Welcome to the Deltek Vision Help System
Getting Started
Main Areas of Vision
Optional Vision Modules
Starting Vision and Logging In
Procedures
Start Vision and Log In
Reset Your Password
Retrieve Your User ID
Screens
Account Maintenance Dialog Box
Select Fields Dialog Box
Active Company
Dashboard
Navigation
Vision Terminology
System-wide Icons
Vision Toolbar
User Options
Help Options
Procedures
Navigate in Vision Help
Set Up User Options
Open an Application in a New Browser Window
Hide the Vision Navigation Menu
Deltek Announcements Pane
System-wide Features
Records
Required Fields
Relational Fields
Activity Reminders
Alerts
Text Editor
Select Fields Dialog Box
Schedule Dialog Box
Display the Schedule Dialog Box
Main Tab of Schedule Dialog Box
Recurrence Tab of Schedule Dialog Box
Parameters Tab of Schedule Dialog Box
Working with Grids
Procedures
Customize Grids
Pin Grid Columns in Place
Print Grid Information
Group Rows on a Grid
Export Grid Data to Excel
Searching for Records
Lookups
Info Center Queries
Procedures
Perform a Standard Lookup
Perform a Direct Lookup
Display All Addresses for a Client or Vendor
Perform a Quick Find
Use Quick Find to Enter Data
Perform a SQL Where Clause Lookup
Perform an Advanced Lookup
Save a Search
Use a Saved Search
Launch a Saved Search from a URL
Delete or Rename a Search
Operators
Comparative Operators
SQL Operators
Is Me and Is Not Me Operators
Is Mine and Is Not Mine Operators
Is Home Company and Is Not Home Company (Multicompany)
Configuration
Reports
Work Breakdown Structure
Concepts Overview
Project Control Overview
Project Records
Projects, Phases, and Tasks
Project Charge Types
Interaction of Project Control and Accounting
Labor and Expense Charges
Direct and Reimbursable Expense Accounts
Costing Labor to Projects
Regular and Overtime Costs
Job Cost Rates
Project Planning Overview
Resource Management
Project Planning Reports
Project Budgeting Overview
Budgeting and Contract Type
Labor Budgets
Expense Budgets
Budget by Cost Rates or Billing Rates
Budget Summary
EAC and ETC Values
Percent Completes Overview
Hierarchy of Percent Complete Overrides
Percent Completes for Individual Labor Codes and Expense Accounts
Overall Labor Percent Completes or Overall Expense Percent Completes
Overall Percent Complete
How Vision Calculates Overall Percent Completes
Project Reporting
Project Reporting at Billing Rates
Accounting Concepts Overview
General Accounting Concepts
Chart of Accounts
Account Ranges
Are Account Balances Debits or Credits
Account Groups
Account List
Accounting Periods
Multi-period Processing
Accounting Transactions and the Transaction Center
Transaction Types
Transaction Type Codes
Journal Entries
Units and Accounting Transactions
Transaction Entry and Posting
Implicit and Explicit Postings
Implicit Posting Accounts
Recurring Transactions
Security and Vision Transactions
Accounts Payable
Accounts Payable File Reconciliation
Accounts Receivable
How Vision Determines Accounts Receivable Aging
Accounts Receivable File Reconciliation
Cash-basis Reporting
Cash-basis Tax Reporting
Mapping Cash-basis Accounts
Cash-basis Transactions
Cash-basis Transaction Example
Cash-basis Reporting and Payroll Accounts
Corporate Budgeting Options
Accounting Reports
Labor and Accounting
Timesheet Posting and Labor Distribution
Adjust Salaried Job Costing
Adjust Salaried Job Costing Calculations
Effective Dates and Cost Pay Rates Structure
Effective Dates and Cost Rates Hierarchy
Effective Dates and Pay Rates Hierarchy
Labor Cross Charge
Labor Cross Charge Approaches
Transfer Price
Alternative to Labor Cross Charge
Recording Payroll with a Journal Entry
Payroll and Your Income Statement
Recording Bonuses with a Journal Entry
Overhead Allocation
Proration Method of Overhead Allocation
Assignment Method of Overhead Allocation
Calculating the Actual Overhead Rate
Firmwide Overhead Allocation
Organization Overhead Allocation
History Loading for Overhead Allocation
Overhead Allocation Report
Revenue Generation
Revenue Calculations
Standard Revenue Methods
Contract Types and Revenue Methods
Example: Prove Out a Revenue Method
Running Revenue Generation by Project
Unbilled Services
Unbilled File Reconciliation
History Loading for Revenue Generation
Consultant Accruals
Consultant Accrual Reports
Processing Cycle Overview
Accounting Periods and Processing Cycles
Transaction Processing
Transaction Posting
Reporting and Processing
Backing Up Your Database
Checklist: Monthly Processing Cycle
Processing Cycle Utilities
1099 Initialization
Opening W-2 Quarters and Benefit Years
Customer Relationship Management (CRM) Overview
Info Center Records
Client and Contact Management
Linking Client and Vendor Records
Prospects and Leads
Marketing Campaigns
Opportunity Tracking and Pipeline Management
Calendar and Activity Management
Sharing Data with Microsoft Outlook and Microsoft Word
CRM Reports
Work Breakdown Structure Overview
Accounting and the WBS
Marketing and the WBS
Planning and the WBS
Diagram of Work Breakdown Structure Components
Work Breakdown Structure Components
Changing Default Number Formats
Comparing Uses for WBS Components
Planning Your Work Breakdown Structure
Choosing a Simple, Intermediate, or Complex Structure
Delimiters in the Work Breakdown Structure
Project Numbers in the Work Breakdown Structure
Phases and Tasks in the Work Breakdown Structure
Phase or Task Numbering
Labor Codes in the Work Breakdown Structure
Labor Code Numbering
Labor Code Examples for Architectural Firms
Labor Code Examples for Engineering Firms
Labor Code Examples for Environmental Firms
Organizations in the Work Breakdown Structure
Account Numbering
Standard Chart of Accounts
Expense Account Ranges
Tips for Modifying the Standard Chart of Accounts
Planning the Structure of Non-WBS Numbers
Other Important Vision Numbers
Client Numbering
Opportunity Numbering
Employee Numbering
Unit Numbering
Unit Table Numbering
Vendor Numbering
Plan Numbering
Organization Reporting Overview
When to Use Organization Reporting
Checklist: Deciding How to Set Up Organization Reporting
Organization Reporting Structure
Separate Balance Sheets by Organization
Non-Operating Organizations
Organization Labels
Organization Subcodes
Multicompany Overview
Security and Multicompany
Multicompany Terminology
Enterprise
Company
Active Company
Employee's Home Company
Initial Company
Info Center Access in a Multicompany Environment
Organizations and Multicompany
Limits on Number of Organization Levels and Code Length
Assigning Projects and Employees to Organizations
Organization for Intercompany Postings
Chart of Accounts and Multicompany
Intercompany Accounts
Example of Foreign Employee Types
Transaction Center and Multicompany
Intercompany Transactions
Accounts Payable Vouchers and Multicompany
Transaction Lists and Multicompany
Posting Logs and Multicompany
Accounting and Multicompany
Revenue Generation and Multicompany
Accounts Payable and Multicompany
Overhead Allocation and Multicompany
Employees and Multicompany
Employee Multicompany Terminology
Associating an Employee with Additional Companies
Determining Which Company Record is Displayed for the Employee
Lookups and Searches When an Employee is Associated with Multiple Companies (Multicompany)
Company-Specific Tabs and Fields
Employee Fields Shared by All Companies
Security and Employee Multicompany
Alerts and Employee Multicompany
Employee Review and Employee Multicompany
Reporting and Employee Multicompany
SF255 and SF330 Proposals and Employee Multicompany
Time and Expense Transactions and Employee Multicompany
Workflows and Employee Multicompany
Billing and Multicompany
One Project with Multiple Owning Companies
Billing Groups
Batch Billing, Billing Terms, and Default Billing Terms
Refresh Billing Extensions
Intercompany Billing
Approaches to Intercompany Billing
Income Statement Results: Labor
Income Statement Results: Expenses
Balance Sheet Results Labor
Balance Sheet Results Expenses
Agreeing on an Internal Transfer Price
When to Process Intercompany Billing
Asset Management and Multicompany
CRM and Multicompany
Proposals and Multicompany
Time and Expense and Multicompany
Planning and Multicompany
Consolidated Reporting and Multicompany
Multicurrency Overview
Currency Types
Info Center and Multicurrency
User-Defined Tabs and Multicurrency
Foreign-Denominated Accounts
Transaction Processing and Multicurrency
Employee Labor and Expense Charges and Multicurrency
Project Planning and Multicurrency
Gains and Losses Resulting from Exchange Rate Changes
Accounts Payable and Multicurrency
Revenue Generation and Multicurrency
Purchasing and Multicurrency
Reporting and Multicurrency
Consolidated Reporting and Multicurrency
Rate Tables and Billing Terms with Multicurrency
Billing One Project with Multiple Companies and Currencies
Billing Extensions and Multiple Currencies
Exchange Rates Overview
Exchange Rates Hierarchy
Direct Exchanges
Inverse Exchanges
Triangulation Currency and Exchange Rates
Overrides on Exchange Rates and Dates
Multiple Languages Overview
Multiple Languages and Reporting
Where Vision Stores Languages
Fields and Labels for Translation
Security Overview
Accounting, Administrator, and CRM Role Types
Access Rights to Menu Items
Record Level Security
Set Up Users in Security
History Overview
Installation Cutoff Date
History Loading
Project History
Accounting History
Effects of History Loading
Business Process Management Overview
Approval Workflows Overview
Document Management Overview
Proposals Overview
Custom and Government (SF) Proposals
Government Proposals Process
Custom Proposals Process
Data Entry Standards for Proposals
Proposal Firms and Organization Reporting
Primary Disciplines
Project Codes
Proposal Logs
Merge Templates
Merge Templates for the Government SF Proposals
Merge Templates for Custom Proposals
Merge Codes
Asset Management Overview
Equipment Info Center and Asset Management and/or Purchasing
Asset Management Terminology
Checklist: Configuring Asset Management
GL Book and Additional Books for Asset Depreciation
Asset Management and Multicompany
Asset Management and Multicurrency
Asset Depreciation Methods
Depreciation Methods Examples
Straight-line Method Example
Sum of Years Digit Example
Modified Accelerated Cost Recovery System (MACRS) Example
Entering and Depreciating Asset Items
Purchasing Items Used to Create Asset Items and Equipment Items
Entering Purchasing Items on the Fly in the Equipment Info Center
Creating Asset Items from AP Vouchers
Associating an AP Voucher Line Item with an Existing Asset Item
Creating Asset and Equipment Items from Purchase, Change, and Release Orders
Creating Asset Items and Equipment Items Directly in the Equipment Info Center
Associating Units with Asset Items
Section 179 Deductions for Asset Items
Assigning Employees to an Asset Item
Recovering an Asset Item from an Employee
Depreciation Processing Overview
How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
Rerunning Depreciation Processing
Journal Entries Created During Depreciation Processing
Amortizing Capital Leases
Amortization Example for Leased Assets
Amortizing Prepaid Items
Amortization Example for Prepaid Items
Changing How Depreciation Is Calculated After You Have Processed Depreciation
Processing Depreciation in a Prior Period
Undoing the Posting of a Depreciation Processing Run
Transfer/Split Processing Overview
Transferring Asset Items
What Happens When You Transfer an Asset Item
Journal Entry Posting Logs for Asset Item Transfers
Example of Transferring an Asset Item
Undoing an Asset Item Transfer
Splitting Asset Items
What Happens When You Split an Asset Item
Journal Entry Posting Logs for Asset Item Splits
Example of Splitting an Asset Item
Undoing an Asset Item Split
Disposal Processing Overview
Journal Entry for Asset Items That Are Scrapped
Cash Receipt Entry for Asset Items That Are Sold
Undoing the Disposal of an Asset Item
Asset Review Overview
Section 179 Review Overview
Asset Impairments
Asset Management Alerts
Purchasing and Inventory Overview
Purchasing Overview
Requisitions and Requests for Price Quotes
Purchasing Templates
Cost Distribution
Committed Expenses
Committed Expenses and Multicurrency
Creating Vouchers from Purchase Orders
Purchase Order Types
Standard Purchase Order
Service Purchase Order
Change Order
Blanket Purchase Order
Release Order
Status Codes for Purchase Orders
Receiving Status Codes for Purchase Order Line Items
Order Status Codes for Requisition and Price Quote Request Line Items
Approval Process for Purchasing Applications
Inventory Overview
Inventory Process Flow
Inventory Item
Inventory Location
Average Actual Cost of an Inventory Item
Inventory Common Project
Approval Process for Inventory Item Requests
Dashboard Overview
Dashpart Types
Saving Your Dashboard Changes
System Dashparts
Web Dashparts
Web Dashpart Security
Procedures (general)
Display the Dashboard
Select Columns for a Dashpart
Set the Layout of Dashparts
Add Records to Dashparts
Open a Record from a Dashpart
Remove a Single Record from a Dashpart
Clear All the Records in a Dashpart
Hide a Dashpart
Hide All Dashparts Except the Current One
Show Unused Dashparts
Delete a Dashpart
Modify a Dashpart Name
Remove a Dashpart
Reinstate a Dashpart
Save a Dashboard for Other Users
Procedures for Specific Kinds of Dashparts
Display the Dashboard
Add an Info Center Dashpart
Populate the Project Dashpart with Phase and Task Records
Display Workbook Sheets as Tabs in the Performance Management Dashboard
Add Applications to the Applications Dashpart
Add a Reports Dashpart
Generate a Report from the Reports Dashboard
Remove a Single Report from the Reports Dashpart
Add an Activities Dashpart
Add Activities to the Activities Dashpart
Delete Activities from the Activities Dashpart
Add a Links Dashpart
Add a Link to a Frequently Used File
Edit a Link in a Links Dashpart
Add a System Dashpart
Procedures for Web Dashparts
Add a Web Dashpart
Add a Web Outlook Dashpart
Add a Report Web Dashpart
Eliminate Problem Web Sites
Screens
Dashpart Heading Bar
Dashboard Toolbar
Add Unused Dashpart Dialog Box
Dashpart Configuration Dialog Box
Add System Dashpart Dialog Box
Add Web Dashpart Dialog Box
Activities Filter Dialog Box
Alert Details Dialog Box
User Options Overview
Display Settings That Cannot Be Modified
Procedures
Set Up User Options
Assign Another Person to Perform Approvals in Your Absence
Screens
User Options Dialog Box
Display the User Options Dialog Box
General Tab of User Options Dialog Box
Startup Tab of User Options Dialog Box
Reporting Tab of User Options Dialog Box
Activity Tab of User Options Dialog Box
Misc Tab of User Options Dialog Box
Kona Dialog Box
Display Settings Dialog Box
Display the Display Settings Dialog Box
Controls on the Display Settings Dialog Box
Buttons on the Display Settings Dialog Box
Forms Tab of Display Settings Dialog Box
Menus Tab of Display Settings Dialog Box
Grids Tab of Display Settings Dialog Box
Navigation Tab of Display Settings Dialog Box
Select Color Dialog Box
Select Hue Dialog Box
Text Editor Overview
Formatting Text for Proposals
Procedures
Insert a Bulleted List for a Proposal
Check Spelling in Text Editor
Eliminate Embedded Formatting for Proposal Text
Insert a Table with the Text Editor
Delete a Table with the Text Editor
Save Changes in Text Editor
Screens
Text Editor Dialog Box
Insert Table Dialog Box
Schedule Dialog Box
Display the Schedule Dialog Box
Main Tab of Schedule Dialog Box
Recurrence Tab of Schedule Dialog Box
Parameters Tab of Schedule Dialog Box
Activities Overview
Calendar and Activities Security
Activity Types
Data Synchronization and Microsoft Outlook Integration
Connect for Microsoft Outlook and CRM
Activities and the Dashboard
Scheduling Activities on the Activity Dialog Box Overview
Activity Reminders
Activity Reminder Email Messages
Procedures
Add an Attendee to an Activity
Delete an Attendee from an Activity
Add a Contact to an Activity
Delete a Contact from an Activity
Add a Lead to an Activity
Delete a Lead from an Activity
Screens
Activity Dialog Box
Display the Activity Dialog Box
Buttons on the Activity Dialog Box
Detail Tab of the Activity Dialog Box
Attendees Tab of the Activity Dialog Box
Contacts Tab of the Activity Dialog Box
Leads Tab of the Activity Dialog Box
Recurrence Tab of the Activity Dialog Box
User-Defined Tabs on the Activity Dialog Box
Invite Attendees Email Dialog Box
Activity Reminder Pop-up Dialog Box
Activity Calendar Overview
Activity Calendar Sharing
Procedures
Schedule an Activity in the Activity Calendar
Schedule a Follow-up Activity in the Activity Calendar
Modify an Activity in the Activity Calendar
Delete an Activity in the Activity Calendar
Screens
Activity Calendar Form
Display the Activity Calendar Form
Toolbar of the Activity Calendar
Monthly Tab of the Activity Calendar
Weekly Tab of the Activity Calendar
Daily Tab of the Activity Calendar
Activity Dialog Box
Display the Activity Dialog Box
Buttons on the Activity Dialog Box
Detail Tab of the Activity Dialog Box
Attendees Tab of the Activity Dialog Box
Contacts Tab of the Activity Dialog Box
Leads Tab of the Activity Dialog Box
Recurrence Tab of the Activity Dialog Box
User-Defined Tabs on the Activity Dialog Box
Open Calendar Dialog Box
Share Calendar Dialog Box
Activity Manager Overview
Activities Filter Advanced Search Example
Procedures
Schedule an Activity in the Activity Manager
Schedule a Follow-up Activity in the Activity Manager
Copy an Activity in the Activity Manager
Modify an Activity in the Activity Manager
Merge Activity Records
Delete an Activity in the Activity Manager
Screens
Activity Manager Form
Activity Dialog Box
Open the Activity Dialog Box from the Activity Manager
Buttons on the Activity Dialog Box
Detail Tab of the Activity Dialog Box
Attendees Tab of the Activity Dialog Box
Contacts Tab of the Activity Dialog Box
Leads Tab of the Activity Dialog Box
Recurrence Tab of the Activity Dialog Box
User-Defined Tabs on the Activity Dialog Box
Activities Filter Dialog Box
Activity Reports Overview
Activity Calendar Report Types
Report Contents
Activity List Report Columns
Activity Summary Report Columns
Activity Audit Columns
Activity Audit Detail Columns
Procedures
Print the Activity List Report
Print the Activity Summary Report
Print the Activity Calendar Report from the Activity Calendar Form
Print the Activity Calendar Report from the Activity Manager Form
Screens
Options Dialog Box
Display the Options Dialog Box
General Tab of the Options Dialog Box
User Defined Sections Tab of the Options Dialog Box
Activity Reporting Dialog Box
Managing Activities in the Info Center
Procedures
Open the Activity Dialog Box from an Info Center Record
Schedule an Activity in the Info Center
Schedule a Follow-up Activity in the Info Center
Copy an Activity in the Info Center
Delete an Activity in the Info Center
Modify an Activity in the Info Center
Info Center Overview
Info Center User Interface
Info Center Icons
Info Center Detail and List Views
Info Center Tabs
Info Center Fields
Info Center Grids
Data Filters on Grids
Procedures for Grids
Add (Insert) Information on a Grid
Enable Grouping on Grids
Add, Remove, or Change the Order of Columns in a List View
Export a Grid's Data to Excel
Print Grid Information
Remove an Association from the Associations Grid
Delete Information from a Grid
Info Center Basics and Searches
Customizing the Info Center
Info Center Security
Info Center Workflows
Audit Trail Reporting and the Info Center
Automatic Numbering for New Records
Procedures
Open Info Center Records
Search for Records
Search Across Multiple Info Centers
Search with a Saved Search
Print a Report from the Info Center
Select a Phone Number Format
Toggle Between Standard and User-Defined Values
Merge Info Center Records to Create a Document Using an Adobe InDesign Merge Template
Merge Info Center Records to Create a Document Using a Microsoft Word Merge Template
Display All Addresses for a Client or Vendor
Screens
Info Center Search Dialog Box
Advanced Lookup
Document Management Global Search Dialog Box
Merging Dialog Box
Merged Document Dialog Box
File Download Dialog Box
Client Addresses Dialog Box
Vendor Addresses Dialog Box
Email Messages and Instant Messages
Procedures
Send an Email Message to One Person
Send a Broadcast Email Message to Multiple People
Send an Instant Message to an Employee
Create and Save an Email Template (Save for My Role)
Create and Save an Email Template (Save Personal Only)
Create and Save an Email Template (Save for All Roles)
Modify a Saved Email Template
Delete a Saved Email Template
Screens
Send Email Dialog Box
Email Templates Dialog Box
Organize Email Templates Dialog Box
Document Management and the Info Center Overview
Checklist: Setting Up Document Management
Icons on the Document Tree Pane
Procedures
Link a Document to an Info Center Record
Upload (Insert) a Document and Link it to an Info Center Record
Select a Document
Check Out a Document
Check in a Document
Undo a Document Checkout
Edit the Properties of a Document
Disassociate a Document from an Info Center Record
Delete a Document from SharePoint
View the Version History of a Document
Screens
Link Document Dialog Box
Document Check In Dialog Box
Document Version History Dialog Box
Edit Properties Dialog Box
File Upload Dialog Box
Contact Info Center Overview
Procedures
Select a Contact Record
Add a New Contact Record
Create a New Opportunity Record on the Opportunities Tab
Copy a Contact Record
Modify a Contact Record
Associate a File Link with a Contact Record
Attach a Document to a Contact Record
Delete a Contact Record
Managing Contact Associations
Add a Contact Association to the Associations Grid
Edit a Contact Association on the Associations Grid
Associations Grid Examples - Contact Info Center
Employee Examples - Contact Info Center
Marketing Campaign Examples - Contact Info Center
Opportunity Examples - Contact Info Center
Project Examples - Contact Info Center
Screens
Contact Info Center Form
Display the Contact Info Center Form
Toolbar of Contact Info Center
General Tab of Contact Info Center
Activities Tab of Contact Info Center
Links Tab of Contact Info Center
Projects Tab of Contact Info Center
Opportunities Tab of Contact Info Center
Associations Tab of Contact Info Center
Marketing Campaigns Tab of Contact Info Center
Documents Tab of Contact Info Center
Attachments Tab of Contact Info Center
Associate a Contact Dialog Box
Client Info Center Overview
Combined Client and Vendor Info Centers
Linked Client and Vendor Fields
Client or Vendor Aliases
Procedures
View and Pin the Client Hierarchy Tree
Select a Client Record
Add a New Client Record
Copy a Client Record
Modify a Client Record
Create a New Opportunity Record on the Opportunities Tab
Create a New Contact Record on the Contacts Tab
Display All Addresses for a Client or Vendor
Add an Address to an Info Center Record
Delete an Address from an Info Center Record
Associate a File Link with a Client Record
Attach a Document to a Client Record
Delete a Client Record
Managing Client Associations
Add a Client Association to the Associations Grid
Edit a Client Association on the Associations Grid
Associations Grid Examples - Client Info Center
Contact Examples - Client Info Center
Employee Examples - Client Info Center
Opportunity Examples - Client Info Center
Project Examples - Client Info Center
Screens
Client Info Center Form
Display the Client Info Center Form
Toolbar of Client Info Center
General Tab of Client Info Center
Contacts Tab of Client Info Center
Activities Tab of Client Info Center
Opportunities Tab of Client Info Center
Projects Tab of Client Info Center
Associations Tab of Client Info Center
Links Tab of Client Info Center
Documents Tab of Client Info Center
Additional Info Tab of Client Info Center
Attachments Tab of Client Info Center
Associate a Client Dialog Box
Client Addresses Dialog Box
Lead Info Center Overview
Qualifying and Converting Leads
Lead Conversion Mappings
Procedures
Select a Lead Record
Add a New Lead Record
Qualify and Convert a Lead
Copy a Lead Record
Modify a Lead Record
Associate a File Link with a Lead Record
Attach a Document to a Lead Record
Delete a Lead Record
Managing Lead Associations
Marketing Campaign Examples - Lead Info Center
Screens
Lead Info Center Form
Display the Lead Info Center Form
Toolbar of Lead Info Center
General Tab of Lead Info Center
Marketing Campaigns Tab of Lead Info Center
Activities Tab of Lead Info Center
Links Tab of Lead Info Center
Documents Tab of Lead Info Center
Attachments Tab of Lead Info Center
Convert Lead Dialog Box
Marketing Campaign Info Center Overview
Procedures
Select a Marketing Campaign Record
Add a New Marketing Campaign Record
Copy a Marketing Campaign Record
Modify a Marketing Campaign Record
Associate a File Link with a Marketing Campaign Record
Attach a Document to a Marketing Campaign Record
Delete a Marketing Campaign Record
Managing Marketing Campaign Associations
Contact Examples - Marketing Campaign Info Center
Lead Examples - Marketing Campaign Info Center
Opportunity Examples - Marketing Campaign Info Center
Project Examples- Marketing Campaign Info Center
Screens
Marketing Campaign Info Center Form
Display the Marketing Campaign Info Center Form
Toolbar of Marketing Campaign Info Center
General Tab of Marketing Campaign Info Center
Leads Tab of Marketing Campaign Info Center
Activities Tab of Marketing Campaign Info Center
Contacts Tab of Marketing Campaign Info Center
Opportunities Tab of Marketing Campaign Info Center
Projects Tab of Marketing Campaign Info Center
Links Tab of Marketing Campaign Info Center
Documents Tab of Marketing Campaigns Info Center
Attachments Tab of Marketing Campaign Info Center
Opportunity Info Center Overview
Primary Contact and Primary Client for an Opportunity
Opportunity Visualizations and the Info Center
Opportunity Fee Estimates
Configuration and Security Considerations for Opportunity Fee Estimates
Opportunity Fee Estimate Workflow
German Scale of Fees Feature
Procedures
Select an Opportunity Record
Add a New Opportunity Record
Copy an Opportunity Record
Create an Opportunity Fee Estimate
Add Phases to a Fee Estimate
Add Special Services to a Fee Estimate
Create a New Client Record on the General Tab
Create a New Contact Record on the General Tab
Modify an Opportunity Record
Link an Opportunity Record to BVS Sales Process
Create a List of Competitors for an Opportunity
Create a Kona Space for an Existing Opportunity
Link an Opportunity to an Existing Kona Space
Attach a Document to an Opportunity Record
Delete an Opportunity Record
Managing Opportunity Associations
Client Examples - Opportunity Info Center
Contact Examples- Opportunity Info Center
Employee Examples - Opportunity Info Center
Marketing Campaign Examples-Opportunity Info Center
Vendor Examples- Opportunity Info Center
Screens
Opportunity Info Center Form
Display the Opportunity Info Center Form
Opportunity Info Center Toolbar
General Tab of Opportunity Info Center
Team Tab of Opportunity Info Center
Clients/Contacts Tab of Opportunity Info Center
Proposals Tab of Opportunity Info Center
Service Estimate Tab of Opportunity Info Center
Fee Estimate Tab of Opportunity Info Center
Estimated Revenue Tab of Opportunity Info Center
Activities Tab of Opportunity Info Center
Location Tab of Opportunity Info Center
Project Codes Tab of Opportunity Info Center
Marketing Campaigns Tab of Opportunity Info Center
IQ Info Tab of Opportunity Info Center
Documents Tab of Opportunity Info Center
Files Tab of Opportunity Info Center
Competition Tab of Opportunity Info Center
Attachments Tab of Opportunity Info Center
Edit Cost Groups Dialog Box
Proposal Log Dialog Box
Select Phases Dialog Box
Employee Info Center Overview
Employee Withholdings
Timesheet Hours Calculation
Associating Employees with Multiple Companies
Employee Multicompany Terminology
Employee Fields Impacted by the Multicompany Feature
Lookups and Searches When an Employee is Associated with Multiple Companies (Multicompany)
Example: One Employee Associated with Multiple Companies
Procedures
Select a Hub Record
Add a New Employee Record
Copy an Employee Record
Modify an Employee Record
Add a Photo to an Employee Record
Clear an Employee Photo
Associate a File Link with an Employee Record
Assign Timesheet Administration Rights to an Employee
Assign Expense Administration Rights to an Employee
Attach a Document to an Employee Record
Delete an Employee Record
Managing Employee Associations
Client Examples - Employee Info Center
Contact Examples - Employee Info Center
Opportunity Examples - Employee Info Center
Project Examples - Employee Info Center
Procedures for Multiple Companies
Select an Employee Record (Multicompany)
Associate an Employee with Additional Companies (Multicompany)
Copy an Employee Record (Multicompany)
Change an Employee's Home Company (Multicompany)
View All Companies Associated with an Employee (Multicompany)
Screens
Employee Info Center Form
Display the Employee Info Center Form
Toolbar of Employee Info Center
General Tab of Employee Info Center
Personal Tab of Employee Info Center
Accounting Tab of Employee Info Center
Payroll Tab of Employee Info Center
Experience Tab of Employee Info Center
Time Tab of Employee Info Center
Expense Tab of Employee Info Center
Projects Tab of Employee Info Center
CRM Info Tab of Employee Info Center
Links Tab of Employee Info Center
Resumes Tab of Employee Info Center
Associations Tab of Employee Info Center
Documents Tab of Employee Info Center
Assets Tab of Employee Info Center
Attachments Tab of Employee Info Center
Employee Review in the Employee Info Center
Display the Employee Review Form
Advanced Lookup
Project Info Center Overview
Project Templates
Project Defaults
Projects and Plans
Primary Contacts and Clients on a Project
Project Visualizations and the Info Center
Work Breakdown Structures and Project Records
Phase Task Icon Indicates Projects with WBS Levels
Field Mapping for Projects Based on Opportunities or Templates
Project Fields Based on a Project Template
Project Fields Based on an Opportunity
Project Fields Based on an Opportunity and a Project Template
Project Fields Based on an Opportunity Fee Estimate
Procedures for Project Records
Select a Project Record
Add a New Project Record
Create a Work Breakdown Structure for a New Project
Create a New Project from a Plan
Create a New Project from a Project Template
Create a New Project from an Existing Project
Create a New Project from an Opportunity
Create a New Project from an Opportunity Fee Estimate
Create a New Project from an Opportunity and a Project Template
Create a Kona Space for a Project When You Create the Project
Create a Kona Space for an Existing Project
Copy a Project Record
Modify a Project Record
Link a Project to an Existing Kona Space
Populate the List or Detail View in the Project Info Center with Phase and Task Records
Create a New Contact Record on the Accounting Tab
Create a New Client Record on the Accounting Tab
Create a New Contract Record on the Contract Management Tab
Add an Address to an Info Center Record
Delete an Address from an Info Center Record
Attach a Document to a Project Record
Associate a File Link with a Project Record
Delete a Project Record
Managing Project Associations Overview
Client Examples - Project Info Center
Contact Examples - Project Info Center
Employee Examples - Project Info Center
Marketing Campaign Examples - Project Info Center
Vendor Examples - Project Info Center
Procedures for Phase and Task Records
Pin the Phase Task Lookup
View Phase or Task Details
Populate the List or Detail View in the Project Info Center with Phase and Task Records
Add a New Phase Record
Add a New Task Record
Create a New Phase from an Existing Phase
Create a New Phase or Task from a Project Template
Create a New Task from an Existing Task
Copy a Phase or Task Record
Modify a Phase or Task Record
Associate a File Link with an Info Center Record
Add an Address to an Info Center Record
Delete an Address from an Info Center Record
Delete a Hub Record
Screens
Project Info Center Form
Display the Project Info Center Form
Toolbar of Project Info Center
General Tab of Project Info Center
Contract Management Tab of Project Info Center
Accounting Tab of Project Info Center
Time and Expense Tab of Project Info Center
Budget and Revenue Tab of Project Info Center
Team Tab of Project Info Center
Clients/Contacts Tab of Project Info Center
Activities Tab of Project Info Center
Background Tab of Project Info Center
Dates and Costs Tab of Project Info Center
Documents Tab of Project Info Center
Links Tab of Project Info Center
Intercompany Billing Tab of Project Info Center
Opportunity Info Center Overview
Primary Contact and Primary Client for an Opportunity
Opportunity Visualizations and the Info Center
Opportunity Fee Estimates
Configuration and Security Considerations for Opportunity Fee Estimates
Opportunity Fee Estimate Workflow
German Scale of Fees Feature
Procedures
Select an Opportunity Record
Add a New Opportunity Record
Copy an Opportunity Record
Create an Opportunity Fee Estimate
Add Phases to a Fee Estimate
Add Special Services to a Fee Estimate
Create a New Client Record on the General Tab
Create a New Contact Record on the General Tab
Modify an Opportunity Record
Link an Opportunity Record to BVS Sales Process
Create a List of Competitors for an Opportunity
Create a Kona Space for an Existing Opportunity
Link an Opportunity to an Existing Kona Space
Attach a Document to an Opportunity Record
Delete an Opportunity Record
Managing Opportunity Associations
Client Examples - Opportunity Info Center
Contact Examples- Opportunity Info Center
Employee Examples - Opportunity Info Center
Marketing Campaign Examples-Opportunity Info Center
Vendor Examples- Opportunity Info Center
Screens
Opportunity Info Center Form
Display the Opportunity Info Center Form
Opportunity Info Center Toolbar
General Tab of Opportunity Info Center
Team Tab of Opportunity Info Center
Clients/Contacts Tab of Opportunity Info Center
Proposals Tab of Opportunity Info Center
Service Estimate Tab of Opportunity Info Center
Fee Estimate Tab of Opportunity Info Center
Estimated Revenue Tab of Opportunity Info Center
Activities Tab of Opportunity Info Center
Location Tab of Opportunity Info Center
Project Codes Tab of Opportunity Info Center
Marketing Campaigns Tab of Opportunity Info Center
IQ Info Tab of Opportunity Info Center
Documents Tab of Opportunity Info Center
Files Tab of Opportunity Info Center
Competition Tab of Opportunity Info Center
Attachments Tab of Opportunity Info Center
Edit Cost Groups Dialog Box
Proposal Log Dialog Box
Select Phases Dialog Box
Location Tab of Project Info Center
Marketing Campaigns Tab of Project Info Center
Attachments Tab of Project Info Center
Project Review in the Project Info Center
Display the Project Review Form
Advanced Lookup
Contract Dialog Box
Create Project From Dialog Box
Create Project from Plan Dialog Box
Create Phase From Dialog Box
Create Task From Dialog Box
Unit Info Center Overview
Unit Tables
Unit Billings and Cost Rates on Bills and Reports
Unit Fields Based on Inventory Items
Associating Units with Asset Items
Procedures
Select a Hub Record
Create a New Unit Table
Create a New Unit Table from an Inventory Item
Copy a Unit Table Record
Create a New Unit Record
Copy a Unit Record
Modify a Unit Record
Delete a Unit Record
Screens
Unit Info Center Form
Units Dialog Box
Vendor Info Center Overview
Combined Client and Vendor Info Centers
Linked Client and Vendor Fields
Client or Vendor Aliases
Vendor Fields Mapped to Client Fields
Procedures
Select a Vendor Record
Add a New Vendor Record
Copy a Vendor Record
Create a New Vendor Record from a Client
Create a New Contact Record on the Contacts Tab
Modify a Vendor Record
Display All Addresses for a Client or Vendor
Add an Address to an Info Center Record
Delete an Address from an Info Center Record
Attach a Document to a Vendor Record
Associate a File Link with a Vendor Record
Delete a Vendor Record
Screens
Vendor Info Center Form
Display the Vendor Info Center Form
Toolbar of Vendor Info Center
General Tab of Vendor Info Center
Accounting Tab of Vendor Info Center
Contacts Tab of Vendor Info Center
Opportunities Tab of Vendor Info Center
Projects Tab of Vendor Info Center
Activities Tab of <msgph varref="V-GW_Vendor_UC">Vendor</msgph> Info Center
Documents Tab of Vendor Info Center
Links Tab of Vendor Info Center
Additional Info Tab of Vendor Info Center
Attachments Tab of Vendor Info Center
Vendor Addresses Dialog Box
Text Library Info Center Overview
Procedures
Select a Text Library Record
Add a New Text Library Record
Copy a Text Library Record
Modify a Hub Record
Associate a File Link with a Text Library Record
Delete a Text Library Record
Screens
Text Library Info Center Form
Display the Text Library Info Center Form
Toolbar of Text Library Info Center
General Tab of Text Library Info Center
Links Tab of Text Library Info Center
Documents Tab of Text Library Info Center
Account Info Center Overview
Chart of Accounts Info Center Overview
Process Overview: Create or Modify the Chart of Accounts
Account List
Example of Account Key Conversion Transfer Accounts Between Banks
Example of Account Key Conversion Combine Expense Accounts
Procedures
Add a New Account Record
Add a New Cash-Basis Account Record
Select an Account Record
Copy an Account Record
Modify a Hub Record
Delete an Account Record
Screens
Chart of Accounts Info Center Form
Account List Options Dialog Box
Display the Account List Options Dialog Box
General Tab of Account List Options Dialog Box
Columns Tab of Account List Options Dialog Box
Layout Tab of the Options Dialog Box
Account Groups Overview
Rules for Mapping Account Groups to Account Group Tables
Two Levels of Account Groups for General Ledger Reports
Specify Account Groups on General Ledger Reports
Account Group Name Info Center Overview
Procedures
Select a Hub Record
Add a New Detail Account Group Name Record
Add a New Summary Account Group Name Record
Modify a Hub Record
Delete a Hub Record
Screens
Account Group Name Info Center Form
Display the Account Group Name Info Center Form
Toolbar of Account Group Name Info Center
Detail Account Group Tab of Account Group Name Info Center
Summary Account Group Tab of Account Group Name Info Center
Account Group Table Info Center Overview
Account Group Tables and Security Access
Procedures
Select a Hub Record
Add a New Detail Account Group Table and Insert Accounts
Add a New Summary Account Group Table Record
Insert Accounts into an Existing Detail Account Group Table
Delete an Account from a Detail Account Group Table
Copy an Account Group Table Record
Modify a Hub Record
Delete a Hub Record
Screens
Account Group Table Info Center Form
Display the Account Group Table Info Center Form
Toolbar of Account Group Table Info Center
Detail Account Group Tab of Account Group Table Info Center
Summary Account Group Tab of Account Group Table Info Center
Equipment Info Center Overview
Equipment Info Center and Asset Management and/or Purchasing
Entering and Depreciating Asset Items
Asset Management Terminology
Purchasing Items Used to Create Asset Items and Equipment Items
Creating Asset and Equipment Items from Purchase, Change, and Release Orders
Creating Asset Items from AP Vouchers
Associating an AP Voucher Line Item with an Existing Asset Item
Creating Asset Items and Equipment Items Directly in the Equipment Info Center
GL Book and Additional Books for Asset Depreciation
Identifying Asset Items with an Active or Inactive Status
Associating Units with Asset Items
Assigning Employees to an Asset Item
Recovering an Asset Item from an Employee
Section 179 Deductions for Asset Items
Asset Impairments
Asset Management and Multicompany
Asset Management and Multicurrency
Entering Purchasing Items on the Fly in the Equipment Info Center
Procedures
Create an Asset Item from an AP Voucher Line Item
Associate an AP Voucher Line Item with an Existing Asset Item
Create an Asset Item or Equipment Item from a Purchase Order
Create an Asset Item or Equipment Item from a Change Order
Create an Asset Item or Equipment Item from a Release Order
Enter Depreciation Information for Asset Items Generated Automatically from Other Applications
Modify an Equipment Item Created from a Change Order
Add an Asset Item Directly in the Equipment Info Center
Add an Equipment Item Directly in the Equipment Info Center
Enter a Purchasing Item on the Fly in the Equipment Info Center
Copy an Asset Item or Equipment Item to Create a New Item
Identify Active or Inactive Asset Items
Assign an Employee to an Asset Item
Recover an Asset Item from an Employee
Associate an Improvement with an Asset Item
Associate a Unit with an Asset Item
Delete the Association of a Unit with an Asset Item
Delete an Asset Item or Equipment Item
Process an Asset Impairment
Print an Asset or Equipment Item Report from the Equipment Info Center
Print Equipment Info Center Data from List View
Select an Equipment Record
Attach a Document to an Equipment Record
Associate a File Link with an Equipment Record
Screens
Equipment Form
Display the Equipment Form
Toolbar of Equipment Form
General Tab of the Equipment Form
Purchase Order Tab of the Equipment Form
Status Tab of the Equipment Form
Links Tab of the Equipment Form
Assignments Tab of the Equipment Form
GL Cost Tab of the Equipment Form
GL Book Tab of the Equipment Form
Additional Books Tab of the Equipment Form
Attachments Tab of Equipment Info Center
Select URL Dialog Box
Items Master Dialog Box
Display the Items Master Dialog Box
Toolbar of the Items Master Form or Dialog Box
General Tab of the Items Master Form or Dialog Box
Vendors Tab of the Items Master Form or Dialog Box
Equipment Reporting Dialog Box
Display the Equipment Reporting Dialog Box
Toolbar of Reporting Form or Dialog Box
Reports Tab
Archived Reports Tab
Current Activity Tab
Proposals Overview
Custom Proposals Overview
Custom Proposals Process
Custom Proposals that Use Adobe InDesign Merge Templates
Custom Proposals Graphics and Adobe InDesign Merge Templates
Cost and Fee Proposals
Procedures
Create a New Custom Proposal
Add Info Center Sections to Custom Proposals
Add Info Center Records to a Custom Proposal Section
Add a Project Description to a Custom Proposal Section
Select Team Members and Employee Data to Include in a Project Section of a Custom Proposal
Select Projects and Project Data to Include in an Employee Section of a Custom Proposal
Add Resume Text to a Custom Proposal Section
Merge a Custom Proposal that Uses an Adobe InDesign Merge Template
Screens
Custom Proposal Form
Display the Custom Proposal Form
Toolbar of Custom Proposal Form
General Tab of the Custom Proposal Form
Info Center Section Tabs of the Custom Proposal Form
Configure Sections Dialog Box
Select Sections to Merge Dialog Box
Select Team Dialog Box
Select Projects Dialog Box
Proposal Log Dialog Box
Format Project Experience Dialog Box
View and Select Projects Dialog Box
Custom Proposals that Use Microsoft Word Merge Templates
Merge Code Toolbar in Microsoft Word
Merge Code Types
Employee Merge Codes
Activity Manager Group Codes
Client Info Center Group Codes
Contact Info Center Group Codes
Employee Info Center Group Codes
Cost and Fee Proposals
Procedures
Create a New Custom Proposal
Add Info Center Sections to Custom Proposals
Add Info Center Records to a Custom Proposal Section
Create Graphics Placeholders in a Microsoft Word Merge Template
Merge a Custom Proposal that Uses a Microsoft Word Merge Template
Create a Resume Template
Windows Regional Settings
Screens
Custom Proposal Form
Custom Proposals Graphics Dialog Box
Configure Sections Dialog Box
Select Sections to Merge Dialog Box
Select Custom Field Format Dialog Box
Select Date Format Dialog Box
Select Number Format Dialog Box
Select Separator Format Dialog Box
Select State Province Format Dialog Box
Select Team Dialog Box
Proposal Log Dialog Box
Resume By Query Dialog Box
Format Project Experience Dialog Box
View and Select Projects Dialog Box
Select Projects Dialog Box
SF330 and SF255 Proposals and Multicompany
SF330 Proposals Overview
Before You Create an SF330 Proposal
List of Disciplines (Function Codes)
List of Experience Categories (Profile Codes)
How Refresh Works in Sections E F and G
Variables for SF330 and SF255 Graphics Placeholders
Merge Codes for SF330 Proposals
BLOB Codes in SF330 Merge Templates
External Projects Begin Code for Section E Block 19
External Projects Merge Codes for Section E Block 19
External Projects Begin Code for User-Defined Fields in Section E Block 19
External Employees Begin Code for User-Defined Fields in Section E
External Projects Merge Codes for Section F
External Projects Begin Code for User-Defined Fields in Section F
External Projects Merge Codes for Section G Block 29
External Projects Begin Code for User-Defined Fields in Section G Block 29
Procedures
Create a New SF330
Create an SF330 from an Opportunity
Copy an Existing SF330
Merge an SF330 Proposal
Merge Signature Images (Section H and Part II)
Add Graphics to an SF330
Populate a Block from a Text Library
Screens
330 Preferences Form
SF330 Proposals Form
Display the SF330 Proposals Form
Toolbar of SF330 Proposals Form
Page 1 Tab of SF330 Proposals Form
Section C Menu of SF330 Proposals Form
Section E Tab of SF330 Proposals Form
Section E Menu of SF330 Proposals Form
Block 19 - Relevant Projects Menu of SF330 Proposals Form
Section F Tab of SF330 Proposals Form
Section F Menu of SF330 Proposals Form
Section G Tab of SF330 Proposals Form
Section H Tab of SF330 Proposals Form
Part II Tab of SF330 Proposals Form
Part II Menu of the SF330 Proposals Form
Section G Roles Dialog Box
View and Select Projects Dialog Box for SF330 Proposals
Select Projects for all Employees Dialog Box
SF330 Template Editor
Default SF330 Templates
Procedures
Modify an SF330 Template Set to Create a New Template Set
Update an SF330 Template to Add it to the VisionDatabase
Add Graphics Placeholders to SF330 Merge Templates
Add Your Firm's Logo
Change Fonts on a Template
Screens
SF330 Template Editor Dialog Box
SF254 Proposals Overview
External Merge Codes for SF254 and SF255 Proposals
BLOB Codes for SF254 and SF255 Proposals
BLOB Codes for Modified 254 and 255 Merge Templates
Project Merge Codes for SF254 and SF255 Proposals
Procedures
Merge an SF254 Proposal
Add Additional Disciplines (Block 8)
Add Profile Codes (Block 10)
Add Project Examples (Block 11)
Screens
254 Preferences Form
SF254 Proposals Form
Display the SF254 Proposals Form
Toolbar of SF254 Proposals Form
Page 1 Tab of SF254 Proposals Form
Page 2 Tab of SF254 Proposals Form
Page 3 Tab of SF254 Proposals Form
Page 4 Tab of SF254 Proposals Form
SF254 Template Editor
Default SF254 Templates
Procedures
Modify an SF254 Template Set to Create a New Template Set
Screens
SF254 Template Editor Dialog Box
SF255 Proposals Overview
External Merge Codes for SF254 and SF255 Proposals
Graphics Placeholders for SF255 Merge Templates
Variables for SF330 and SF255 Graphics Placeholders
BLOB Codes for Modified 254 and 255 Merge Templates
BLOB Codes for SF254 and SF255 Proposals
Project Merge Codes for SF254 and SF255 Proposals
Employee Merge Codes for SF255 Proposals
Consultant Merge Codes for SF255 Proposals
Procedures
Merge an SF255 Proposal
Add Project Descriptions
Select Graphics for an SF255 Proposal
Build a Resume by Category
Build a Resume by Query with Project Restrictions
Build a Resume by Query without Project Restrictions
Specify Employee Layout for an SF255 Proposal
Screens
255 Preferences Form
SF255 Proposals Form
Display the SF255 Proposals Form
Toolbar of SF255 Proposals Form
Page 1 Tab of SF255 Form
Consultants Tab of SF255 Proposals Form
Employees Tab of SF255 Proposals Form
Projects Tab of SF255 Proposals Form
Federal Tab of SF255 Proposals Form
Text Tab of SF255 Proposals Form
Resume By Query Dialog Box
SF255 Template Editor
Default SF255 Templates
Procedures
Modify an SF255 Template Set to Create a New Template Set
Screens
SF255 Template Editor Dialog Box
Resume by Query Overview
Resume by Query Preceding Separator Statements
Resume by Query State Formats
Resume by Query Currency Formats
Screens
Resume By Query Dialog Box
Planning Overview
Checklist: Planning Quick Start
Planning Tips
Planning Configuration Settings and Planning
Planning Alerts
Numbering Options and Planning
Security Configuration and Planning
Grid Configuration and Planning
Custom Tabs and Fields in Planning
Accordion Grid Example
Procedures
Configure Dates for Estimate to Complete and Job to Date Basis
Configure an Accordion Calendar Grid
Screens
Accordion Calendar Format Dialog Box
Project Planning Overview
Labor Costs and Rates in Planning
Cost Rates in Planning
Billing Rates in Planning
Date Based Rates and Planning
Comparing Compensation to Contracts
How Planning Calculates ETC
How Planning Calculates Working Time and Dates
Plan Road Map
Creating and Scheduling Plans
Checklist: Creating a New Plan
Checking In and Checking Out Plan Records
Shifting Planned Assignments
Spreading Data Evenly on the Planning Tabs
Task Dependencies
Scheduling Dependent Tasks Using the Gantt Chart
Guidelines for Creating Plans
Guidelines for Copying an Existing Plan
Guidelines for Creating a Plan from a Project
Basing Plans on Projects Imported from Other Sources
Guidelines for Creating a Plan from an Opportunity
Plan Fields Based on Opportunity
Guidelines for Creating a Project from a Plan
Procedures for Plans
Open a Plan
Change the Plan Retrieval Mode
Create a New Plan
Copy and Modify a Plan to Create a New Plan
Create a New Plan from a Project
Create a New Plan from Multiple Projects
Create a New Plan from an Opportunity
Check in a Plan That is Checked Out to Another Person
Schedule the Plan
Shift Planned Assignments
Review a Project
Print a Plan Record
Delete a Plan Record
Procedures for Task Dependencies
Create a Dependency Using the Edit Dependencies Dialog Box
Create a Dependency Using the Set FF Relationship Option
Create a Dependency Using the Set FS Relationship Option
Create a Dependency Using the Set SF Relationship Option
Create a Dependency Using the Set SS Relationship Option
Remove Predecessor Relationships Between Tasks
Change Task Start or Finish Dates
Change Task Dates to ASAP
Add Lag or Lead Time Between Tasks
View the Entire Gantt Chart
Zoom or Scroll on the Gantt Chart
Budgeting Plans
Procedures for Budgeting Plans
Open a Plan
Assign and Budget Consultants
Assign and Budget Expenses
Assign and Budget Resources
Assign and Budget Units
Procedures for Spreading Amounts Across Accordion Calendar Grids
Copy Hours or Amounts Across Periods
Fill Hours or Amounts Across Periods
Spread Costs Evenly
Spread Costs Proportionally
Spread Hours Evenly
Spread Hours Proportionally
Top-Down Plans and Project Plans
Field Mapping for Top-Down Plans and Project Plans
Procedures
Create a Top-Down Plan and Convert it to a Project Plan
Search for a Top-Down Plan
When You Win the Contract - Mapping the Plan
Checklist: When You Win the Contract
What is Mapping?
Guidelines for Building a WBS
Work Breakdown Structure (WBS) Mapping Rules
Plan Level Fields
Probability Settings and Resources
Actual Values on Plans
Procedures for Mapping Plans
Create the Work Breakdown Structure (WBS) for the Plan
Set New Default Plan Levels for the WBS
Map the Plan to an Existing Project Record
Map the Plan to a To-Be-Created Project
Save the Baseline Version of the Plan
Assign an Employee with JTD to a Plan
Importing and Exporting Data Between Microsoft Project and Vision Planning
Import Export Field Mappings
Import Export Database Table Field Mappings
Guidelines for Importing and Exporting Data
Guidelines for Exporting to Microsoft Project
Guidelines for Importing from Microsoft Project
Procedures
Configure Internet Explorer Security Options
Export a File to Microsoft Project
Import a File from Microsoft Project
Project Planning Resource Searches
Project Planning Named Resources
Employee Experience Information
Project Planning Generic Resources
Procedures
Perform a Project Planning Resource Search
Select Generic Resources with the Project Planning Resource Search
Delete a Project Planning Resource Search
View an Employee's Schedule with the Project Planning Resource Search
View Resource Utilization with the Project Planning Resource Search
Screens
Project Planning Form
Grid Column Views
Display the Project Planning Form
Toolbar of Project Planning
General Tab of Project Planning
Rates Tab of Project Planning
Billing Analysis Tab of Project Planning
Cost Analysis Tab of Project Planning
Schedule Tab of Project Planning
Labor Tab of Project Planning
Expense Tab of Project Planning
Unit Tab of Project Planning
Consultant Tab of Project Planning
Summary Tab of Project Planning
Top-Down Planning Tab of Project Planning
Resource Search Dialog Box
Display the Resource Search Dialog Box
Employee Schedule Tab of the Resource Search Dialog Box
Named Resource Tab of the Resource Search Dialog Box
Utilization Tab of the Resource Search Dialog Box
Generic Resource Tab of the Resource Search Dialog Box
Project Review Dialog Box
Display the Project Review Dialog Box
Billing Tab of Project Review
Cost Tab of Project Review
Accounts Receivable Tab of Project Review Dialog Box
Inventory Tab of Project Review Form
Purchasing Tab of Project Review Dialog Box
Equipment Tab of Project Review Form
Calendar Dialog Box of the Schedule Tab
Dependencies Dialog Box
Edit Dependencies Dialog Box
ETC and JTD Date Basis Dialog Box
Accordion Calendar Format Dialog Box
Default WBS Mapping Dialog Box
JTD Charging Dialog Box
Shift Planned Assignments Dialog Box
Plan Retrieval Mode Dialog Box
Employees With JTD Who Are Missing From Plan Dialog Box
Examples
Example - Assign a Named Resource in Place of a Generic Resource
Example - Assign Multiple Generic Resources
Example - Create Multiple Projects Based on a Plan
Example - Enter Task Dates
Example - Project Management Processes
Example - Resource Utilization Search
Examples of Creating a WBS
Resource Management Overview
How Resource Management Calculates Hours and Days
Resource Utilization
Generic Assignments
Procedures
Conduct a Resource Utilization Search
Conduct a Generic Resource Search
Assign a Named Resource
Conduct a Standard Search in Resource Management
Conduct an Advanced Search in Resource Management
Conduct a SQL WHERE Clause Search
Save a Search
Use a Saved Search
Screens
Resource Utilization Form
Screen Tips for Resource Management Grids
Display the Resource Utilization Form
Toolbar of Resource Management
Show Tab of Resource Utilization
Legend Tab of Resource Utilization
Search Tab of Resource Utilization
Search Results Grid of Resource Utilization
Generic Resource Assignments Form
Screen Tips for Resource Management Grids
Display the Generic Resource Assignments Form
Toolbar of Resource Management
Show Tab of Generic Resource Assignments Form
Search Tab of Generic Resource Assignments Form
Legend Tab of Generic Resource Assignments Form
Generic Resource Assignments Search Results Grid
Resource Search Dialog Box
Examples
Example - Resource Utilization Search
Example - Assign a Named Resource in Place of a Generic Resource
Budget Calculator Overview
Procedures
Estimate Hours or Compensation with the Budget Calculator
Screens
Budget Calculator Form
Spread Variance Overview
Procedures
Run the Variance
Schedule a Variance Run
Screens
Spread Variance Form
Planning Reports Overview
Project Planning Visualization
iAccess for Vision Integration Overview
Alerts and iAccess for Vision Integration
Procedures
Change an iAccess for Vision Plan to a Vision Plan
Screens
iAccess for Vision Plan Status Dialog Box
Planning Troubleshooting
Billing Overview
Checklist: Processing Bills Monthly
Relationship to Other Vision Applications
Security Settings for Billing
Checklist: Setting Up Billing
Company-wide Billing Settings
Where Default Billing Terms are Used
Pre-Invoices Overview
How to...
Enable or Disable Pre-Invoice Processing for a Project
Create an Invoice Template for Pre-Invoices
Create a Pre-Invoice
Cancel a Pre-Invoice
Learn More About...
Pre-Invoices Setup and Configuration
Pre-Invoices Workflow
Creating Pre-Invoices
Canceling Pre-Invoices
Taxes and Pre-Invoices
Regular Invoices for Projects with Pre-Invoices
Paid Pre-Invoices Applied to a Regular Invoice
When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
General Ledger Entries for a Regular Invoice with Pre-Invoices
Voided Regular Invoices and Pre-Invoices
Billing Lists Overview
How to...
Print a Billing List
Download a Billing List
Email a Billing List
Learn More About...
Billing List Types
Billing Groups Overview
How to...
Add a Billing Group
Modify a Billing Group
Add a Project to a Billing Group
Delete a Project from a Billing Group
Delete a Billing Group
Fields and Options
Billing Groups Form
Display the Billing Groups Form
Toolbar of the Billing Groups Form
Contents of the Billing Groups Form
Learn More About...
Record-level Security for Billing Groups
Billing Tables Overview
Effective Dates for Billing Rate Tables
How to...
Add a New Billing Table
Copy an Existing Billing Table
Delete a Billing Table
Labor Billing Tables Overview
Labor Rate Tables Overview
How to...
Add a Labor Rate Table
Copy an Existing Labor Rate Table
Modify a Labor Rate Table
Add an Employee to a Labor Rate Table
Copy an Employee's Information in a Labor Rate Table
Delete an Employee from a Labor Rate Table
Delete a Labor Rate Table
Fields and Options
Billing Labor Rate Tables Form
Display the Billing Labor Rate Tables Form
Toolbar of the Billing Labor Rate Tables Form
Contents of the Billing Labor Rate Tables Form
Labor Category Tables Overview
How to...
General Steps to Use Labor Categories for Billing
Add a Labor Category Table
Copy an Existing Labor Category Table
Modify a Labor Category Table
Add a Labor Category to a Labor Category Table
Copy a Labor Category in a Labor Category Table
Override Employee Info Center Labor Categories
Delete a Labor Category Table
Fields and Options
Billing Labor Category Tables Form
Labor Code Tables Overview
How to...
Add a Labor Code Table
Copy an Existing Labor Code Table
Modify a Labor Code Table
Add a Labor Code to a Labor Code Table
Copy a Labor Code in a Labor Code Table
Delete a Labor Code Table
Fields and Options
Billing Labor Code Tables Form
Labor Override Tables Overview
How to...
Add a Labor Override Table
Copy an Existing Labor Override Table
Modify a Labor Override Table
Add an Employee to a Labor Override Table
Copy an Employees Information in a Labor Override Table
Delete an Employee from a Labor Override Table
Add a Category to the Max Cost By Category Tab
Copy a Category's Information on the Max Cost By Category Tab
Delete a Category from the Max Cost by Category Tab
Override Employee Info Center Labor Categories
Delete a Labor Override Table
Fields and Options
Billing Labor Override Tables Form
Display the Billing Labor Override Tables Form
Toolbar of the Billing Labor Override Tables Form
General Employee Override Tab of the Billing Labor Override Tables Form
Max Cost By Category Override Tab of the Billing Labor Override Tables Form
Learn More About...
Labor Billing Table Types
How Vision Determines Labor Billing Rates
How Vision Determines Override Rates
Labor Multipliers
Standardizing Labor Category Tables
How Vision Determines Which Category Table to Use for Billing
Wildcards and Labor Codes
Expense Billing Tables Overview
Expense Billing Table Types
How Vision Determines Expense Billing Rates
Expense Account Tables Overview
Procedures
Set Up the Global Table of Accounts
Add an Expense Account Table
Copy an Existing Expense Account Table
Modify an Expense Account Table
Delete an Expense Account Table
Add an Account to an Expense Account Table
Delete an Account from an Expense Account Table
Screens
Expense Account Tables Form
Expense Category Tables Overview
Procedures
Add an Expense Category Table
Copy an Existing Expense Category Table
Modify an Expense Category Table
Delete an Expense Category Table
Screens
Expense Category Tables Form
Expenses by Vendor Tables Overview
Procedures
Add an Expenses by Vendor Table
Copy an Existing Expenses by Vendor Table
Modify an Expenses by Vendor Table
Delete an Expenses by Vendor Table
Screens
Expenses by Vendor Table Form
Billing Terms Overview
Default Billing Terms
Default Project Reporting Billing Terms
How Vision Determines Which Billing Terms to Use
Methods for Calculating Billing Amounts
Billing Term Changes and the Invoice Approval Process
Procedures for all Billing Terms
Use Billing Terms to Generate Project Reports Without Generating Invoices
Use Billing Terms to Generate Unbilled Reports Without Generating Invoices
Review Projects with Missing Billing Terms
Review Project Billing Terms
Select a Project in Billing Terms
Enter Project-Level Billing Terms
Enter Project-Level Billing Terms Only for a Project with Phases or Tasks
Enter Phase Billing Terms
Enter Task Billing Terms
Modify Billing Terms
Delete Billing Terms
General Billing Terms
Printing Outstanding Accounts Receivable on Invoices
Printing Billed-to-Date Amounts on Invoices
Procedures
Specify the Client Address for Invoices and Contact for the AR Aged Report
Labor Billing Terms
Labor Methods Overview
Labor Multipliers
Rate Times Multiplier Method
By Category Method (Labor)
Rate Table Method
By Labor Code Method
Procedure
Display Three Billing Rate Multipliers on an Invoice
Overtime Method Overview
Procedure
Add Overtime Billing Terms for a Project
Examples
Example of Billing Overtime Using the Employee's Overtime Percent and the Rate Table Method
Example of Billing Overtime Using the Employee's Overtime Percent and the Rate Times Multiplier Method
Example of Billing Overtime Using the Project's Overtime Multiplier and the Rate Table Method
Example of Billing Overtime Using the Project's Overtime Multiplier and the Rate Times Multiplier Method
Example of Billing the Overtime Premium as a Cost
Expense Billing Terms
Expense Methods Overview
By Account Method
By Category Method (Expenses)
By Vendor Method
Unit Billing Terms
Fee Billing Terms
Billing Phases
Fee Methods
Procedures
Enter Prior Fee Billing-to-Date Amounts
View the Project's Fee
Enable Invoice Posting by Billing Phase
Bill Fee-Based Contracts by Billing Phase
Scheduled Billing
Procedures
Enable Scheduled Billing
Bill Fee-Based Contracts Using a Billing Schedule
Add-on Fee Billing Terms
Procedures
Enter Add-on Fee Billing Terms for a Project
Phase or Task (Sub-Level) Billing Terms
Phase or Task Rollup Grouping on Invoices
How Vision Determines the Phase Terms to Use When Rolling Up Phase Detail on the Invoice
How Vision Determines the Task Terms to Use When Rolling Up Task Detail on the Invoice
Miscellaneous Billing Terms
Billing (Upset) Limit Methods
Billing (Upset) Limit Examples
AR and BTD Billing Terms
Billing Backup Report and Billing Terms
Procedure
Include the Billing Backup Report with an Invoice
Pre-Invoices Overview
Pre-Invoices Setup and Configuration
General Ledger Entries for a Regular Invoice with Pre-Invoices
Procedures
Enable or Disable Pre-Invoice Processing for a Project
Screens
Billing Terms Form
Display the Billing Terms Form
Toolbar of Billing Terms
General Tab of Billing Terms
Labor Tab of Billing Terms
Exp/Con/Unit Tab of Billing Terms
Fees Tab of Billing Terms
Add-ons Tab of Billing Terms
Phase Sub-Level Terms Tab of Billing Terms
Task Sub-Level Terms Tab of Billing Terms
Misc Tab of Billing Terms
AR & BTD Tab of Billing Terms
Billing Backup Tab of Billing Terms
Pre-Invoice Tab of Billing Terms
Create New Dialog Box for Scheduled Billing
Fee Display Dialog Box
Copy Billing Terms Dialog Box
Billing Phase Grouping Dialog Box
Retainage Overview
Checklist: Setting Up Retainage
Effects of Enabling Retainage
Setting up Retainage Accounts
How Retainage is Calculated on Invoices
Displaying Retainage on Reports
Procedures
Enable the Retainage Feature
Set Up Multiple Retainage Accounts
Set Up One Retainage Account
Map Your Retainage Accounts
Release Retainage for Billing
Release a Portion of Retainage for Billing
Print the Retainage Invoice Report
Examples
Examples of How Retainage is Calculated Over the Life of a Project
Examples of Mapped Retainage Accounts
Retainers
Procedures
Enable and Configure the Retainer Feature
Enter a Client's Retainer Payment in Cash Receipts Transaction Entry
Apply a Client's Retainer Toward an Invoice
Bill Processing Overview
Billing Invoices
Displaying Leading Zeros in Invoice Numbers
Billing Backup Report and Billing Terms
The Billing Backup Report and the Invoice Review Process
Billing Session Options
Procedure
Specify the Client Address for Invoices and Contact for the AR Aged Report
Screens
Billing Session Options Dialog Box
Pre-Invoices Overview
Pre-Invoices Setup and Configuration
Pre-Invoices Workflow
Creating Pre-Invoices
Canceling Pre-Invoices
Taxes and Pre-Invoices
Regular Invoices for Projects with Pre-Invoices
Paid Pre-Invoices Applied to a Regular Invoice
When the Paid Pre-Invoice Amount Exceeds the Amount of a Regular Invoice
General Ledger Entries for a Regular Invoice with Pre-Invoices
Voided Regular Invoices and Pre-Invoices
Procedures
Enable or Disable Pre-Invoice Processing for a Project
Create a Pre-Invoice
Cancel a Pre-Invoice
Interactive Billing Overview
Checklist: Processing Bills in Interactive Billing
Internal Notes for a Project
WBS Icons in Interactive Billing
Interactive Billing Expenses and Supporting Documents
Printing a Supporting Document with an Invoice
Sorting the Supporting Documents
Transaction Options Overview
Viewing Billing Transactions
Making Transactions Billable
Placing Transactions on Hold
Writing Off Transactions
Deleting Billing Transactions
Inserting Billing Transactions
Modifying Billing Transactions
Transferring Billing Transactions
Procedures
Select a Transaction or a Group of Transactions
View a Transaction
Make a Transaction Billable
Place a Transaction on Hold
Write Off a Transaction
Delete a Transaction from the Set of Billable Transactions
Insert a Transaction
Modify a Billing Transaction
Transfer Transaction Detail Between Projects
Transfer Amounts but Not Units for Expenses in Interactive Billing
Bill Units on an Invoice
Reclassify Transaction Detail Within a Project
View Summary Totals for Transactions
Print a Transfer Posting Log
Procedures for Supporting Documents
Upload a Document on the Supporting Document Dialog Box
View Supporting Documents
Attach a Document to an Expense in Interactive Billing
Automatically Associate a Document with New Transaction Lines
Remove a Document’s Association from a Transaction
Remove a Document’s Automatic Association with New Transaction Lines
Delete a Document on the Supporting Documents Dialog Box in Interactive Billing
Viewing, Emailing, and Printing Invoices in Interactive Billing
Reviewing Time Billed on Prior Invoices
Procedures
Select Printer Settings for the Current Session
Email Invoices to Project Stakeholders (Interactive Billing)
Print or Preview a Draft Invoice Before You Accept It
Preview an Invoice
View Supporting Documents on the Supporting Document Dialog Box
View Prior Invoices
Assigning the Next Invoice Number
Procedures
Assign the Next Invoice Number
Accepting Final Invoices
Procedures
Review Billing Terms for the Current Billing Session
Include the Billing Backup Report with an Invoice
Update Fees for a Project on a Billing Form
Review Retainage for the Current Billing Session
Insert an Invoice Transaction
Accept the Final Invoice in Interactive Billing
Accept an Invoice on the Supporting Document Dialog Box
Printing Final Invoices
Procedures
Print an Invoice
Reprint a Final Invoice
Editing Invoices Outside of Vision
Procedures
Save an Invoice to Edit in a Third Party Application
Upload an Edited Invoice
Delete an Invoice Edited in a Third Party Application
Voiding Final Invoices
Procedures
Void an Invoice and Update the General Ledger
Void an Invoice but Do Not Update the General Ledger
Deleting Final Invoices
Procedures
Delete a Final Invoice or a Credit Memo
Credit Memos Overview
Credit Memo Contents
Procedures
Create a Credit Memo
Void a Credit Memo
Delete a Final Invoice or a Credit Memo
Screens
Interactive Billing Form
Interactive Billing Form
Display the Interactive Billing Form
Toolbar of Interactive Billing
General Tab of Interactive Billing
Labor Tab of Interactive Billing
Expenses Tab of Interactive Billing
Units Tab of Interactive Billing
Interactive Billing Dialog Boxes
Billing Session Options Dialog Box
Billing Session Printer Dialog Box
Billing Terms Fees Tab Dialog Box
Bill Retainage Dialog Box
Assign Invoice Dialog Box
Fee Display Dialog Box
Invoice File Selection Dialog Box
Invoice Accept Dialog Box
Invoices on File Dialog Box
Invoice Credit Dialog Box
Supporting Document Dialog Box in Interactive Billing
Billing Labor Dialog Boxes
Billing Labor Delete Dialog Box
Billing Labor Hold Dialog Box
Billing Labor Insert Dialog Box
Billing Labor Modify Dialog Box
Billing Labor Release Dialog Box
Billing Labor Summary Dialog Box
Billing Labor Transfer Dialog Box
Billing Labor View Dialog Box
Billing Labor Write-off Dialog Box
Billing Expense Dialog Boxes
Billing Expense Delete Dialog Box
Billing Expense Hold Dialog Box
Billing Expense Insert Dialog Box
Billing Expense Modify Dialog Box
Billing Expense Release Dialog Box
Billing Expense Summary Dialog Box
Billing Expense Transfer Dialog Box
Billing Expense View Dialog Box
Billing Expense Write-off Dialog Box
Billing Unit Dialog Boxes
Billing Unit Delete Dialog Box
Billing Unit Hold Dialog Box
Billing Unit Insert Dialog Box
Billing Unit Modify Dialog Box
Billing Unit Release Dialog Box
Billing Unit Summary Dialog Box
Billing Unit Transfer Dialog Box
Billing Unit View Dialog Box
Billing Unit Write-off Dialog Box
Billing Comments Dialog Box
Invoice Approval Overview
Security Roles and Invoice Approvals
Billing Term Changes and the Invoice Approval Process
Editing an Invoice in the Approval Process
Invoice Approvals and Batch Billing
Procedures
View Invoice Approval Status in Interactive Billing
Submit an Invoice for Approval from Interactive Billing
Submit Draft Invoices for Approval in Batch Billing
Approve or Reject Invoices on the Invoice Approvals Form
Approve or Reject Invoices on the Interactive Approvals Form
Unsubmit an Invoice
Transfer Transaction Detail Between Projects for Interactive Approvals
Screens
Invoice Approvals Form
Interactive Approvals Form
Display the Interactive Approvals Form
Toolbar of Interactive Approvals
General Tab of Interactive Approvals
Labor Tab of Interactive Approvals
Expenses Tab of Interactive Approvals
Units Tab of Interactive Approvals
Interactive Approvals Labor Transfer Dialog Box
Billing Comments Dialog Box
Batch Billing Overview
Checklist: Processing Invoices in Batch Billing
Settings and Terms that Affect Batch Billing
Including the Batch Invoice List
Batch Billing and the Process Server
Invoice Approvals and Batch Billing
Preparing Batch Billing to Process Invoices
Procedures
Select Projects for Batch Billing
Set the Invoice Sorting Order
Update Fees for a Project on a Billing Form
Save a Set of Batch Billing Options
Restore Default Batch Billing Options
Processing Batch Invoices
Procedures
Process Invoices Without Printing
Generate a Single Report that Includes all Invoices in Draft Runs
Process Draft Invoices
Include the Billing Backup Report with an Invoice
Process Final Invoices From Batch Billing
Schedule Batch Billing Runs
Stop a Submitted Batch Billing Run
Unsubmit Invoices (Batch Billing)
Printing Invoices or Invoice Reports (Batch Billing)
Procedures
Select Printer Settings for the Current Session
Print Invoices or Invoice Reports Automatically (Batch Billing)
Email Invoices to Project Stakeholders (Batch Billing)
Generate Invoices but Print Them at a Later Time (Batch Billing)
Generate a Single Report that Includes all Invoices in Draft Runs
Invoice Approvals and Batch Billing
Checklist: Processing Invoices that Require Approval (Batch Billing)
Procedures
Print Draft Invoices in Batch Billing Before You Submit Them for Approval
Submit Draft Invoices for Approval in Batch Billing
Final Accept Approved Invoices in Batch Billing
Pre-Invoices Overview
Creating Pre-Invoices
Canceling Pre-Invoices
Regular Invoices for Projects with Pre-Invoices
Procedures
Enable or Disable Pre-Invoice Processing for a Project
Create a Pre-Invoice
Cancel a Pre-Invoice
Screens
Batch Billing Form
Display the Batch Billing Form
Toolbar of Batch Billing
Main Tab of the Batch Billing Form
Previously Run Batches Tab of Batch Billing
Billing Session Options Dialog Box
Invoice File Selection Dialog Box
Invoices on File Dialog Box
Billing Terms Fees Tab Dialog Box
Billing Comments Dialog Box
Unsubmit Invoice Dialog Box
Writing Off Bad Debt
Procedures
Write Off Bad Debt Using a Negative Invoice
Write Off Bad Debt Using Cash Receipts and a Bad Debt Direct Expense Account
Write Off Bad Debt Using Cash Receipts and an Indirect Expense Account
Write Off Bad Debt by Making an Allowance for a Bad Debt Account
Updating Billed-to-Date Amounts
Procedures
Update Previous Fee Billings in Billing Terms
Update Billed-to-Date Amounts in Billing Terms and on the Office Earnings Report
Update Billed-to-Date Amounts in Billing Terms Only
Change the Previous Fee Billed on an Invoice
Sample Billing Scenarios
Posting to Below the Line Accounts
Bill Consultant Expense as Labor
Release Retainage for Billing
Release a Portion of Retainage for Billing
Bill Units on an Invoice
Reduce Mileage Billing To Be Less than Cost When Mileage is Entered as an Expense
Reduce Mileage To Be Less than Cost When Mileage is Billed as a Unit
Overpayment Examples
Overpayment Examples
Refresh Billing Extensions Overview
Procedures
Select Projects for Billing Extension Refresh
Refresh Billing Extensions Immediately
Schedule Refresh Billing Extension Runs
Add a Missing Billing Category to Fix a Zero Billing Extension
Save Refresh Billing Extension Options
Screens
Refresh Billing Extensions Form
Invoice Template Editor Overview
Invoice Templates for Pre-Invoices
Example - Customize an Invoice Template
Procedures
Create a New Invoice Template
Edit an Invoice Template
Copy an Invoice Template
Preview an Invoice Template
Change the Invoice Template for a Single Project
Assign an Invoice Template to Multiple Projects
Upload Custom Images for Invoice Templates
Use Custom Images on Invoices
Delete an Invoice Template
Create an Invoice Template for Pre-Invoices
Add Project Info Center Fields and User-Defined Fields to an Invoice Template
Screens
Invoice Template Editor Form
Display the Invoice Template Editor Form
Toolbar of Invoice Template Editor
General Tab of Invoice Template Editor
Images Tab of Invoice Template Editor
Project Info Tab of Invoice Template Editor
Sections Tab of Invoice Template Editor
Totals Tab of Invoice Template Editor
Signature Tab of Invoice Template Editor
Invoice Selection Tab of Invoice Template Editor
Misc Tab of Invoice Template Editor
Updating Billing Status for Multiple Transactions
Screens
Update Billing Status Form
Billing Comments Dialog Box
Employee Realization in Billing Overview
Employee Realization in Interactive Billing and Batch Billing
Procedures
Allocate Employee Realization in Billing > Employee Realization
Screens
Employee Realization Allocation Form in Employee Realization
Employee Realization Allocation Dialog Box
Billing Reports
Transaction Center Overview
Checklist: Entering and Posting Transactions
Transaction Types and Automatic Postings
Setting Up Recurring Transactions
Automatic Numbering for Transactions
Transaction Date Validation
Approval Process for the Transaction Center
Security and Vision Transactions
Transactions and Employee Multicompany
Transaction Entry Overview
Process Overview for Transaction Entry
Originating Vendors
Transaction Entry Form
Display the Transaction Entry Form
Toolbar of the Transaction Entry Form
Transactions Tab of Transaction Entry
AP Disbursements
AP Disbursements Paid by Credit Card
AP Disbursements and Supporting Documents
Procedures for AP Disbursements
Add a New AP Disbursement File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Procedures for Supporting Documents and AP Disbursements
Upload a Document on the Supporting Document Dialog Box
View Supporting Documents
Attach a Document to an AP Disbursement Transaction Line
Automatically Associate a Document with New Transaction Lines
Automatically Associate a Document with All AP Disbursement Transactions
Remove a Document’s Association from a Transaction
Remove a Document’s Automatic Association with New Transaction Lines
Remove a Document’s Association from all AP Disbursement Transactions
Delete a Document from all Transaction Lines
Screens
AP Disbursements Form
Display the AP Disbursements Form
Toolbar of the AP Disbursements Form
Contents of the AP Disbursements Form
New File Dialog Box
Tax Codes Dialog Box
Currency Override Dialog Box
Supporting Document Dialog Box
Control Totals Dialog Box
AP Vouchers
AP Vouchers and Supporting Documents
Creating Asset Items from AP Vouchers
Associating an AP Voucher Line Item with an Existing Asset Item
Undoing an AP Voucher Posting that Has Asset Items
Procedures for AP Vouchers
Add a New Accounts Payable Voucher
Copy an AP Voucher Line Item
Reverse an AP Voucher Line Item
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Create an Asset Item from an AP Voucher Line Item
Associate an AP Voucher Line Item with an Existing Asset Item
Post a Transaction File
Delete a Transaction File
Procedures for Supporting Documents and AP Vouchers
Upload a Document on the Supporting Document Dialog Box
View Supporting Documents
Attach a Document to an AP Voucher Transaction Line
Automatically Associate a Document with New Transaction Lines
Automatically Associate a Document with All AP Voucher Transactions
Remove a Document’s Association from a Transaction
Remove a Document’s Automatic Association with New Transaction Lines
Remove a Document’s Association from all AP Voucher Transactions
Delete a Document from all Transaction Lines
Screens
AP Vouchers Form
Display the AP Vouchers Form
Toolbar of the AP Vouchers Form
Contents of the AP Vouchers Form
New File Dialog Box
Control Totals Dialog Box
Supporting Document Dialog Box
Tax Codes Dialog Box
Currency Override Dialog Box
Cash Disbursements
Procedures
Add a New Cash Disbursement File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Cash Disbursements Form
Display the Cash Disbursements Form
Toolbar of the Cash Disbursements Form
Contents of the Cash Disbursements Form
New File Dialog Box
Control Totals Dialog Box
Tax Codes Dialog Box
Currency Override Dialog Box
Cash Receipts
Cash Receipts for Pre-Invoices
Procedures
Add a New Cash Receipt File
Modify a Transaction File
Apply a Cash Receipt to a Pre-Invoice
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Cash Receipts Form
Display the Cash Receipts Form
Toolbar of the Cash Receipts Form
Contents of the Cash Receipts Form
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Employee Expenses
Line Item Approvals for Expense Reports and Timesheets
Procedures
Add a New Employee Expense File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Employee Expenses Form
Display the Employee Expenses Form
Toolbar of the Employee Expenses Form
Contents of the Employee Expenses Form
New File Dialog Box
Control Totals Dialog Box
Tax Codes Dialog Box
Currency Override Dialog Box
Employee Repayments
Procedures
Add a New Employee Repayment File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Employee Repayments Form
Display the Employee Repayments Form
Toolbar of the Employee Repayments Form
Contents of the Employee Repayments Form
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Invoices
Procedures
Add a New Invoice File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Invoices Form
Display the Invoices Form
Toolbar of the Invoices Form
Contents of the Invoices Form
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Journal Entries
Procedures
Add a New Journal Entry File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Journal Entries Form
Display the Journal Entries Form
Toolbar of the Journal Entries Form
Contents of the Journal Entries Form
New File Dialog Box
Control Totals Dialog Box
Tax Codes Dialog Box
Currency Override Dialog Box
Custom Frequency Dialog Box
Labor Adjustments
Labor Adjustments and Employee Realization
Procedures
Add a New Labor Adjustment File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Labor Adjustments Form
Display the Labor Adjustments Form
Toolbar of the Labor Adjustments Form
Contents of the Labor Adjustments Form
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Miscellaneous Expenses
Procedures
Add a New Miscellaneous Expense File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Miscellaneous Expenses Form
Display the Miscellaneous Expenses Form
Toolbar of the Miscellaneous Expenses Form
Contents of the Miscellaneous Expenses Form
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Prints and Reproductions
Procedures
Add a New Prints and Reproductions File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Prints and Reproductions Form
Display the Prints and Reproductions Form
Toolbar of the Prints and Reproduction Form
Contents of the Prints and Reproductions Form
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Timesheets
Line Item Approvals for Expense Reports and Timesheets
Procedures
Add a New Timesheet Entry File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Screens
Timesheets Form (Transaction Entry)
Display the Timesheets Form
Toolbar of the Timesheets Form (Transaction Entry)
Contents of the Timesheets Form (Transaction Entry)
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Units
Procedures
Add a New Unit File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Upload a Document on the Supporting Document Dialog Box
View Supporting Documents
Attach a Document to a Units Transaction Line
Automatically Associate a Document with New Transaction Lines
Associate a Document with All Existing Transaction Lines
Remove a Document’s Association from a Transaction
Remove a Document’s Automatic Association with New Transaction Lines
Delete a Document from all Transaction Lines
Screens
Units Form
Display the Units Form
Toolbar of the Units Form
Contents of the Units Form
Supporting Document Dialog Box for Units
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Remove a Document’s Association from all Units Transaction Lines
Units by Project
Procedures
Add a New Units by Project File
Modify a Transaction File
Override the Exchange Rate for a Full Transaction
Override the Exchange Rate for a Single Line Item
Delete a Transaction File
Upload a Document on the Supporting Document Dialog Box
View Supporting Documents
Attach a Document to a Units by Project Transaction Line
Automatically Associate a Document with New Transaction Lines
Associate a Document with All Existing Transaction Lines
Remove a Document’s Association from a Transaction
Remove a Document’s Association from all Units by Project Transaction Lines
Remove a Document’s Automatic Association with New Transaction Lines
Delete a Document from all Transaction Lines
Delete a Document from all Transaction Lines
Screens
Units by Project Form
Display the Units by Project Form
Toolbar of the Units by Project Form
Contents of the Units by Project Form
Supporting Document Dialog Box for Units by Project
New File Dialog Box
Control Totals Dialog Box
Currency Override Dialog Box
Transaction Lists Overview
Line Item Approvals for Expense Reports and Timesheets
Credit Card Information on Transaction List Reports
Procedures
Print or Preview a Transaction List
Review or Print a Transaction List for Expense Reports from Time & Expense
Review or Print a Transaction List for Timesheets from Time & Expense
Set Reporting Options for a Transaction List
Screens
Transaction Lists Form
Display the Transaction Lists Form
Transactions Tab of the Transaction Lists Form
Timesheets Tab of the Transaction Lists Form
Expense Reports Tab of the Transaction Lists Form
Transaction Posting Overview
Correcting Posted Transactions
Procedures
Post a Transaction File
Post or Modify a Recurring Transaction in a Future Period
Post Time & Expense Expense Reports in Transaction Posting
Post Time & Expense Timesheets in Transaction Posting
Screens
Transaction Posting Form
Display the Transaction Posting Form
Toolbar of the Transaction Posting Form
Transactions Tab of the Transaction Posting Form
Timesheets Tab of the Transaction Posting Form
Expense Reports Tab of the Transaction Posting Form
Posting Logs Overview
Posting Logs Created Outside the Transaction Center
Credit Card Information on Transaction Posting Log Reports
Procedures
Print or Preview a Posting Log
Set Reporting Options for a Posting Log
Posting Review Report
Accounting Overview
Accounts Payable Overview
Accounts Payable and Configuration
Accounts Payable and Multicompany
Accounts Payable and Multicurrency
Vendor Review
Payment Terms and Accounts Payable
Procedures
Review and Modify Vouchers
Display Supporting Documents from Vendor Review
Screens
Vendor Review Form
Display the Vendor Review Form
Vouchers Tab of the Vendor Review Form
Purchase Orders Tab of the Vendor Review Form
Tax Analysis Tab of the Vendor Review Form
Vendor Options Dialog Box
Voucher Details Dialog Box
Payments Dialog Box
Payment Summary Dialog Box
Payment Detail Dialog Box
Supporting Document Dialog Box for Vendor Review
AP Invoice Approvals Form
Display the AP Invoice Approvals Form from Vendor Review
Toolbar of the AP Invoice Approvals Form
General Tab of the AP Invoice Approvals Form
Notes Tab of the AP Invoice Approvals Form
Progress Tab of the AP Invoice Approvals Form
Payment Processing
Checklist: Processing AP Checks and EFT Payments
EFT Processing for Accounts Payable
EFT Options in AP Payment Processing
Pay When Paid Voucher Processing
Effect of Posting Accounts Payable Payments
Assigning Check Numbers
Procedures - Payment Processing
Create an AP Posting Run
Open an Existing AP Posting Run
Delete an AP Posting Run
Process Automatic Payments
Process Manual Select Payments
Run Multiple Payment Processing Sessions
Process Payments in a Prior Period
Pay a Voucher in Full
Make a Partial Payment on a Voucher
Review Vendor Balances and Payments
Display Cash Requirements
Sort AP Payments
Perform Initial Test Direct Deposit
Void a Check or Electronic Funds Transfer Payment
Delete a Payment Processing Run
Procedures - Check Processing
Preview Checks On Your Screen
Print AP Checks
Assign Check Numbers for Remaining Checks
Assign a Check Number to a Single Check
Print the Remittance Advice Report
Print a File Copy of Checks
Post Payments
Print the AP Payment Processing Posting Log
Void a Check or Electronic Funds Transfer Payment
Screens
AP Payment Processing Form
Display the AP Payment Processing Form
Toolbar of the AP Payment Processing Form
General Tab of AP Payment Processing Form
Vendor Review Tab of the AP Payment Processing Form
Payment Printing and Numbering Form
Display the Payment Printing and Numbering Form (AP)
Toolbar of the Payment Printing and Numbering Form (AP)
Contents of the Payment Printing and Numbering Form (AP)
AP Electronic Funds Transfer (EFT) Form
Display the AP Electronic Funds Transfer (EFT) Form
Toolbar of the AP Electronic Funds Transfer (EFT) Form
Contents of the AP Electronic Funds Transfer (EFT) Form
Select Posting Runs Dialog Box
Assign Payment Numbers Dialog Box
Cash Requirements Dialog Box
Display the Cash Requirements Dialog Box
By Bank Tab of Cash Requirements Dialog Box
By Vendor Tab of Cash Requirements Dialog Box
Partial Payments Dialog Box
Print Payments Dialog Box
AP Payment Margins Dialog Box
Vendor Balances Dialog Box
Vendor Bank Information Dialog Box
Currency Override Dialog Box
Download Payments to Text File Dialog Box
Override Fee Debit Dialog Box
Email Remittance Dialog Box for AP Payment Processing
Export to Text Processing for Accounts Payable
Procedures
Export Accounts Payable Payments to a Text File
Export Accounts Payable Payments to a SEPA .XML File
Creating Vouchers from Purchase Orders
Matching Methods for AP Vouchers Created from Purchase Orders
Creating Vouchers from POs and Multiple Runs
Procedures
Create a Voucher from a Purchase Order
Screens
Create Voucher from Purchase Orders Form
Display the Create Voucher from Purchase Orders Form
Toolbar of the Create Voucher from Purchase Orders Form
General Tab of the Create Voucher from Purchase Orders Form
Vendor Review Tab of the Create Voucher from Purchase Orders Form
Select Posting Run for Vouchered PO Dialog Box
Voucher Review Dialog Box
Currency Override Dialog Box
Cost Distributions Dialog Box
Form 1099 Processing
1099 Form Contents
Required Vendor Information
Checklist: Producing 1099s
Form 1099 Verification Report
Procedures
Enter State IDs
Generate the Work File
Edit the Work File
Verify 1099 Payments
Print or Preview 1099s
Transfer 1099 Information to Electronic Filing
Screens
Form 1099 Processing Form
Display the Form 1099 Processing Form
Toolbar of the Form 1099 Processing Form
Contents of the Form 1099 Processing Form
Form 1099 Advanced Printing Options Dialog Box
Form 1099 Electronic Filing Dialog Box
Form 1099 Verification Dialog Box
Vendor (AP) Reports
AP Invoice Approvals Overview
Alerts for Approval Workflows
Error Messages for Approval Workflows
Procedures
Create an AP Invoice
Upload Files for an AP Invoice
Modify an AP Invoice
Associate Projects with an AP Invoice
Import Project Information into an AP Invoice
Create a Note for an AP Invoice
View AP Invoice Notes
Delete an AP Invoice Note
Approve an AP Invoice
Create an AP Voucher When You Final Approve an AP Invoice
Reject an AP Invoice
Suspend an AP Invoice
Resume an AP Invoice
Check the Approval Progress of an AP Invoice
Delete an AP Invoice
Screens
AP Invoice Approvals Form
Display the AP Invoice Approvals Form
Toolbar of the AP Invoice Approvals Form
General Tab of the AP Invoice Approvals Form
Notes Tab of the AP Invoice Approvals Form
Progress Tab of the AP Invoice Approvals Form
Select Purchase Orders Dialog Box
Import Dialog Box
Approval History Dialog Box for AP Invoice Approvals
Create Voucher From Purchase Order Options Dialog Box
Create Transaction Center AP Voucher Options Dialog Box
Employee Expenses Overview
Payment Processing for Employee Advances and Expenses Overview
What Vision Does When You Post Employee Expense Payments
Sort Options for Checks Generated in the Employee Expense Processing Session
Assigning Check Numbers
Ledger Report - Unpaid Expense Report
Procedures
Process Employee Payments
Review or Modify Employee Expense Report Information
Select Checks to Include in the Employee Expense Processing Session
Display Cash Requirements
Review Employee Reports
Process Checks for Employees with Payments Due
Print a File Copy
Post Employee Advance and Reimbursement Amounts
Export Employee Expense Payments to a .TXT File
Export Employee Expense Payments to a SEPA .Xml File
Delete Employee Expense Payment Processing Runs
Screens
Employee Payment Processing Form
Display the Employee Payment Processing Form
General Tab of the Employee Payment Processing Form
Employee Review Tab of the Employee Payment Processing Form
Payment Printing and Numbering Form (Employee Expenses)
Display the Payment Printing and Numbering Form (Employee Expenses)
Toolbar of the Payment Printing and Numbering Form (Employee Expenses)
Contents of the Payment Printing and Numbering Form (Employee Expenses)
Employee Expense Check Margins Dialog Box
Expense Report Detail Dialog Box
Cash Requirement Dialog Box
Display the Cash Requirement Dialog Box
By Employee Tab of the Cash Requirement Dialog Box
By Bank Tab of the Cash Requirement Dialog Box
Email Remittance Dialog Box for Employee Payment Processing
Direct Deposits for Employee Expenses Overview
Sort Options for Checks Generated in the Employee Expense Processing Session
Direct Deposit Report
Procedures
Process Direct Deposits
Screens
Employee Payment Processing Form
Display the Employee Payment Processing Form
General Tab of the Employee Payment Processing Form
Employee Review Tab of the Employee Payment Processing Form
Employee Expense Check Margins Dialog Box
Voiding Payments
Void a Check or Electronic Funds Transfer Payment
Void Payment Processing Form
Accounts Receivable Overview
Configuration and Accounts Receivable
How Vision Determines Accounts Receivable Aging
Procedures
Select Client Records
View Invoice Detail
Preview an Invoice
Define Aging Columns
Review AR Comments
Add New AR Comments
Edit AR Comments
Delete AR Comments
Screens
Invoice Review Form
Display the Invoice Review Form
Toolbar of the Invoice Review Form
Contents Of the Invoice Review Form
AR Comments Dialog Box
Invoice Details Dialog Box
AR Options Dialog Box
Budgeting Overview
Project Budgeting Overview
Configuration and Project Budgeting
Procedures
Create a Project Budget
Copy a Project Budget
Modify a Project Budget
Pin the Work Breakdown Structure Tree
Screens
Project Budget Worksheet Form
Display the Project Budget Worksheet
Toolbar of Project Budget Worksheet
Expense Billing Tab of Project Budget Worksheet
Labor Billing Tab of Project Budget Worksheet
Expense Costs Burden Tab of Project Budget Worksheet
Labor Costs/Burden Tab of Project Budget Worksheet
Budget Summary Dialog Box
Display the Budget Summary Dialog Box
Billing Summary Tab of Budget Summary Dialog Box
Cost Summary/Burden Summary Tab of Budget Summary Dialog Box
General Ledger Budgeting Overview
General Ledger Budgeting and the Profit Planning Monitor
Accounts That Can Be Budgeted
Checklist: Setting Up General Ledger Budgeting
Procedures
Open a General Ledger Budget
Create a New General Ledger Budget
Copy a General Ledger Budget
Update an Existing General Ledger Budget
Add an Account to the General Ledger Budget
Import Accounts into a General Ledger Budget
Copy Amounts to the Current Budget
Adjust Budget Amounts By a Fixed Amount
Adjust Budget Amounts by a Percentage
Enter a Reference Budget Amount
Distribute an Annual Amount Evenly Across Periods
Consolidate Multiple Budgets
Compound the Annual Budget
Restore Account Names to Match the Chart of Accounts
Delete an Account from a Budget
Delete a General Ledger Budget
Submit a Budget for Approval
Approve or Reject a Budget
Reopen an Approved Budget
Print the General Ledger Budget Report
Screens
General Ledger Budgeting Form
Display the General Ledger Budgeting Form
Toolbar of General Ledger Budgeting
Budget Tab of General Ledger Budgeting
Summarized Tab of General Ledger Budgeting
Progress Tab of General Ledger Budgeting
Adjusting the Annual Budget Dialog Box
Compounding the Annual Budget Dialog Box
Copy Budget Amounts Dialog Box
Setup Budget Accounts Dialog Box
Approve Dialog Box for GL Budgets
Approval History Dialog Box for GL Budgets
Reject Dialog Box for GL Budgets
Reopen Dialog Box for General Ledger Budgets
General Ledger Budgeting Group Overview
Example: Using General Ledger Budgeting Groups
Procedures
Open a General Ledger Budget Group
Create a General Ledger Budget Group
Copy a General Ledger Budget Group
Delete a General Ledger Budget Group
Add a General Ledger Budget to a Group
Remove a General Ledger Budget from a Group
View Account Details for a General Ledger Budget Group
Distribute an Annual Amount Evenly Across Periods
Approve or Reject All Budgets in a General Ledger Budget Group
Reopen All Approved Budgets in a General Ledger Budget Group
Screens
General Ledger Budgeting Group Form
Display the General Ledger Budgeting Group Form
Toolbar of General Ledger Budgeting Group
General Tab of General Ledger Budgeting Group Form
Progress Tab of General Ledger Budgeting Group
Approve Dialog Box for GL Group Budgets
Approve All Dialog Box for GL Group Budgets
Reject Dialog Box for GL Group Budgets
Reject All Dialog Box for GL Group Budgets
Reopen Dialog Box for GL Group Budgets
Reopen All Dialog Box for GL Group Budgets
Approval History Dialog Box for GL Budgets
Consolidated General Ledger Budgeting Overview
Procedures
Create a Consolidated GL Budget
Open a Budget in Consolidated GL Budgeting
Copy a Consolidated GL Budget
Copy Amounts to the Current Consolidated GL Budget
Adjust Consolidated GL Budget Amounts by a Fixed Amount
Adjust Consolidated GL Budget Amounts by a Percentage
Import Accounts for a Consolidated GL Budget
Screens
Consolidated GL Budgeting Form
Display the Consolidated GL Budgeting Form
Toolbar of the Consolidated GL Budgeting Form
Budget Tab of the Consolidated GL Budgeting Form
Summarized Tab of the Consolidated GL Budgeting Form
Compounding the Annual Budget Dialog Box
Adjusting the Annual Budget Dialog Box
Set Up Budget Accounts Dialog Box
Copy Budget Amounts Dialog Box
Cost/Pay Rate Tables (Effective Dates) Overview
Checklist: Setting Up Effective Dates for Cost Rates
Cost/Pay Rate Table Reports
Procedures
Set Up Rate Tables and Specify Effective Dates
Assign Cost Rate Methods and Tables to Projects
Print the Cost/Pay Rate Table List
Print the Cost/Pay Rate Category Table List
Print the Cost/Pay Rate Labor Code List
Screens
Cost/Pay Labor Rate Tables Form
Display the Cost/Pay Labor Rate Tables Form
Toolbar of the Cost/Pay Labor Rate Tables Form
Contents of the Cost/Pay Labor Rate Tables Form
Cost/Pay Labor Category Tables Form
Display the Cost/Pay Labor Category Tables Form
Toolbar of the Cost/Pay Labor Category Tables Form
Contents of the Cost/Pay Labor Category Tables Form
Cost/Pay Labor Code Tables Form
Display the Cost Pay Labor Code Tables Form
Toolbar of the Cost/Pay Labor Code Tables Form
Contents of the Cost/Pay Labor Code Tables Form
Consultant Accruals Overview
Procedures
Produce Journal Entries from Consultant Accruals
Schedule Consultant Accruals to Run at Another Time
Screens
Consultant Accruals Form
Display the Consultant Accruals Form
Toolbar of the Consultant Accruals Form
Contents of the Consultant Accruals Form
Update Percent Completes Dialog Box
Revenue Generation Overview
Checklist: Setting Up Revenue Generation
Revenue Categories Overview
Revenue Generation Calculations When You Use Revenue Categories
Procedures
Enable and Set Up Revenue Categories
Change Revenue Generation to Track One Unbilled Account
Change Revenue Generation to Track Multiple Unbilled Accounts
Overall Revenue Upset Limits Overview
Example of an Overall Revenue Upset Limit
Overall Revenue Upset Limits When You Use Revenue Categories
Procedures
Set Up an Overall Revenue Upset Limit for a Project
Overall Revenue Calculation for a Project
Procedures
Set Up an Overall Revenue Calculation for a Project
Revenue Groups Overview
Example: Using Revenue Groups
Procedures
Enable Revenue Groups
Set Up a Revenue Group
Select a Revenue Group on the Revenue Groups Form
Delete a Revenue Group
Print the Revenue Groups Table List Report
Screens
Revenue Groups Form
Revenue Groups Table List Dialog Box
Running Revenue Generation
Checklist: Running Revenue Generation
Revenue Generation Calculations
Procedures
Select Projects for Revenue Generation
Select Projects and Update Their Percent Complete Amounts
Prove Out Revenue Method W
Screens
Revenue Generation Form
Update Overall Percents Complete Dialog Box
Compensation and Percent Billed Dialog Box
Revenue Generation Reporting Overview
RevGen File
Procedures
Print the Revenue Method List
Print or Preview the Revenue Generation Posting Log
Print or Preview the Revenue Generation Transaction List
Contracts and Revenue Generation
Time and Materials Contracts Without Upset Limits
Time and Materials Contracts with Upset Limits
Percentage Completed Contracts
Lump Sum or Fixed Fee Contracts
Cost Plus Fixed Fee Contracts
Frequently Asked Questions for Revenue Generation
Where Can I Find the Revenue Recognized by a Revenue Method
How Do I Limit Revenue on Reimbursable Expenses
How Do I Record Miscellaneous Revenue
How Do I Move a Projects JTD Unbilled Balances When Changing Its Organization
What Happens if a Projects Fee is Left Blank
What Happens if I Run Revenue Generation in a Prior Period
How Do I Resolve Balances in the Unbilled Services Asset Account
Labor Cross Charge Overview
Labor Cross Charge File
Labor Cross Charge Form
Intercompany Billing Overview
Checklist: Setting Up Intercompany Billing
Checklist: Setting Up Detailed Subledgers
Approach for Intercompany Billing (without Detailed Subledgers)
Approach for Intercompany Billing with Detailed Subledgers
Intercompany Billing Vendors
Transaction Approvals and Intercompany Billing
Multipliers and Intercompany Invoices
Analyzing the Intercompany Billing Detail Report
Preview the Intercompany Billing Detail Report
Intercompany Invoices Report
Procedures - without detailed subledgers
Run Intercompany Billing Draft Run
Reset Incomplete Files
Restore Default Options
Run Intercompany Billing Final Run
Procedures - with detailed subledgers
Set Up Invoice Terms Between Two Companies
Select Intercompany Invoice Options
Run Intercompany Billing Draft Run with Detailed Subledgers
Preview Draft Intercompany Invoices
Run Intercompany Billing Final Run with Detailed Subledgers
Print Final Intercompany Invoices
Review or Reprint Final Intercompany Invoices
Screens
Intercompany Billing Form
Display the Intercompany Billing Form
Toolbar of Intercompany Billing
General Tab of Intercompany Billing
Posting Information Tab of Intercompany Billing
Invoices on File Tab of Intercompany Billing
Invoice Terms Dialog Box of Intercompany Billing
Invoice Options Dialog Box of Intercompany Billing
Overhead Allocation Overview
Guidelines for Overhead Allocation
Troubleshooting Overhead Allocation
Procedures
Run Overhead Allocation
Adjust Salaried Job Costing Overview
Benefits and Considerations for Using Adjust Salaried Job Costing
Checklist: Setting Up and Running Adjust Salaried Job Cost
Adjust Salaried Job Cost Example
Troubleshooting Adjust Salaried Job Costing Issues
Settings for Hourly Employees
Settings for Salaried Employees
Procedures
Set Up Employee Information for Adjust Salaried Job Costing
Run the Adjust Salaried Job Costing Routine
Screens
Adjust Salaried Job Costing Form
Display the Adjust Salaried Job Costing Form
Toolbar of the Adjust Salaried Job Costing Form
Contents of the Adjust Salaried Job Costing Form
Review Adjustments Dialog Box
Bank Reconciliation Overview
Reconciling Bank Statements With or Without Importing Transactions
Matching Imported Transactions with Posted Bank Records
Procedures
Reconcile a Bank Statement That Does Not Contain Imported Transactions
Reconcile a Bank Statement That Contains Imported Transactions
Import Bank Transactions into Vision
Resolve Errors for All Imported Records in a Bank Statement
Resolve Errors for Some Imported Records in a Bank Statement
Undo the Import of Bank Transactions
Manually Match Imported Bank Transactions With Posted Vision Records
Create Bank Statement Entries for Bank Interests and Fees
Generate the Bank Reconciliation Report
Close a Single Bank Statement
Close Multiple Bank Statements
Screens
Bank Statement Reconciliation Form
Display the Bank Statement Reconciliation Form
Toolbar of the Bank Statement Reconciliation Form
Main Tab of the Bank Statement Reconciliation Form
Receipts Tab of the Bank Reconciliation Form
Payments Tab of the Bank Statement Reconciliation Form
Miscellaneous Tab of the Bank Statement Reconciliation Form
Import Tab of the Bank Statement Reconciliation Form
Summary Tab of the Bank Statement Reconciliation Form
Create Entries Tab of the Bank Statement Reconciliation Form
Bank Statement Selection Dialog Box
Bank Statement Modify Date Dialog Box
Payment Detail Dialog Box for Individual Payments
Payment Detail Dialog Box for Summarized Electronic Payments
Post Cleared Items Dialog Box
Import New Bank Transaction Dialog Box
Match Detail Dialog Box
Match Transactions Dialog Box
Close Bank Statement Dialog Box
Project Fee Estimate Overview
Configuration and Security Considerations for Opportunity Fee Estimates
German Scale of Fees Feature
Procedures
Create a Project Fee Estimate
Add Phases to a Fee Estimate
Add Special Services to a Fee Estimate
Add Phases to a Fee Estimate
Add Special Services to a Fee Estimate
Screens
Project Fee Estimate Form
Edit Cost Groups Dialog Box
Select Phases Dialog Box
Credit Cards Overview
Credit Card Feature Overview
Credit Card Reconciliation Overview
Reconciling Credit Card Statements With or Without Importing Charges
Import Credit Card Charges Process Overview
Example of a Text File for Importing Credit Card Charges
Cash-Basis Journal Entry for Credit Card Statements
Preventing Credit Card Charges from Being Entered in Both AP Disbursements and Expense Reports
Importing Charges to the Wrong Credit Card Statement
Undoing a Posting When You Use the Credit Card Feature
Import Charges Error Report
Procedures
Create a Credit Card Statement
Import Credit Card Charges into Vision
Undo the Import of Credit Card Charges
Reconcile Credit Card Statements that Contain Imported Charges
Manually Tie Posted Vision Charges to Imported Credit Card Charges
Reconcile Credit Card Statements that Do Not Contain Import Charges
Attach a Document to a Credit Card Charge
Create a Cash-Basis Journal Entry After You Reconcile a Credit Card Statement
Screens
Credit Card Statement Reconciliation Form
Display the Credit Card Statement Reconciliation Form
Toolbar of the Credit Card Statement Reconciliation Form
Main Tab of the Credit Card Statement Reconciliation Form
Summary Tab of the Credit Card Reconciliation Form
Charges Tab of the Credit Card Statement Reconciliation Form
Create Journal Entry Tab of the Credit Card Statement Reconciliation Form
Credit Card Statement Selection Dialog Box
Credit Card Statement Modify Date Dialog Box
Details Dialog Box in Credit Card Reconciliation
Supporting Document Dialog Box in Credit Card Reconciliation
Import New Charges (Text File) Dialog Box
Import New Charges (Record Status) Dialog Box
Import Charges History Dialog Box
Credit Card Review Overview
Procedures
Review Credit Card Transactions
Screens
Credit Card Review Form
Details Dialog Box in Credit Card Review
Supporting Document Dialog Box in Credit Card Review
Payment Review Overview
Procedures
Email Electronic Payment Remittances from Payment Review
Screens
Payment Review Form
Display the Payment Review Form
Toolbar of the Payment Review Form
Search Criteria Tab of the Payment Review Form
Currency Tab of the Payment Review Form
Payments Grid of the Payment Review Form
Payment Detail Dialog Box
Email Remittance Dialog Box for Payment Review
Project Review Overview
Configuration and Project Review
How Vision Determines Accounts Receivable Aging
Dialog Boxes That Display When You Drill Down
Procedures
Select the Budget Source
Pin the Work Breakdown Structure Tree
Select the Actuals Rate
Specify Aging Column Definitions
Drill Down on Names
Drill Down on Amounts
Drill Down on Names
View Supporting Documents in Project Review
Screens
Project Review Form
Display the Project Review Form
Toolbar of Project Review
Accounts Receivable Tab of Project Review Form
Billing Tab of Project Review
Cost Tab of Project Review
Inventory Tab of Project Review Form
Purchasing Tab of Project Review Form
Equipment Tab of Project Review Form
Options Dialog Box
Display the Options Dialog Box
General Tab of Options Dialog Box
Purchase Orders Tab of Options Dialog Box
AR Options Dialog Box
Supporting Document Dialog Box in Project Review
Accounts Receivable Details Dialog Box
AR Comments Dialog Box
Direct Consultant Dialog Box
Labor Dialog Box
Other Direct Expense Dialog Box
Other Reimbursable Dialog Box
Reimbursable Consultant Dialog Box
Total Hours Dialog Box
Update Overall Percent Completes Dialog Box
Gains and Losses Overview
Gains and Losses and Organizations
Gains and Losses and Your Accounting Company Settings
Gains and Losses from Accounts Payable Transactions
Gains and Losses from Accounts Receivable Transactions
Gains and Losses from Revaluation of Foreign-Denominated General Ledger Accounts
Examples
Example Gains and Losses for an Accounts Payable Voucher
Example Gains and Losses for an Accounts Receivable Invoice
Example Gains and Losses from the Revaluation of a Foreign-Denominated Account
Procedures
Run the Gains/Losses and Revaluations Process
Schedule the Gains/Losses and Revaluations Process
Screens
Gains/Losses and Revaluations Form
Consolidations Overview
Consolidation Groups
Consolidations and Eliminations
Checklist: Setting Up Consolidations
Procedures
Run the Consolidation Process
Schedule the Consolidation Process to Run at Another Time
Screens
Consolidations Form
Display the Consolidations Form
Toolbar of the Consolidations Form
Contents of the Consolidations Form
Tax File Generation Overview
VAT Declaration XML Backup Report
Intra EU Community XML and Belgium Client Listing XML Backup Report
Procedures
Generate a Tax File for the Belgium Tax Authorities
Generate a German ELSTER VAT Tax Return File
Screens
Tax File Generation Form
Display the Tax File Generation Form
Toolbar of the Tax File Generation Form
General Tab of the Tax File Generation Form
Review Tab of the Tax File Generation Form
FEC File Generation
Generate an FEC File
FEC File Generation Form
Display the FEC File Generation Form
Toolbar of the FEC File Generation Form
Contents of the FEC File Generation Form
Approvals Review Overview
Procedures
Select Columns for Approvals Review
Screens
Approvals Review Form
Display the Approvals Review Form
Toolbar of the Approvals Review Form
Contents of the Approvals Review Form
Human Resources Overview
Payroll Overview
When to Install Payroll
Payroll-Related Accounts
Check Stock and Check Templates
Find a Vendor for Check Stock
Setting Up Payroll
Employee Withholding Overview
Suppressing Withholdings in Payroll
Payroll Tax Locale and Withholdings
Follow Project Locale Option
Percent of Wages Option
Procedures
Establish the Default Project Payroll Tax Locale Information
Implement the Follow Project Locale Method for Withholdings
Implement the Percent of Wages Method for Withholdings
Suppress an Employee Withholding in all Payroll Runs
Examples
Sample Setup for Follow Project Locale Option
Sample Setup for Percent of Wages Option
Payroll Direct Deposit Setup Overview
Checklist: Setting Up Payroll Direct Deposit
Procedures
Configure Vision to Deposit an Entire Paycheck to a Single Account
Configure Vision to Deposit an Entire Paycheck to Multiple Accounts
Configure Vision to Deposit a Portion of a Paycheck to a Single Account
Configure Vision to Deposit a Portion of a Paycheck to Multiple Accounts
Perform the Initial Test Direct Deposit
Employee Side of Employer Payroll Contribution Setup Overview
Procedures
Suppress Employer Contributions in All Payroll Runs
Employee Pay Rate Information Overview
How Vision Determines an Employee's Pay Rate
Pay Rate Tables and Payroll
Checklist: Setting Up Pay Rate Tables
Pay Rate Table Types
Pay Rate Table Example
Procedures
General Steps to Use Labor Categories for Pay Rates
Establish the Default Pay Rate for an Employee
Establish a Schedule of Multiple Pay Rates for an Employee
Add a New Pay Rate Table
Copy an Existing Pay Rate Table
Delete a Pay Rate Table
Payroll Processing Overview
Checklist: Processing and Posting Payroll
Payroll Run Types
Bonus Payroll Run Type
Adjustments Payroll Run Type
Process Type - Automatic or Manual Select
Guidelines for Modifying Pay Hours
Multiple Payroll Runs in the Same Period
Where to Specify Payment Sorting
Procedures for Processing Payroll
Procedures for All Payroll Types
Select Employees for Manual Select Processing
Review Employee Information Before Processing Payroll
View Detail for an Employee
Specify Other Pay Amounts for the Current Pay Period
Modify Pay Hours for Hourly Employees
Modify Pay Hours for Salaried Employees
Override Calculated Payroll Withholding Amounts
Override Calculated Payroll Contribution Amounts
Process Payroll for Employees Without Timesheets
Run a Draft Payroll
Cancel a Payroll Run
Procedures for Regular Payroll
Run a Regular Payroll
Process Regular Payroll Using Date Ranges
Specify a Different Pay Period for Regular and Overtime Hours
Establish Selection Criteria for Automatic Regular Payroll Runs
Procedures for Bonus Payrolls and Adjustments
Run a Bonus Payroll
Run a Payroll Adjustment
Posting Payroll and Printing Checks Overview
Posting to Record Other Payroll-Related Disbursement
Voiding a Payroll Payment
Undoing a Posted Payroll Run
Procedures for Posting Payroll and Printing Checks
Modify Check Margins
Print Payroll Checks
Assign Check Numbers
Assign Check Numbers to a Group of Sequential Checks
Assign a Check Number to a Single Check
Print an Internal Copy of all Checks in a Payroll Run
Post Payroll
Export Paychecks to a Text File
Screens
Payroll Processing Form
Display the Payroll Processing Form
Toolbar of Payroll Processing
General Tab of Payroll Processing
Employee Review Tab of Payroll Processing
Payment Printing and Numbering Form
Display the Payment Printing and Numbering Form
Toolbar of the Payment Printing and Numbering Form
Contents of the Payment Printing and Numbering Form
Select Posting Run Dialog Box
Hours and Pay Details Dialog Box
Benefit Hours Details Dialog Box
Withholdings Detail Dialog Box
Direct Deposit Detail Dialog Box
Contributions Detail Dialog Box
Selected Employees Dialog Box
Payroll Assign Check Numbers Dialog Box
Create Voucher for FICA Dialog Box
Email Remittance Dialog Box for Payroll Payment Processing
Payroll Direct Deposit Processing Overview
Procedures
Process Payroll Direct Deposit
Screens
Payroll Direct Deposit Processing Form
Display the Payroll Direct Deposit Processing Form
Toolbar of Payroll Direct Deposit Processing
General Tab of Payroll Direct Deposit Processing
Advanced Options Tab of Payroll Direct Deposit Processing
Download Direct Deposit Files Dialog Box
Exporting Timesheet Data Overview
Timesheet Export to ADP Overview
Checklist: Setting Up Export of Timesheets to ADP
Procedures
Enable the Export to ADP Feature
Configure Export to ADP by Employee
Configure Export to ADP by Organization
Export Timesheets to ADP
Screens
Export Timesheets to ADP Form
Display the Export Timesheets to ADP Form
Toolbar of Export Timesheets to ADP
Main Tab of Export Timesheets to ADP
Hours Tab of Export Timesheets to ADP
Earnings Tab of Export Timesheets to ADP
Memo Tab of Export Timesheets to ADP
Report
ADP Export Report
Timesheet Export to Paychex Overview
Checklist: Setting Up Export of Timesheets to Paychex
Procedures
Enable the Export to Paychex Feature
Configure Export to Paychex by Employee
Configure Export to Paychex by Organization
Export Timesheets to Paychex
Screens
Export Timesheets to Paychex Form
Display the Export Timesheets to Paychex Form
Toolbar of Export Timesheets to Paychex
Main Tab of Export Timesheets to Paychex
Hours Tab of Export Timesheets to Paychex
Earnings Tab of Export Timesheets to Paychex
Deduction Tab of Export Timesheets to Paychex
Report
Paychex Export Report
Timesheet Export to Ceridian Powerpay Overview
Checklist: Setting Up Export of Timesheets to Ceridian
Procedures
Enable the Export to Ceridian Powerpay Feature
Configure Export to Ceridian Powerpay by Employee
Configure Export to Ceridian Powerpay by Organization
Export Timesheets to Ceridian Powerpay
Screens
Export Timesheets to Ceridian Powerpay Form
Display the Export Timesheets to Ceridian Powerpay Form
Toolbar of Export Timesheets to Ceridian Powerpay
Main Tab of Export Timesheets to Ceridian Powerpay
Hours Tab of Export Timesheets to Ceridian Powerpay
Earnings Tab of Export Timesheets to Ceridian Powerpay
Deduction Tab of Export Timesheets to Ceridian Powerpay
Report
Ceridian Export Report
Form W-2 Processing Overview
Checklist: Generating W-2 Forms
W-2 Form Content
W-2 Form Electronic File Contact Information
Procedures
Enter Employee W-2 Form Information
Enter State Tax IDs
Generate a W-2 Work File
Edit the W-2 Work File
Generate a W-2 Electronic Reporting File
Set W-2 Form Printing Options
Preview and Print W-2 Forms
Preview and Print the W-3 Worksheet
Screens
Form W-2 Processing Form
Form W-2 Editor Form
State ID List Dialog Box
Form W-2 Electronic Filing Reporting Dialog Box
Form W-2 Advanced Printing Options Dialog Box
Quarterly Electronic Filing Processing Overview
Checklist: Generating a Quarterly Electronic File
Quarterly Electronic File Contact Information
Procedures
Generate a Quarterly Processing Work File
Edit the Quarterly Processing Work File
Preview or Print the Electronic Filing Processing Worksheet
Create an Electronic Quarterly Reporting File
Screens
Quarterly Processing Form
Display the Quarterly Processing Form
Toolbar of Quarterly Processing Form
General Tab of Quarterly Processing
Miscellaneous Tab of Quarterly Processing Form
Quarterly Processing Editor Form
Payroll Reports
Procedures
Run Payroll Reports in Prior Periods
Report Contents
Direct Deposit Report
Payroll Journal
Payroll Processing Posting Log
W-3 Worksheet
Tax Calculations and Methods
Tax Calculation Method 1 Wage Bracket
Tax Calculation Method 2 Percentage of Taxable Pay
Tax Calculation Method 3 Percentage of Federal Income Tax
Vision Tax Facts
Federal Income Tax
FICA (HI) Medicare Tax
FICA (OASDI) Social Security Tax
State and Local Tax Fact Sheets
Alabama Tax
Arizona Tax
Arkansas Tax
California Tax
Colorado Tax
Connecticut Tax
Delaware Tax
City of Detroit Resident and Non-Resident Tax
District of Columbia Tax
Georgia Tax
Hawaii Tax
Idaho Tax
Illinois Tax
Indiana Tax
Iowa Tax
Kansas Tax
Kentucky Tax
Louisiana Tax
Maine Tax
Maryland Tax
Massachusetts Tax
Michigan Tax
Minnesota Tax
Mississippi Tax
Missouri Tax
Montana Tax
Nebraska Tax
New Jersey Tax
New Mexico Tax
New York Tax
City of New York Non-Resident Tax
City of New York Resident Tax
North Carolina Tax
North Dakota Tax
Ohio Tax
Oklahoma Tax
Oregon Tax
Pennsylvania Tax
Puerto Rico Tax
Rhode Island Tax
South Carolina Tax
Utah Tax
Vermont Tax
Virginia Tax
West Virginia Tax
Wisconsin Tax
ABRA Interface Overview
Configure the ABRA Interface
ABRA Data Import Utility Overview
Import Utility Fields Mapping Table
Procedures
Import ABRA Files
Schedule an Import from ABRA
Screens
Import Employee from ABRA Form
Display the Import Employee from ABRA Form
Toolbar of Import Employee from ABRA
Main Tab of Import Employee from ABRA
Import Utility Fields Mapping Tab of Import Employee from ABRA
ABRA Data Export Utility Overview
Export Utility Fields Mapping Table
Procedures
Export Vision Files to ABRA
Screens
Export Employee to ABRA Form
Display the Export Employee to ABRA Form
Toolbar of Export Employee to ABRA
Main Tab of Export Employee to ABRA
Export Utility Fields Mapping Tab of Export Employee to ABRA
Benefit Hours Overview
Benefit Hours Accruals Processing Overview
Procedures
Accrue Benefit Hours Based on a Predefined Schedule
Configure Vision to Accrue Benefit Hours When Payroll Runs
Print Benefit Hours Processing Journal
Screens
Benefit Hours Accruals Processing Form
Benefit Hours Adjustment Processing Overview
Procedures
Adjust Benefit Hours
Screens
Benefit Hours Adjustment Form
Employee Review Overview
Procedures
View Data from Previous Expense Payments
View or Print Data from Previous Payroll Payments
Screens
Employee Review Form
Display the Employee Review Form
Wage Tab of Employee Payroll Review Form
Withholding Tab of Employee Payroll Review Form
Payroll Checks Tab of Employee Review
Expense Checks Tab of Employee Payroll Review
Visibility Software's Cyber Recruiter and Vision
Time and Expense Overview
Time and Expense Lookups
Time and Expense and Multicompany
Timesheet Overview
Timesheet Security Access
Timesheet Status
Status Changes for Timesheets
Labor Period Status
Timesheet Alerts
Guidelines for Editing a Timesheet
Automatically Populate Timesheets with Resource Planning Data
Procedures
Post Time & Expense Timesheets in Transaction Posting
Enter and Submit an Absence Request from the Timesheet Application
Procedures - Opening Timesheets
Open a Timesheet
Open a Timesheet in a New Browser Window
Open Another Employee's Timesheet
Open the Timesheet of an Employee in Another Company
Procedures - Entering Timesheet Data
Enter Timesheet Hours
Enter Starting and Ending Times
Enter Meal Start and End Times and Record Breaks
Enter Unit Quantities
Copy a Timesheet
Manually Populate a Timesheet with Resource Planning Data
Procedures - Submitting Timesheets
Submit a Timesheet
Explain a Timesheet Revision
Acknowledge a Labor Transfer
Reverse Timesheet Line Items
View Timesheet Audit History
Procedures - Completing Floor Checks
Do a Timesheet Floor Check
Send Email Alerts from Floor Check
Procedures - Approving Timesheets
Approve a Timesheet
Approve Timesheet Line Items
Change the Status of a Timesheet
Procedures - Viewing Timesheet Ratios and Benefit Hours
View Timesheet Ratios
View Benefit Hours
View Planned Hours
Procedures - Printing Timesheet Reports
Print Timesheets Automatically
Print a Timesheet for One Employee
Print Timesheets for Multiple Employees
Print a Timesheet Admin Status Report
Screens
Timesheet Form
Display the Timesheet Form
Toolbar of Timesheet Form
Timesheet Hours Tab of Timesheet Form
Unit Quantities Tab of the Timesheet Form
Benefit Hours Dialog Box
Request Absence Dialog Box
Billing Labor Transfer Audit Dialog Box
Copy Timesheet Errors Dialog Box
Email Employees from Floor Check Dialog Box
Floor Check Dialog Box
Planned Hours Dialog Box
Print Timesheet Report Option Dialog Box
Ratios Dialog Box
Revision Audit Dialog Box
Revision Audit History Dialog Box
Select Employee Timesheet Dialog Box
Timesheet Period Selection Dialog Box
Company Selection Dialog Box
Reports
Detailed Timesheet Report
Summarized Timesheet Report
Start/End Timesheet Report
Timesheet Admin Status Report
Timesheet Line Item Approval Overview
Procedures
Approve Timesheet Line Items
Reject Timesheet Line Items
Reset the Status of Timesheet Line Items
Screens
Timesheet Line Item Approval Form
Reports
Print the Timesheet Line Item Approval Report
Timesheet Line Item Approval Report
Expense Report Overview
Expense Report Security Access
General Ledger Accounts for Expense Report Posting
Expense Report Status
Status Changes for Expense Reports
Expense Report Alerts
Expense Reports and Supporting Documents
Guidelines for Editing an Expense Report
Originating Vendors
Example: Split an Imported Charge Between Two Projects
Procedures
Post Time & Expense Expense Reports in Transaction Posting
Purge Expense Reports
Process Employee Personal Expenses Paid for with a Company Credit Card
View Progress of Line Item in an Expense Report
Procedures - Opening Expense Reports
Create a New Expense Report
Open an Existing Expense Report
Open an Expense Report in a New Browser Window
Open the Expense Report of an Employee in Another Company
Reopen an Expense Report
Procedures - Entering Expense Report Data
Add Imported Credit Card Charges to an Expense Report
Split Imported Credit Card Charges on Expense Reports
Delete Imported Credit Card Charges from an Expense Report
Copy an Expense Report
Delete an Expense Report
Procedures - Working with Supporting Documents
Upload a Document on the Supporting Document Dialog Box
View Supporting Documents
Attach a Document to an Expense Report
Automatically Associate a Document with New Transaction Lines
Automatically Associate a Document with all Expense Report Transactions
Remove a Document’s Association from a Transaction
Remove a Document’s Automatic Association with New Transaction Lines
Remove a Document’s Association from all Expense Report Transactions
Delete a Document from all Transaction Lines
Procedures - Overriding Exchange Rates
Override the Exchange Rate for a Single Expense Line Item
Override the Exchange Rate for an Entire Expense Report
Procedures - Submitting Expense Reports
Submit an Expense Report
Unsubmit an Expense Report
Procedures - Approving Expense Reports
Approve an Expense Report
Approve an Expense Report on the Select Expense Report Dialog Box
Change the Status of an Expense Report
Reopen an Expense Report
Reject an Expense Report
Procedures - Printing Expense Reports
Print Expense Reports Automatically
Print an Expense Report for One Employee
Print Expense Reports for Multiple Employees
Print an Admin Expense Report Status Report
Screens
Expense Report Form
Display the Expense Report Form
Toolbar of the Expense Report Form
General Tab of Expense Report Form
Progress Tab of Expense Report Form
Expense Report Detail Dialog Boxes
Expense Report Selection Dialog Box
Expense Report Selection to Copy Dialog Box
Company Selection Dialog Box
Select Expense Report Dialog Box
Print Expense Report Option Dialog Box
Purge Posted Expense Reports Dialog Box
Supporting Document Dialog Box
Tax Codes Dialog Box
Currency Override Dialog Box
Expense Reports
Summarized Expense Report
Detailed Expense Report
Admin Expense Report Status Report
Expense Report Line Item Approval Overview
Procedures
Approve Expense Report Line Items
Reject Expense Report Line Items
Reopen Expense Report Line Items
Reassign Expense Report Line Items
View Supporting Documents in Expense Report Line Item Approvals
Screens
Expense Report Line Item Approval Form
Display the Expense Report Line Item Approval Form
Toolbar of Expense Report Line Item Approval Form
General Tab of Expense Report Line Item Approval Form
Progress Tab of Expense Report Line Item Approval Form
Supporting Document Dialog Box in Expense Report Approvals
Change Assignment Dialog Box
Reports
Expense Report Line Item Approval Report
Print the Expense Report Line Item Approval Report
Print Supporting Documents for Expense Line Item Approvals
Absence Requests Overview
Checklist: Configure and Enable Approvals for Absence Requests
Alerts for Approval Workflows
Error Messages for Approval Workflows
Procedures - Absence Requests
Enter and Submit an Absence Request
Approve or Reject an Absence Request
Delete an Absence Request
Assign Another Person to Perform Approvals in Your Absence
Screens
Absence Requests Form
Display the Absence Requests Form
Toolbar of Absence Requests Form
General Tab of Absence Requests Form
Progress Tab of Absence Requests Form
Benefit Hours Dialog Box
Planned Hours Dialog Box
View All Absence Requests Dialog Box
Approval History Dialog Box for Absence Requests
Approve Dialog Box for Absence Requests
Reject Dialog Box for Absence Requests
Purchasing Overview
Basics
Transaction Document Management and Supporting Documents
Supporting Documents in Purchasing
Purchasing and Inventory and Alerts
Equipment Info Center and Asset Management and/or Purchasing
Purchasing and Inventory and Web Services
Approval Process for Purchasing Applications
Approving a Purchasing Record
Viewing the Progress of Purchasing Records Being Approved
Alerts for Approval Workflows
Error Messages for Approval Workflows
When You Do Not Use an Approval Workflow for a Purchasing Application
Procedures
Reassign an Approval Step
Assign Another Person to Perform Approvals in Your Absence
Common Dialog Boxes for Purchasing and Inventory
New Item Dialog Box
Display the New Item Dialog Box
General Tab of New Item Dialog Box
Vendors Tab of New Item Dialog Box
Add FOB Code Dialog Box
Add Ship-Via Code Dialog Box
Request for Price Quote Overview
Requisitions and Requests for Price Quotes
Procedures
Upload and Associate a Supporting Document with a Purchasing Item
View a Supporting Document Associated with a Purchasing Item
Include Vendor Responses with a Request for Price Quote
Screens
Request for Price Quote Form
Display the Request for Price Quote Form
Toolbar of Request for Price Quote
General Tab of Request for Price Quote Form
Shipping Tab of Request for Price Quote
Comments Tab of Request for Price Quote
Cost Distribution Tab of Request for Price Quote
Progress Tab of Request for Price Quote
Request for Price Quote Line Detail Dialog Box
Display the Request for Price Quote Line Detail Dialog Box
Buttons on the Request for Price Quote Line Detail Dialog Box
General Tab of Request for Price Quote Line Detail Dialog Box
Shipping Tab of Request for Price Quote Line Detail Dialog Box
Comments Tab of Request for Price Quote Line Detail Dialog Box
Cost Distribution Tab of Request for Price Quote Line Detail Dialog Box
Price Quote Response Dialog Box
Supporting Document Dialog Box in Purchasing
Approval History Dialog Box of Request for Price Quote
Approve Dialog Box of Request for Price Quote
Reject Dialog Box of Request for Price Quote
Change Assignment Dialog Box
Purchase Requisitions Overview
Requisitions and Requests for Price Quotes
Procedures
Print a Request for Price Quote from a Requisition
Upload and Associate a Supporting Document with a Purchasing Item
View a Supporting Document Associated with a Purchasing Item
Include Vendor Responses with a Purchase Requisition
Screens
Purchase Requisitions Form
Display the Purchase Requisitions Form
Toolbar of Purchase Requisitions
General Tab of Purchase Requisitions Form
Comments Tab of Purchase Requisitions
Cost Distribution Tab of Purchase Requisitions
Shipping Tab of Purchase Requisitions
Vendors Tab of Purchase Requisitions
Progress Tab of Purchase Requisitions
Purchase Requisition Line Detail Dialog Box
Display the Purchase Requisition Line Detail Dialog Box
Buttons on the Purchase Requisition Line Detail Dialog Box
General Tab of Purchase Requisition Line Detail Dialog Box
Shipping Tab of Purchase Requisition Line Detail Dialog Box
Notes Tab of Purchase Order Line Detail Dialog Box
Cost Distribution Tab of Purchase Requisition Line Detail Dialog
Vendors Tab of Purchase Requisition Line Detail Dialog Box
Price Quote Response Dialog Box
Approve Dialog Box for Purchase Requisition
Reject Dialog Box for Purchase Requisitions
Approval History Dialog Box for Purchase Requisitions
Supporting Document Dialog Box in Purchasing
Change Assignment Dialog Box
Purchase Orders Overview
Purchase Order Types
Standard Purchase Order
Service Purchase Order
Blanket Purchase Order
Change Order
Release Order
Purchasing Templates
Committed Expenses
Committed Expenses and Multicurrency
Cost Distribution
Deleting Versus Canceling a Purchase Order
Creating Asset and Equipment Items from Purchase, Change, and Release Orders
Creating Vouchers from Purchase Orders
Vendor Responses on Purchase Orders
Procedures
Create a Standard Purchase Order
Create a Service Purchase Order
Create a Blanket Purchase Order
Change a Line Item's Quantity
Final Print a Purchase Order
Reprint a Final-Printed Purchase Order
Cancel a Purchase Order
Reprint a Group of Final-Printed Purchase Orders
Create an Asset Item or Equipment Item from a Purchase Order
Create an Asset Item or Equipment Item from a Change Order
Create an Asset Item or Equipment Item from a Release Order
Create a Purchase Order from a Requisition
Create a Purchase Order from a Request for Price Quote
Create a Change Order
Create a Release for a Blanket Purchase Order
Upload and Associate a Supporting Document with a Purchasing Item
View a Supporting Document Associated with a Purchasing Item
Screens
Purchase Orders Form
Display the Purchase Orders Form
Toolbar of Purchase Orders
General Tab of Purchase Orders
Agreement Tab of Purchase Orders
Shipping Tab of Purchase Orders
Comments Tab of Purchase Orders
Line Items Tab of Purchase Orders
Billing Tab of Purchase Orders
Clauses Tab of Purchase Orders
Default Distribution Tab of Purchase Orders
Progress Tab of Purchase Orders
Purchase Order Line Detail Dialog Box
Display the Purchase Order Line Detail Dialog Box
Buttons on the Purchase Order Line Detail Dialog Box
General Tab of Purchase Order Line Detail Dialog Box
Shipping Tab of Purchase Order Line Detail Dialog Box
Notes Tab of Purchase Order Line Detail Dialog Box
Cost Distribution Tab of Purchase Order Line Detail Dialog Box
Contents
Create P.O. From Requisitions Dialog Box
Purchase Requisition Dialog Box
Create P.O. From RFQ Dialog Box
Request for Price Quote Dialog Box
Change Order Dialog Box
Cancel Order Dialog Box
Approval History Dialog Box for Purchase Orders
Approve Dialog Box for Purchase Orders
Reject Dialog Box for Purchase Orders
Change Assignment Dialog Box
Supporting Document Dialog Box in Purchasing
Receiving Overview
Procedures
Upload and Associate a Supporting Document with a Purchasing Item
View a Supporting Document Associated with a Purchasing Item
Screens
Purchase Order Receivings Form
Receipt Dialog Box
Receiving Item Dialog Box
Supporting Document Dialog Box in Purchasing
Purchase Template Editor Overview
Procedures
Create a Purchasing Template
Upload Custom Images in Purchase Template Editor
Use Custom Images on Purchasing Invoices
Screens
Purchase Template Editor Form
Display the Purchase Template Editor Form
Toolbar of Purchase Template Editor
General Tab of Purchase Template Editor
Images Tab of Purchase Template Editor
Order Detail Info Tab of Purchase Template Editor
Signature Tab of Purchase Template Editor
Misc Tab of Purchase Template Editor
Item Review Overview
Screens
Item Review Form
Display the Item Review Form
Inventory Tab of Item Review
Purchasing Tab of Item Review
Purchase Requisitions on File Dialog Box
Purchase Orders on File Dialog Box
Items Reserved on File Grid Dialog Box
Items Requested on File Grid Dialog Box
Purchasing Reports
Asset Management Overview
Basics
Equipment Info Center and Asset Management and/or Purchasing
Asset Management Terminology
Entering and Depreciating Asset Items
Asset Management Alerts
Asset Impairments
Asset Management and Multicompany
Asset Management and Multicurrency
GL Book and Additional Books for Asset Depreciation
Associating Units with Asset Items
Depreciation Processing Overview
GL Book and Additional Books for Asset Depreciation
How Depreciation or Amortization Is Calculated When You Run Depreciation Processing
Journal Entries Created During Depreciation Processing
Amortizing Capital Leases
Amortization Example for Leased Assets
Amortizing Prepaid Items
Amortization Example for Prepaid Items
Changing How Depreciation Is Calculated After You Have Processed Depreciation
Rerunning Depreciation Processing
Processing Depreciation in a Prior Period
Undoing the Posting of a Depreciation Processing Run
Procedures
Run Depreciation Processing for Your GL Book
Run Depreciation Processing for Additional Books
Schedule Depreciation Processing to Run at a Later Time
Process an Asset Impairment
Screens
Depreciation Processing Form
Display the Depreciation Processing Form
Toolbar of the Depreciation Processing Form
Contents of the Depreciation Processing Form
Schedule Dialog Box
Display the Schedule Dialog Box
Main Tab of Schedule Dialog Box
Recurrence Tab of Schedule Dialog Box
Parameters Tab of Schedule Dialog Box
Transfer/Split Processing Overview
Transferring Asset Items
What Happens When You Transfer an Asset Item
Journal Entry Posting Logs for Asset Item Transfers
Example of Transferring an Asset Item
Undoing an Asset Item Transfer
Procedures
Transfer an Asset Item
View or Print a Posting Log for Transferred or Split Asset Items
Screens
Transfer/Split Processing Form
Asset Review Form or Dialog Box
Display the Asset Review Form or Dialog Box
Toolbar of the Asset Review Form or Dialog Box
Settings Tab of the Asset Review Form or Dialog Box
Summary Tab of the Asset Review Form or Dialog Box
History Tab of the Asset Review Form or Dialog Box
Unit Tab of the Asset Review Form or Dialog Box
Splitting Asset Items
What Happens When You Split an Asset Item
Journal Entry Posting Logs for Asset Item Splits
Example of Splitting an Asset Item
Undoing an Asset Item Split
Procedures
Split an Asset Item
View or Print a Posting Log for Transferred or Split Asset Items
Screens
Transfer/Split Processing Form
Asset Review Form or Dialog Box
Display the Asset Review Form or Dialog Box
Toolbar of the Asset Review Form or Dialog Box
Settings Tab of the Asset Review Form or Dialog Box
Summary Tab of the Asset Review Form or Dialog Box
History Tab of the Asset Review Form or Dialog Box
Unit Tab of the Asset Review Form or Dialog Box
Disposal Processing Overview
Cash Receipt Entry for Asset Items That Are Sold
Journal Entry for Asset Items That Are Scrapped
Undoing the Disposal of an Asset Item
Procedures
Dispose of an Asset Item That You Sold
Dispose of an Asset Item That You Scrapped
View or Print a Posting Log for an Asset Item That Has Been Disposed
Undo the Disposal of an Asset Item
Screens
Disposal Processing Form
Display the Disposal Processing Form
Toolbar of the Disposal Processing Form
Contents of the Disposal Processing Form
Currency Override Dialog Box
Asset Review Form or Dialog Box
Display the Asset Review Form or Dialog Box
Toolbar of the Asset Review Form or Dialog Box
Settings Tab of the Asset Review Form or Dialog Box
Summary Tab of the Asset Review Form or Dialog Box
History Tab of the Asset Review Form or Dialog Box
Unit Tab of the Asset Review Form or Dialog Box
Asset Review Overview
Screens
Asset Review Form or Dialog Box
Display the Asset Review Form or Dialog Box
Toolbar of the Asset Review Form or Dialog Box
Settings Tab of the Asset Review Form or Dialog Box
Summary Tab of the Asset Review Form or Dialog Box
History Tab of the Asset Review Form or Dialog Box
Unit Tab of the Asset Review Form or Dialog Box
Section 179 Review Overview
Procedures
Review a Section 179 Deduction Limit
Screens
Section 179 Review Form
Display the Section 179 Review Form
Toolbar of the Section 179 Review Form
Contents of the Section 179 Review Form
Inventory Overview
Purchasing and Inventory and Web Services
Purchasing and Inventory and Alerts
Common Dialog Boxes for Purchasing and Inventory
New Item Dialog Box
Display the New Item Dialog Box
General Tab of New Item Dialog Box
Vendors Tab of New Item Dialog Box
Add FOB Code Dialog Box
Add Ship-Via Code Dialog Box
Item Requests Overview
Approval Process for Inventory Item Requests
Approving an Inventory Item Request
Viewing the Progress of Inventory Item Requests Being Approved
Alerts for Approval Workflows
Procedures
Reassign an Approval Step
Assign Another Person to Perform Approvals in Your Absence
Screens
Item Requests Form
Approval History Dialog Box of Item Requests
Approve Dialog Box of Item Requests
Reject Dialog Box of Item Requests
Item Requests Line Detail Dialog Box
Display the Item Requests Line Detail Dialog Box
General Tab of Item Requests Line Detail Dialog Box
Shipping Tab of Item Requests Line Detail Dialog Box
Notes Tab of Item Requests Line Detail Dialog Box
Vendors Tab of Item Requests Line Detail Dialog Box
Inventory Tab of Item Requests Line Detail Dialog Box
Change Assignment Dialog Box
Inventory Transactions Overview
Screens
Inventory Issues Form
Quantity Adjustments Form
Location Moves Form
Cost Adjustments Form
Inventory Reports Overview
Reporting Overview
Configuration and Reporting
Reporting and Multicompany
Favorite Reports Overview
Reporting Procedures Overview
Example of User-Defined Sections for Reports
Creating Reports and Favorites
Procedures
Create a New Report
Create User-Defined Sections
Exclude Promotional and Overhead Projects from the Unbilled Reports
Use Account Groups in General Ledger Reports
Create a Favorite Report (Save Personal Only)
Create a Favorite Report (Save for My Role)
Create a Favorite Report (Save for All Roles)
Generate a Favorite Report
Modify a Favorite Report
Delete a Favorite Report
Reporting Options Overview
Procedures
Create Folders for Saved Options and Searches
Save a Set of Options (Save Personal Only)
Save a Set of Options (Save for My Role)
Save a Set of Options (Save for All Roles)
Use a Set of Saved Options
Modify a Set of Saved Options
Rename a Set of Saved Options
Set Personal Default Options for Reports
Restore Default Options for Reports
Delete a Set of Saved Options
Selecting Data Overview
Procedures
Create Folders for Saved Options and Searches
Save a Search (Save Personal Only)
Save a Search (Save for My Role)
Save a Search (Save for All Roles)
Use a Saved Search
Modify a Saved Search
Rename a Saved Search
Delete a Saved Search
Formatting Overview
Procedures - Selecting and Formatting Columns
Select or Remove Columns
Change Column Order
Find a Column
Modify Column Headings
Change Column Width
Set the Margin for the First Column
Set Data Alignment for Columns
Turn HTML Formatting On or Off for Memo Fields
Select Column Headings Background Color
Procedures - Formatting Numbers and Dates
Define the Default Currency Format for a Report
Modify the Format for a Currency Column
Define the Default Number Format for a Report
Modify the Format for a Number Column
Define the Default Date and Time Format for a Report
Modify the Date and Time Format for a Column
Procedures - Setting Fonts and Page Layouts
Select a Font
Set Margins
Select Page Orientation
Set Page Size
Procedures - Specifying Graph Settings
Select Graph Settings
Procedures - Setting Grid Line and Detail Line Options
Set Grid Line Options
Set Detail Line Background Color
Sorting and Grouping Overview
Procedures
Sort and Group Data
Find a Group
Change the Sort Order
Select Colors and Lines for Sort Bands
Previewing Reports Overview
Searching Previewed Reports
Procedures
Preview a Favorite on Your Computer
Preview a Report on Your Computer
Search a Previewed Report with a Simple Search
Search a Previewed Report with an Advanced Search
Export Advanced Search Results to Excel
Print Advanced Search Results
Group Advanced Search Results
Sort Advanced Search Results
Filter Advanced Search Results
Use the Document Map to Find Data
Change Report Parameters on the Preview Window
Drilling Down for Detail on a Previewed Report
Drilling Down from Graphs
Drilling Down from General Ledger Reports
Procedures
Drill Down for Detail
Drill Down on Graphs
Printing Reports Overview
Procedures
Print a Report from the Reports Tab or Archived Reports Tab
Print a Report from the Preview Window
Print Using a Previous Version of Vision's Printing Technology
Archiving Reports Overview
Procedures
Create an Archived Report
Schedule a Report to Be Archived
View an Archived Report
Scheduling Reports and Profiles Overview
Procedures
Schedule a Report to Run Later
Schedule a Profile to Run Later
Sending Reports as Email Attachments Overview
Procedures
Distribute a Report by Email
Distribute a Report Using an Email Template
Downloading Reports Overview
Procedures
Download a Report
Reporting Screens Overview
Reporting Form of Resource Management
Display the Reporting Form
Toolbar of Reporting Form or Dialog Box
Reports Tab
Archived Reports Tab
Current Activity Tab
Options Dialog Box
Display the Options Dialog Box
Standard Controls on the Options Dialog Box
General Tab of the Options Dialog Box
Activity Tab of the Options Dialog Box
Budget Tab of Options Dialog Box
Sorting Grouping Tab of the Options Dialog Box
Columns Tab of the Options Dialog Box
Metrics Tab of the Options Dialog Box
User Defined Sections Tab of the Options Dialog Box
Drill Down Tab of the Options Dialog Box
Layout Tab of the Options Dialog Box
Graph Tab of the Options Dialog Box
Preview Window
Preview Window Options
Organize Favorite Report Dialog Box
Organize Options Dialog Box
Organize Options Dialog Box for Searches
Print Dialog Box
Format Number Dialog Box
Format Currency Dialog Box
Format Date/Time Dialog Box
Add/Modify Calculated Field Dialog Box
Report Descriptions Overview
Accounting Reports Overview
Cash Flow Forecast Report
Display the Cash Flow Forecast Report
Cash Flow Forecast General Tab
Cash Flow Forecast Columns
Inflow and Outflow Data Sources for the Cash Flow Forecast
Cash Flow Statement
Display the Cash Flow Statement
Cash Flow Statement General Tab
Cash Flow Statement Columns
Cash Journal
Display the Cash Journal
Cash Journal General Tab
Cash Journal Columns
Cash Receipts
Display the Cash Receipts Report
Cash Receipts General Tab
Cash Receipts Columns Tab
Chart of Accounts Audit
Display the Chart of Accounts Audit
Chart of Accounts Audit General Tab
Chart of Accounts Audit Columns
Chart of Accounts Audit Detail
Display the Chart of Accounts Audit Detail
Chart of Accounts Audit Detail General Tab
Chart of Accounts Audit Detail Columns
Payment Register
Display the Payment Register
Payment Register General Tab
Payment Register Columns Tab
Gains/Losses and Revaluations Detail Report
Display the Gains, Losses, and Revaluations Detail Report
Gains/Losses and Revaluations Detail General Tab
Gains/Losses and Revaluations Detail Columns Tab
Intercompany Billing Detail Report
Display the Intercompany Billing Detail Report
Intercompany Billing Detail General Tab
Intercompany Billing Detail Columns Tab
Labor Cross Charge Report
Display the Labor Cross Charge Report
Labor Cross Charge General Tab
Labor Cross Charge Columns
Overhead Allocation Report
Display the Overhead Allocation Report
Overhead Allocation General Tab
Overhead Allocation Columns
Sales List
Display the Sales List
Sales List General Tab
Sales List Columns
Tax Analysis Report
Display the Tax Analysis Report
Tax Analysis General Tab
Tax Analysis Columns Tab
Accounts Receivable Reports Overview
How Vision Determines Accounts Receivable Aging
AR Aged
Display the AR Aged
AR Aged General Tab
AR Aged Options Tab
AR Aged Columns Tab
AR Comments Report
Display the AR Comments Report
AR Comments General Tab
AR Comments Columns Tab
AR Ledger Report
Display the AR Ledger Report
AR Ledger General Tab
AR Ledger Options Tab
AR Ledger Columns Tab
AR Statement
Display the AR Statement
AR Statement General Tab
AR Statement Heading Tab
AR Statement Options Tab
AR Statement Columns Tab
Invoice Register
Display the Invoice Register
Invoice Register General Tab
Invoice Register Columns Tab
Invoice Transaction Detail
Display the Invoice Transaction Detail Report
Invoice Transaction Detail General Tab
Invoice Transaction Detail Options Tab
Invoice Transaction Detail Columns Tab
Retainer Ledger Report
Display the Retainer Ledger Report
Retainer Ledger General Tab
Activity Reports Overview
Activity Audit
Display the Activity Audit
Activity Audit General Tab
Activity Audit Columns
Activity Audit Detail
Display the Activity Audit Detail
Activity Audit Detail General Tab
Activity Audit Detail Columns
Billing Reports Overview
Billing Terms Audit
Display the Billing Terms Audit
Billing Terms Audit General Tab
Billing Terms Audit Columns
Billing Terms Audit Detail
Display the Billing Terms Audit Detail
Billing Terms Audit Detail General Tab
Billing Terms Audit Detail Columns
Billing Terms List
Display the Billing Terms List
Billing Terms List General Tab
Fee Remaining Report
Display the Fee Remaining Report
Fee Remaining General Tab
Fee Remaining Columns
Invoice Approval
Display the Invoice Approval
Invoice Approval General Tab
Invoice Approval Columns Tab
Missing Billing Terms List
Display the Missing Billing Terms List
Missing Billing Terms List General Tab
Missing Billing Terms List Columns
Unbilled Detail and Aging Report
Display the Unbilled Detail and Aging Report
Unbilled Detail and Aging General Tab
Unbilled Detail and Aging Options Tab
Unbilled Detail and Aging Columns Tab
Unbilled Reports Additional Columns
Unbilled Summary Report
Display the Unbilled Summary Report
Unbilled Summary General Tab
Unbilled Summary Options Tab
Unbilled Summary Columns Tab
Unbilled Reports Additional Columns
Client Reports Overview
Client List: Combined Client and Vendor Records
Client Summary: Combined Client and Vendor Records
Client Employee Assignment and Activity Status
Display the Client Employee Assignment and Activity Status
Client Employee Assignment and Activity Status General Tab
Client Employee Assignment and Activity Status Columns
Client Audit
Display the Client Audit
Client Audit General Tab
Client Audit Columns
Client Audit Detail
Display the Client Audit Detail
Client Audit Detail General Tab
Client Audit Detail Columns
Client List
Display the Client List
Client List General Tab
Client List Columns Tab
Client Mailing Labels
Display the Client Mailing Labels Report
Client Mailing Labels General Tab
Client Summary
Display the Client Summary
Client Summary General Tab
Client Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Configuration Reports Overview
Field Security Report
Display the Field Security Report
Field Security Columns
Role Audit
Display the Role Audit
Role Audit Columns
Role Audit Detail
Display the Role Audit Detail
Role Audit Detail Columns
Role Summary Report
Display the Role Summary Report
Role Summary Report Options
User Accounts Report
Display the User Accounts Report
User Accounts Report Columns
User Audit
Display the User Audit
User Audit Columns
User Audit Detail
Display the User Audit Detail
User Audit Detail Columns
Screen Designer Audit
Display the Screen Designer Audit
Screen Designer Audit Detail
Display the Screen Designer Audit Detail
Period Audit
Display the Period Audit Report
Period Audit Columns
Period Exchange Rate Audit
Display the Period Exchange Rate Audit
Period Exchange Rate Audit Detail
Display the Period Exchange Rate Audit Detail Report
Daily Exchange Rate Audit
Display the Daily Exchange Rate Audit
Daily Exchange Rate Audit Detail
Display the Daily Exchange Rate Audit Detail
Contact Reports Overview
Contact Audit
Display the Contact Audit
Contact Audit General Tab
Contact Audit Columns
Contact Audit Detail
Display the Contact Audit Detail
Contact Audit Detail General Tab
Contact Audit Detail Columns
Contact List
Display the Contact List
Contact List General Tab
Contact List Columns Tab
Contact Mailing Labels
Display the Contact Mailing Labels
Contact Mailing Labels General Tab
Contact Summary
Display the Contact Summary
Contact Summary General Tab
Contact Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Data Export Reports Overview
Display the Data Export Reports
Accounts Payable Export
Accounts Receivable Export
Asset Item Export
Asset Item Export General Tab
Asset Item Export Columns Tab
Client Export
Contact Export
Employee Export
General Ledger Export
Lead Export
Marketing Campaign Export
Opportunity Export
Payroll Export
Payroll Export General Tab
Payroll Export Columns Tab
Project Expense Export
Project Labor Export
Project List Export
Project Summary Export
Vendor List Export
Employee Reports Overview
Accrued Time Report
Display the Accrued Time Report
Accrued Time General Tab
Accrued Time Columns Tab
CRM Employee Summary
Display the CRM Employee Summary
CRM Employee Summary General Tab
CRM Employee Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Employee Audit
Display the Employee Audit
Employee Audit General Tab
Employee Audit Columns
Employee Audit Detail
Display the Employee Audit Detail
Employee Audit Detail General Tab
Employee Audit Detail Columns
Employee Labor Audit
Display the Employee Labor Audit
Employee Labor Audit General Tab
Employee Labor Audit Columns Tab
Employee Labor Detail
Employee Labor Detail Realization Amount Currency
Display the Employee Labor Detail
Employee Labor Detail General Tab
Employee Labor Detail Labor Code Tab
Employee Labor Detail Columns Tab
Employee Labor Summary
Display the Employee Labor Summary
Employee Labor Summary General Tab
Employee Labor Summary Columns
Employee Ledger
Display the Employee Ledger
Employee Ledger General Tab
Employee Ledger Columns Tab
Employee List
Display the Employee List
Employee List General Tab
Employee List Columns Tab
Employee Mailing Labels
Display the Employee Mailing Labels
Employee Mailing Labels General Tab
Sales Credit Report
Display the Sales Credit Report
Sales Credit General Tab
Sales Credit Columns Tab
Time Analysis
Time Analysis Standard Hours Calculation
Display the Time Analysis Report
Time Analysis General Tab
Time Analysis Columns Tab
Timesheet Audit Detail Report
Display the Timesheet Audit Detail
Timesheet Audit Detail General Tab
Timesheet Audit Detail Columns
Equipment Reports Overview
Asset Detail Report
Display the Asset Detail Report
Asset Detail General Tab
Equipment List Report
Display the Equipment List Report
Equipment List General Tab
Equipment List Columns Tab
Asset Summary Report
Display the Asset Summary Report
Asset Summary General Tab
Asset Summary Columns Tab
Executive Reports Overview
Procedures - Formatting the Key Financial Metrics Report
Select or Remove Metrics
Change the Sequence of the Metrics
Edit Headings for Metrics
Define the Default Currency Format for a Report
Define the Default Date and Time Format for a Report
Select a Font
Set Margins
Select Page Orientation
Set Page Size
Key Financial Metrics
Display the Key Financial Metrics Report
Key Financial Metrics: Metrics Tab
Key Financial Metrics General Tab
Key Financial Metrics General Ledger Tab
Key Financial Metrics Project Tab
Key Financial Metrics Employee Tab
Key Financial Metrics Opportunity Tab
Metrics Tab of the Options Dialog Box
Project Top-Bottom Performers
Display the Project Top-Bottom Performers Report
Project Top-Bottom Performers General Tab
Project Top-Bottom Performers Columns Tab
Opportunity Top-Bottom Performers Report
Display the Opportunity Top-Bottom Performers Report
Opportunity Top-Bottom Performers General Tab
Opportunity Top-Bottom Performers Columns Tab
General Ledger Reports Overview
Two Levels of Account Groups for Customizing General Ledger Reports
Custom Columns for General Ledger Reports
Drilling Down from General Ledger Reports
Account Analysis
Display the Account Analysis
Account Analysis General Tab
Account Analysis Columns Tab
Drill Down Tab of the Options Dialog Box
Balance Sheet
Display the Balance Sheet
Balance Sheet General Tab
Balance Sheet Labels Tab
Balance Sheet Columns Tab
Drill Down Tab of the Options Dialog Box
Diary
Display the Diary Report
Diary General Tab
Diary Columns Tab
Income Statement
Display the Income Statement
Income Statement General Tab
Income Statement Labels Tab
Income Statement Columns Tab
Drill Down Tab of the Options Dialog Box
Profit Planning Monitor
Display the Profit Planning Monitor
Profit Planning Monitor General Tab
Profit Planning Monitor Labels Tab
Profit Planning Monitor Columns Tab
Drill Down Tab of the Options Dialog Box
Trial Balance
Display the Trial Balance
Trial Balance General Tab
Trial Balance Columns Tab
Drill Down Tab of the Options Dialog Box
Consolidated General Ledger Reports Overview
Consolidated Balance Sheet
Display the Consolidated Balance Sheet
Consolidated Balance Sheet General Tab
Consolidated Balance Sheet Labels Tab
Consolidated Balance Sheet Columns Tab
Drill Down Tab of the Options Dialog Box
Consolidated Eliminations Report
Display the Consolidated Eliminations Report
Consolidated Eliminations General Tab
Consolidated Eliminations Columns Tab
Drill Down Tab of the Options Dialog Box
Consolidated Income Statement
Display the Consolidated Income Statement
Consolidated Income Statement General Tab
Consolidated Income Statement Labels Tab
Consolidated Income Statement Columns Tab
Drill Down Tab of the Options Dialog Box
Consolidated Profit Planning Monitor
Display the Consolidated Profit Planning Monitor
Consolidated Profit Planning Monitor General Tab
Consolidated Profit Planning Monitor Labels Tab
Consolidated Profit Planning Monitor Columns Tab
Drill Down Tab of the Options Dialog Box
Inventory Reports Overview
Inventory Reorder Report
Display the Inventory Reorder Report
Inventory Reorder General Tab
Inventory Reorder Columns Tab
Inventory Reservation Pick List
Display the Inventory Reservation Pick List
Inventory Reservation Pick List General Tab
Inventory Reservation Pick List Columns
Inventory Stock Status
Display the Inventory Stock Status
Inventory Stock Status General Tab
Inventory Stock Status Columns Tab
Inventory Transaction History
Display the Inventory Transaction History
Inventory Transaction History General Tab
Inventory Transaction History Columns Tab
Lead Reports Overview
Lead Audit
Display the Lead Audit
Lead Audit General Tab
Lead Audit Columns
Lead Audit Detail
Display the Lead Audit Detail
Lead Audit Detail General Tab
Lead Audit Detail Columns
Lead List
Display the Lead List
Lead List General Tab
Lead List Columns Tab
Lead Mailing Labels
Display the Lead Mailing Labels
Lead Mailing Labels General Tab
Lead Summary
Display the Lead Summary
Lead Summary General Tab
Lead Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Marketing Campaign Reports Overview
Marketing Campaign Audit
Display the Marketing Campaign Audit
Marketing Campaign Audit General Tab
Marketing Campaign Audit Columns
Marketing Campaign Audit Detail
Display the Marketing Campaign Audit Detail
Marketing Campaign Audit Detail General Tab
Marketing Campaign Audit Detail Columns
Marketing Campaign List
Display the Marketing Campaign List
Marketing Campaign List General Tab
Marketing Campaign List Columns Tab
Marketing Campaign Summary
Display the Marketing Campaign Summary
Marketing Campaign Summary General Tab
Marketing Campaign Summary Columns
User Defined Sections Tab of the Options Dialog Box
Opportunity Reports Overview
Opportunity Audit
Display the Opportunity Audit
Opportunity Audit General Tab
Opportunity Audit Columns
Opportunity Audit Detail
Display the Opportunity Audit Detail
Opportunity Audit Detail General Tab
Opportunity Audit Detail Columns
Opportunity Forecast
Display the Opportunity Forecast
Opportunity Forecast General Tab
Opportunity Forecast Columns Tab
Opportunity Hit Rate List
Display the Opportunity Hit Rate List
Opportunity Hit Rate List General Tab
Opportunity Hit Rate List Columns Tab
Opportunity List
Display the Opportunity List
Opportunity List General Tab
Opportunity List Columns Tab
Opportunity Fee Estimate
Display the Opportunity Fee Estimate
Opportunity Fee Estimate General Tab
Opportunity Fee Estimate Sections Tab
Opportunity Fee Estimate Signature Tab
Opportunity Fee Estimate Misc Tab
Opportunity Service Estimate
Display the Opportunity Service Estimate
Opportunity Service Estimate General Tab
Opportunity Service Estimate Sections Tab
Opportunity Service Estimate Signature Tab
Opportunity Service Estimate Misc Tab
Opportunity Summary
Display the Opportunity Summary
Opportunity Summary General Tab
Opportunity Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Payroll Reports Overview
Contributions by Category Report
Display the Contributions by Category Report
Contributions by Category General Tab
Contributions by Category Columns
Employee Payroll List
Display the Employee Payroll List
Employee Payroll List General Tab
Employee Payroll List Columns
Form 940 Worksheet
Display the Form 940 Worksheet
Form 940 Worksheet General Tab
Form 940 Worksheet Columns
Form 940 Worksheet Summary
Form 941 Worksheet
Display the Form 941 Worksheet
Form 941 Worksheet General Tab
Form 941 Worksheet Columns
Form 941 Worksheet Summary
Payroll Check Register
Display the Payroll Check Register
Payroll Check Register General Tab
Payroll Check Register Columns
Payroll Labor Detail
Display the Payroll Labor Detail
Payroll Labor Detail General Tab
Payroll Labor Detail Columns Tab
Payroll Locale List
Display the Payroll Locale List
Payroll Locale List General Tab
Payroll Locale List Columns
State/Local Income Tax Worksheet
Display the State/Local Income Tax Worksheet
State/Local Income Tax Worksheet General Tab
State/Local Income Tax Worksheet Columns
State Unemployment Insurance Worksheet
Display the State Unemployment Insurance Worksheet
State Unemployment Insurance Worksheet General Tab
State Unemployment Insurance Worksheet Columns
State Unemployment Insurance Worksheet Summary
Withholdings by Category
Display the Withholdings by Category Report
Withholdings by Category General Tab
Withholdings by Category Columns
Project Planning Reports Overview
Labor Plan Charts
Display the Labor Plan Charts
Labor Plan Charts General Tab
Labor Plan Charts Columns Tab
Labor Plan EVT Charts
Display the Labor Plan EVT Charts
Labor Plan EVT Charts General Tab
Labor Plan EVT Charts Date Basis Tab
Labor Plan EVT Charts Columns
Labor Plan Summary
Display the Labor Plan Summary
Labor Plan Summary General Tab
Labor Plan Summary Date Basis Tab
Labor Plan Summary Columns Tab
Labor Resource Actuals
Display the Labor Resource Actuals Report
Labor Resource Actuals General Tab
Labor Resource Actuals Columns Tab
Labor Resource Forecast
Display the Labor Resource Forecast
Labor Resource Forecast General Tab
Labor Resource Forecast Options Tab
Labor Resource Forecast Columns Tab
Labor Resource Planned and Actuals
Display the Labor Resource Planned and Actuals Report
Labor Resource Planned and Actuals General Tab
Labor Resource Planned and Actuals Options Tab
Labor Resource Planned and Actuals Columns Tab
Labor Resource Requirements
Display the Labor Resource Requirements Report
Labor Resource Requirements General Tab
Labor Resource Requirements Options Tab
Labor Resource Requirements Columns Tab
Project Planning Analysis
Display the Project Planning Analysis
Project Planning Analysis General Tab
Project Planning Analysis Options Tab
Project Planning Analysis Date Basis Tab
Project Planning Analysis Columns Tab
Project Planning List
Display the Project Planning List
Project Planning List General Tab
Project Planning List Columns Tab
Project Planning Performance
Display the Project Planning Performance Report
Project Planning Performance General Tab
Project Planning Performance Options Tab
Project Planning Performance Labor and Expense Tab
Project Planning Performance Date Basis Tab
Project Planning Performance Columns Tab
Project Planning Schedule
Display the Project Planning Schedule
Project Planning Schedule General Tab
Project Planning Schedule Options Tab
Resource Utilization by Organization
Display the Resource Utilization by Organization Report
Resource Utilization by Organization General Tab
Resource Utilization by Organization Inclusions Tab
Resource Utilization by Organization Sorting Grouping Tab
Resource Utilization by Organization Columns Tab
Resource Utilization by Organization Graph Tab
Resource Utilization by Organization If You Base the Graph on FTE Values
Project Reports Overview
Percent Complete Reported Columns
Sorting and Grouping Data on Project Reports
Budget Worksheet
Display the Budget Worksheet
Budget Worksheet General Tab
Budget Worksheet Columns
Consultant Ledger
Display the Consultant Ledger
Consultant Ledger General Tab
Consultant Ledger Columns
Contract Management Report
Display the Contract Management Report
Contract Management General Tab
Contract Management Columns Tab
CRM Project Summary
Display the CRM Project Summary
CRM Project Summary General Tab
CRM Project Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Expense Detail
Display the Expense Detail
Expense Detail General Tab
Activity Tab of the Options Dialog Box
Expense Detail Expense Tab
Expense Detail Columns Tab
Expense Summary
Display the Expense Summary
Expense Summary General Tab
Activity Tab of the Options Dialog Box
Expense Summary Budget and Expense Tab
Expense Summary Columns Tab
Labor Detail
Display the Labor Detail Report
Labor Detail General Tab
Activity Tab of the Options Dialog Box
Labor Detail Columns Tab
Labor Summary
Display the Labor Summary
Labor Summary General Tab
Activity Tab of the Options Dialog Box
Labor Summary Budget Tab
Labor Summary Columns Tab
Office Earnings
Display the Office Earnings Report
Office Earnings General Tab
Activity Tab of the Options Dialog Box
Office Earnings Budget Tab
Office Earnings Columns Tab
Project Audit
Display the Project Audit
Project Audit General Tab
Project Audit Columns
Project Audit Detail
Display the Project Audit Detail
Project Audit Detail General Tab
Project Audit Detail Columns
Project Detail
Display the Project Detail
Project Detail General Tab
Project Detail Options Tab
Activity Tab of the Options Dialog Box
Project Detail Labor and Expense Tab
Project Detail Columns Tab
Project Earnings
Display the Project Earnings Report
Project Earnings General Tab
Activity Tab of the Options Dialog Box
Project Earnings Budget Tab
Project Earnings Columns Tab
Project List
Display the Project List
Project List General Tab
Activity Tab of the Options Dialog Box
Project List Columns Tab
Project Progress
Display the Project Progress
Project Progress General Tab
Activity Tab of the Options Dialog Box
Project Progress Labor and Expense Tab
Project Progress Budget Tab
Project Progress Columns Tab
Project Summary
Display the Project Summary
Project Summary General Tab
Activity Tab of the Options Dialog Box
Project Summary Budget and Expense Tab
Project Summary Columns Tab
Project Template Audit
Display the Project Template Audit
Project Template Audit General Tab
Project Template Audit Columns
Project Template Audit Detail
Display the Project Template Audit Detail
Project Template Audit Detail General Tab
Project Template Audit Detail Columns
Unposted Labor
Display the Unposted Labor Report
Unposted Labor General Tab
Unposted Labor Columns Tab
Vouchers by Project
Display the Vouchers by Project Report
Vouchers by Project General Tab
Vouchers by Project Columns
Purchasing Reports Overview
Blanket Purchase Orders Report
Display the Blanket Purchase Orders Report
Blanket Purchase Orders General Tab
Blanket Purchase Orders Columns Tab
Item by Vendor
Display the Item by Vendor Report
Item by Vendor General Tab
Item by Vendor Columns Tab
Open Purchase Orders
Display the Open Purchase Orders
Open Purchase Orders General Tab
Open Purchase Orders Columns Tab
Purchase Order Cost Distribution Detail
Display the Purchase Order Cost Distribution Detail
Purchase Order Cost Distribution Detail General Tab
Purchase Order Cost Distribution Detail Columns Tab
Purchase Order Detail
Display the Purchase Order Detail
Purchase Order Detail General Tab
Purchase Order Detail Columns
Purchase Order Form
Display the Purchase Order Form
Purchase Order Form General Tab
Purchase Order Form Columns
Purchase Order Status
Display the Purchase Order Status Report
Purchase Order Status General Tab
Purchase Order Status Columns
Purchase Requisition and Price Quote
Display the Purchase Requisition and Price Quote
Purchase Requisition and Price Quote General Tab
Purchase Requisition and Price Quote Columns
Purchase Requisition Form
Display the Purchase Requisition Form
Purchase Requisition Form General Tab
Purchase Requisition Form Columns
Purchase Requisition Status
Display the Purchase Requisition Status Report
Purchase Requisition Status General Tab
Purchase Requisition Status Columns
Received Purchase Order Items
Display the Received Purchase Order Items Report
Received Purchase Order Items General Tab
Received Purchase Order Items Columns Tab
Request for Price Quote Form
Display the Request for Price Quote Form
Request for Price Quote Form General Tab
Request for Price Quote Form Columns
Request for Price Quote Status
Display the Request for Price Quote Status Report
Request for Price Quote Status General Tab
Request for Price Quote Status Columns
Vouchered Purchase Order Items
Display the Vouchered Purchase Order Items Report
Vouchered Purchase Order Items General Tab
Vouchered Purchase Order Items Columns Tab
Text Library Reports Overview
Text Library Audit
Display the Text Library Audit
Text Library Audit General Tab
Text Library Audit Columns
Text Library Audit Detail
Display the Text Library Audit Detail
Text Library Audit Detail General Tab
Text Library Audit Detail Columns
Text Library List
Display the Text Library List
Text Library List General Tab
Text Library List Columns Tab
Text Library Summary
Display the Text Library Summary
Text Library Summary General Tab
Text Library Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Unit Reports Overview
Unit Audit
Display the Unit Audit
Unit Audit General Tab
Unit Audit Columns
Unit Audit Detail
Display the Unit Audit Detail
Unit Audit Detail General Tab
Unit Audit Detail Columns
Unit Detail Report
Display the Unit Detail
Unit Detail General Tab
Unit Detail Columns Tab
Unit List
Display the Unit List
Unit List General Tab
Unit List Columns
User-Defined Info Center Reports Overview
User-Defined Info Center Audit Report
Display the User-Defined Info Center Audit
User-Defined Info Center Audit General Tab
User-Defined Info Center Audit Columns
User-Defined Info Center Audit Detail
Display the User-Defined Info Center Audit Detail
User-Defined Info Center Audit Detail General Tab
User-Defined Info Center Audit Detail Columns
User-Defined Info Center List
Display the User-Defined Info Center List
User-Defined Info Center List General Tab
User-Defined Info Center List Columns Tab
User-Defined Info Center Summary
Display the User-Defined Info Center Summary
User-Defined Info Center Summary General Tab
User-Defined Info Center Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Vendor Reports Overview
Cash Requirements
Display the Cash Requirements Report
Cash Requirements General Tab
Cash Requirements Columns
Cash Requirements Bank Summary
Display the Cash Requirements Bank Summary
Cash Requirements Bank Summary General Tab
Cash Requirements Bank Summary Columns
CRM Vendor Summary
Display the CRM Vendor Summary
CRM Vendor Summary General Tab
CRM Vendor Summary Columns Tab
User Defined Sections Tab of the Options Dialog Box
Vendor Audit
Display the Vendor Audit
Vendor Audit General Tab
Vendor Audit Columns
Vendor Audit Detail
Display the Vendor Audit Detail
Vendor Audit Detail General Tab
Vendor Audit Detail Columns
Vendor List
Display the Vendor List
Vendor List General Tab
Vendor List Columns Tab
Vendor Mailing Labels
Display the Vendor Mailing Labels
Vendor Mailing Labels General Tab
Vendor Summary
Display the Vendor Summary
Vendor Summary General Tab
Vendor Summary Columns
Voucher Ledger
Display the Voucher Ledger
Voucher Ledger General Tab
Voucher Ledger Columns
Voucher Schedule
Display the Voucher Schedule
Voucher Schedule General Tab
Voucher Schedule Columns
Performance Management Overview
Visualization Overview
Visualization Window Sliders
Grouping Data on Visualization Maps
Procedures - Creating and Working with Visualizations
Create a Visualization Map
View a Visualization Map
Select a Visualization Map Style
View Metric Values in a Visualization Map
Compare Metric Values of Two Blocks in a Visualization Map
Compare the Metric Value of One Block to a Group of Blocks
Change the Size Metric for a Visualization Map
Zoom In on a Part of a Visualization Map
Magnify a Part of a Visualization Map
Drill Down to a Report from a Visualization Map
Change the Order of Blocks in a Visualization Map
Save a Version of a Visualization Map
Display a Saved Version of a Visualization Map
Procedures - Filtering Data on Visualizations
Filter a Visualization Map by Grouping Category
Filter a Visualization Map by Size Metric
Filter a Visualization Map by Color Metric
Select a Filter Mode for a Visualization Map
Procedures - Grouping Data on Visualizations
Change the Primary Grouping Category for a Visualization Map
Modify the Order of Categories in the Grouping Hierarchy for a Visualization Map
Add an Inner Grouping Level for a Visualization Map
Remove a Grouping Level from a Visualization Map
Add an Outer Grouping Level for a Visualization Map
Collapse a Group in a Visualization Map
Expand a Group in a Visualization Map
Procedures - Setting Colors for Visualizations
Change the Metric for Color
Change the Base Colors on the Options Dialog Box
Change the Base Colors on the Visualization Window
Change the Range of Values to Which the Color Gradient Applies on the Options Dialog Box
Change the Range of Values to Which the Color Gradient Applies in the Visualization Window
Change the Method for Determining the Center Color Value
Change the Center Color Value on the Visualization Window
Screens
Visualization Window
Visualization Window Sliders
Project Visualization
Display the Project Visualization
Project Visualization General Tab
Project Visualization Grouping Tab
Project Visualization Metrics Tab
Project Visualization Drill Down Reports Tab
Opportunity Visualization
Display the Opportunity Visualization
Opportunity Visualization General Tab
Opportunity Visualization Grouping Tab
Opportunity Visualization Metrics Tab
Opportunity Visualization Drill Down Reports Tab
Project Planning Visualization
Display the Project Planning Visualization
Project Planning Visualization General Tab
Project Planning Visualization Grouping Tab
Project Planning Visualization Metrics Tab
Project Planning Visualization Drill Down Reports Tab
Add/Modify Calculated Field Dialog Box for Visualizations
Performance Management Dashboards Overview
Performance Dashboards as Dashparts
Performance Management Reports
Procedures
Making Performance Dashboards Available in Vision
Make Performance Dashboards Available as Web Dashparts for All or Selected Roles
Make Performance Dashboards Available as Web Dashparts by Saving Your Vision Dashboard
Add or Remove Access to a Performance Dashboard Dashpart for a Vision Role
Add an Existing Performance Dashboard Dashpart to Your Vision Dashboard
Create a New Performance Dashboard Dashpart for Your Vision Dashboard
Sharing Performance Dashboards with Others
Send a Link to a Performance Dashboard View in Email
Embed a Dashboard View in a Web Page
Creating and Using Custom Views
Create a Custom View for a Performance Dashboard
Display a Custom View for a Performance Dashboard
Change the Default View for a Performance Dashboard
Make a Custom View Available to Other Dashboard Users
Rename a Custom View
Delete a Custom View
Exporting Dashboard Images
Export a Performance Dashboard as an Image File
Export a Performance Dashboard as a .PDF File
Filtering Performance Dashboards
Select Filter Values for a Performance Dashboard
Search for a Filter Value for a Performance Dashboard
Show Fewer or More Filter Values for a Performance Dashboard
Remove All Filters and Selections for a Performance Dashboard
Analyzing Dashboard Data
Drill Down to More Detailed Data on Performance Dashboards
Display Numeric Data Values for a Performance Dashboard Chart
Focus a Chart on Selected Data Marks
Exclude Selected Data Marks from a Performance Dashboard Chart
Change the Sort Order for a Performance Dashboard Chart
Refreshing Dashboard Data
Refresh Data for the Dashboard View
Pause Automatic Updates
Sample Performance Dashboards Overview
Business Development Manager Performance Dashboards Overview
BD Manager Sample – Opportunity Wins and Projections Performance Dashboard
BD Manager Sample – Pipeline Revenue Performance Dashboard
BD Manager Sample – Promotional Costs Performance Dashboard
Executive Performance Dashboards Overview
Executive Sample – Accounts Receivable and Promotional Costs Performance Dashboard
Executive Sample – Days Outstanding Metrics Performance Dashboard
Executive Sample – Opportunity Wins and Projections Performance Dashboard
Executive Sample – Pipeline Revenue Performance Dashboard
Executive Sample – Profit Drilldown Performance Dashboard
Executive Sample – Project Status Performance Dashboard
Executive Sample – Revenue Analysis Performance Dashboard
Executive Sample – Trends and Multipliers Performance Dashboard
Executive Sample – Utilization and Realization Performance Dashboard
Finance Performance Dashboards Overview
Finance Charts Sample – Balance Sheet Charts Performance Dashboard
Finance Charts Sample – Income Charts Performance Dashboard
Organization Manager Performance Dashboards Overview
Organization Manager Sample – AR Trending Performance Dashboard
Organization Manager Sample – Charts at Billing Performance Dashboard
Organization Manager Sample – Charts at Cost Performance Dashboard
Organization Manager Sample – Days Outstanding Metrics Performance Dashboard
Organization Manager Sample – Opportunity Wins and Projections Performance Dashboard
Organization Manager Sample – Pipeline Revenue Performance Dashboard
Organization Manager Sample – Profit Drilldown Performance Dashboard
Organization Manager Sample – Project Status Performance Dashboard
Organization Manager Sample – Variance Drilldown Performance Dashboard
Principal Performance Dashboards Overview
Principal Sample – AR Trending Performance Dashboard
Principal Sample – Charts at Billing Performance Dashboard
Principal Sample – Charts at Cost Performance Dashboard
Principal Sample – Days Outstanding Metrics Performance Dashboard
Principal Sample – Opportunity Wins and Projections Performance Dashboard
Principal Sample – Pipeline Revenue Performance Dashboard
Principal Profit Drilldown Performance Dashboard
Principal Sample – Project Status Performance Dashboard
Principal Sample – Variance Drilldown Performance Dashboard
Project Manager Performance Dashboards Overview
Project Manager Sample – Charts at Billing Performance Dashboard
Project Manager Sample – Charts at Cost Performance Dashboard
Project Manager Sample – Days Outstanding Metrics Performance Dashboard
Project Manager Sample – Profit Drilldown Performance Dashboard
Project Manager Sample – Project AR Performance Dashboard
Project Manager Sample – Project Status Performance Dashboard
Project Manager Sample – Variance Drilldown Performance Dashboard
Resource Manager Performance Dashboards Overview
Resource Manager Sample – Opportunity Wins and Projections Performance Dashboard
Resource Manager Sample – Pipeline Revenue Performance Dashboard
Resource Manager Sample – Utilization and Realization Performance Dashboard
Analysis Cubes Overview
Analysis Cubes Configuration
Analysis Cubes and Security
Refreshing Data Cubes
Custom Reports and Multiple Languages
Vision OLAP Data Cubes
Microsoft SQL Server Edition Dependencies
Valid Dimension and Measure Combinations on Reports
Project Data Cubes Valid Measures and Dimensions
General Ledger Data Cubes Valid Measures and Dimensions
Measures that Can Be Displayed in a Presentation Currency
Project Data Cube Measures That Can Be Displayed in a Presentation Currency
General Ledger Data Cube Measures That Can Be Displayed in a Presentation Currency
Project OLAP Data Cube
Project Data Cube Dimensions
Project Data Cube Measures
General Ledger Data Cube
General Ledger Data Cube Dimensions
General Ledger Data Cube Measures
General Ledger Cube Report Tips
Procedures
Reapply User-Defined Field Labels in Data Cubes
Custom Reports and Analysis Cubes
Measures and Dimensions in Reports
Dimension Records that You Can View on Reports
Sharing Vision Custom Reports with Others
Custom Reports and Multiple Languages
Empty or Unknown Items on a Report
Example of Sharing Vision Custom Reports
Tooltip Pop-Up Windows
PivotTable Field List Tips
Filtering an Excel Report
Excel Help Topics
How to Find Help Topics in Excel
Troubleshoot Custom Reports Created with Analysis Cubes
Procedures
Create a Vision Custom Report in Excel 2007
Connect to a Vision Data Cube for the First Time in Excel 2007
Add a Locale Identifier Code to the .ODC file
Reconnect to a Vision Data Cube in Excel 2007
Filter a Report with Values
Filter a Report with Dimensions
Apply a Filter to the Entire Report
Remove a Filter
Sort Data in an Excel Report
Move Fields in an Excel Report
Reorder Rows and Columns in an Excel Report
View Transaction Detail on a Report
View Vision Records from a Custom Report
Refresh Data in a Previously Saved Vision Custom Report
Procedures - Pivot Table Field List
Redisplay the Excel PivotTable Field List
Add the Excel PivotTable Field List to the Quick Access Toolbar
Hide the PivotTable Field List
Procedures - Formatting Custom Reports in Excel
Modify Number Formatting
Select Table Styles and Colors
Replace Blanks with Zeros
Rename a Field (Value or Dimension Cell)
Insert a Page Break After Each Item
Add a Blank Line Between Grouped Items
Expand or Collapse Report Detail
Add or Remove the Ability to Expand or Collapse Items
Specify Subtotal and Grand Total Options
Repeat Row Labels on Each Printed Page
Format Cells
Move the PivotTable
Add Conditional Formatting
Add a PivotChart
Excel PivotTable Field List
Custom Reports Created with SQL Server Reporting Services
Utilities Overview
Change Company Utility
How to...
Change Company
Fields and Options
Company Selection Dialog Box
Change Period Utility
How to...
Change Period
Fields and Options
Period Selection Dialog Box
Open New Period Utility
How to...
Open a New Period
Fields and Options
Open New Period Dialog Box
Period Setup Utility
How to...
Set Up Periods
Fields and Options
Period Setup Form
Display the Period Setup Form
Contents of the Period Setup Form
Learn More About...
Posting Log Review
Open New Benefit Year Utility
How to...
Open a New Benefit Year
Fields and Options
Open New Benefit Accrual Year Dialog Box
Open New W-2 Quarter Utility
How to...
Open a New W-2 Quarter
Fields and Options
Open New W-2 Quarter Dialog Box
1099 Initialization Utility
How to...
Initialize 1099 Data
Fields and Options
1099 Initialization Dialog Box
User Activity Utility
How to...
View User Activity
Disable User Logins
Enable User Logins
Send an Email Message to Users
Fields and Options
User Activity Form
Display the User Activity Form
Toolbar of the User Activity Form
Contents of the User Activity Form
Advanced Utilities Overview
Posted Transaction Files Utility
How to...
Access Posted Transaction Files
Fields and Options
Posted Transaction Files Form
Display the Posted Transaction Files Form
Toolbar of the Posted Transaction Files Form
Contents of the Posted Transaction Files Form
Undo Posting Utility
How to...
Undo a Completed Posting
Fields and Options
Undo Posting Form
Display the Undo Posting Form
Toolbar of the Undo Posting Form
Contents of the Undo Posting Form
Learn More About...
Undoing Postings and Intercompany Billing
Undoing an AP Voucher Posting that Has Asset Items
Locked Transaction Files Utility
How to...
Unlock Locked Transaction Files
Fields and Options
Locked Transaction Files Form
Display the Locked Transaction Files Form
Toolbar of the Locked Transaction Files Form
Contents of the Locked Transaction Files Form
Incomplete Postings Utility
How to...
Access Incomplete Postings
Fields and Options
Incomplete Postings Form
Display the Incomplete Postings Form
Toolbar of the Incomplete Postings Form
Contents of the Incomplete Postings Form
File Reconciliation Report Utility
How to...
Print the File Reconciliation Report
Tolerance Report Utility
How to...
Print the Tolerance Report
Learn More About...
Tolerance Report
Translation Analysis Utility
How to...
Print the Translation Analysis Report
Data Import Utility
How to...
Import Text Files
Import ODBC DSN Files
Fields and Options
Import Utility Form
Display the Import Utility Form
Main Tab of Import Utility Form
Text File Fields Mapping Tab of Import Utility
ODBC DSN Fields Mapping Tab of Import Utility
Import from a Text File Dialog Box
Import Utility Dialog Box
Please Specify the Batch Name to be Used for this Data Entry Import Dialog Box
Learn More About...
Data Import Security
Preparing Files for Import
Validating Data
Vision Table Names
Table Formats Overview
Info Center Tables
Clients Table Formats (CL)
Custom Grid for Clients Table Formats ClientCustomTabFields)
Clients Address Table Formats (CLAddress)
Clients File Links Table Formats (ClientFileLinks)
Employees Table Formats (EM)
Custom Grid for Employees Table Formats (EmployeeCustomTabFields)
Employees Education Table Formats (EMDegree)
Employees Licenses Table Formats (EMRegistration)
Employees Skills Table Formats (EMSkills)
Employees Direct Deposit Table Formats (EMDirectDeposit)
Employees Resumes Table Formats (EMResume)
Employees File Links Table Formats (EmployeeFileLinks)
Employees - Clients Table Formats (EMClientAssoc)
Employees - Contacts Table Formats (EMContactAssoc)
Opportunities Table Formats (Opportunity)
Custom Grid for Opportunities Table Formats (OpportunityCustomTabFields)
Opportunities Project Codes Table Formats (OpportunityProjectCodes)
Opportunities Proposals Table Formats (OpportunityProposals)
Opportunities File Links Table Formats (OpportunityFileLinks)
Opportunities - Clients Table Formats (OpportunityClientAssoc)
Opportunities - Contacts Table Formats (OpportunityContactAssoc)
Opportunities - Employees Table Formats (OpportunityEMAssoc)
Opportunities - Vendors Table Formats (OpportunityVEAssoc)
Contacts Table Formats (Contacts)
Custom Grid for Contacts Table Formats (ContactCustomTabFields)
Contacts File Links Table Formats (ContactsFileLinks)
Contacts More Info Table Formats (ContactMoreInfo)
Projects Table Formats (PR)
Custom Grid for Projects Table Formats (ProjectCustomTabFields)
Projects Codes Table Formats (PRProjectCodes)
Projects Descriptions Table Formats (PRDescriptions)
Projects Awards Table Formats (PRAwards)
Projects File Links Table Formats (PRFileLinks)
Projects - Clients Table Formats (PRClientAssoc)
Projects - Contacts Table Formats (PRContactAssoc)
Projects - Employees Table Formats (EMProjectAssoc)
Projects - Contracts Table Format
Projects - Contract Details Table Formats
Projects - Contract Credit Table Formats
Leads Table Formats (Leads)
Custom Grid for Leads Table Formats (LeadCustomTabFields)
Leads File Links Table Formats (LeadFileLinks)
Leads - Activities Table Formats (ActivityLeads)
Marketing Campaigns Table Formats (MktCampaign)
Custom Grid for Marketing Campaigns Table Formats (MktCampaignCustomTabFields)
Marketing Campaigns File Links Table Formats (MktCampaignFileLinks)
Marketing Campaigns - Leads Table Formats (MktCampaignLeads)
Marketing Campaigns - Opportunities Table Formats (MktCampaignOppAssoc)
Marketing Campaigns - Projects Table Formats (MktCampaignProjectAssoc)
Vendors Table Formats (VE)
Custom Grid for Vendors Table Formats (VendorCustomTabFields)
Vendors Address Table Formats (VEAddress)
Vendors File Links Table Formats (VEFileLinks)
Vendors - WBS1s Table Formats (VEProjectAssoc)
Units Table Format (UN)
Accounts Table Formats (CA)
Custom Grid for Chart of Accounts Table Formats (AccountCustomTabFields)
Non-Info Center Tables
Activities Table Formats (Activity)
Project Overhead Table Formats (ProjectOverhead)
Unbilled Revenue Table Formats (UnbilledRevenue)
Billing Terms Projects Table Formats (BillingTerm)
Billing Groups (Main Projects) Table Formats (BillingGroupsMain)
Billing Groups (Sub Projects) Table Formats (BillingGroupsSub)
Corporate Budgets Table Formats (CorporateBudgets)
Labor Budgets Table Formats (LaborBudgets)
Expense Budgets Table Formats (ExpenseBudgets)
Project Labor Table Formats (ProjectLabor)
Project Expenses Table Formats (ProjectExpense)
Project Invoices Table Formats (ProjectInvoice)
Project Receipts Table Formats (ProjectReceipt)
General Ledger Account Balances Table Formats (AccountBalance)
Accounts Payable Vouchers Table Formats (APVoucher)
Accounts Payable Voucher Line Items Table Formats (APVoucherLine)
Accounts Payable Payments Table Formats (APPayment)
Project Plan Table Formats (RPPlan)
Project Plan - Task Table Formats (RPTask)
Project Plan - Assignment Table Formats (RPAssignment)
Project Plan - Planned Labor Table Formats (RPPlannedLabor)
Project Plan - Baseline Labor Table Formats (RPBaselineLabor)
Project Plan - Expense Table Formats (RPExpense)
Project Plan - Planned Expense Table Formats (RPPlannedExpenses)
Project Plan - Baseline Expense Table Formats (RPBaselineExpenses)
Project Plan - Consultant Table Formats (RPConsultant)
Project Plan - Planned Consultant Table Formats (RPPlannedConsultant)
Project Plan - Baseline Consultant Table Formats (RPBaselineConsultant)
Timesheet Data Entry Table Formats (DETimesheet)
Journal Entry Data Entry Table Formats (DEJournalEntry)
Miscellaneous Data Entry Table Formats (DEMiscellaneous)
Unit Data Entry Table Formats (DEUnit)
Employee Expense Report Data Entry Table Formats (DEEmployeeExpense)
Prints and Reproductions Data Entry Table Formats (DEPrints)
AP Voucher Data Entry Table Formats (DEVoucher)
Invoice Data Entry Table Formats
Cash Receipts Data Entry Table Formats
AP Disbursement Data Entry Table Formats
Cash Disbursement Data Entry Table Formats
FAS Depreciation Entry Table Formats (DEDeprec)
Items Table Formats (Items)
Items Company Table Formats (CompanyItem)
Items Vendors Table Formats (VendorItem)
Purchase Order Master Information Table Formats (POMaster)
Purchase Order Line Item Information Table Formats (PODetail)
Purchase Order Item Detail Cost Distribution Table Formats (POCostDetail)
Purchase Order Default Project Distribution Table Formats (POWBS)
Project Company Access Table Formats (PRChargeCompanies)
Upload Adv Invoices
How to...
Upload Advantage Invoices
Project Closeout Utility
How to...
Close Out Projects
Learn More About...
Closing Out Projects with Tasks
AR Paid Update Utility
How to...
Update the Accounts Receivable Table (AR Paid Update)
VO Paid Update Utility
How to...
Update the Voucher Table (VO Paid Update)
EX Paid Update Utility
How to...
Update the EX Table (EX Paid Update)
Refresh PRSummary Table Utility
How to...
Refresh PRSummary Table
Refresh GLSummary Table Utility
How to...
Refresh GLSummary Table
Refresh Inventory Utility
How to...
Refresh Inventory
Batch Deletes Utility
How to...
Use Batch Deletes to Delete Records
Use Batch Deletes to Make Records Inactive
Fields and Options
Batch Deletes Form
Display the Batch Deletes Form
Contents of the Batch Deletes Form
Search and Replace Utility
How to...
Create a New Search and Replace Update Run
Use an Existing Search and Replace Update Run
Screens
Search and Replace Form (Utilities)
Display the Search and Replace Form
Toolbar of the Search and Replace Form
Contents of the Search and Replace Form
Change W2 Quarter/Year Utility
How to...
Change the W-2 Quarter or Year
Fields and Options
Change the W-2 Quarter Year Form
Display the Change W-2 Quarter/Year Form
Toolbar of the Change W-2 Quarter Year Form
Contents of the Change W-2 Quarter/Year Form
Multicompany Analysis Utility
How to...
Run the Multicompany Analysis
GovWin IQ Web Service Utility
How to...
Set Up GovWin IQ Integration
Run or Schedule the GovWin IQ Web Service Utility
Fields and Options
GovWin IQ Web Service Form
Display the GovWin IQ Web Service Form
Toolbar of the GovWin IQ Web Service Form
General Tab of the GovWin IQ Web Service Form
Configuration Tab of GovWin IQ Web Service
Create Client from Vendor Utility
How to...
Create a Client from a Vendor
Fields and Options
Create Client from Vendor Form
Display the Create Client from Vendor Form
Toolbar of the Create Client from Vendor Form
Main Tab of the Create Client from Vendor Form
Field Mapping Tab of the Create Client from Vendor Form
Enable Unicode Utility
How to...
Enable Unicode
Generate Configuration Package Utility
How to...
Schedule a Configuration Package
Configuration Audit Purge Utility
How to...
Purge Configuration Audit Data
Fields and Options
Configuration Audit Purge Form
Display the Configuration Audit Purge Form
Contents of the Configuration Audit Purge Form
Create Contracts from Fees Utility
How to...
Create Contracts from Fees
Talent Management Web Service Utility
How to...
Set Up the Talent Management Web Service
Run the Talent Management Web Service Transfer
Fields and Options
Talent Management Web Service Form
Display the Talent Management Web Service Form
Toolbar of the Talent Management Web Service Form
General Tab of the Talent Management Web Service Form
Configuration Tab of the Talent Management Web Service Form
TrafficLIVE Web Service Utility
How to...
Enable the TrafficLIVE Web Service and Specify the Connection Settings
Define Field Mapping Between Vision and TrafficLIVE
Run the TrafficLIVE Web Service
View the TrafficLIVE Web Service Call Log
Fields and Options
TrafficLIVE Web Service Form
Display the TrafficLIVE Web Service Form
Toolbar of the TrafficLIVE Web Service Form
General Tab of the TrafficLIVE Web Service Form
Configuration Tab of the TrafficLIVE Web Service Form
Mapping Tab of the TrafficLIVE Web Service Form
Learn More About...
Configuring Vision and TrafficLIVE Integration
Running the TrafficLIVE Web Service
Linking Timesheets
Linking Timesheets Between Vision and TrafficLIVE
Workflow for Creating and Linking Timesheets Between Vision and TrafficLIVE
Billing Labor Transfers for Timesheets that Are Linked Between Vision and TrafficLIVE
Expected Workflow for Creating and Linking Records Between Vision and TrafficLIVE
Organizations in Vision and Location and Department in TrafficLIVE
Linking Projects/Jobs
Linking Projects/Jobs Between Vision and TrafficLIVE
Workflow for Creating and Linking Projects/Jobs Between Vision and TrafficLIVE
Vision Project Default Values Used for Linked Projects/Jobs Between Vision and TrafficLIVE
Linking Employees
Linking Employees Between Vision and TrafficLIVE
Workflow for Creating and Linking Employees Between Vision and TrafficLIVE
PIM Web Service Utility
Key Conversions Overview
How to...
Schedule Key Conversions
Convert Account Keys
Convert Accrual Code Keys
Convert Bank Code Keys
Convert Client Keys
Convert Contact Keys
Convert Contribution Code Keys
Convert Discount Code Keys
Convert Employee Keys
Convert Generic Resource Keys
Convert Labor Code Keys
Convert Liability Code Keys
Convert Organization Keys
Convert Organization Subcode Keys
Convert Project Keys
Disable Phases or Tasks
Enable Phases and Tasks
Convert Phase Keys
Convert Task Keys
Convert Organization Codes for Projects, Phases, or Tasks
Convert Tax Code Keys
Convert Unit Keys
Convert Vendor Keys
Convert Withholding Code Keys
Fields and Options
Key Convert Accounts Form
Display the Key Convert Accounts Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Accounts Form
Key Convert Accrual Codes Form
Display the Key Convert Accrual Codes Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Accrual Codes Form
Key Convert Banks Form
Display the Key Convert Banks Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Banks Form
Key Convert Clients Form
Display the Key Convert Clients Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Clients Form
Key Convert Contacts Form
Display the Key Convert Contacts Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Contacts Form
Key Convert Contribution Codes Form
Display the Key Convert Contribution Codes Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Contribution Codes Form
Key Convert Discount Codes Form
Display the Key Convert Discount Codes Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Discount Codes Form
Key Convert Employees Form
Display the Key Convert Employees Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Employees Form
Key Convert Generic Resources Form
Display the Key Convert Generic Resources Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Generic Resources Form
Key Convert Labor Codes Form
Display the Key Convert Labor Codes Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Labor Codes Form
Key Convert Liability Codes Form
Display the Key Convert Liability Codes Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Liability Codes Form
Key Convert Organizations Form
Display the Key Convert Organizations Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Organizations Form
Key Convert Organization Subcodes Form
Display the Key Convert Organization Subcodes Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Organization Subcodes Form
Key Convert Projects Form
Display the Key Convert Projects Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Projects Form
Enable Phases/Tasks Form
Display the Enable Phases or Tasks Form
Toolbar of the Key Convert Forms
Contents of the Enable Phases or Tasks Form
Disable Phases/Tasks Form
Display the Disable Phases and Tasks Form
Toolbar of the Key Convert Forms
Contents of the Disable Phases and Tasks Form
Key Convert Phases Form
Display the Key Convert Phases Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Phases Form
Key Convert Tasks Form
Display the Key Convert Tasks Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Tasks Form
Key Convert Projects' Organization Form
Display the Key Convert Projects' Organization Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Projects' Organization Form
Key Convert Tax Codes Form
Display the Key Convert Tax Codes Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Tax Codes Form
Key Convert Units Form
Display the Key Convert Units Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Units Form
Key Convert Vendors Form
Display the Key Convert Vendors Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Vendors Form
Key Convert Withholding Codes Form
Display the Key Convert Withholding Codes Form
Toolbar of the Key Convert Forms
Contents of the Key Convert Withholding Codes Form
Learn More About...
Combining Projects, Phases, and/or Tasks Without Mapped Plans
Combining Projects, Phases, or Tasks that have Mapped Plans
Moving Phases or Tasks
Renumbering Projects Phases or Tasks
Key Formats Overview
Procedures
Schedule Key Format Conversions
Convert Account Number Formats
Convert Client Number Formats
Convert Employee Number Formats
Convert Labor Code Formats
Create Organization Levels and Specify Label Formats
Convert Project Number Formats
Convert Phase Number Formats
Convert Task Number Formats
Convert Reference Number Formats
Convert Unit Number Formats
Convert Vendor Number Formats
Screens
Key Convert Account Format Form
Display the Key Convert Account Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Account Format Form
Key Convert Client Format Form
Display the Key Convert Clients Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Clients Format Form
Key Convert Employee Format Form
Display the Key Convert Employee Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Employee Format Form
Key Convert Labor Code Format Form
Display the Key Convert Labor Code Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Labor Code Format Form
Key Convert Organization Format Form
Display the Key Convert Organization Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Organization Format Form
Key Convert Project Format Form
Display the Key Convert Project Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Project Format Form
Key Convert Phase Format Form
Display the Key Convert Phase Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Phase Format Form
Key Convert Task Format Form
Display the Key Convert Task Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Task Format Form
Key Convert Reference Number Format Form
Display the Key Convert Reference Number Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Reference Number Format Form
Key Convert Unit Format Form
Display the Key Convert Unit Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Unit Format Form
Key Convert Vendor Format Form
Display the Key Convert Vendors Format Form
Toolbar of the Key Convert Format Forms
Contents of the Key Convert Vendors Format Form
Process Server Utilities Overview
Process Queue Manager Utility
How to...
Use the Process Queue Manager
Fields and Options
Process Queue Form
Display the Process Queue Manager Form
Process Queue Manager Tasks (Toolbar Options)
Contents of the Process Queue Manager Form
Profile Editor Utility
How to...
Create Profiles
Submit a Profile to a Process Queue
Delete Profiles
Fields and Options
Profile Editor Form
Display the Profile Editor Form
Toolbar of the Profile Editor Form
Contents of the Profile Editor Form
Process Server Management Utility
How to...
Start or Stop Application Servers
Display the Server Event Log
Fields and Options
Event Log Form
Display the Event Log Form
Contents of the Event Log Form
History Loading Utilities Overview
How to...
Enter Labor and Expense History
Enter Invoice and Receipt History
Enter Accounts Payable History
Enter Benefit Accrual History
Enter Account Balances History
Enter Payroll History
Enter Asset Management History
Fields and Options
Project Labor and Expense History Form
Display the Project Labor and Expense History Form
Contents of the Project Labor and Expense History Form
Project Invoice and Receipt History Form
Display the Project Invoice and Receipt History Form
Contents of the Project Invoice and Receipt History Form
AP Voucher History Form
Display the AP Voucher History Form
Contents of the AP Voucher History Form
Employee Benefit Accrual History Form
Display the Employee Benefit Accrual History Form
Contents of the Employee Benefit Accrual History Form
Account Balances History Form
Display the Account Balances History Form
Contents of the Account Balances History Form
Employee Payroll History Form
Display the Employee Payroll History Form
Contents of the Employee Payroll History Form
Asset History Loading Form
Display the Asset History Loading Form
Contents of the Asset History Loading Form
Learn More About...
Considerations for History Loading
Labor and Expense History Loading Utility
Invoice and Receipt History Loading Utility
Accounts Payable History Loading Utility
Benefit Accrual History Loading Utility
Account Balances History Loading Utility
Payroll History Loading Utility
Asset Management History Loading Utility
Files Administration Utility
How to...
View Documents Uploaded with the Files Administration Utility
Fields and Options
Files Administration Form
Display the Files Administration Form
Contents of the Files Administration Form
Learn More About...
Transaction Document Management and Supporting Documents
Attachments
Adobe InDesign and Proposals
Data Synchronization
Backup Database Overview
How to...
Back Up the Vision Database
Report Administration Utility
How to...
Download Custom Reports
Synchronize Custom Reports from the Reports Server to the Database
Upload Custom Reports from the Vision Application Server
Upload Custom Reports from a Workstation into Vision
Display Available Printers
Display Current Reporting Activity
Display Log of Report Data
Clean Up Orphaned Report, Cached Invoice Template, and Old Log Files
Delete Archived Reports
Delete a Cached Invoice Template File
Upgrade Custom Reports Saved on a Local Machine to the Latest RDL Schema
Upgrade Custom Reports Saved in Your Vision Database to the Latest RDL Schema
Fields and Options
Report Administration Form
Display the Report Administration Form
Load Reports Tab of Report Administration
Report Printers Tab of Report Administration
Current Activity Tab of Report Administration
Report Logging Tab of Report Administration
Database Cleanup Tab of Report Administration
Custom Reports Tab of Report Administration
Learn More About...
Loading Custom Reports into Vision
Vision Application Server Location for Custom Reports
Custom Reports for User-Defined Info Centers
Download Merge Code Macro Utility
How to...
Download the Merge Macro for Proposals
Download Integration Utility
How to...
Download Microsoft Office and Desktop Integration
Download Connect for Microsoft Outlook Utility
How to...
Download Connect for Microsoft Outlook
Weblink Utility Overview
How to...
Modify the Web.config File to Add the Vision Database Sort Order
Manage Login Alerts
Set or Reset Your Weblink Password
Fields and Options
Weblink Utility Form
Display the Weblink Utility Form
General Tab of Weblink Utility
Report Server Tab of Weblink Utility
Login Alerts tab of Weblink Utility
System Settings Tab of Weblink Utility
Document Management Tab of Weblink Utility
Database List View Tab of Weblink Utility
Learn More About...
Multiple Languages and the Weblink Utility
Deltek Vision Microsoft Office® Integration
Configure Microsoft Office Integration
Microsoft Outlook Integration Overview
Procedures
Use Vision Addresses with Outlook
Validate Contacts
View the Contact Summary
Send an Email Message in Outlook and Create an Activity in Vision
Receive an Email Message in Outlook and Create an Activity in Vision
Save Email Attachments
Desktop Integration Overview
Procedures
Create an Activity from Your Desktop
Create a Client from Your Desktop
Create a Contact from Your Desktop
Create a Lead from Your Desktop
Launch Deltek Vision from Your Desktop
Search Deltek Vision from Your Desktop
Display About... Information for Microsoft Office Integration
Screens
Contact Summary Dialog Box
Deltek Vision - Activity Dialog Box
Deltek Vision - Create Client Dialog Box
Deltek Vision - Create New Contact Dialog Box
Deltek Vision - Create Lead Dialog Box
Microsoft Word Integration Overview
Search the Vision Text Library
Microsoft PowerPoint Integration Overview
Example: Microsoft PowerPoint Integration
Examples: Inserting Fields into a Presentation Template
Procedures
Create a Template and Insert Data
Build the Presentation
Screens
Create Template Dialog Box
Deltek Vision Merge Codes Dialog
Merge Presentation Dialog Box
Configuration Overview
Configuration and Multiple Companies
Configuration and Multiple Currencies
Customizing Overview
Screen Designer Overview
How to...
Customize Tabs with the Screen Designer
Customize Fields with the Screen Designer
Customize Group Boxes with the Screen Designer
Customize Grids with the Screen Designer
Add a Workflow Button with the Screen Designer
Add a Tool Tip with the Screen Designer
Add Online Help with the Screen Designer
Learn More About...
Screen Designer Icons
Tab Sequencing in the Screen Designer
Screen Designer and Multiple Languages
Workflows and the Screen Designer
Expense Report Approvals and Workflows Added with Screen Designer
Security and the Screen Designer
Navigation Menu Designer Overview
How to...
Customize the Navigation Menu
Fields and Options
Navigation Menu Designer Dialog Box
Learn More About...
Navigation Menu Designer Terminology
General Configuration Overview
General System Settings Overview
How to...
Set Up Lookup, Dashboard, and Info Center Grid Options
Set Up Email Preferences
Set Up Server Options
Set Up Field Labels
View Current Numbering Formats
Set Up Auto Numbering
Enable Document Management
Set Up Audit Trail Reporting
Set Up Workflow Log
Set Up Authentication for Internet Access
Set Up Alert Polling Interval
Allow Calendar Sharing
Set Up Default Fonts for the Text Editor
Set Up Default Location for MODI Attachments
Set Up the XE.Com Exchange Rates Service
Set Up Licensing Information for Currency Exchange Rate Service
Convert SharePoint Document Links to URL File Links
Fields and Options
General System Settings Form
Display the General System Settings Form
Lookups Tab of General System Settings Form
Email Tab of General System Settings Form
Servers Tab of General System Settings Form
Labels Tab of General System Settings Form
Numbering Tab of General System Settings Form
XE.Com Rates Tab of General System Settings Form
Document Management Tab of General System Settings Form
Audit Trail Tab of General System Settings Form
Azure Active Directory Tab of General System Settings Form
Miscellaneous Tab of General System Settings Form
Custom Method Configuration for Auto Numbering Dialog Box
Expression Configuration for Auto Numbering Dialog Box
Stored Procedure Configuration for Auto Numbering Dialog Box
Web Service Configuration for Auto Numbering Dialog Box
Learn More About...
Lookup, Dashboard, and Info Center Grid View Options
Audit Trail Reporting
Process Server Options
Auto Numbering Overview
Auto Numbering Example
Map Values Example for Expression Configuration
Document Management
General Company Settings Overview
How to...
Set Up General Company Settings
Fields and Options
General Company Settings Form
Display the General Company Settings Form
General Tab of General Company Settings Form
Formatting Tab of General Company Settings Form
Currency Tab of General Company Settings Form
User-Defined Components Overview
Procedures
Add a New Info Center
Modify Info Center Properties
Add or Modify Tabs
Add or Modify Fields in Standard and User-Defined Components
Add or Modify Grids in Standard and User-Defined Components
Map User Defined Fields and Grids
Select User-Defined Fields for Analysis Cubes
Find a User Defined Field Label
Delete a User-Defined Info Center
Delete a User-Defined Tab
Delete a User-Defined Field
Delete a User-Defined Grid
Fields and Options
User-Defined Components Form
Display the User-Defined Components Form
Toolbar of User-Defined Components Form
Tabs Tab of User-Defined Components Form
Custom Fields Tab of User-Defined Components Form
Custom Grids Tab of User-Defined Components Form
Mappings Tab of User-Defined Components Form
Find User Defined Field Label Dialog Box
Info Center Properties Dialog Box
Reorder User Defined Tab Fields Dialog Box
Learn More About...
User-Defined Components: New Info Centers
User-Defined Components: Tabs
User-Defined Components: Fields
User-Defined Components: Grids
Guidelines for Mapping Fields
Guidelines for User-Defined Fields and Analysis Cubes
Lookup and Report Labels Overview
How to...
Create Custom Lookup and Report Labels
Fields and Options
Lookup Report Labels Form
Calculated Fields Overview
How to...
Create System-Wide Calculated Fields
Create Local Calculated Fields
Fields and Options
Calculated Fields Form
Learn More About...
Calculated Field Scenarios
Custom Report Options Overview
How to...
Add Options to a Custom Report
Modify the Order of Options
Specify Values for a Custom Lookup Option
Fields and Options
Custom Report Options Form
Lookup Lists Dialog Box
Code Tables Setup Overview
How to...
Set Up Code Tables
Delete Code Tables
Learn More About...
Code Table Descriptions
International Address Formats
Project Templates Setup Overview
How to...
Create a Project Template
Modify Project Templates
Delete Project Templates
Project Defaults Overview
How to...
Create Project Defaults
Opportunity Settings Overview
How to...
Create Estimated Revenue Allocation Templates
Set Up Fee Estimates
Set Up Service Estimates
Fields and Options
Opportunity Settings Form
Display the Opportunity Settings Form
Service Estimate Tab of Opportunity Settings Form
Estimated Revenue Tab of Opportunity Settings Form
Fee Estimate Tab of Opportunity Settings
BVS Sales Process Tab of Opportunity Settings Form
Estimated Revenue Allocation Templates Dialog Box
Fee Estimate Groups Overview
How to...
Add a Cost Group for Fee Estimates
Delete a Cost Group
Add a Functional Group for Fee Estimates
Delete a Functional Group
Fields and Options
Fee Estimate Groups Form
Display the Fee Estimate Groups Form
Toolbar of Fee Estimate Groups
Cost Groups Tab of Fee Estimate Groups
Functional Groups Tab of Fee Estimate Groups
Fee Estimate Service Profiles Overview
How to...
Add a New Service Profile
Add a Fee Band to a Service Profile
Delete a Fee Band from a Service Profile
Add a Phase to a Service Profile
Delete a Phase from a Service Profile
Add a Cost Group to a Service Profile
Delete a Cost Group from a Service Profile
Add a Functional Group to a Service Profile
Delete a Functional Group from a Service Profile
Add a Company to a Service Profile
Delete a Company from a Service Profile
Fields and Options
Fee Estimate Service Profiles Form
Display the Fee Estimate Service Profiles Form
Toolbar of Fee Estimate Service Profiles
General Tab of Fee Estimate Service Profiles
Service Phases Tab of Fee Estimate Service Profiles
Cost Groups Tab of Fee Estimate Service Profiles
Functional Groups Tab of Fee Estimate Service Profiles
Company Access Tab of Fee Estimate Service Profiles
Merge Templates Overview
Merge Templates Created With Adobe InDesign
How to...
Create the Adobe InDesign Registry Entry
Assign Merge Templates to a Security Role
Create a Vision Merge Template with Adobe InDesign
Insert Merge Codes for a Graphic in an Adobe InDesign Merge Template
Insert Merge Codes for Project Descriptions in an Adobe InDesign Merge Template
Insert Merge Codes for Multiple Records in an Adobe InDesign Merge Template
Insert Merge Codes for Resume Text in an Adobe InDesign Merge Template
Insert Vision Data into a Table in an Adobe InDesign Merge Template
Insert Merge Codes for Vision Grids in an Adobe InDesign Merge Template
Prevent Blank Rows from Displaying between the Rows of Data for Each Grid Record in a Merged Document
Prevent Merged Document Content from Exceeding the Space
Insert Merge Codes for Vision Associated Grid Fields and Only Certain Records in the Grid
Select Specific Rows from a User-Defined Grid to be Included in an Adobe InDesign Merge Template
Update an Adobe InDesign Merge Template in Vision
Copy Merge Templates
Import an Adobe InDesign Merge Template into Vision
Delete Merge Templates
Learn More About...
Prerequisites for Creating Vision Merge Templates with Adobe InDesign
Vision Has Not Been Configured for Adobe InDesign Merge Templates
Adobe InDesign Sample Merge Templates
Vision Memo Field Formatting in Adobe InDesign Merge Templates
Security for Adobe InDesign Merge Templates and Merged Documents
Memo Fields
Associated and Non-Associated Grids
Cost and Fee Proposals
Merge Templates Created with Microsoft Word
How to...
Assign Merge Templates to a Security Role
Create a Vision Merge Template with Microsoft Word
Select an Info Center and Merge Codes in a Microsoft Word Merge Template
Add a Microsoft Word Merge Template to Vision
Update a Microsoft Word Merge Template in Vision
Export Merge Templates
Copy Merge Templates
Delete Merge Templates
Learn More About...
Security for Microsoft Word Merge Templates and Merged Documents
Fields and Options for all Merge Templates
Merge Templates Form
Display the Merge Templates Form
Toolbar of the Merge Templates Form
Contents of the Merge Templates Form
Merge Code Dialog Box
Add Merge Template Dialog Box
Client Address Dialog Box
Vendor Address Dialog Box
Update Merge Template Dialog Box
Holiday Calendar Setup Overview
How to...
Set Up Holiday Calendar
Fields and Options
Holiday Configuration Form
Currency Configuration Overview
How to...
Configure Currency
Fields and Options
Currency Configuration Form
Currency Configuration for Multicurrency Overview
How to...
Enable Multicurrency
Configure Currency for Multicurrency
Fields and Options
Currency Configuration Form for Multicurrency
Enable Multicurrency Dialog Box
Exchange Rate Tables Overview
Daily Exchange Rates
How to...
Configure Daily Exchange Rates
Fields and Options
Daily Exchange Rates Form
XE.com Currency Exchange Rate Service
How to...
Set Up Licensing Information for the XE.com Currency Exchange Rate Service
Learn More About...
After You Set Up the XE.com Currency Exchange Rate Service
Period Exchange Rates
How to...
Configure Period Exchange Rates
Fields and Options
Period Exchange Rates Form
Alerts Configuration Overview
How to...
Set Up Alert Polling Interval
Set Up Alerts for AR Aging
Set Up Alerts for Opportunity Stage Change
Set Up Alerts for Expense Report Approval
Set Up Alerts for Expense Report Line Item Charge
Set Up Alerts for Expense Report Line Item Rejected
Set Up Alerts for New Credit Card Transactions Available
Set Up Alerts for Past Due Credit Card Transactions
Set Up Alerts for Requisitions Buyer
Set Up Alerts for Requisitions Rejected
Set Up Alerts for Price Quote Buyer
Set Up Alerts for Price Quote Rejected
Set Up Alerts for Orders Buyer
Set Up Alerts for Orders Rejected
Set Up Alerts for Final PO
Set Up Alerts for Receiving
Set Up Alerts for Baseline Change
Set Up Alerts for Budget Milestone
Set Up Alerts for EAC Exceeds Baseline
Set Up Alerts for Plan Creation Modification or Deletion
Set Up Alerts for Project Created from Plan
Set Up Alerts for Resource Assignment
Set Up Alerts for Resource Utilization
Set Up Alerts for WBS Level Added or Deleted from Plan
Set Up Alerts for Labor Billing Transfer Audit
Set Up Alerts for Timesheet Approval
Set Up Alerts for Timesheet Due
Set Up Alerts for Timesheet Line Item Charge
Set Up Alerts for Timesheet Line Item Rejected
Set Up Alerts for New Credit Card Transactions Available
Set Up Alerts for Past Due Credit Card Transactions
Set Up Alerts for Transaction Entry File Approved
Set Up Alerts for Transaction Entry File Submitted
Set Up Alerts for Transaction Entry Form Rejected
Alerts Configuration Form Overview
AR Aging Alert Configuration Dialog Box
Baseline Change Alert Configuration Dialog Box
Budget Milestone Alert Configuration Dialog Box
EAC Exceeds Baseline Alert Configuration Dialog Box
Credit Card Charge Alert Dialog Box
Credit Card Past Due Alert Dialog Box
Final PO Alert Configuration Dialog Box
Labor Billing Transfer Alert Configuration Dialog Box
Opportunity Stage Change Alert Configuration Dialog Box
Plan Creation Modification or Deletion Alert Configuration Dialog Box
PO Receiving Alert Configuration Dialog Box
Project Created from Plan Alert Configuration Dialog Box
Purchase Orders Buyer Alert Configuration Dialog Box
Purchase Orders Rejected Alert Configuration Dialog Box
Purchasing Price Quote Buyer Alert Configuration Dialog Box
Purchasing Price Quote Rejected Alert Configuration Dialog Box
Requisitions Buyer Alert Configuration Dialog Box
Purchasing Requisitions Rejected Alert Configuration Dialog Box
Resource Assignment Alert Configuration Form
Resource Utilization Alert Configuration Form
Timesheet Approval Alert Configuration Form
Timesheet Line Item Charge Alert Configuration Form
Timesheet Due Alert Configuration Form
Timesheet Line Item Rejected Alert Configuration Form
Transaction Entry File Approved Alert Configuration Form
Transaction Entry File Submitted Alert Configuration Form
Transaction Entry Form Rejected Alert Configuration Form
WBS Level Added or Deleted from Plan Alert Configuration Form
Document Management Configuration Overview
How to...
Enable Document Management
Add a New Site
Add a Document Library
Add a New Folder
Delete a Site
Delete a Document Library
Delete a Folder
View a Site via SharePoint
View a Document Library via SharePoint
View a Folder via SharePoint
Fields and Options
Document Management Configuration Form
Add Folder Dialog Box
Client Hierarchy Overview
How to...
Create Client Hierarchy Levels
Fields and Options
Client Hierarchy Form
Analysis Cubes Configuration Overview
How to...
Select or Clear Fields for Analysis Cubes
Select or Clear Multiple Fields for Analysis Cubes
Select User-Defined Fields for Analysis Cubes
Create a Calculated Measure for Analysis Cubes
Apply Analysis Cubes Configuration Settings to the Data Cubes
Create a Key Performance Indicator
Search for Measures on the Measure Lookup Dialog Box
Specify Currency Exchange Information for Analysis Cubes
Fields and Options
Analysis Cubes Configuration Form
Display the Analysis Cubes Configuration Form
Measures Tab of Analysis Cubes Configuration Form
Dimensions Tab of Analysis Cubes Configuration Form
Key Performance Indicators Tab of Analysis Cubes Configuration Form
Calculated Measures Tab of Analysis Cubes Configuration Form
Currency Exchange Tab of Analysis Cubes Configuration Form
Measure Lookup Dialog Box
Add Modify Calculated Measure Dialog Box
Learn More About...
Determining Which Fields Populate Analysis Cubes
Guidelines for User-Defined Fields and Analysis Cubes
Key Performance Indicators
How Key Performance Indicators Work
Key Performance Indicator Example
Deltek-Provided Key Performance Indicators
Calculated Measures
How Calculated Measures Work
Currency Exchange for Analysis Cubes
Performance Management Configuration Overview
How to...
Download a VPM Workbook
Upload a VPM Workbook
Reload VPM Workbooks
Apply KPIs to Workbooks
Delete a VPM workbook
Fields and Options
Performance Management Configuration Form
Display the Performance Management Configuration Form
Configuration Tab of Performance Management Configuration
Apply KPIs Tab of Performance Management
Workbooks Tab of Performance Management
Connect for Microsoft Outlook Configuration Overview
How to...
Select Vision Fields that Determine Duplicate Records
Learn More About...
Connect for Microsoft Outlook License Expiration
Workflow Configuration Overview
User Initiated Workflow Overview
How to...
Create User Initiated Workflows
Print the Workflow Report
Edit an Approval Workflow That Has Advanced Actions Added to It
Fields and Options
User Initiated Workflow Form
Conditions Dialog Box (User Initiated Workflows)
Create Assignment Dialog Box
Learn More About...
User Initiated Workflow Examples
Scheduled Workflow Overview
How to...
Create Scheduled Workflows
Print the Workflow Report
Edit an Approval Workflow That Has Advanced Actions Added to It
Fields and Options
Scheduled Workflow Form
Scheduled Workflow SQL Expression Builder Dialog Box
Conditions Dialog Box (Scheduled Workflows)
Learn More About...
Scheduled Workflow Examples
Expense Report Approvals and Workflows Added with Screen Designer
Approval Workflows Configuration Overview
Checklist: Configure and Enable Approvals for Absence Requests
Checklist: Configure and Enable Approvals for Accounts Payable Invoices
Checklist: Configure and Enable Approvals for the Purchasing and Inventory Applications
Checklist: Configure and Enable Approvals for the General Ledger Budgets
Checklist: Configure and Enable Approvals for Employee Expenses
How to...
Create an Approval Workflow for an Application
Copy an Existing Approval Workflow to Create a New Approval Workflow
Create a Backup Copy of an Approval Workflow
Edit an Approval Workflow
Edit an Approval Workflow That Has Advanced Actions Added to It
Make an Approval Workflow Inactive
Delete an Approval Workflow
Assign Another Person to Perform Approvals in Your Absence
Configure an AP Invoice Approval Workflow to Create AP Vouchers When AP Invoices Are Final Approved
Fields and Options
Approvals Configuration Form
Display the Approvals Configuration Form
Toolbar of the Approvals Configuration Form
General Tab of Approvals Configuration Form
Workflow Tab of Approvals Configuration Form
Assigned To Dialog Box
Add Notification Alert Dialog Box
Add Reminder Alert Dialog Box
Notify Assignee's Supervisor Dialog Box
Validate Error Conditions Dialog Box
Add Approved Alert Dialog Box
Add Review Alert Dialog Box
Add Rejected Alert Dialog Box
Add Past Due Alert Dialog Box
Add Requester Alert Dialog Box
Add Submitter Alert Dialog Box
Add Completion Alert Dialog Box
Add Create Voucher Action Dialog Box
Conditions Dialog Box
Field Selection Dialog Box
Email Configuration Dialog Box
Dashboard Alert Configuration Dialog Box
Edit Workflow Dialog Box
Errors Encountered Dialog Box
GL Budget Group Notification Dialog Box
Learn More About...
Approval Workflows Overview
Steps that Make Up Approval Workflows
Conditions for Approval Workflow Steps
Examples of Conditions for Approval Workflow Steps
Example of an Assignment Hierarchy for AP Invoice Approvers
Alerts for Approval Workflows
Editing Approval Workflows
Error Messages for Approval Workflows
Approval Workflow Failures
Expense Report Approvals and Workflows Added with Screen Designer
Generating AP Vouchers When AP Invoices are Final Approved
Web Services Workflow Overview
How to...
Create Web Services Workflows
Fields and Options
Web Services Workflow Form
Learn More About...
Web Services Workflows and Auto Numbering
Workflow Actions Overview
How to...
Create a Custom DLL
Fields and Options
Create Activities Dialog Box (Workflows)
Display the Create Activities Dialog Box (Workflows)
Detail Tab of the Create Activities Dialog Box (Workflows)
Attendees Tab of the Create Activities Dialog Box (Workflows)
Contacts Tab of the Create Activities Dialog Box (Workflows)
Campaign/Leads Tab of the Create Activities Dialog Box (Workflows)
Recurrence Tab of the Create Activities Dialog Box (Workflows)
Email Configuration Dialog Box
Dashboard Configuration Dialog Box
Column (Field) Change Configuration Dialog Box
Stored Procedure Configuration Dialog Box
Function Configuration Dialog Box
Invoke Custom Method Configuration Dialog Box
Web Service Configuration Dialog Box
Learn More About...
Validate Error Action for Workflows
Validate Warning Action for Workflows
Email Alert Action for Workflows
Dashboard Alert Action for Workflows
Column (Field) Change Action for Workflows
Create Activity Action for Workflows
Stored Procedure Action for Workflows
Function Action for Workflows
Invoke Custom Method Action for Workflows
Invoke Web Service Action for Workflows
Security Configuration Overview
Checklist: Setting Up Security
Logins and Passwords Overview
How to...
Open Security and Log on to Vision
Log on to Vision Using Windows Integrated Security
Change Your Password
Learn More About...
Automatically Disabled Logins
Roles Overview
How to Assign Users to Roles
Create a New Role
Select an Existing Role
Copy a Role to Create a New Role
Modify a Role
Delete a Role
Assign Users to Roles
Assign Multiple Users to a Role
Remove a User from a Role
How to Set Up Access Rights
Set Up Access to Application Tabs
Set Up Access to Companies
Set Up Access to Effective Dates
Set Up Access to Favorite Reports
Set Up Access to Lookups
Set Up Access to Merge Templates
Set Up Access to Printers
Set Up Access to Reports
Set Up Access to Report Columns and Groups
Set Up Access to Saved Report Options
Set Up Access to Saved Searches
Set Up Access to System Dashparts
Set Up Access to Web Dashparts
Fields and Options
Roles Form
Display the Roles Form
Customize the Grid View for the Roles Form
Toolbar of Roles Form
General Tab of Roles
Access Rights Tab of Roles
Accounting Tab of Roles
Document Management Tab of Roles
iAccess Tab of Roles
Planning Tab of Roles
Record Access Tab of Roles
Assign Library Rights Dialog Box
Browse Rights Dialog Box
Reporting Options Dialog Box
Standard Controls on the Options Dialog Box
General Tab of the Options Dialog Box
Activity Tab of the Options Dialog Box
Sorting Grouping Tab of the Options Dialog Box
Columns Tab of the Options Dialog Box
Graph Tab of the Options Dialog Box
Layout Tab of the Options Dialog Box
Archived Reports Tab
Learn More About...
Record Level Security
Examples of Security Roles
Example of How to Set Up Vision Security
Performance Canvases and Role Security
Security and Employee Multicompany
Security and Vision Transactions
Security Views (List or Detail)
Reports
Print the Role Summary Report
Role Summary Report
Users Overview
How to...
Create a New User
Create a New User from an Employee Record
Create Multiple New Users from Employee Records
Copy a User
Delete a User Record
Modify User Information
Enable All Users to Use Vision
Enable a Single User to Use Vision
Disable All Users from Using Vision
Disable a Single User from Using Vision
Fields and Options
Users Form
Display the Users Form
Customize the Security Grid View
Toolbar of Users Form
General Tab of Users Form
Generate Users Tab of Users Form
Learn More About...
Security Views (List or Detail)
Reports
Print User Information
User Accounts Report
Password Policies Overview
Fields and Options
Password Policies Form
Windows Integrated Security Overview
How to...
Configure Windows Integrated Security
Organization Setup Overview
Checklist: Deciding How to Set Up Organization Reporting
Multicompany Setup Overview
Enabling the Multicompany Feature
How to...
Enable the Multicompany Feature and Create the Initial Company
Grant Security Access to the Initial Company
Create Intercompany Accounts
Fields and Options
Organization General Setup Form
Enable Multicompany Dialog Box
Assign <Role Name> Dialog Box
Setting Up Organization Codes for New Companies
Checklist: Establishing Company-Specific Configuration Settings
How to...
Add a Company
Copy a Company Record
Grant Security Access to Companies
Restrict Access to Projects Based on Company
Grant Access to Accounts Based on Company
Grant Access to Intercompany Accounts Based on Company
Select the Default Company and Intercompany Accounts
Select an Organization for Intercompany Postings
Modify Organization Names
Fields and Options
Organization General Setup Form
Add Company Dialog Box
Display the Add Company Dialog Box
General Tab of Add Company Dialog Box
Formatting Tab of Add Company Dialog Box
Currency Tab of Add Company Dialog Box
Copy Company Dialog Box
Display the Copy Company Dialog Box
General Tab of Copy Company Dialog Box
Formatting Tab of Copy Company Dialog Box
Currency Tab of Copy Company Dialog Box
Copy Information Tab of Copy Company Dialog Box
Assign <Role Name> Dialog Box
Organization Subcodes Overview
How to...
Add a New Subcode
Copy a Subcode
Delete a Subcode
Add a New Organization Code
Copy an Organization Code
Delete an Organization Code
Fields and Options
Organization Codes Form
Display the Organization Codes Form
Subcodes Tab of Organization Codes Form
Organizations Tab of Organization Codes Form
Individual Organization Setup Overview
How to...
Copy an Individual Organization Record
Delete an Individual Organization Record from the Database
Print Individual Organization Records
Fields and Options
Individual Organization Setup Form
Display the Individual Organization Setup Form
Toolbar of Individual Organization Setup
General Tab of Individual Organization Setup
Units and Payroll Tab of Individual Organization Setup
Overhead Tab of Individual Organization Setup
Cross Charge Tab of Individual Organization Setup
Gains and Losses Tab of Individual Organization Setup
Intercompany Billing Tab of Individual Organization Setup
Learn More About...
Wildcards in the Overhead Distribution Target Field
Firm Setup - Proposals Overview
How to...
Add a New Firm Setup - Proposals Record
Delete a Firm Setup - Proposal Record
Print Reports on Firm Setup - Proposal Records
Fields and Options
Firm Setup - Proposals Form
Display the Firm Setup - Proposals Form
Toolbar of Firm Setup - Proposals
General Tab of Firm Setup - Proposals
Additional Info Tab of Firm Setup - Proposals
Associated Organizations Tab of Firm Setup - Proposals
SF330 Tab of Firm Setup - Proposals
Learn More About...
Where Firm Setup - Proposal Information is Used in an SF330 Proposal
Consolidated Reporting Setup Overview
How to...
Set Up a Consolidation Group
Copy a Consolidation Group
Fields and Options
Consolidated Reporting Setup Form
Display the Consolidated Reporting Setup Form
Toolbar of Consolidated Reporting Setup
General Tab of Consolidated Reporting Setup
Eliminations Tab of Consolidated Reporting Setup
Translations Tab of Consolidated Reporting Setup
Learn More About...
Elimination Accounts Overview
Proposals Configuration Overview
Checklist: Setting Up SF254, SF255, and Custom Proposals
How to...
Modify a Custom Proposals Merge Template
Add a Modified Custom Proposals Merge Template
Billing Setup Overview
Checklist: Setting Up Billing
Company-wide Billing Settings
Where Default Billing Terms are Used
General Billing Setup Overview
Fields and Options
Billing Setup Form
Display the Billing Setup Form
Toolbar of Billing Setup
General Tab of Billing Setup
Accounts Tab of Billing Setup
Fees Tab of Billing Setup
Miscellaneous Tab of Billing Setup
Learn More About...
Fee Billed Revenue Posting Options
Allocating Fee Revenue Based on Transaction Detail
Setting Up Allocation of Fee Revenue Based on Transaction Detail
Allocating Fee Revenue by Billing Category
Setting Up Allocation of Fee Revenue by Billing Category
Pre-Invoices Overview
Default Billing Terms Setup Overview
How to...
Set Up Default Billing Terms
Fields and Options
Default Billing Terms Form
Display the Default Billing Terms Form
Toolbar of the Default Billing Terms Form
General Tab of Default Billing Terms
Labor Tab of Default Billing Terms
Exp/Con/Unit Tab of Default Billing Terms
Misc Tab of Default Billing Terms
AR & BTD Tab of Default Billing Terms
Billing Backup Tab of Default Billing Terms
Pre-Invoices Tab of Default Billing Terms
Learn More About...
How Vision Uses Default Billing Terms
Reporting Default Billing Terms Setup Overview
How to...
Define Reporting Default Billing Terms for Regular Projects
Define Reporting Default Billing Terms for Overhead Projects
Invoice Approvals Overview
How to...
Enable the Invoice Approval Feature
Set Up Invoice Approval Processes
Assign Another Person to Perform Approvals in Your Absence
Fields and Options
Invoice Approval Process Form
Display the Invoice Approval Process Form
Toolbar of the Invoice Approval Process Form
Contents of the Invoice Approval Process Form
Alert Type Lookup Dialog Box
Email Configuration Dialog Box
Dashboard Configuration Dialog Box
Dashboard and Email Configuration Dialog Box
Column Selection Dialog Box
Learn More About...
Invoice Approval Processes
DEFAULT Code for Invoice Approvals
Alerts and the Invoice Approval Process
Accounting Configuration Overview
Summary of Accounting Configuration Settings
Accounting System Settings Overview
Checklist: Setting Up Effective Dates for Cost Rates
Checklist: Setting Up Pay Rate Tables
How to...
Set Up General Accounting System Settings
Set Up Labor Categories
Set Up Project Budgeting
Set Up Accounting System Reporting Settings
Set Up Rate Tables and Specify Effective Dates
Enable and Configure Employee Realization Reporting
Exclude Unit Revenue from Employee Realization Reporting
Fields and Options
Accounting System Settings Form
Display the Accounting System Settings Form
General Tab of Accounting System Settings
Diary Auto Numbering Tab of Accounting System Settings
Reporting Tab of Accounting System Settings
Labor Categories Tab of Accounting System Settings
Project Budgeting Tab of Accounting System Settings
Transaction Auto Numbering Tab of Accounting System Settings
Learn More About...
Automatic Numbering for Transactions
Diaries Overview
Diary Field Locations in Vision
Employee Realization Reporting
Frequency Examples for Employee Realization Reporting
Calculation Method Examples for Employee Realization Reporting
Accounting Company Settings Overview
Checklist: Setting Up and Running Adjust Salaried Job Cost
Checklist: Setting Up and Running Labor Cross Charge
Checklist: Setting Up Revenue Generation
How to...
Load Custom Checks on the Vision Report Server
Display Custom Check Templates as Options in the Template Field
Set Up Employee Expenses
Enable Revenue Generation
Enable Tax Auditing and Enter Default Settings
Set Up Default Accounts
Set Up Posting Information
Set Up Organization Credits
Set Up Timesheet Information
Set Up Job Costing Information
Set Up Accounting Company Gains and Losses
Set Up the Transaction Center Approval Feature
Fields and Options
Accounting Company Settings Form
Display the Accounting Company Settings Form
General Tab of Accounting Company Settings
Revenue Tab of Accounting Company Settings
Accounts Tab of Accounting Company Settings
Posting Tab of Accounting Company Settings
Organization Tab of Accounting Company Settings
Timesheets Tab of Accounting Company Settings
Cross Charge Tab of Accounting Company Settings
Tax Auditing Tab of Accounting Company Settings
Gains and Losses Tab of Accounting Company Settings
Transaction Center Approvals Tab of Accounting Company Settings
Employees To Approve For Dialog Box
Learn More About...
Transaction Center Approvals
Transaction Date Validation
Special Projects for Labor Cross Charge
Billing Terms and Labor Cross Charge
General Ledger Accounts for Journal Entries
Originating Vendors
Tax Regions Overview
Tax Auditing Overview
Intercompany Billing Setup Overview
Checklist: Setting Up Intercompany Billing
Checklist: Setting Up Detailed Subledgers
Fields and Options
Intercompany Billing Setup Form
Display the Intercompany Billing Setup Form
Regular Labor Tab of Intercompany Billing Setup
Overhead Labor Tab of Intercompany Billing Setup
Promotional Labor Tab of Intercompany Billing Setup
Regular Expense Tab of Intercompany Billing Setup
Overhead Expense Tab of Intercompany Billing Setup
Promotional Expense Tab of Intercompany Billing Setup
Balance Sheet Other Tab of Intercompany Billing Setup
Subledger Vendors Tab of Intercompany Billing Setup
Subledger Terms Tab of Intercompany Billing Setup
Reclass Projects Tab of Intercompany Billing Setup
Learn More About
Intercompany Billing Special Projects
Intercompany Invoice and Voucher Projects
Intercompany Billing Vendors
Intercompany Billing Rate Settings for Journal Entries
Employee Types Setup Overview
How to...
Set Up Employee Types
Set Up Employee Type Accounts for Multicompany
Delete Employee Types
Fields and Options
Employee Types Form
Display the Employee Types Form
General Tab of Employee Types
Accounting Tab of Employee Types
Time Analysis and Benefit Accrual Setup Overview
Checklist: Configure and Enable Approvals for Absence Requests
How to...
Set Up Time Analysis Headings
Set Up Time Analysis Projects
Set Up Benefit Accrual Codes
Delete Benefit Accrual Codes
Fields and Options
Time Analysis and Benefit Accrual Form
Display the Time Analysis and Benefit Accrual Form
Time Analysis Headings Tab of Time Analysis and Benefit Accrual Setup
Time Analysis Setup Tab of Time Analysis and Benefit Accrual Setup
Benefit Accrual Setup Tab of Time Analysis and Benefit Accrual Setup
Accrual Schedule Setup Overview
How to...
Set Up Accrual Schedules
Modify Accrual Schedules
Fields and Options
Accrual Schedule Setup Form
Learn More About...
Accrual Schedule Example
Tax Code Configuration Overview
How to...
Set Up Tax Codes
Modify Tax Codes
Delete Tax Codes
Fields and Options
Tax Codes Configuration Form
Display the Tax Codes Configuration Form
Tax Codes Tab of Tax Codes Configuration
Intercompany Billing Tab of Tax Codes Configuration
Tax Reporting Tab of Tax Codes Configuration
Learn More About...
Tax Regions Overview
Compound Tax Examples
Non-Recoverable Tax Examples
Bank Codes Setup Overview
How to...
Set Up Bank Codes
Set Up Bank Entries
Set Up Direct Deposit and NACHA Electronic Funds Transfer Information
Set Up Export to Text Formats
Modify Bank Codes
Delete Bank Codes
Fields and Options
Bank Codes Form
Display the Bank Codes Form
Bank Codes Tab of Bank Codes
Export to Text Check Option
Bank Reconciliation Tab of Bank Codes
Import Tab of Bank Codes
NACHA File Format Tab of Bank Codes
User Defined File Format Tab of Bank Codes
SEPA File Format Tab of Bank Codes
Format Date and Time Dialog Box for Bank Codes
Calculation Details Dialog Box
Advanced Matching Rules Dialog Box
Bank Transaction Type Mapping Dialog Box
Matching Suggestions Dialog Box
Learn More About...
Direct Deposit and NACHA Electronic Funds Transfer
Export to Text
System Accounts Payable Configuration Overview
How to...
Set Up System Accounts Payable
Set Up System AP Vendor Types
Set Up AP System Expense Codes
Delete System AP Expense Codes
Fields and Options
System AP Configuration Form
Display the System AP Configuration Form
Accounts Payable Tab of System AP Configuration
Vendor Types Tab of System AP Configuration
Expense Codes Tab of System AP Configuration
Expense Codes Accounting Tab of System AP Configuration
Learn More About...
Accounts Payable Expense Codes
Company Accounts Payable Configuration Overview
Checklist: Configure and Enable Approvals for Accounts Payable Invoices
How to...
Display Custom Check Templates as Options in the Template Field
Load Custom Checks on the Vision Report Server
Set Up Company Accounts Payable
Set Up Company AP Liability Codes
Set Up Company AP Vendor Types
Set Up Company AP Discount Codes
Fields and Options
Company AP Configuration Form
Display the Company AP Configuration Form
Accounts Payable Tab of Company AP Configuration
Liability Codes Tab of Company AP Configuration
Vendor Types Tab of Company AP Configuration
Discount Codes Tab of Company Accounts Payable Configuration
Learn More About...
Approval Workflows Overview
Expense Code Override Table Overview
How to...
Set Up Expense Code Override Tables
Copy an Expense Code Override Table
Delete an Expense Code Override Table
Fields and Options
Expense Code Override Tables Form
Display the Expense Code Override Tables Form
Toolbar of the Expense Code Override Tables Form
Contents of the Expense Code Override Tables Form
Learn More About...
Bill by Default Hierarchy for AP Expense Codes
Accounts Receivable Configuration Overview
Checklist: Setting Up Retainage
How to...
Set Up Ledger Headings
Set Up Invoice Mapping Accounts
Set Up Accounts Receivable Mapping Accounts
Fields and Options
Accounts Receivable Configuration Form
Display the Accounts Receivable Configuration Form
Ledger Headings Tab of Accounts Receivable Configuration
Invoice Mapping Accounts Tab of Accounts Receivable Configuration
AR Mapping Accounts Tab of Accounts Receivable Configuration
Learn More About...
Invoice Mapping Accounts Setup
Accounts Receivable Mapping Accounts Setup
Overhead Allocation Configuration Overview
Checklist: Setting Up Overhead Allocation
How to...
Set Up System Overhead Structure
Set Up Overhead Allocation Accounts
Fields and Options
Overhead Allocation Configuration Form
Display the Overhead Allocation Configuration Form
General Tab of Overhead Allocation Configuration
Accounts Tab of Overhead Allocation Configuration
Learn More About...
Overhead Projects
Promotional Projects
User-Defined Revenue Setup Overview
How to...
Enable Revenue Generation
Create a User-Defined Revenue Method
Modify a User-Defined Revenue Method
Specify a Project's Revenue Method
Delete a User-Defined Revenue Method
Print the Revenue Method List
Fields and Options
User Defined Revenue Form
Revenue Methods Dialog Box
Learn More About...
Examples of User-Defined Revenue Methods When You Use Revenue Categories
Revenue Methods
Standard Revenue Methods
Revenue Method B
Revenue Method M
Revenue Method N
Revenue Method P
Revenue Method R
Revenue Method W
Fields and Operators Used in Revenue Method Definitions
Labor Code Setup Overview
How to...
Set Up Labor Codes
Fields and Options
Labor Codes Form of Accounting Configuration
Cash Flow Statement Setup Overview
Fields and Options
Cash Flow Statement Setup Form
Display the Cash Flow Statement Setup Form
Cash Flow Statement Headings Tab of Cash Flow Statement Setup
Cash Flow Statement Setup Tab of Cash Flow Statement Setup
Credit Card Configuration Overview
How to...
Set Up the Credit Card Feature
Fields and Options
Credit Cards Form
Display the Credit Cards Form
Toolbar of the Credit Cards Form
General Tab of the Credit Cards Form
Import Tab of the Credit Cards Form
Employees Assigned to Credit Card Dialog Box
Learn More About...
Credit Card Feature Overview
Credit Card Feature and Multicurrency
Primary and Secondary Credit Cards
Import Credit Card Charges Process Overview
Example of a Text File for Importing Credit Card Charges
Payroll Setup Overview
Checklist: Setting Up Payroll
General Payroll Setup Overview
How to...
Activate the Payroll Application
Specify Security Rights for a Payroll Administrator
Set Up General Company-wide Payroll Settings
Set Up Custom Templates
Fields and Options
Payroll Setup Form
Display the Payroll Setup Form
Toolbar of Payroll Setup Form
General Tab of Payroll Setup
Checks Tab of Payroll Setup
FICA Tab of Payroll Setup
Other Pay Setup Tab of Payroll Setup
Format Date and Time Dialog Box
Format Currency Dialog Box
Learn More About...
All Transactions or Only Those in a Date Range
Three Ways to Post Payroll
Payroll Withholding Setup Overview
How to...
Add a Withholding Code
Copy a Withholding Code
Create User-Defined Rules for Calculating Wages by Withholding
Delete a Withholding Code
Fields and Options
Payroll Withholding Setup Form
Display the Payroll Withholding Setup Form
Toolbar of the Payroll Withholding Setup Form
Contents of the Payroll Withholding Setup Form
Payroll Withholding Setup Dialog Box
Learn More About...
Withholding Types
How the Additional Deductions from Wages Grid Works
User-Defined Tax Locale Setup Overview
How to...
Establish User-Defined Tax Locales
Fields and Options
User Defined Tax Locales Form
Display the User Defined Tax Locales Form
Toolbar of the User Defined Tax Locales Form
Contents of the User Defined Tax Locales Form
Payroll Contribution Setup Overview
How to...
Add a Contribution Code
Copy a Contribution Code
Delete a Contribution Code
Fields and Options
Payroll Contribution Setup Form
Display the Payroll Contribution Setup Form
Toolbar of the Payroll Contribution Setup Form
Contents of the Payroll Contribution Setup Form
Payroll Contribution Setup Dialog Box
Display the Payroll Contribution Setup Dialog Box
How the Additional Deductions from Wages Grid Works
Contents of the Payroll Contribution Setup Dialog Box
Employer Contribution Rate Table Overview
How to...
Add a Contribution Rate Table
Fields and Options
Contribution Rate Table Form
Display the Contribution Rate Tables Form
Toolbar of the Contribution Rate Table Form
Contents of the Contribution Rate Table Form
Organization Setup and Payroll
How to...
Configure Vision to Post Payroll by Individual Organization
Configure Vision to Post Payroll to an Organization Specific Bank Code
Configure Vision to Post Contribution Expenses and Liabilities to an Employee's Organization
Learn More About...
Configuring Vision to Post Contribution Expenses and Liabilities to the Project Set Up in Payroll Contribution Setup
Time and Expense Configuration Overview
Time and Expense and Multicompany
Timesheet Configuration Overview
Checklist: Setting Up the Timesheet Application
How to...
How to Set Up Labor Periods
Add a Timesheet Labor Period
Auto Fill Timesheet Labor Periods
Change the Status of a Timesheet Labor Period
Copy a Timesheet Labor Period
Delete a Timesheet Labor Period
How to Set Up Global Comments
Add a Global Comment
Copy a Global Comment
Edit a Global Comment
Delete a Global Comment
How to Set Up Employee Groups
Add an Employee Group
Add an Employee to an Employee Group
Remove an Employee from an Employee Group
Copy an Employee Group
Delete an Employee Group
How to Set Up Timesheet Ratio Options
Configure Timesheet Ratio Options
How to Set Up Global Revision Explanations
Add a Global Revision Explanation
Copy a Global Revision Explanation
Edit a Global Revision Explanation
Delete a Global Revision Explanation
How to Set Up Global Transfer Reasons
Add a Global Transfer Reason
Copy a Global Transfer Reason
Edit a Global Transfer Reason
Delete a Global Transfer Reason
How to Set Up Signing Notification Messages
Configure a Timesheet Signing Notification Message
How to Set Up Timesheet Special Categories
Add a Timesheet Special Category for All Employees
Assign a Timesheet Special Category to an Existing Employee Group
Assign a Timesheet Special Category to a New Employee Group
Copy a Timesheet Special Category
Copy All Timesheet Special Categories for an Employee Group
Edit a Timesheet Special Category
Delete a Timesheet Special Category
Delete all Timesheet Special Categories for an Employee Group
Fields and Options
System Timesheet Configuration Form
Company Timesheet Configuration Form
Display the Company Timesheet Configuration Form
Toolbar of Company Timesheet Configuration
Setup Tab of Company Timesheet Configuration
Calendar Tab of Company Timesheet Configuration
Global Comments Tab of Company Timesheet Configuration
Employee Group Tab of Company Timesheet Configuration
Ratios Tab of Company Timesheet Configuration
Timesheet Audit Tab of Company Timesheet Configuration
Miscellaneous Tab of Company Timesheet Configuration
Timesheet Special Categories Form
Special Categories Dialog Box
Establish Timesheet Calendar Dialog Box
Learn More About...
Timesheet Alerts Configuration
Timesheet System Settings for Line Item Approval
Labor Period Status Values
Employee Groups Example for Timesheets
Timesheet Special Categories
Timesheet Configuration Reports
How to...
Print the System Timesheet Configuration Report
Print the Company Timesheet Configuration Report
Print the Timesheet Special Categories Report
Report Contents
System Timesheet Configuration Report
Company Timesheet Configuration Report
Timesheet Special Categories Report
Expense Report Configuration Overview
Checklist: Setting Up the Expense Report Application
How to...
How to Set Up Employee Groups
Add an Employee Group
Add an Employee to an Employee Group
Remove an Employee from an Employee Group
Copy an Employee Group
Delete an Employee Group
How to Set Up Signing Notifications
Configure an Expense Report Signing Notification Message
How to Change Labels and Make Fields Required
Change Expense Report Labels and Make Fields Required
How to Set Up Expense Categories
Add an Expense Category for all Employees
Assign an Expense Category to an Existing Employee Group
Assign an Expense Category to a New Employee Group
Copy an Expense Category
Copy All Expense Categories for an Employee Group
Edit an Expense Category
Delete an Expense Category
Delete all Expense Categories for an Employee Group
Fields and Options
Company Expense Report Configuration Form
Display the Company Expense Report Configuration Form
Toolbar of Company Expense Report Configuration
Setup Tab of Company Expense Report Configuration
Employee Group Tab of Company Expense Report Configuration
Miscellaneous Tab of Company Expense Report Configuration
Expense Report Categories Form
Expense Categories Dialog Box
Learn More About...
Expense Report Alerts Configuration
Expense Report Settings for Line Item Approval
Employee Groups Example for Expense Reports
Expense Report Categories
Reports
How to...
Print the Company Expense Report Configuration Report
Print the Expense Categories Report
Report Contents
Company Expense Report Configuration Report
Expense Categories Report
Purchasing and Inventory Configuration Overview
Checklist: Setting Up Inventory
Fields and Options
Purchasing and Inventory System Settings Form
Display the Purchasing and Inventory System Settings Form
Toolbar of Purchasing and Inventory System Settings Form
Item Categories Tab of Purchasing and Inventory System Settings Form
U/M Tab of Purchasing and Inventory System Settings Form
Reason or Quality Tab of Purchasing and Inventory System Settings Form
Inventory Tab of Purchasing and Inventory System Settings Form
Purchasing and Inventory Company Settings Form
Display the Purchasing and Inventory Company Settings Form
Toolbar of Purchasing and Inventory Company Settings Form
General Tab of Purchasing and Inventory Company Settings Form
Accounts Tab of Purchasing and Inventory Company Settings Form
Item Categories Tab of Purchasing and Inventory Company Settings Form
Ship Tab of Purchasing and Inventory Company Settings Form
Bill Tab of Purchasing and Inventory Company Settings Form
Clauses Tab of Purchasing and Inventory Company Settings Form
Buyer Tab of Purchasing & Inventory Company Settings
Vendor Response Tab of Purchasing & Inventory Company Settings Form
Inventory Tab of Purchasing and Inventory Company Settings Form
Items Master Form
Display the Items Master Form
Toolbar of the Items Master Form or Dialog Box
General Tab of the Items Master Form or Dialog Box
Vendors Tab of the Items Master Form or Dialog Box
Inventory Tab of the Items Master Form
Learn More About...
Approval Workflows Overview
Entering Purchasing Items on the Fly in the Equipment Info Center
Planning Configuration Overview
Planning and the Vision Tab Designer
Generic Resources Setup Overview
How to...
Add a Generic Resource
Copy and Modify an Existing Generic Resource
Print a Generic Resource Record
Delete a Generic Resource
Fields and Options
Generic Resources Form
Setting Up Grids
How to...
Configure a Planning Grid
Configure a Summary Grid
Fields and Options
Planning Grid Configuration Form
Display the Planning Grid Configuration Form
Labor Tab of Planning Grid Configuration Form
Expenses Tab of Planning Grid Configuration Form
Consultants Tab of Planning Grid Configuration Form
Units Tab of Planning Grid Configuration Form
Summary Grid Configuration Form
Display the Summary Grid Configuration Form
Multiplier Tab of Summary Grid Configuration Form
Revenue Tab of Summary Grid Configuration Form
Compensation Tab of Summary Grid Configuration Form
Cost Tab of Summary Grid Configuration Form
Billing Tab of Summary Grid Configuration Form
Accounting Calendar Setup Overview
How to...
Create Custom Periods
Fields and Options
Accounting Calendar Form
Fields and Options
Resource Management Settings Form
Planning Configuration Form
Display the Planning Configuration Form
General Tab of Planning Configuration
General Tab of Planning Configuration without Resource Planning
Rates Tab of Planning Configuration
Asset Management Configuration Overview
Checklist: Configuring Asset Management
How to...
Enable Vision to Automatically Generate Equipment Items
How to Set Up Additional Books
Add Additional Books
Delete Additional Books
How to Set Up Depreciation Methods
Add a Depreciation Method
Delete a Depreciation Method
Turn Off a Depreciation Method
How to Set Up Section 179
Add a Section 179 Deduction Limit
Delete a Section 179 Deduction Limit
Turn Off Section 179 Limits for an Additional Book
How to Set Up Asset Types
Add a New Asset Type
Delete an Asset Type
How to Set Up Improvement Types
Add an Improvement Type
Delete an Improvement Type
Turn Off an Improvement Type
How to Set Up Property Types
Add a Property Type
Delete a Property Type
Turn Off a Property Type
Fields and Options
Asset Management Configuration Form
Display the Asset Management Configuration Form
Toolbar of Asset Management Configuration Form
General Tab of Asset Management Configuration
Additional Books Tab of Asset Management Configuration
Asset Type Tab of Asset Management
Methods Tab of Asset Management Configuration
Property Type Tab of Asset Management Configuration
Improvements Tab of Asset Management Configuration
Section 179 Tab of Asset Management Configuration
Learn More About...
Asset Management Terminology
Asset Management and Multicompany
Configuring Depreciation
Depreciation Methods Examples
Straight-line Method Example
Modified Accelerated Cost Recovery System (MACRS) Example
Sum of Years Digit Example
Module Activation Overview
Optional Vision Modules
License Expiration for Vision Modules
Activate Modules
About Deltek Vision Form
Data Dictionary
Open the Data Dictionary
Help System
Open the Vision Help System
Navigation Tools for the Help System
Additional Documentation
Download Additional Documentation
Additional Documentation for this Release
Select State Province Format Dialog Box