Inventory applications. - Module Activation Overview
Before you can use the Vision software for the first time, you must enter the passwords for the modules that you purchased. - About Deltek
Vision Form
The About Deltek Vision form displays version, database, server, language, edition, and software copyright data for your current Vision installation.
Parent Topic: Welcome to the Deltek Vision Help System