Examples of Security Roles

If you are new to Vision, you may find it helpful to review security role examples.

Example roles:

• Administrator (Admin) — The System Administrator establishes security, performs database configuration changes, and completes maintenance routines.

• Accounting (Acct) — This individual is responsible for general ledger and project reporting. This person ensures that project numbers such as revenue, effective multipliers, and accounts receivables are accurate. This person also compares the income statement to the forecasted operating budget and provides balance sheet account analysis for the organization’s auditors.

• Accounts Payable (AP) — This individual enters all accounts payable vouchers received into the accounting database and reconciles vendor’s statements.

• Billing (Bill) — This individual distributes pre-bills to project managers, makes corrections to labor and expense transactions, and updates fee schedules.

The following table lists an example setup of the Vision menus that each of these roles can access:

Vision Menu	Admin	Acct	AP	Bill
Info Center	*	All
Clients	*	*		*
Contacts	*	*
Opportunities	*	*
Employees	*	*		*
Projects	*	*	*	*
Units	*	*		*
Vendors		*		*
Text Library		*
Accounts		*		*
Chart of Accounts		*
Account Group Names		*
Account Group Tables		*
Calendar/Activities
Calendar		*
Activity Manager		*
Proposals
Custom Proposals
SF330 Proposals
SF255 Proposals
SF254 Proposals
Planning
Project Planning		*
Resource Management		*
Top Down Budget Tool
Top Down Planning
Billing		*		*
Interactive Billing		*		*
Batch Billing		*		*
Billing Terms		*		*
Billing Groups		*		*
Rate Tables		*		*
Labor Rates		*		*
Labor Categories				*
Labor Code		*		*
Labor Overrides		*		*
Expense Accounts		*		*
Expense Categories				*
Expenses by Vendor		*		*
Refresh Billing Extensions		*		*
Invoice Template Editor		*		*
Transaction Center		*
Transaction Entry		*
Transaction Lists		*
Transaction Posting		*
Posting Logs		*
Posting Review Report		*
Accounting		*
Accounts Payable		*	*
Voucher Review		*	*
Payment Processing		*	*
Form 1099 Processing			*
Employee Expenses		*
Payment Processing		*
Direct Deposit		*
Void Check		*	*
Accounts Receivable		*
Invoice Review		*
Budgeting		*
Project Budgeting		*
General Ledger		*
Cost/Pay Rate Tables
Labor Rates
Labor Categories
Labor Code
Consultant Accruals
Labor Cross Charge		*
Overhead Allocation		*
Revenue Generation		*
Adjust Salaried Job Cost		*
Bank Reconciliation		*
Project Review
Human Resources
Abra Interface
Import from ABRA
Export to ABRA
Benefit Hours
Accruals
Adjustments
Payroll
Payroll Processing
Direct Deposit
Export to ADP
Form W-2 Processing
Quarterly Processing

Vision Menu	Admin	Acct	AP	Bill
Time & Expense		*
Timesheet		*
Timesheet Line Approval
Expense Report		*
Expense Line Approval
Reporting		*
Client		*
Contacts		*	*	*
Lead		*
Marketing Campaign		*
Opportunity		*
Employee		*		*
Project		*	*
Vendors		*		*
Payroll		*
Accounts Receivable
Billing
General Ledger
Accounting		*
Project Planning		*
Performance Management
Data Export
Utilities		*
Change Period		*	*	*
Open New Period		*
Period Setup		*
Open New Benefit Year
Open New W-2 Quarter
1099 Initialization
User Activity
Advanced Utilities	*
Posted Transaction Files
Undo Posting
Locked Transaction Files
Incomplete Postings
File Reconciliation
Tolerance Report
Data Import
Project Closeout	*
AR Paid Update	*
VO Paid Update	*
Batch Deletes	*
Key Conversions	*
Account Range
Accounts	*
Banks	*
Clients
Contacts
Employees	*
Projects	*
Phases	*
Tasks	*
Enable Phases/ Tasks	*
Disable Phases/Tasks
Project's Organizations
Discount Codes	*
Labor Codes
Liability Codes	*
Organizations
Tax Codes	*
Units	*
Vendors	*
Key Formats	*
Accounts	*
Clients
Employees	*
Projects	*
Phases	*
Tasks	*
Units	*
Organizations
Labor Codes
Vendors	*
Process Server	*
Queue Manager	*
Profile Editor	*
Server Management
History Loading
Labor and Expense
Invoice and Receipt
Accounts Payable
Benefit Accrual
Account Balances
Payroll
Backup Database	*
Report Administration	*
Download Macro
Time Collection Interface
Time Collection Export
Time Collection Import
Configuration	*
General	*
System Settings	*
User Defined Tabs	*
Lookup/Report Labels	*
Calculated Fields	*
Custom Report Options	*
Code Tables
Project Templates
Merge Templates
Holiday Calendar
Alerts	*
Security	*
Roles	*
Users	*
Organization	*
General	*
Codes	*
Individual	*
Firm Setup – Proposals	*
Billing	*
General	*
Default Terms	*
Reporting Default Terms	*
Accounting	*
General	*
Employee Types	*
Time Analysis	*
Taxes	*
Banks	*
Accounts Payable	*
Accounts Receivable	*
Overhead Allocation	*
User Defined Revenue	*
Labor Codes	*
Payroll
General
Withholding Codes
Time and Expense	*
Timesheet	*
Expense Report	*
Timesheet Categories	*
Expense Categories	*
Module Activation	*
About Deltek Vision	*